From 3c84e87d1a8bd4d0327387d0f5c17594a5c3a01f Mon Sep 17 00:00:00 2001 From: Jim Johnson Date: Tue, 12 Nov 2024 14:24:45 -0800 Subject: [PATCH] marketplace listing updates --- _data/navigation.yml | 7 +- .../building_apps_submit_marketplace.md | 14 +- .../marketplace_listing_reqs.md | 186 ++++++++++++++++++ overview/partner_content_reqs.md | 151 -------------- overview/partner_overview.md | 2 +- 5 files changed, 194 insertions(+), 166 deletions(-) create mode 100644 marketplace_listing/marketplace_listing_reqs.md delete mode 100644 overview/partner_content_reqs.md diff --git a/_data/navigation.yml b/_data/navigation.yml index c73652c..d58167c 100644 --- a/_data/navigation.yml +++ b/_data/navigation.yml @@ -79,8 +79,6 @@ url: /building-apps-promote-manifest - title: Submitting a Production App Manifest for Review url: /building-apps-review-manifest - - title: Creating a Marketplace Listing and Submitting for Review - url: /building-apps-submit-marketplace - title: Managing App Collaboration url: /building-apps-manage-collabs - title: Working with App Metrics @@ -96,6 +94,11 @@ - title: Migrating an App Manifest from v3.x to v4.1 url: /building-apps-v3x-v41-manifest-migration +- title: Marketplace Listing + items: + - title: Marketplace Listing Requirements + url: /marketplace-listing-reqs + - title: API Essentials items: - title: RESTful API Concepts diff --git a/building_applications/building_apps_submit_marketplace.md b/building_applications/building_apps_submit_marketplace.md index d521632..b91e261 100644 --- a/building_applications/building_apps_submit_marketplace.md +++ b/building_applications/building_apps_submit_marketplace.md @@ -5,15 +5,5 @@ layout: default section_title: Building Applications --- - -After you have completed the development phase of your integration project, you may consider submitting your App for publication on the [Procore Marketplace](https://marketplace.procore.com/). -This is an optional step that only applies to applications that you intend to publish the Marketplace. -The following steps outline the process for submitting your application package. - -1. On each of the tabs in the Marketplace Listing section of your App page, enter the information you want to display on the App tile that customers see on the Marketplace. Refer to [Marketplace Listing Requirements]({{ site.url }}{{ site.baseurl }}{% link overview/partner_content_reqs.md %}) for additional details. Note: You can now choose up to three categories under which your App will be listed on the Marketplace. -1. After entering your information, click **Save Draft**. Note that you can return to and update any of the field values at a later time if you wish. -1. Once you are satisfied with your settings for the Marketplace Listing, click **Submit for Review**. You will be notified by email regarding the results of our review. - -If you have any specific questions you can click **Contact Us** to reach out to our Marketplace validation team. - -For additional information on submitting your App for review for publication on the Procore Marketplace, please see the [Technical Requirements]({{ site.url }}{{ site.baseurl }}{% link overview/partner_tech_reqs.md %}) and [Sales and Support Requirements]({{ site.url }}{{ site.baseurl }}{% link overview/partner_support_content_reqs.md %}) articles. Review the [Technology Partners]({{ site.url }}{{ site.baseurl }}{% link overview/partner_overview.md %}) section for general information on the Procore Technology Partner Program. + + diff --git a/marketplace_listing/marketplace_listing_reqs.md b/marketplace_listing/marketplace_listing_reqs.md new file mode 100644 index 0000000..bfc0424 --- /dev/null +++ b/marketplace_listing/marketplace_listing_reqs.md @@ -0,0 +1,186 @@ +--- +permalink: /marketplace-listing-reqs +title: Marketplace Listing Requirements +layout: default +section_title: Overview +--- + +## Overview + +After you have completed the development phase of your integration project, you may consider submitting your App for publication on the [Procore Marketplace](https://marketplace.procore.com/). +This is an optional step that only applies to Apps that you intend to publish to the Marketplace. +Please ensure the content you supply for your Marketplace Listing - descriptions, screenshots, video, etc. - accurately reflects the App’s core experience. +Once you have everything assembled you can log in to your Procore Developer Portal account and visit your App page to enter and submit information for your Marketplace Listing. +Here are the high-level steps for submitting your Marketplace Listing information. + +- On each of the tabs in the Marketplace Listing page, enter the information you want to display on the App tile that customers see on the Marketplace. +- After entering your