Skip to content
This repository has been archived by the owner on Nov 29, 2024. It is now read-only.

Commit

Permalink
Merge pull request #588 from zapier/beta_updates
Browse files Browse the repository at this point in the history
PLATSUP-1024 Update beta/partner program pages in platform docs
  • Loading branch information
cameronjp authored Mar 13, 2024
2 parents 72c4efc + 32e8466 commit 7d03acc
Show file tree
Hide file tree
Showing 5 changed files with 56 additions and 49 deletions.
Original file line number Diff line number Diff line change
@@ -1,10 +1,11 @@
---
title: Rollout cadence and integration quality health tips
title: Essential tips for integrating quality health practices
order: 15
layout: post-toc
redirect_from: /manage/rollout-cadence-iq-health-tips
---

# Rollout Cadence and integration quality health tips
# Essential tips for integrating quality health practices

Our shared customers rely on Zapier and your integration for business-critical workflows. Addressing feedback early and often ensures users have the best experience, both with Zapier's platform and yours. Follow these tips on how.

Expand Down
15 changes: 7 additions & 8 deletions docs/_publish/launch-process/public-integration.md
Original file line number Diff line number Diff line change
Expand Up @@ -80,15 +80,14 @@ After you’ve submitted your integration for review, one of our developers will

## **5. Beta phase**

![Zapier beta lifecycle](https://cdn.zappy.app/ac77593e876f7283613c91f4f7408666.png)

When your integration is approved, Zapier will update your:

- App status to **Public**.
- App version will update to **Beta**.
- App status to **Beta**.
- Integration will be added to [Zapier’s app directory](https://zapier.com/apps) with a Beta tag.

Your integration will remain in beta for 90 days.

Whilst in public beta, we recommend completing these tasks to improve your integration:
Your integration will remain in beta for 90 days. Whilst in public beta, we recommend completing these tasks to improve your integration:

### **Add help docs to Zapier’s Help Center**

Expand Down Expand Up @@ -124,13 +123,13 @@ Learn more about [Zapier Issue Manager](https://platform.zapier.com/publish/zapi

### **Exit Beta early by embedding your integration**

When activity from your integration is detected through one of the Zapier [embed tools](https://platform.zapier.com/embed/embed-benefits), you’ll exit Beta the next business day and unlock your [Partner Program benefits](https://zapier.com/developer-platform/partner-program). The simplest option is to feature your Zap templates in a launch announcement. Additionally, you can present a dynamic gallery of the 6,000+ applications that are now compatible with your app for creating workflows.
When one signup for Zapier is detected from your implementation of a [Zapier embed tool](https://platform.zapier.com/embed/embed-benefits), you’ll exit Beta the next business day and unlock Partner Program benefits. The simplest option is to feature your Zap templates in a launch announcement. Additionally, you can present a dynamic gallery of the 6,000+ applications that are now compatible with your app for creating workflows.

## **6. Public phase**

After 90 days in public beta, your integration will become public:

- Your app version status will be updated to public, and the beta tag will be removed.
- Your app status will be updated to public, and the beta tag will be removed.
- You’re added to our [Partner Program](https://zapier.com/developer-platform/partner-program), where you can earn marketing and support benefits.

Learn more about [maintaining your Zapier integration](https://platform.zapier.com/manage/user-feedback).
Learn more about [maintaining your Zapier integration](https://platform.zapier.com/manage/user-feedback).
36 changes: 18 additions & 18 deletions docs/_publish/partner-program/benefits-guide.md
Original file line number Diff line number Diff line change
Expand Up @@ -20,6 +20,23 @@ table {
# A Guide to Zapier Partner Program Benefits: _Accelerate your integration's growth and reach_
Zapier offers a variety of marketing and support benefits to partners. This cheat sheet is designed to help you understand when and how you can access each of these benefits as you unlock them.

