diff --git a/docs/_publish/launch-process/zap-templates.md b/docs/_publish/launch-process/zap-templates.md
index 19244fcd..4c0b0643 100644
--- a/docs/_publish/launch-process/zap-templates.md
+++ b/docs/_publish/launch-process/zap-templates.md
@@ -7,11 +7,11 @@ redirect_from: /partners/zap-templates
# Zap templates
-> **Note:** Zap templates are available to all beta and public Zapier partners who own and maintain their own integration
+> **Note:** Only public integrations can be used in Zap templates. Zap templates do not currently support private integrations.
Zapier empowers apps to do together what they can’t on their own. With a bit of inspiration and creativity, your users can pull dozens of apps together into unique workflows to get more done with your app in far less time.
-Zap templates are ready made integrations or Zaps with the apps and core fields pre-selected, for publicly available Zapier integrations. In a few clicks, they help people discover a use case, connect apps, and turn on the Zap. Zap templates are the fastest way for your users to automate workflows.
+Zap templates are ready made Zaps with the apps and core fields pre-selected, for publicly available Zapier integrations. In a few clicks, they help people discover a use case, connect apps, and turn on the Zap. Zap templates are the fastest way for your users to automate workflows.
@@ -32,13 +32,13 @@ _An example Zap Template that automatically saves Gmail attachments to Google Dr
Zap templates take a few steps to build, similar to any other Zap. You first select the app and trigger you want to start the Zap, then add an action app and map the fields from the trigger app to the action — and optionally add additional steps. Then, add a title and description to help people quickly understand when to use your Zap.
+To get started, go to Zapier’s [Zap template creator](https://zapier.com/app/editor/zap-template/) or from the [Zap Template dashboard](https://developer.zapier.com/zap-templates), click _Create Zap Template_.
+
### 1. Add a Trigger Step
-Go to Zapier’s [Zap template creator](https://zapier.com/app/editor/zap-template/) or from the [Zap Template dashboard](https://developer.zapier.com/zap-templates), click _Create Zap Template_.
-
-Select the trigger app, as you would when making a Zap for yourself. Search for the app by name from the dropdown menu.
+Select the trigger app by searching for the app by name from the menu.
> **Note:** You can use Zapier integrations that have been launched publicly.
@@ -46,45 +46,33 @@ Choose the app’s trigger from the dropdown that starts your Zap.
-For most triggers from apps that require authentication, Zapier loads sample data similar to the data the app would send Zapier when it’s connected with a live account. Click _Save + Continue_ to use that in the next steps.
-
-
-
-Some triggers require authentication, but don't include sample data. If so, Zapier will note that in a message. You can still use that Zap in a Zap template, though when setting up the Zap's action step(s), you won't be able to pre-map fields for your users.
-
-If your trigger includes options—or if you're using a triggers such as Zapier’s _RSS_ or _Schedule_ tool that don’t require authentication — Zapier will then show additional settings for this trigger. Fill in any form fields, select multi-choice options, and click _Continue_ to save them. Or leave the defaults to let users add info to the Zap themselves — in which case, click _Test trigger_ to skip the options and continue.
-
-
-
-In the final trigger option, Zapier shows sample data from the app. You can click the down arrow on the sample data to see what details are included and the input fields you can use from this app in the rest of your workflow. Then again click _Continue_ to complete your Zap's trigger.
+You won't be able to auth an account when creating Zap templates. Instead, the Zap template creator will load the sample data available for the selected trigger. If there are fields you want to use that aren't available, it means the integration developer did not add those fields to the integration's sample data. You can still use the trigger event in a Zap template, though when setting up the Zap’s action step(s), you might not be able to pre-map fields for your users. If the trigger includes options, fill in any fields or leave the defaults to let users add info to the Zap themselves. On the `Test trigger` pane, you can view the sample data available. Click _Continue_ to move to the next step.
### 2. Add an Action Step
-Now add the action step to your Zap. Select the action app from the search menu.
+Select the action app by searching for the app by name from the menu.
> **Note:** You can use Zapier integrations that have been launched publicly.