information, click **Save Draft**. +You can return to and update any of the field values at a later time if you wish. +- Once you are satisfied with your Marketplace Listing, click **Submit for Review**. +You will be notified by email regarding the results of our review. + +If you have any specific questions you can click **Contact Us** at the bottom of the Marketplace Listing page to reach out to our Marketplace validation team. + +## Prerequisites + +Access to Procore's Marketplace is reserved for Procore Partners who have completed the vetting questionnaire and agreed to the Partnership Terms. +Once your status is confirmed, you can use the Marketplace Listing page to input the information required for your App and submit the listing for review. +If you do not intend to list your App on the Marketplace, you can skip this section. + +When you access the Marketplace Listing page for the first time you are asked to either continue as an existing Procore Partner or complete a Procore Partner application. + +- If you are already a Procore Partner, click **Request Listing Activation**. +- If you would like to apply to become a Procore Partner, click **Become a Partner**. + +If you have questions about the vetting and/or contracting process, please reach out to [partnerprograms@procore.com](mailto: partnerprograms@procore.com). + +## Submitting Information for a Marketplace Listing + + +The following sections summarize the fields found on the individual tabs of the Marketplace Listing page. +All field entries and selections are required unless otherwise noted. + +### App Information + +**Name** - The public-facing name for your App. + +- Must not infringe on a trademark or copyright for any other products or services. +- Must be unique and be different from any other App name on the Marketplace. +- Must not include the word Procore anywhere in the name. +- Must be a clear and intuitive name suitable for the Marketplace. +- Must match the Developer App Name as defined on the Developer Portal. +- Must not contain the name of the developer, ISV, or other entity that created the App. +- Procore makes the final determination on whether your proposed App name is acceptable. + +**Tagline** - A brief, clear, and concise (short) description of your App. (40 char max) + +**Built By** - Name of the organization that developed your App. Normally, this is your company name. + +**Sold By** - Name of the organization that is selling your App. + +**Description** - A detailed description of your App for display on the Marketplace. Similar to an ‘elevator pitch’. (500 char max) + +**About Your Company** - Lets the audience get to know your company by giving them insight into your company history, experience, and expertise. + +**Category** - Corresponds to the main functionality of your App. +Choose the categories that apply to your App. +_Note_: Procore retains the right to re-assign your app to a different category if, upon review, we deem that your category choice is incorrect. + +**How it Works** - Describes the functionality between Procore and your App and how it works from a technical point of view. (500 char max) + +**Release Version** - Specifies the version of your app that you want to publish to the Marketplace. +Only promoted versions can be selected for publication on the Marketplace. + +**Notes for Version Submission** - Additional information about the submitted version of your App, such as descriptions of new features or functionality, new integration requirements, or other notes and explanations that might assist with the review process. + +**Marketplace Installations** - Specifies whether an 'install' button for your App is shown on the Marketplace Listing. + +**Admin App Specifications** - (Procore Internal Use Only) - Provides additional details about your App to showcase its value. +Share key features and multimedia attachments. +This step is reserved for the Procore Marketplace team and will not be published on the Marketplace. + +### Pricing & Availability + +**App Pricing** - Specifies whether a subsciption is required for the App, whether a third-party connector is required, or if there is a free trial available. +Also provides an external pricing link for directing users to more detailed pricing information, as well as a pricing description field that can be used to highlight key aspects of the pricing structure. + +**App Availability** - Defines the regions where the App is accessible. +The App can be set to be accessible in all Procore supported countries and regions, or only select countries and regions. + +### Support + +**Support Email** - Dedicated email address for support requests. + +**Support Website URL** - URL for the support website link for your App. + +**Support Website Label** - Text label that