## Accelerate your access to these benefits by embedding

**Unlock the benefits of the Zapier Partner Program faster by embedding your integration into your product via your help docs, integration pages, or blog posts.** There are two ways to do this:

1. If you’re in Beta, you’ll exit Beta the day after we detect a signup that originate from your embed
2. If you’re already a Partner, you can access some of the benefits of the next tier faster if you meet these requirements:
- we detect a signup from an embed that originates on your site
- your integration has a Healthy or Exceptional health score
- your integration meets a minimum active user count (40 for early Silver benefits, 300 for early Gold benefits, 2,500 for early Platinum benefits)

Embedding your integration not only enhances your product's functionality but also fast-tracks your access to higher-tier benefits. It's our way of incentivizing partners to integrate with Zapier and reap the rewards sooner.

## Next steps
- Review your integration tier on the Partner Program page in the developer dashboard
- Plan benefit redemption around your integrations’ marketing calendar (and keep track of the annual usage limit of each benefit)
- Highlight your integration in your product and marketing assets with our [partner embedding tools](https://zapier.com/l/partner/solutions)

## Access to our Partner Support team
Access to integration best practices through our dedicated Support team.
- **How to access this benefit:** Submit our [contact form](https://developer.zapier.com/contact)
Expand Down Expand Up @@ -101,21 +118,4 @@ Request dedicated support for your integration and product roadmap from a Zapier
| **How to redeem** | Email [[email protected]](mailto:[email protected]) to redeem this benefit. |
| **Opportunity** | Use this tailored benefit to approach adding new features or fixing new bugs on your integration, based on your product goals. |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}

## Accelerate your access to these benefits by embedding

**Unlock the benefits of the Zapier Partner Program faster by embedding your integration into your product via your help docs, integration pages, or blog posts.** There are two ways to do this:

1. If you’re in Beta, you’ll exit Beta the day after we detect a signup that originate from your embed
2. If you’re already a Partner, you can access some of the benefits of the next tier faster if you meet these requirements:
- we detect a signup from an embed that originates on your site
- your integration has a Healthy or Exceptional health score
- your integration meets a minimum active user count (40 for early Silver benefits, 300 for early Gold benefits, 2,500 for early Platinum benefits)

Embedding your integration not only enhances your product's functionality but also fast-tracks your access to higher-tier benefits. It's our way of incentivizing partners to integrate with Zapier and reap the rewards sooner.

## Next steps
- Review your integration tier on the Partner Program page in the developer dashboard
- Plan benefit redemption around your integrations’ marketing calendar (and keep track of the annual usage limit of each benefit)
- Highlight your integration in your product and marketing assets with our [partner embedding tools](https://zapier.com/l/partner/solutions)
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}
20 changes: 10 additions & 10 deletions docs/_publish/partner-program/partner-faq.md
Original file line number Diff line number Diff line change
Expand Up @@ -23,17 +23,17 @@ With {{ site.partner_count }} public integration partners on Zapier, use these 1
* [Surface Zapier in your website footer](#tip-9-surface-zapier-in-your-website-footer)
* [Leverage marketing automation](#tip-10-leverage-marketing-automation)

## Tip 1: Level up your team
## Level up your team

Make sure your sales and support teams say "yes!" when asked about an integration. Share these bite-sized [Zapier 101 videos](https://learn.zapier.com/) to get them up-to-speed on Zapier.

## Tip 2: Monitor your integration insights on growth and usage
## Monitor your integration insights on growth and usage

Review your integration insights on a regular cadence to guide making decisions and [inform you on the quality](https://platform.zapier.com/manage/integration-insights) of your integration. We routinely hear from our partners that Zapier users are higher-value, sticky users. So, it's important to keep a pulse on how the integration is doing.

**Clearbit case study:** Clearbit carefully tracks the success of their users and discovered Zapier users are 20% less likely to churn. Armed with this data, their team prioritizes promotion and development strategies that encourage more of their users to try integrations.

