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Tagging Partners Effectively

Marwan Said avatar
Written by Marwan Said
Updated this week

As your partner ecosystem grows, organization becomes critical. That’s where Partner Tags in Euler come in. Tags let you categorize partners and automatically assign them to the right Flows, Content, Agreements, Dashboards, and Partner Lists. With the right tagging strategy, you save time and ensure each partner always sees the materials most relevant to them.

Why Use Partner Tags?

  • Automation: Auto-assign partners to the right experiences without manual effort.

  • Segmentation: Group partners by type, size, region, or performance.

  • Personalization: Deliver targeted enablement and content that feels relevant.

  • Scalability: Keep your partner program organized even as it grows.

  • CRM Sync: Tags can be synced with your CRM for both reading and writing, ensuring data consistency across systems.

Examples of Partner Tags:

Partner Type

  • Reseller – Partners that resell your product or service.

  • Referral – Partners that bring leads but don’t close deals.

  • Distributor – Partners that manage a network of sub-partners.

  • Service / Implementation – Consulting or integration partners.

  • Technology / ISV – Software vendors that build integrations or add-ons.

  • Strategic / Alliance – High-value partners with joint go-to-market motions.

Partner Program Tier

  • Registered – Early-stage partners just starting out.

  • Silver / Gold / Platinum – Partners grouped by performance or benefits.

  • Certified – Partners who have completed required training.

Geography or Market

  • North America / EMEA / APAC – Region-based tags for localized enablement.

  • Industry Vertical – e.g., Healthcare, Financial Services, Retail.

Campaigns or Initiatives

  • Q4 Product Launch – Partners enrolled in a specific campaign.

  • Beta Program – Partners testing new features.

  • Co-Marketing Eligible – Partners who can access joint marketing materials.

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