-Choose the create or search action for your Zap. You may then be prompted to use sample data as before; click _Continue_ to accept.
+Choose the app’s action from the dropdown that you want to follow the trigger. Same as the trigger, the Zap template creator will load the sample data available for the selected action.
-> **Note**: If you use a search action, you need to also add a second action step to use the data from the trigger and search steps.
-
-As in the trigger step, when setting up most actions, you'll see a screen where your users will authenticate the action app — only in the Zap template creator, Zapier uses this to pull in sample fields for the app.
+> **Note**: If you use a search action, you will need to add a second action step to use the data from the trigger and search steps.
-Now for the most crucial part of your Zap template: Map the input fields from the trigger app to the form fields in this action app. The action step’s template shows every field that Zapier can send to the app, with required and optional fields. For the best Zap templates, you want to fill in as many form fields as possible to help users set up Zaps quickly.
+Now for the most crucial part of your Zap template: Map the input fields from the trigger app to the form fields in this action app. The action step will show the fields that are statically available. Dynamic fields that populate based on the input in another field will not be available. For the best Zap template experience, fill in as many form fields as possible to help users set up Zaps quickly.
-> **Note**: Zap templates' action fields _never_ show custom fields from apps, including spreadsheet columns, custom CRM fields, and other fields that are added by users, as Zapier's Template Creator is not authenticated with an app account and custom fields will vary depending on the user. Your users will always need to add details to custom fields themselves.
+> **Note**: In addition to not showing dynamic fields, custom fields from apps (added by users) will not be available. This is because the Zap template creator is not authenticated with an app account to fetch that data. When users create a Zap from your template, they'll be able to leverage dynamic and custom fields.
-For most form fields, you’ll need to add input fields from the trigger to the appropriate form field. Click into the form field and then `Show all options` button to see every input field from the trigger step. Select the input field that fits the action field best. For example, you might select Gmail’s _Attachment_ field to upload the attachment via Google Drive’s _File_ form field, or you might add Stripe’s _Email_ field to Mailchimp’s _Subscriber Email_ form field to add customers to an email list.
+For most form fields, you’ll need to add input fields from the trigger to the appropriate form field. Click into the form field and then `Show all options` button to see every input field from previous steps. Select the input field that fits the action field best. For example, you might select Gmail’s _Attachment_ field to upload the attachment via Google Drive’s _File_ form field. Or you might add Stripe’s _Email_ field to Mailchimp’s _Subscriber Email_ form field to add customers to an email list.
-> **Tip**: Use [Zapier’s date and time syntax](https://help.zapier.com/hc/en-us/articles/8496275717261) to modify dates and times in action form fields.
+> **Tip**: Use [Zapier’s date and time syntax](https://help.zapier.com/hc/en-us/articles/8496275717261-Insert-the-time-your-Zap-runs-into-a-field) to modify dates and times in action form fields.
Most dropdown menus are used to select folders, projects, and other user-generated data and should be left blank by default. You can, however, select options for dropdowns for boolean yes/no fields if you're certain which option is best for all users of this Zap template.
@@ -94,7 +82,7 @@ Zap Template action forms include _required_ and _optional_ fields. When users s
> **Note**: Do not enter plain text into an action form field unless _every_ user of this Zap Template would want the text included in the action.
-Zapier then shows a test screen similar to what users see when setting up the Zap. Since you’re building a Zap template, Zapier doesn’t create or add anything to your apps — the screen confirms everything should work correctly.
+Zapier then shows a `Test action` pane, similar to what users see when setting up Zaps. You won't be able to test your action steps when building a Zap template. The `Test action` pane will default to showing a successful test.
@@ -110,33 +98,29 @@ Most Zap templates only need two steps, with a trigger to watch for data from an
> **Note**: You cannot build Paths in Zap templates at this time.
-To add another search or create action to your Zap, click the _Add a Step_ button after setting up your action above, then repeat step 2 and set up the additional action. To add a _delay_ action, select the _Delay by Zapier_ app when adding a new action.
