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Setting Up Your Partner Directory Profile

How to create or update your profile so clients can easily find you in the directory

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Written by Mariela Franco

What is the Partner Directory?

The Partner Directory is a tool that allows your partner companies to showcase your profile on their website. Completing your profile can enhance your visibility and increase your chances of gaining new leads

📌 The Partner Directory is an add-on feature. If you don't see it in your portal, please reach out to the company that invited you to Euler for more information.

🚀 Getting Started

  1. Go to eulerapp.com/signin and log in with your credentials.

  2. Once logged in, look at the left-hand navigation menu for Partner Directory.

🛠️ Opening Your Profile

  1. Click Partner Directory in the left-hand navigation.

  2. You'll see a list of your Partner Directory Profiles.

  3. Click the pencil (edit) icon next to your profile to open it.

✏️ Filling In Your Basic Information

Complete the following fields:

  • Company Name - Your agency's name as you'd like it displayed

  • Company Website - Your website URL

  • Short Description - A brief one-liner about your agency

  • Logo - Upload your logo (SVG, PNG, JPG, JPEG, or GIF - max 1MB)

  • City - Your location

  • Accepting New Clients - Toggle this on if you're currently open to new clients

💡 You'll see a Card Preview on the right side update in real time, this is exactly how you'll appear in the directory!

📝 Adding a Detailed Description

Scroll down to the Detailed Description section and add a fuller summary of your agency, including your services, core values, and what makes you unique.

⭐ Enriching Your Profile (Recommended)

Use the tabs at the bottom to add even more detail to your profile:

Tab

What to Add

Testimonials

Client reviews and feedback

Resources

Helpful materials you offer

Case Studies

Past success stories

Clients

Notable clients you've worked with

Videos

Demo or intro videos

Top Services

Your main service offerings

Certifications

Any relevant certifications

🔍 Completing Your Custom Filters

Scroll down to fill in any additional filter fields. These help clients find your agency more easily when searching the directory - make sure to complete all that apply to your agency!

✅ Saving and Previewing

  1. Click Preview (top right) to see how your profile looks in the directory.

  2. Once you're happy with everything, click Save.

❓ Need Assistance?

Our support team is here to help you make the most of the Partner Portal. If you encounter any issues or have questions about your profile setup, please reach out via [email protected].

Thank you for joining Euler, and we look forward to supporting your growth as a valuable partner!

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