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Using Flows with Your Partners

Flows, Content, Partners, Enablement

Marwan Said avatar
Written by Marwan Said
Updated over a week ago

Sharing content is powerful, but helping partners act on it is even better. That’s where Flows come in. Flows let you turn static resources into interactive, guided experiences that drive real engagement and outcomes.

Here are best practices for making the most of Flows in Euler, with practical examples you can apply right away:

1. Build Guided Onboarding Journeys

Don’t just give new partners documents—walk them through what to do next.

Example: Onboarding Flow

  1. Sign the partner agreement

  2. Watch a welcome video

  3. Visit your company website for orientation

  4. Complete a sales training module​

  5. Pass a short quiz to become certified​

Tip: This ensures partners are aligned, compliant, and ready to represent your brand from day one.

2. Validate Knowledge with Quizzes & Certifications

Keep training engaging by mixing in quizzes and knowledge checks.

Example: Sales Certification Flow

  1. Read a product one-pager

  2. Watch a recorded demo

  3. Complete a quiz on positioning and objections

  4. Earn a sales certification badge

Tip: Certifications build accountability and give partners a sense of achievement.

3. Turn Tasks into Actionable To-Do Lists

Partners juggle a lot. Custom to-do lists inside Flows help them stay focused.

Example: Campaign Execution Flow

  1. Download co-brandable marketing templates

  2. Post campaign assets on LinkedIn

  3. Register campaign leads in the portal

  4. Book a check-in call with your channel manager

Tip: Flows ensure partners complete every step of a campaign successfully.

4. Match Flows to Partner Stages

Different partners need different guidance. Use Flows to tailor experiences.

Example: Product Launch Flow

  1. Read the launch announcement

  2. Watch the new product overview video

  3. Access updated sales battle cards

  4. Share a pre-written customer email template

  5. Confirm readiness via checklist

Tip: This gets all partners aligned for go-to-market launches at the same time.

5. Keep Flows Short and Focused

Flows work best when they’re structured and digestible.

  • Aim for 5–7 steps per Flow

  • Mix formats (videos, docs, checklists, quizzes)

  • Show the benefit upfront (“Complete this to unlock advanced tools”)

Tip: A focused Flow is more likely to be completed and remembered.

6. Update and Reuse Flows

Just like content, Flows need maintenance.

  • Refresh steps when agreements, messaging, or product info changes

  • Clone existing Flows for different regions or partner tiers

  • Monitor completion metrics in Euler to spot drop-offs and improve

Tip: Keep your Flows fresh so partners trust them as the source of truth.

Sample Flow Use Cases:

  • Technical Enablement Flow:

    1. Read API documentation

    2. Watch integration setup video

    3. Complete sandbox exercise

    4. Confirm setup with checklist
      ​

  • Compliance & Policy Flow:

    1. Review code of conduct

    2. Read compliance policy

    3. Acknowledge via checkbox or quiz

    4. Download compliance certificate
      ​

  • Partner Tier Upgrade Flow:

    1. Meet sales target checklist

    2. Submit proof of performance

    3. Complete advanced training

    4. Unlock higher-tier benefits

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