+To add another search or create action to your Zap, click the _+_ button where you want to insert the additional step. Then repeat step 2 and set up the additional action. To add a _delay_ action, select the _Delay by Zapier_ app when adding a new action.
> **Note**: Code, custom webhook, Looping and custom Formatter steps are not allowed in Zap Templates.
-To add a filter, click the `+` button and select _Filter_. You could add it between the trigger and action step to have the Zap only run when specific items come in from the trigger app, or you can add it after the action to watch for particular results (then add subsequent action steps to do more with data if it passes the filter criteria).
+You might want to add a filter to your Zap template. For example, you could add it between the trigger and action step to have the Zap only run when specific data is received. [Learn more about filters](https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters). You can define a filter in the Zap template, or leave it blank and let users customize the filter to their needs.
-Then add details to the filter, if this Zap should always watch for the same data. Select the field the filter should watch, then choose the filter criteria (if the text exists, doesn’t exist, if a number is greater than this value, etc.), and finally type in the text you need Zapier to find. If you need additional conditions in your filter, click the `+ AND` or `+ OR` buttons to add other criteria.
-
-Alternately, leave the filter details blank and let users customize the filter to their needs.
-
> **Note**: Most Zap templates don’t need filters, and most filters should be added by users later if required. However, including a filter in a Zap template can be useful if your Zap Template is only useful with a filter to remove extraneous data.
### 4. Add a title and description
-The final step is to add Zap template’s title and description, then submit your Zap template for review.
+The final step is to add a title and description, then submit your Zap template for review.
-
+
Zap templates need to showcase a use case and describe it effectively. They provide inspiration for how to automate popular apps and workflows. Your Zap template's description and title help illustrate that idea to users.
-The title is the first thing people see. Embedded Zaps inside Zapier, your app, blog posts and other content show the Zap's title and app icons. Titles need to fit in well in each environment and describe the use case at a glance.
+The title is the first thing people see. Zap templates embedded inside your app, blog posts and other content show the Zap's title and app icons. Titles need to fit in well in each environment and describe the use case at a glance.
-Descriptions, then, are what users see when they click the Zap template. They explain the use case in further detail and tell how the Zap works. The title grabs interest; the description gets people to invest the minute or three it takes to turn on the Zap.
+Descriptions are what users see when they click the Zap template. They explain the use case in further detail and tell how the Zap works. The title grabs interest; the description gets people to invest the minute or three it takes to turn on the Zap.
#### How to write a Zap template title
@@ -212,43 +196,30 @@ Finally, when your Zap template is ready for public release, click `Submit for R
-We'll then contact you in an automated email, typically within a couple of weeks, after reviewing your Zap template(s). If your Zap templates pass the tests, we will mark them as public to automatically have them show up on your app's app directory page, inside select partners' apps and sites, and in Zapier's onboarding experience.
+We'll send you an automated email, typically within 2 weeks, after reviewing your Zap template(s). If your Zap template(s) passes the review, we will mark them as public to have them appear on your app's directory page and in our embed solutions.
-If your Zap template is rejected, the automated email will provide the reason why and you can amend the template and `Submit for Review` again.
+If your Zap template is rejected, the automated email will provide a justification what's required to amend the template before re-submitting for review.
Then make some more Zap templates. The more you make, the easier it will be for users to start using your Zapier integration.
## Promote Your Zap templates
-It’s not enough to turn your ideal workflows into Zap templates. You need to get them in front of everyone who should use your Zaps. Zapier automatically promotes your Zap templates in our App Directory and in partner apps with embedded Zaps when your Zap templates include their apps. You can promote them further with a list of your Zap templates on your site, or include built-in Zap Template embeds inside your app.
+It’s not enough to turn your ideal workflows into Zap templates. You need to get them in front of your end-users. Zapier automatically promotes your Zap templates in our SEO, app directory, and on partner sites using our embed tools (where both your and their apps are used in the template). You can promote Zap templates further by embedding them into your site (user dashboards, blog posts, help articles) using our [Zap template element](https://platform.zapier.com/embed/zap-templates).