displays for your support website link. + +**Additional Requirements** - Support website must satisfy the following. + +- Detailed summary of what the core App does and how it integrates with Procore. +- Privacy policy (in English) that details how the App will be using any third-party data. +- Clear instructions on how to get started using the App. +- Test account (for the internal Procore QA team only). Must be capable of testing all functions of the integration. + +**Recommended** - More (optional) suggestions for providing the best possible support experience: + +- Display the version number of the App and the date it was last updated. +- Host a dedicated, downloadable support article. +- Produce and host instructional videos. + +### Features + +**App Feature** - Must provide descriptions of at least three features of your App. +These will display as bullet points at the top of your Marketplace Listing. (200 char max) + +### Links + +**Website URL** (optional) - URL to external web content you want to include in your Marketplace Listing. +These can be links to user documentation, your company website, case studies, etc. + +**Website Label** (optional) - Text label that displays for your external web link. + +### Required Procore Tools + +**Procore Tools** - Specifies which Procore tools are required for your App to function properly. + +### Integration Requirements + +**Requirement** (optional) - Specifies the fundamental prerequisites for your App, including necessary configurations and potential third-party dependencies. +This section outlines the core functionality needed for your App to operate seamlessly within Procore. + +### Media Content + +**Logo** - Standard logo for your App or company. Also serves as App icon. + +- Image dimensions must be 200 x 200 px with a transparent or white background. +- Must be format PNG. +- Must not resemble the Procore logo/icon (see Procore Branding Guidelines). +- Artwork must not infringe on any trademarked or copyrighted work. + +**App Preview and Screenshots** - A minimum of three screenshots must be provided. + +- Accepted formats include PNG and JPG with a 4:3 to 16:9 aspect ratio and resolution of 720x480 to 1920x1080. +- Must show the App in use, and not merely title art, login page, or splashscreens. + +**Video** (optional) - For use on the Marketplace. + +- Accepted formats include MP4 and MOV with a minimum resolution of 720p, 24fps. +Must include instructional voiceover. +- Video must show the App moving data in/out of Procore and describe what tools it connects with through the Procore API. +- Please submit the actual video file or provide a download link to a file storage service for files larger than 10mb. +Direct links to online videos will not be accepted. + +### Contact + +**Type of Button** - Select among three types of contact buttons for the App: + +- _Contact Us Button_ - generates a form, initiating a direct connection to a designated sales email for sales lead inquiries. +- _Learn How Button_ - redirects the user to a dedicated website detailing the installation or purchasing process. +- _Create direct lead in Salesforce_ - marketplace will display a contact button, no email will be needed, this will create a direct lead in Salesforce. +If you want an email to be sent instead, please select Contact Us Button and provide an email. + +**Contact Us Email** - Specifies the email address for the sales team for your App. + +### Security and Compliance + +By completing the Security and Compliance Section you can help customers during their app evaluation and foster trust regarding your security and compliance measures. +Please fill out this section to provide better transparency for your customers. +[Learn more about it here](https://support.procore.com/faq/what-is-the-security-and-trust-self-certified-badge). + +## Additional App Submission Material + +In addition to the required information you provide for your Marketplace Listing through the Developer Portal there are a number of items that you submit directly to Procore for review during the App submission and publication process. +Your Procore App Validation Engineer will provide you access to a shared drive where you can upload and store these additional materials including documents, video files, imagery, or other items requested by our App Validation Engineer. + +### Marketing Video + +You may elect to provide an additional marketing video promoting your App and company. [same file format and technical requirements as demo videos described above.] + +### App Banner (Logo) + +In addition to the App logo/icon you upload on the Developer Portal, you can submit a second logo, or ‘banner’ image that is not constrained by the 200x200 limitation. + +## See Also + +* [Maximizing Marketplace Conversion