This guide only applies to you if you're planning on making your app global.
Activation is the process of making your app available to all users on Zapier. Global apps receive:
It's important to have the right expectations before going through the activation process. Zapier's platform is about existing user retention and satisfaction—not distribution. Being listed on Zapier drives very little traffic back to you because of how many apps there are on our platform. Users acquired through Zapier, however, tend to be very engaged.
The most successful apps on Zapier have a lot of existing demand for integrations with the 750+ other apps Zapier supports.
"We've found that users who connect Airtable with Zapier are our most valuable users- they're more likely to upgrade to a paid plan and are using Airtable in more interesting and complex ways than the average user." - Zoelle Egner, Airtable
"Shout out to Zapier that brought us consistently high numbers of quality visitors and an astonishing conversion rate, if you build apps – make sure to partner up with them" - Dunja Lazic, Toggl
"I'd estimate around 40% of our customers use Zapier in some way or another. So Zapier is an integral part of our business / integration strategy :)" - Jeremy Clarke, WebMerge
"And we had quite a few signups from being featured in the Zapier newsletter, and many of them were much higher value leads than we typically get (in that they converted to predominately higher $$) " - Jordan Baker, Focuster
Here are the steps to make your app Global after you've finished development:
The Style Guide is written with the user in mind, ensuring a consistent experience across Zapier. We've launched hundreds of apps on Zapier and the Style Guide is a list of best practices we've learned launching those apps.
Later in the activation process, we'll verify the Style Guide is followed.
Clone your app and place it into Invite-Only mode. Doing so provides you a link to share this instance of your Zapier integration with prospective users.
To see progress towards your goal of 10 users and Trigger and Action use, reference the Statistics box in the Zapier account associated with the Invite-Only app.
The intention of this step is to ensure any show-stopping bugs are worked out and verify existing user demand. Towards this end, your users should be outside of your company.
If you have a lot of Triggers and Actions (you shouldn't following per style guide) you may need more than 10 users because all the Triggers and Actions won't have been tested.
Once you have 10 users with live Zaps and have resolved the issues surfaced by our Automatic Style Guide Checker (found at the bottom of your app's dashboard), submit your Invite-Only app for Global activation. Expect to hear from us after a few business days to assist with the following steps.
After you submit for Global activation, we verify your Invite-Only app has at least 10 users and 1 live Zap for each Trigger and Action. We'll send feedback your way from our firstname.lastname@example.org inbox.
With the feedback email in your hands, make the requested changes via our deploy process (clone, make changes, deploy and replace).
When you're done, reply to our email. If everything looks good, we'll pass your app to our UX team for a second round of feedback, this time focusing less on the technical aspects and more on the user experience of your integration.
Within a day or so after any necessary changes are complete (and re-submitted) we push the app Global. It takes about 24 hours for an app to be fully Global once we throw the switch. We'll reach out to let you know when we do this.
Global apps are completely functional, and anyone can use yours by visiting your Zapbook page, trying your Zap templates, or making a new Zap with it in the editor. The invitation link is no longer required.
The first part of being Global on Zapier is a Beta phase:
We consider an app to be in Beta until there are approximately 20 live users on it (ideally, most of them from your userbase, not staff). A "Beta" tag will appear above your app logo on Zapier during this time.
During that time we will keep an eye on usage to check that customers are having a good experience with setting up and running Zaps. We keep a close watch on support feedback during this time, too. At the start of this phase we'll expect you to create help docs and 8 Zap templates using your app: These baseline materials are required for every public app on Zapier.
Help docs assist users creating their first Zap or give them a quick answer to an error. This combination can greatly ease your team's customer support load related to Zapier at launch.
In order to complete your activation, you will need to submit your help docs to us.
You'll only need to submit info for your app's "How to get started" copy and screenshots via our form, only plain unformatted text is needed and the screenshots we request. The formatting and all the other parts of the documentation are automatically generated by us.
To submit your documentation to us, please fill in this form here.
Please note that it will take a few moments and you will need to provide some screenshots. It is also really important to select the correct "auth type" when you are filling the form in. If you choose the wrong type you may need to resubmit your docs to us. If you have any questions about this form, please feel free to drop us a message before submitting the form.
On top of us hosting your help docs, it greatly benefits your users to publish documentation on your site too, as well. For an example, check out WooCommerce’s help docs.
Now comes the fun part—showing our mutual users how they can make use of your app on Zapier. To do so, please submit 8 Zap templates for review, which will then populate your Zapbook page and be available for you to embed in your app, launch post, onboarding flow or integrations directory.
When creating Zap templates, you'll need to:
External testing and refinements during the Beta period are natural and necessary for an app's success. We ask for 20 users before considering an app out of Beta because your primary goal with Zapier should be retention. Your first users and testers should be drawn from your internal userbase—we recommend surveys and blog posts with embedded Zaps to capture interest while still in Beta, as well as reaching out to all those who have expressed interest in integrations.
Once that growth happens, you're ready for the marketing launch! That involves:
This doesn't have to happen right away, we're happy to announce it whenever you're ready. For an overview of this process, read the Marketing Launch guide.
Please let us know if you have any questions about these requirements, we're always happy to discuss them!