### Zapier app directory
-The easiest way to find Zap templates is in Zapier’s [app directory](https://zapier.com/apps/) where we have individual pages for each of the {{ site.partner_count }} apps that integrate with Zapier. Want to find Gmail integrations? Go to [zapier.com/apps/gmail/integrations](https://zapier.com/apps/gmail/integrations/) to see the top apps connected with Gmail on Zapier, followed by a list of popular Gmail Zap templates and Zapier content about Gmail use cases.
-
+Your published Zap templates will appear on your directory page. Zap templates are loosely ordered by popularity, helping users easily discover common use-cases. Users can also search for Zap templates that connect your app with another.
-Find your app’s app directory page at `zapier.com/apps/YourApp/integrations`, replacing `YourApp` with your app’s name.
-
-Want to find ways to connect two specific apps? Click one of the top apps on any App Directory page to see our two-app pages, such as the one above for Trello and Gmail. It shows the most popular use cases for those two apps together.
-
-
-
-Find your app’s two-app pages at `zapier.com/apps/YourApp/integrations/OtherApp`, substituting `YourApp` with your app’s name and `OtherApp` with the other app connected to your app.
-
-Zapier also shows these top use cases to logged in users, promoting your app’s top Zap Templates to people who have connected Zapier to your app.
-
## Manage Your Zap templates
-One Zap template isn’t enough—you’ll want to make Zap templates for each of your app’s most popular use cases. Over time, you’ll likely make dozens of Zap templates. You can manage them — in draft, review, or publicly available — from your [Zap templates](https://zapier.com/zap-templates/) dashboard alongside Zapier’s Developer Platform tools.
+Over time, you’ll likely make dozens of Zap templates. You can manage them — in draft, review, or publicly available — from your [Zap templates](https://zapier.com/zap-templates/) dashboard alongside Zapier’s Developer Platform tools.
Filter through your Zap templates by status on the left sidebar, click a Zap template to edit it, or select the gear icon on the right of a Zap template to copy its public link, test it, or delete it.
-If you have any Zap templates in your _Rejected_ list, edit them to fix the issues then re-submit them. You cannot edit public Zap templates, but if you notice something that you need to change in your existing Zap Templates, please email [partners@zapier.com](mailto:partners@zapier.com) with the link to the Zap template, and we can set the Zap as _Draft_ again so you can edit and re-submit it for review with any changes.
-
-Then start again. Whenever you think of something that’s the _perfect_ use case for your Zapier integration, turn it into a Zap template with the [Zap Template Creator](https://zapier.com/zap-templates/create). As soon as it’s approved, it’ll show up everywhere your Zapier integration is promoted, spreading your use case to the people who will benefit from it most.
+If you have any Zap templates in your _Rejected_ list, edit them to fix the issues then re-submit them. You cannot edit public Zap templates, but if you notice something that you need to change in your existing Zap Templates, please [submit our contact form](https://developer.zapier.com/contact) with the Zap template ID. We can set the Zap as _Draft_ again so you can edit and re-submit it for review with any changes.
### Promoting new versions of your integration
@@ -272,41 +243,33 @@ While invalid, the Zap template will not be _Public_ until it is adjusted to use
## Frequently Asked Questions
-**Q:** Why do I see Zap templates on my app's directory page that don’t appear under my [Zap Templates](https://developer.zapier.com/zap-templates)?
-
-**A:** Your integration’s directory page will show all published Zap templates that use your integration. The developer platform will only show Zap templates created by the currently logged in user.
-
-**Q:** Who can publish Zap templates using my integration?
-
-**A:** Any public partner on Zapier is able to create and publish Zap templates using your integration. All Zap templates are subject to the same review process to ensure our quality standards are met.
+**Why do I see Zap templates on my app's directory page that don’t appear under my [Zap Templates](https://developer.zapier.com/zap-templates)?**
+Your integration’s directory page will show all published Zap templates that use your integration. The developer platform will only show Zap templates created by the currently logged in user.
-**Q:** How can I make changes to a published Zap template?
+**Who can publish Zap templates using my integration?**
+Any public partner on Zapier is able to create and publish Zap templates using your integration. All Zap templates are subject to the same review process to ensure our quality standards are met.