Rates]({{ site.url }}{{ site.baseurl }}{% link building_applications/building_apps_maximizing_conversion_rates.md %}) diff --git a/overview/partner_content_reqs.md b/overview/partner_content_reqs.md deleted file mode 100644 index f6bf40c..0000000 --- a/overview/partner_content_reqs.md +++ /dev/null @@ -1,151 +0,0 @@ ---- -permalink: /partner-content-reqs -title: Marketplace Requirements -layout: default -section_title: Overview ---- - -## Prerequisites - -In order to list your integration on the Procore App Marketplace, you must first complete our [Partner Application](https://developers.procore.com/partner-signup). -Our Partnerships team will work with you on completing a partnership agreement. - -## Submitting Information for a Marketplace Listing - -We want to help you succeed, so we created this guide to ensure we have all the necessary content to properly publish your App on the [Procore Marketplace](https://marketplace.procore.com/). -We collect the information we need from the Marketplace Listing section of your App page on the Developer Portal, and additional material you provide to our App Validation Engineer. -Please ensure the content you supply for your Marketplace tile - descriptions, screenshots, video, etc. - accurately reflects the App’s core experience. - -Once you have everything assembled you can log in to your Procore Developer Portal account and visit your App page to enter and submit information for your Marketplace listing. -The following sections summarize the various fields found in the Marketplace Listing section of your App page. -All field entries and selections are required unless otherwise noted. - -### App Tab - -**Name** - The public-facing name for your App. - -- Must not infringe on a trademark or copyright for any other products or services. -- Must be unique and be different from any other App name on the Marketplace. -- Must not include the word Procore anywhere in the name. -- Must be a clear and intuitive name suitable for the Marketplace. -- Must match the Developer App Name as defined on the Developer Portal. -- Must not contain the name of the developer, ISV, or other entity that created the App. -- Procore makes the final determination on whether your proposed App name is acceptable. - -**Description** - A detailed description of your App for display on the Marketplace. Similar to an ‘elevator pitch’. - -- Must not exceed 500 characters in length. - -**Tagline** - A brief, clear, and concise (short) description of your App. Used as search text for Marketplace searches. - -- Must not exceed 40 characters in length. - -**Category** - Corresponds to the main functionality of your App. - -- Choose the categories that apply to your App. - -_Note_: Procore retains the right to re-assign your app to a different category if, upon review, we deem that your category choice is incorrect. - -**Built By** - Name of the organization that developed your App. Normally, this is your company name. - -**About Your Company** - Lets the audience get to know your company by giving them insight into your company history, experience, and expertise. - -**How it Works** - Describes the functionality between Procore and your App and how it works from a technical point of view. - -- Must not exceed 500 characters in length. - -### Regions Tab - -**Available Regions and Countries** - Select the geographic regions and countries where your App is available. -Your Marketplace tile displays these settings so potential customers can determine whether your App can be used effectively in the regions and countries where their projects are located. -As you define the available regions and countries for your App, consider aspects such as language, currency, time zones, regulatory requirements, cultural norms, or other constraints that may exist within specific regions/countries. - -### Support Tab - -**Support Email** - Dedicated email address for support requests. - -**Support Website URL** - URL for the support website link for your App. - -**Support Website Label** - Text label that displays for your support website link. - -**Additional Requirements** - Support website must satisfy the following. - -- Detailed summary of what the core App does and how it integrates with Procore. -- Privacy policy (in English) that details how the App will be using any third-party data. -- Clear instructions on how to get started using the App. -- Test account (for the internal Procore QA team only). Must be capable of testing all functions of the integration. - -**Recommended** - More (optional) suggestions for providing the best possible support experience: - -- Display the version number of the App and the date it was last updated. -- Host a dedicated, downloadable support article. -- Produce and host instructional