This article will introduce you to our partner portal, Euler, and how to navigate it to view your current and historic engagements with Swap, browse content, and submit referrals.
Accepting the Euler Invitation
Once you’ve been accepted into the partner program, you should receive a Partner Agreement. You’ll need to log into Euler to sign it. If it’s your first time using Euler, you’ll be prompted to create an account using your business email address and password.
Navigating the Euler Dashboard
Once you’ve logged in, you will see the following dashboard. This is your Home tab.
This is where you’ll get a high-level overview of your referrals, deals, and commissions with Swap. You can filter by a certain timeframe or click ‘All’ to see data over all time.
Referrals
This refers to the brands you’ve referred to Swap. You can click on this tile to go to the Referrals tab and see a list of all existing referrals, when they were submitted, and their status: Pending, Approved, or Rejected.
Deals
This refers to the referrals you’ve made to Swap that our sales team has qualified and is actively moving forward with. Click on this tile to go to the Deals tab and view a list of all existing deals, their associated $ amount (in MRR), and their status.
The 6 possible statuses are:
- A – Pre-qualified
- B – Discovery
- C – Scoping call
- D – Contract issued
- E – Closed won
- F – Closed lost
Paid Commissions
This is where you can see the invoices associated with your revenue share payments for deals that have been closed, won, and paid out. Click the tile to go to the Invoices tab.
Future Commissions
This is where you can see invoices associated with your revenue share for deals that have been closed and won but haven’t yet been paid out.
Quick Access
The Quick Access section lets you quickly jump to the Referrals, Deals, and Content tabs.
Content Tab
Houses content and enablement resources on Swap, our products, and other related topics. Check the Content tab regularly to see what’s been posted.
Customer Transactions Tab
Shows the total contract value (TCV) plus the revenue share for any recently closed won deals attributed to you.
Incentives Plan Tab
Contains information about your partner tier, including your revenue share, payout terms, and payout frequency.
Agreements Tab
Houses your agency's Partner Agreement, which outlines the terms of your partnership with Swap.
Submitting a Referral
- Click Submit referral in the top right corner of the Home or Referrals tab
- Fill out the referral form
- Click Send referral
To qualify for a referral commission, leads must:
- Be submitted via the Swap Partner Portal
- Be submitted before Swap’s sales team has an open opportunity with the lead
Adding Your Company Info and Team to Euler
In the top left-hand corner, you’ll see a settings cog. Clicking it will open the following menu:
Company Info
Please add your company name, logo, website, and address the first time you log in.
Contact
Add or update your company's primary contact's first name, last name, and email address.
User Management
Add team members who need access to Euler, and deactivate those who no longer need access.