-**A:** Once a Zap template is published, you are unable to self-serve changes to it. To request changes, please submit our [contact form](https://developer.zapier.com/contact). When submitting the contact form, please ensure you provide the Zap template ID and the change you’re requesting per Zap template. The Zap template ID can be found by clicking on the [3-dot icon](https://cdn.zappy.app/227b0c1da48e72115ced60cdb8c06a97.png) in the developer platform, or [in the URL](https://cdn.zappy.app/c913c363b267fd1c4c33b5395e092460.png) when viewing a Zap template landing page. Please note the following when requesting changes:
+**How can I make changes to a published Zap template?**
+Once a Zap template is published, you are unable to self-serve changes to it. To request changes, please submit our [contact form](https://developer.zapier.com/contact). When submitting the contact form, please ensure you provide the Zap template ID and the change you’re requesting per Zap template. The Zap template ID can be found by clicking on the [3-dot icon](https://cdn.zappy.app/227b0c1da48e72115ced60cdb8c06a97.png) in the developer platform, or [in the URL](https://cdn.zappy.app/c913c363b267fd1c4c33b5395e092460.png) when viewing a Zap template landing page. Please note the following when requesting changes:
- Zap templates should work for the broadest audience. Try to avoid requesting changes that will exclude an audience segment from successfully using a Zap template
- Every partner on Zapier has their own style and tone. We will not update titles or descriptions of Zap templates created by other partners to better accommodate your preferences. While a title and description might not match your tone and style, it could very well for the partner that published the Zap template
- If you believe you found an error with a title or description (eg the title references the wrong action), we will review and consider making the correction
- When requesting a functional change to a Zap template created by another partner, clearly state the Zap templates current behavior and the expected behavior to justify the requested change
-**Q:** How can I re-order Zap templates on my directory page?
-
-**A:** Zap templates are loosely ordered by popularity, and you cannot modify the sort order.
-
-**Q:** How can I exclude specific Zap templates on my directory page?
-
-**A:** All published Zap templates that use your integration will appear on your directory page. You are unable to exclude published Zap templates from appearing on that page. Note when embedding Zap templates using the [Zap Template Element](https://platform.zapier.com/embed/zap-templates), you can specify which Zap templates to embed.
-
-**Q:** How can I view all Zap templates created by my integration team?
+**How can I re-order Zap templates on my directory page?**
+Zap templates are loosely ordered by popularity, and you cannot modify the sort order.
-**A:** You cannot view Zap templates in the developer platform created by other users, even if you’re on the same integration team. If required, we can help to transfer ownership of Zap templates created by your integration team members to a singular account. You can [submit our contact form](https://developer.zapier.com/contact) to learn more about this.
+**How can I exclude specific Zap templates on my directory page?**
+All published Zap templates that use your integration will appear on your directory page. You are unable to exclude published Zap templates from appearing on that page. Note when embedding Zap templates using the [Zap Template Element](https://platform.zapier.com/embed/zap-templates), you can specify which Zap templates to embed.
-**Q:** How can I unpublish a Zap template?
+**How can I view all Zap templates created by my integration team?**
+You cannot view Zap templates in the developer platform created by other users, even if you’re on the same integration team. If required, we can help to transfer ownership of Zap templates created by your integration team members to a singular account. You can [submit our contact form](https://developer.zapier.com/contact) to learn more about this.
-**A:** Zap templates are a key driver of traffic for your integration. Promoting Zap templates is a part of our SEO strategy, and they appear throughout our embed network. For these reasons, we err against unpublishing Zap templates where possible. For Zap templates you own, you can unpublishing them by [deleting them](https://cdn.zappy.app/c0f9036c4b6f166b4c8289034558c201.png). If you wish to unpublish a Zap template without deleting it, you can request this by submitting our [contact form](https://developer.zapier.com/contact). Be sure to include the Zap template ID. When requesting to unpublish a Zap template created by another partner, please justify the request (eg duplicate Zap template, Zap template broken) for our consideration.
