The Communications Hub is structured around three core pillars:
Audiences
Actions
Campaigns
1. Audiences
Audiences are partner groups created based on fully configurable rules.
You can segment partners using criteria such as:
Revenue
Creation date
Commission
Specific tags
And other available attributes
These rules can be combined using AND/OR logic, allowing you to build highly specific and strategic audiences.
How to create an Audience
In the sidebar menu, go to Communications and select the Audience Management tab.
Click New Audience, define a name for the audience, and confirm the creation.
On the next screen, click Configure Audience.
On the audience configuration screen, you can:
Define whether the global logic will be AND or OR;
Configure partner inclusion rules based on tags or other criteria;
Combine multiple rules to further refine your segmentation.
When you finish, click Close. The partner list will be loaded according to the rules you defined.
You may also manually add partners to the audience.
Note: Manually added partners do not follow the audience rules. They will only be removed manually. After import, you can deactivate specific partners within that audience if needed.
2. Actions
Actions are the executable elements inside the Communications Hub and can be:
Emails
Automations
These actions are used within Campaigns.
Automations
Automations are flows composed of a sequence of triggers and steps.
For example:
Send an initial email;
Only if the partner opens that email, send the next email in the sequence.
This allows you to build smarter and more personalized journeys.
How to create an Automation
Open the Automation tab.
Click New Automation.
In the automation editor, you will see:
On the left: the list of available actions you can add to the flow;
In the center: the automation flow, indicating where it starts and the subsequent steps.
When you click an action, you can:
Select which email template will be used for an email send action;
Configure the wait time for a wait action.
Additional actions and conditionals will be added soon, expanding automation capabilities.
In the top bar, you can:
Publish the automation, making it available for use in other areas;
Send a test of the automation.
Emails
Email templates in the Communications Hub are created and managed in the Email Designer / Editor tab within EulerApp.
From this area, you can create, edit, and maintain all templates used in campaigns, automations, and transactional communications.
Currently, you can build your emails in two main ways:
Block Builder
AI/Code Builder
Block Builder
The Block Builder is designed to make email creation simple and visual, without requiring technical knowledge of HTML.
With the Block Builder, you can:
Add and arrange content blocks (sections, columns, etc.);
Insert and configure images, buttons (CTAs), headings, and text;
Adjust spacing, alignment, and the overall structure of the email in an intuitive way;
Maintain visual consistency with your brand identity.
This mode is ideal for marketing, communications, and operations teams that want to:
Create campaigns quickly;
Standardize different types of emails;
Reduce formatting errors.
AI/Code Builder
The AI/Code Builder is recommended for scenarios where you already have:
An existing HTML code for a formatted email; or
You want to leverage AI to generate an initial email draft based on specific instructions.
With this feature, you can:
Paste the HTML code of an existing template and use it inside the Communications Hub;
Provide a briefing to the AI (such as email objective, target audience, tone of voice, language, etc.) and request an automatically generated draft;
Refine the generated content and adapt it to your communication needs.
Important:
The AI/Code functionality is currently in beta, and may be adjusted and improved over time.
We strongly recommend reviewing the generated content before using it in live campaigns.
General best practices
Regardless of whether you use the Block Builder or the AI/Code Builder, we recommend:
Keeping templates organized with clear names to make search and reuse easier;
Standardizing headers, footers, and key brand identity elements;
Testing the layout on different devices (desktop and mobile);
Reviewing links, buttons, and text before publishing or associating the template with a campaign or automation.
3. Campaigns
Campaigns are where Audiences and Actions come together to be executed over a defined period.
Within a campaign, you can:
Combine one or more Audiences;
Plan a sequence of Actions (emails and automations);
Clearly see what will be sent and to whom it will be sent.
How to create a Campaign
Go to the Campaigns tab and click New Campaign.
Set a name and description for the campaign and click Create.
On the campaign screen, in the top bar, you will find:
A button to go back to the previous screen;
The campaign name;
The global actions for the campaign, such as publish and delete (these options vary depending on the campaign status).
Right below, there are two main sections:
Calendar
Audience
Calendar
The calendar displays the actions that are scheduled or that have already been sent.
You can:
Switch between full calendar view and a simple actions list using the Calendar View button.
Use the New Event button to add a new action (Email or Automation).
You can also click the “+” icon on a specific day in the calendar to add an action.
In the event creation pop-up, you must:
Define a name;
Select the date and time;
Choose the required settings (action type, automation, template, etc.).
Partner updates after publishing a Campaign
After a campaign is published, the partner list is not updated automatically.
This ensures consistency in email delivery by “freezing” the audience at the moment of publication.
When you publish, a list of partners is imported based on the rules at that time.
You can still add new actions to the campaign.
However, new partners will not be automatically added to that already published campaign.
Contacts and Contact Roles
Every Partner in Euler has an associated list of Contacts.
These contacts have notification rules called Contact Roles.
For a Partner to receive notifications sent by the Communications Hub, at least one contact associated with that partner must have the following Contact Role:
Communications Hub
Only contacts with this role will be eligible to receive communications generated by the Communications Hub.
Still Have Questions?
Reach out to our support team by:
Sending us a message via the in-app chat
Emailing us at [email protected]
We’ll get back to you as soon as possible!