This article shows you how to navigate Euler, Swap's partner portal, so you can view your referrals, deals, and commissions, browse partner content, and submit new referrals.
Accepting the Euler invitation
Once you've been accepted into the partner program, you'll receive a Partner Agreement. Log into Euler to sign it. If it's your first time using Euler, you'll be prompted to create an account with your business email address and a password.
🎬 Prefer video? Explore Euler in less than 2 minutes with our walkthrough.
Navigating the Euler dashboard
Once you've logged in, you'll see your dashboard — this is your Home tab. It gives you a high-level overview of your referrals, deals, and commissions with Swap. Filter by timeframe, or click All to see data across all time.
Referrals
The brands you've referred to Swap. Click this tile to open the Referrals tab and see a list of all existing referrals, when they were submitted, and their status: Pending, Approved, or Rejected.
Deals
The referrals Swap's sales team has qualified and is actively moving forward with. Click this tile to open the Deals tab and view a list of all existing deals, their associated dollar amount (in MRR), and their status.
The six possible statuses are:
A – Pre-qualified
B – Discovery
C – Scoping call
D – Contract issued
E – Closed won
F – Closed lost
Paid commissions
The invoices for revenue share payments on deals that have closed, won, and paid out. Click the tile to open the Invoices tab.
Future commissions
The invoices for revenue share on deals that have closed and won, but haven't yet paid out.
Quick access
Jump straight to the Referrals, Deals, and Content tabs.
Content tab
Enablement resources and content on Swap, our products, and related topics. Check this tab regularly for new posts.
Customer transactions tab
Shows the total contract value (TCV) and revenue share for any recently closed-won deals attributed to you.
Incentives plan tab
Your partner tier, including revenue share, payout terms, and payout frequency.
Agreements tab
Your agency's Partner Agreement, outlining 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, click the settings cog to open this menu:
Company info
Add your company name, logo, website, and address the first time you log in.
Contact
Add or update your company's primary contact — first name, last name, and email address.
User management
Add team members who need access to Euler, and deactivate anyone who no longer needs it.