+**How can I unpublish a Zap template?**
+Zap templates are a key driver of traffic for your integration. Promoting Zap templates is a part of our SEO strategy, and they appear throughout our embed network. For these reasons, we err against unpublishing Zap templates where possible. For Zap templates you own, you can unpublishing them by [deleting them](https://cdn.zappy.app/c0f9036c4b6f166b4c8289034558c201.png). If you wish to unpublish a Zap template without deleting it, you can request this by submitting our [contact form](https://developer.zapier.com/contact). Be sure to include the Zap template ID. When requesting to unpublish a Zap template created by another partner, please justify the request (eg duplicate Zap template, Zap template broken) for our consideration.
-**Q:** Why were my Zap templates rejected?
-
-**A:** Zap templates can be rejected due to different reasons. The day after your Zap templates are rejected, you'll receive an email notification that will include feedback as to why a Zap template might have been rejected. Some common reasons for why Zap templates are rejected include:
+**Why were my Zap templates rejected?**
+Zap templates can be rejected due to different reasons. The day after your Zap templates are rejected, you'll receive an email notification that will include feedback as to why a Zap template might have been rejected. Some common reasons for why Zap templates are rejected include:
- The title and/or description of the Zap template does not comply with our [style guide's](https://platform.zapier.com/publish/zap-templates#4-add-a-title-and-description) uniqueness requirements
- Fields in the trigger step have not been correctly mapped to corresponding fields in the action step(s)
- The use case for the Zap template is considered too narrow or specific for general use
@@ -315,30 +278,23 @@ While invalid, the Zap template will not be _Public_ until it is adjusted to use
- The Zap template includes a code, custom webhook, or custom formatter step which is currently not allowed
- The Zap template contains hardcoded values such as phone numbers, emails, or IDs which should be dynamically mapped from the trigger or another action step
-**Q:** Can I select which Zap templates to display in my embed?
-
-**A:** Yes, but only through our [Zap Templates](https://platform.zapier.com/embed/zap-templates) embed solution. You can choose between Popular Zap templates or Specific Zap templates, to highlight to your users.
-
-**Q:** How many users are using a particular Zap Template?
-
-**A:** Although we don’t provide specific data around how many users are using a particular Zap template, you can track the number of active Zaps as well as activation rates by Trigger or Action. This information is available within your developer dashboard on the Dashboard page. You can learn more about the insights avilable on the Dashboard page [here](https://platform.zapier.com/manage/integration-insights). Zap templates are also loosely ordered by popularity on your integration’s directory page.
-
-**Q:** How many Zap templates should my integration have?
-
-**A:** The more the merrier! One Zap template isn’t enough—you’ll want to make Zap templates for each of your app’s most popular use cases. Although there’s not a set number, we recommend adding 5 to 10 Zap templates to your integration, for a start. Learn more about Building Zap templates [here](https://platform.zapier.com/publish/zap-templates#how-to-build-a-zap-template).
-
-**Q:** Why did my Zap Templates stop working?
-
-**A:** Common reasons your Zap template stopped working include breaking changes, versioning, migration, and authentication. Adding, updating, replacing, or deleting components can have various effects. Learn more about [planning and implementing integration changes](https://platform.zapier.com/manage/planning-changes).
+**Can I select which Zap templates to display in my embed?**
+Yes, but only through our [Zap Templates](https://platform.zapier.com/embed/zap-templates) embed solution. You can choose between Popular Zap templates or Specific Zap templates, to highlight to your users.
-**Q:** Which use cases should my Zap templates highlight?
+**How many users are using a particular Zap Template?**
+Although we don’t provide specific data around how many users are using a particular Zap template, you can track the number of active Zaps as well as activation rates by Trigger or Action. This information is available within your developer dashboard on the Dashboard page. You can learn more about the insights avilable on the Dashboard page [here](https://platform.zapier.com/manage/integration-insights). Zap templates are also loosely ordered by popularity on your integration’s directory page.
-**A:** Your triggers, actions, and searches should focus on the main use cases of your platform. Check similar integrations in [Zapier’s App Directory](https://zapier.com/apps) and [recommended features](https://platform.zapier.com/build/recommended-integration-features) by app category for ideas on which items to include in your integration.