## Tip 3: Boost user adoption by seamlessly embedding Zapier
## Boost user adoption by seamlessly embedding Zapier

Keep users engaged inside your own platform by embedding the Zapier experience in your app. Help users easily discover, build, and manage Zaps with our prebuilt, plug-and-play [Full Zapier Experience](https://platform.zapier.com/embed/full-zapier-experience), or utilize our [Partner API](https://platform.zapier.com/embed/partner-api) to create a seamless, custom solution.

Expand All @@ -46,7 +46,7 @@ Keep users engaged inside your own platform by embedding the Zapier experience i
> + Using the [Full Zapier Experience](https://platform.zapier.com/embed/full-zapier-experience) or [Zap Templates](https://platform.zapier.com/embed/zap-templates) to embed popular Zaps in just a few minutes.
> + Or designing a custom experience like Jotform did via our [Partner API](https://platform.zapier.com/embed/partner-api).
## Tip 4: Share Zapier use cases in your onboarding
## Share Zapier use cases in your onboarding

From tool tips to testimonials, make sure your newest customers know it's possible to connect your tool to {{ site.partner_count }} other web apps via Zapier.

Expand All @@ -59,7 +59,7 @@ From tool tips to testimonials, make sure your newest customers know it's possib
> + Identifying a point in your onboarding sequence that makes sense to introduce Zapier to new users.
> + Linking to a customer story, a detailed help doc, or even display your most popular Zaps with [a simple snippet of code](https://platform.zapier.com/embed/zap-templates).
## Tip 5: Add new features to your Zapier integration
## Add new features to your Zapier integration

As your product evolves, your integration should, too. An up-to-date, bug-free integration makes automation simple for users.

Expand All @@ -73,7 +73,7 @@ As your product evolves, your integration should, too. An up-to-date, bug-free i
> + Creating new [Zap templates](https://developer.zapier.com/zap-templates) to inspire use cases.
> + Promoting the new Zapier features to your users in a blog post or email.
## Tip 6: Power up your app marketplace with Zapier-enabled listings
## Power up your app marketplace with Zapier-enabled listings

Chances are, your users are searching your marketplace for the apps they want to connect to. Close the loop on those high-intent searches with listings for the apps your users search for most, powered by Zapier.

Expand All @@ -88,7 +88,7 @@ Chances are, your users are searching your marketplace for the apps they want to
> + Leveraging the [Full Zapier Experience](https://platform.zapier.com/embed/full-zapier-experience).
> + Or utilizing [Zapier's Partner API](https://platform.zapier.com/embed/partner-api) to programmatically deploy and maintain your marketplace.
## Tip 7: Suggest Zapier as an answer to common support questions
## Suggest Zapier as an answer to common support questions

What are your customers searching for help on? Our top partners think beyond a one-size-fits-all Zapier help doc. Whether it's how to export data to Google Sheets, or how to get custom alerts for new data, crafting custom Zapier tutorials helps you have answers at the ready.

Expand All @@ -100,7 +100,7 @@ What are your customers searching for help on? Our top partners think beyond a o
> + [Creating a pre-made Zap](https://platform.zapier.com/publish/zap-templates) for a step-by-step solution to that common problem.
> + Writing a tutorial with the pre-made Zap [embedded](https://platform.zapier.com/embed/zap-templates) in your help docs so readers can build the workflow without leaving your site.
## Tip 8: Point empty marketplace search results to Zapier
## Point empty marketplace search results to Zapier

Make sure your users aren't left empty-handed. When search results in your marketplace turn up empty, point them to Zapier (chances are, we support their favorite app).

Expand All @@ -113,13 +113,13 @@ Make sure your users aren't left empty-handed. When search results in your marke
> + Adding a search bar to your integrations directory.
> + Displaying this sentence as default text on an empty search state, "Can't find what you're looking for? See if you can integrate with it via Zapier."
## Tip 9: Surface Zapier in your website footer
## Surface Zapier in your website footer

Help your users find what they're looking for by linking to your Zapier integration from your site footer.

**Close.io case study:** Close.io helps users discover their Zapier integration by linking to Zapier topics from their footer. This helps new users find out about Zapier and keeps Close.io as a top Zapier integration.