videos. -- Allow Procore to curate and host your instructional material on our Support Site. - -### Features Tab - -**Feature (x)** - Must provide descriptions of at least three features of your App. -Each description must not exceed 100 characters in length. - -### Links Tab - -**Link URL** (optional) - URL to external web content you want to include in your Marketplace listing. -These can be links to user documentation, your company website, case studies, etc. - -**Link Label** (optional) - Text label that displays for your external web link. - -### Required Procore Tools Tab - -**Procore Tools** - These are the Procore tools that are required for your App to function properly. - -### Integration Requirements Tab - -**Requirement (optional)** - Short descriptions of any prerequisites that must be met in order for your App to function properly. -For example, product subscriptions, proper licensing, third-party systems, etc. -Also, list any specific permission settings in Procore that are required to administer or use your App. -For each Procore tool your App integrates with, indicate whether Read Only, Standard, or Admin permissions are required. - -### Media Tab - -**Logo** - Standard logo for your App or company. Also serves as App icon. - -- Image dimensions must be 200 x 200 px with a transparent or white background. -- Must be one of the following formats: .EPS, .SVG, .AI, or .PNG. -- Must not resemble the Procore logo/icon (see Procore Branding Guidelines). -- Artwork must not infringe on any trademarked or copyrighted work. - -**Screenshots** - A minimum of three screenshots must be provided. - -- Accepted File Formats: .PNG or .JPG, .JPEG Must follow a 16:9 resolution format. (Example resolution: 1920x1080px at 72dpi) -- Must show the App in use, and not merely title art, login page, or splashscreens. - -**Demo Videos** (recommended) - For use on the Marketplace and Procore Support Site. - -- Accepted File Formats: .MP4 or .MOV, Minimum resolution: 720p, 24fps screen recording. Must include instructional voice over audio. -- Video must show the App moving data in/out of Procore and describe what tools it connects with through the Procore API. -- Please submit the actual video file or provide a download link to a file storage service for files larger than 10mb. Direct links to online videos will not be accepted. - -## Additional App Submission Material - -In addition to the required information you provide for your Marketplace Liksting through the Developer Portal there are a number of items that you submit directly to Procore for review during the App submission and publication process. -Your Procore App Validation Engineer will provide you access to a shared drive where you can upload and store these additional materials including documents, video files, imagery, or other items requested by our App Validation Engineer. - -### Pricing Information - -- Indicate whether your App is a free or paid integration. [Apps can have a trial period, but the integration itself cannot have a trial period. It is either free or paid.] -- If your App requires the purchase of software, or you charge for the integration itself, then clearly indicate this in your submission. - -### Marketing Video - -You may elect to provide an additional marketing video promoting your App and company. [same file format and technical requirements as demo videos described above.] - -- Accepted File Formats: .MP4 or .MOV, Minimum resolution: 720p, 24fps screen recording. Maximum time: 3 min - -### App Banner (Logo) - -In addition to the App logo/icon you upload on the Developer Portal, you can submit a second logo, or ‘banner’ image that is not constrained by the 200x200 limitation. - -## See Also - -* [Sales and Support Requirements]({{ site.url }}{{ site.baseurl }}{% link overview/partner_support_content_reqs.md %}) -* [Maximizing Marketplace Conversion Rates]({{ site.url }}{{ site.baseurl }}{% link building_applications/building_apps_maximizing_conversion_rates.md %}) diff --git a/overview/partner_overview.md b/overview/partner_overview.md index 2945dab..29ae0ba 100644 --- a/overview/partner_overview.md +++ b/overview/partner_overview.md @@ -42,7 +42,7 @@ As you work toward publishing your application on the Marketplace, you will step Review the following topics for additional information: -- [Marketplace Requirements]({{ site.url }}{{ site.baseurl }}{% link overview/partner_content_reqs.md %}) +- [Marketplace Listing Requirements]({{ site.url }}{{ site.baseurl }}{% link marketplace_listing/marketplace_listing_reqs.md %}) - [Technical Requirements]({{ site.url }}{{ site.baseurl }}{% link overview/partner_tech_reqs.md %}) - [Sales and Support Requirements]({{ site.url }}{{ site.baseurl }}{% link overview/partner_support_content_reqs.md %})