+**How many Zap templates should my integration have?**
+The more the merrier! One Zap template isn’t enough—you’ll want to make Zap templates for each of your app’s most popular use cases. Although there’s not a set number, we recommend adding 5 to 10 Zap templates to your integration, for a start. Learn more about Building Zap templates [here](https://platform.zapier.com/publish/zap-templates#how-to-build-a-zap-template).
-**Q:** Can I add filters/other conditions to my Zap templates?
+**Why did my Zap Templates stop working?**
+Common reasons your Zap template stopped working include breaking changes, versioning, migration, and authentication. Adding, updating, replacing, or deleting components can have various effects. Learn more about [planning and implementing integration changes](https://platform.zapier.com/manage/planning-changes).
-**A:** Yes. Most Zap templates only need a trigger and two action steps. However, we know sometimes you may need more steps for advanced workflows. Learn more [here](https://platform.zapier.com/publish/zap-templates#3-optional-add-filters-or-additional-action-steps).
+**Which use cases should my Zap templates highlight?**
+Your triggers, actions, and searches should focus on the main use cases of your platform. Check similar integrations in [Zapier’s App Directory](https://zapier.com/apps) and [recommended features](https://platform.zapier.com/build/recommended-integration-features) by app category for ideas on which items to include in your integration.
-**Q:** Do users need to have an account to create their own Zaps?
+**Can I add filters/other conditions to my Zap templates?**
+Yes. Most Zap templates only need a trigger and two action steps. However, we know sometimes you may need more steps for advanced workflows. Learn more [here](https://platform.zapier.com/publish/zap-templates#3-optional-add-filters-or-additional-action-steps).
-**A:** All users requires their own Zapier account in order to create Zaps, even if the Zap originates from a Zap template. The account the Zap is owned by will add and store authentications for each app used in the Zap. To help reduce friction for new users, you should pair your embed solution with our [Quick Account Creation](https://platform.zapier.com/embed/quick-account-creation). This seamless, accelerated sign-up feature allows first-time Zapier users to skip the standard sign-up procedure and onboarding survey.
\ No newline at end of file
+**Do users need to have an account to create their own Zaps?**
+All users requires their own Zapier account in order to create Zaps, even if the Zap originates from a Zap template. The account the Zap is owned by will add and store authentications for each app used in the Zap. To help reduce friction for new users, you should pair your embed solution with our [Quick Account Creation](https://platform.zapier.com/embed/quick-account-creation). This seamless, accelerated sign-up feature allows first-time Zapier users to skip the standard sign-up procedure and onboarding survey.
\ No newline at end of file
diff --git a/docs/_publish/partner-program/benefits-guide.md b/docs/_publish/partner-program/benefits-guide.md
index b3724f7b..530557b2 100644
--- a/docs/_publish/partner-program/benefits-guide.md
+++ b/docs/_publish/partner-program/benefits-guide.md
@@ -22,16 +22,15 @@ Zapier offers a variety of marketing and support benefits to partners. This chea
## 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)
-- Eligible tiers: Bronze+
+- **How to access this benefit:** Submit our [contact form](https://developer.zapier.com/contact)
+- **Eligible tiers:** Bronze+
## App directory listing lead generation button
-A “Learn More” button [example](https://cdn.zappy.app/8a9c2c36af184c011c6377dbd7b8d54c.png) is added to your app’s listing in the App Directory. This way, anyone who lands on this page can directly visit your site for more information on your product.
+A “Learn More” button ([example](https://cdn.zappy.app/8a9c2c36af184c011c6377dbd7b8d54c.png)) is added to your app’s listing in the App Directory. This way, anyone who lands on this page can directly visit your site for more information on your product.