## Tip 10: Leverage marketing automation
## Leverage marketing automation

Zero in on the users most likely to adopt automation into their everyday work. Watch for users to hit key milestones in your app, like creating a new contact or exporting data. Then, suggest automation as a natural next step.

Expand Down
29 changes: 18 additions & 11 deletions docs/_publish/partner-program/partner-program.md
Original file line number Diff line number Diff line change
Expand Up @@ -9,32 +9,32 @@ redirect_from:

# Partner Program

> **The Partner Program is only eligible for public integrations.**
> **The Partner Program is only available to public integrations.**
The [Zapier Partner Program](https://zapier.com/developer-platform/partner-program) is a program for Zapier’s [6,000+ integration partners](https://zapier.com/apps). It is designed to give all partners a clear path to success for their integrations and reward them with benefits along the way.

As you get more users and maintain a healthy integration, your integration accesses more benefits across our tiered system. We have 4 levels:
As your integration gains more active users, and maintains a healthy health score, your integration will tier up in our Partner Program. Zapier's Partner Program consistes for 4 tiers:


* Bronze
* Silver
* Gold
* Platinum

Learn more about what [benefits are available in each level](https://zapier.com/developer-platform/partner-program).
Learn more about the [benefits are available in each tier](https://zapier.com/developer-platform/partner-program).


## How levels are calculated
## How tiers are calculated

Your level in the Zapier Partner Program is determined by your integration’s number of active users and integration health score.
Your tier in the Zapier Partner Program is determined by your integration’s number of active users and health score.

![Zapier Partner Program levels](https://cdn.zappy.app/ea9bb3a0229584725b56c474c1f7bf0e.png)
![Zapier Partner Program tiers](https://cdn.zappy.app/ea9bb3a0229584725b56c474c1f7bf0e.png)

Levels are evaluated on a fixed quarterly basis: at the beginning of January, April, July, and October.
Your tier in the Partner Program is evaluated on a fixed quarterly basis: at the beginning of January, April, July, and October. Your health score is calculated daily in response to your engagement with open bug reports and feature requests.

You can change levels every quarter. You cannot change levels in the middle of a quarter. If at the beginning of a quarter, you don’t meet all requirements of a level, you will move down to a level that you do meet all the requirements of.
If at the beginning of a quarter you don’t meet all requirements of a tier, you will move down to the next tier that you do qualify for.

Zapier won’t externally share your level in the Partner Program with anyone, including other partners and Zapier users. But if you’d like to, you’re welcome to share your level in the program with your users.
Zapier won’t externally share your tier in the Partner Program with anyone, including other partners and Zapier users. But if you’d like to, you’re welcome to share your tier in the program with your users.

### Active users

Expand All @@ -45,9 +45,16 @@ To increase usage of your Zapier integration, try out [these 10 tactics](https:/

### Integration health score

We calculate the integration health score by looking at how many feature requests and bugs have been reported for your integration and how responsive your team is to those reports. Some feature requests and bugs impact your score more than others. For example, a feature request with 100 users voting for it will impact your health score more than a feature request with 1 vote.
The integration health score is calculated by looking at:


- how many open feature requests have been reported for your integration
- how many open bug reports have been reported for your integration
- how responsive your team is to the open issues

Some feature requests and bugs impact your score more than others. For example, a feature request with 100 users voting for it will impact your health score more than a feature request with 1 vote.

As a reminder, our goal for all integrations is for them to maintain a healthy health score. No level of the program requires an “exceptional” health score (although it’s certainly great if your integration does go above and beyond!).
Our goal for all integrations is for them to maintain a "healthy" health score. No tier of the Partner Program requires an “exceptional” health score.

![Zapier Partner Program Integration Health Score](https://cdn.zapier.com/storage/photos/1e71ec2a31c0cdecf7880f4ac1f4915d.gif)

Expand Down

0 comments on commit 7d03acc

Please sign in to comment.