{% capture styled_table %}
-| | |
+| Lead Generation Button | |
|-------------------|---------------------------|
-| **Benefit** | Lead Generation Button |
| **Tier** | Silver+ |
| **How to redeem** | Automatically redeemed for you. Customize this button with UTM parameters of your choice reaching out to our team at [partners@zapier.com](mailto:partners@zapier.com) |
| **Opportunity** | Make it easy for potential users to explore your product with just one click through the “Learn More” button for enhanced lead generation. |
@@ -42,9 +41,8 @@ A “Learn More” button [example](https://cdn.zappy.app/8a9c2c36af184c011c6377
Showcase one of the most popular workflows between your app and others on the Zapier blog.
{% capture styled_table %}
-| | |
+| Deep Dive Blog Post | |
|-------------------|---------------------------|
-| **Benefit** | Deep Dive Blog Post |
| **Tier** | Silver+ |
| **How to redeem** | Email us at [partners@zapier.com](mailto:partners@zapier.com) with the Zap Template ID and blurb. You can also provide one no-follow link related to the workflow which we will consider linking in the post. |
| **Opportunity** | In 1-3 sentences, describe how a popular workflow solves a common automation goal for your users. |
@@ -57,9 +55,8 @@ Showcase one of the most popular workflows between your app and others on the Za
We share new versions of your integration in a monthly blog post (shared with a large Zapier audience) if you’ve launched new features or functionalities.
{% capture styled_table %}
-| | |
+| Integration Announcements on Zapier Blog | |
|-------------------|---------------------------|
-| **Benefit** | Integration Announcements on Zapier Blog |
| **Tier** | Silver+ |
| **How to redeem** | Automatically redeemed for you. We capture new triggers and actions added to your integration and promote them in the blog post. |
| **Opportunity** | If you add a feature to an existing trigger or action that you think customers will love, send us an email. |
@@ -68,12 +65,11 @@ We share new versions of your integration in a monthly blog post (shared with a
{{ styled_table | markdownify | replace: '', '' }}
## Featured Integration in the App Directory
-Boost your integration’s exposure through a feature placement in our app directory (example).
+Boost your integration’s exposure through a feature placement in our app directory ([example](https://cdn.zappy.app/c18cd47ae39d442aa2f6ea8aadc5cc82.png)).
{% capture styled_table %}
-| | |
+| Feature Integration in our App Directory | |
|-------------------|---------------------------|
-| **Benefit** | Feature Integration in our App Directory |
| **Tier** | Silver+ |
| **How to redeem** | Select a 1-week period where you anticipate high customer engagement and email [partners@zapier.com](mailto:partners@zapier.com) requesting to redeem. |
| **Opportunity** | Users are more likely to discover your integration when they’re viewing your integration’s category in our app directory. |
@@ -85,9 +81,8 @@ Boost your integration’s exposure through a feature placement in our app direc
Being featured on Zapier’s blog means you benefit from our high web traffic and SEO ranking.
{% capture styled_table %}
-| | |
+| Dedicated Blog Post on the Zapier Blog | |
|-------------------|---------------------------|
-| **Benefit** | Dedicated Blog Post on the Zapier Blog |
| **Tier** | Gold+ |
| **How to redeem** | Email [partners@zapier.com](mailto:partners@zapier.com) to redeem this benefit. Our team will write a blog post about your app aiming to bring in a bigger audience, ensuring high relevance and interest. |
| **Opportunity** | Reach a large, tech-savvy user base that is always on the lookout for new integrations to streamline their workflows. |
@@ -100,9 +95,8 @@ Being featured on Zapier’s blog means you benefit from our high web traffic an
Request dedicated support for your integration and product roadmap from a Zapier Solutions Engineer. Technical troubleshooting and code review are available.
{% capture styled_table %}
-| | |
+| Priority Developer Support | |
|-------------------|---------------------------|
-| **Benefit** | Priority Developer Support |
| **Tier** | Platinum |
| **How to redeem** | Email [partners@zapier.com](mailto:partners@zapier.com) 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. |
@@ -111,7 +105,15 @@ Request dedicated support for your integration and product roadmap from a Zapier
## 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. If you’re in Beta, you’ll exit Beta the next day once we detect an embed. If you’re already a Partner, you can access the benefits of the next tier faster once we detect an embed. 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.
+**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 after we detect 9 signups 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