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Steps to publish the Marketplace listing using Creatio Marketplace Console

Level: beginner

Creatio Marketplace Console is a tool that enables partners to manage their own Marketplace listings. A Marketplace listing comprises the Marketplace app and resources to publish on Creatio Marketplace. A listing includes information visible for users on Creatio Marketplace. A listing can have multiple revisions. Use revisions to add or modify listing resources.

Creatio Marketplace Console lets you accelerate the Marketplace app development process and streamline the Marketplace listing support on Creatio Marketplace. Creatio Marketplace Console is a part of the Success Portal and includes Marketplace listings, Cases, Public profile sections.

Creatio Marketplace Console lets you execute the following actions:

  • Create and manage the listing revisions.
  • Send a listing revision to Creatio Marketplace support for review.
  • Discuss your listing revision with Creatio Marketplace support and track the revision life cycle.
  • Publish a listing on Creatio Marketplace. Creatio Marketplace support must complete this action on their end.
  • Update a listing on Creatio Marketplace.
  • Retrieve a summary of all published listings within 30 days or the entire publishing period.

Life cycle of a Marketplace listing

The life cycle of a listing is represented by the following statuses.

Status

Status description

Idea

Initial listing status. The Marketplace listing is in development and not available to the Creatio Marketplace users.

Planned

An innovative app concept that the users need. The planned listing does not have a developer and scheduled release date. Creatio displays planned listings on the Application map with the Planned badge. Learn more: Coming soon Marketplace app.

Coming soon

A listing with an app that is being developed and has a scheduled release date. These listings are displayed on the Application map with the Coming soon badge. Learn more: Coming soon Marketplace app.

Published

A listing that is reviewed, published, and available to Creatio Marketplace users. These listings are displayed on the Creatio Marketplace with different badges.

Unpublished

A listing that is removed from publication and not available to Creatio Marketplace users.

The listing status is changed by Creatio Marketplace support and displayed in the Status column of the Marketplace listings section list.

When you create a new listing, a new listing revision is created automatically. Track the life cycle of a revision using the following statuses.

Status

Status description

Draft

Initial status of the revision. New data about the Marketplace listing is added and not available to Creatio Marketplace users. The status is set automatically.

Review

The developer sent the revision for review. Creatio Marketplace support is reviewing the revision. One of the review process stages is ensuring the loaded packages that contain the Marketplace app functionality are compatible with base Creatio packages. As such, implement and test the claimed compatibility of the Marketplace app in accordance with the requirements. Learn more: Requirements for compatibility. The status is set by a Marketplace developer.

Rejected

The revision that was sent for review got rejected because it does not meet the Requirements for Marketplace listing resources, Requirements for Marketplace app. The status is set by Creatio Marketplace support.

Approved

The revision is reviewed, published, and available to Creatio Marketplace users. The status is set by Creatio Marketplace support.

Archived

A revision that is removed from publication and not available to Creatio Marketplace users. The status is set by Creatio Marketplace support after a new listing revision is published. You can track listing changes using the revision history.

The revision status is displayed on the Revisions tab of a listing page.

Manage the Marketplace listing

Marketplace listing management includes the following steps:

  1. Make sure the listing meets the requirements. Read more >>>
  2. Register the listing on Creatio Marketplace Console. Read more >>>
  3. Send the listing revision for review. Read more >>>
  4. Update the listing. Read more >>>

1. Make sure the listing meets the requirements

Make sure the listing meets the Requirements for Marketplace app, Requirements for Marketplace listing resources.

2. Register the listing on Creatio Marketplace Console

Creatio lets you register the listing on any app development step. Learn more: Steps to develop a Marketplace app.

To register the listing:

  1. Log in to the Success Portal website.
  2. Open the Marketplace listings section.
  3. Click New listing.
  4. Fill out the listing properties. Instructions: Revision page.
  5. Save the changes without sending the revision to Creatio Marketplace support for review.

As a result, the listing status will be set to Idea. Creatio Marketplace Console will create a new revision automatically. The status of the revision will be set to Draft.

3. Send the listing revision for review

  1. Open the Marketplace listings section.
  2. Open the listing page to publish.
  3. Select the revision whose status is Draft on the Revisions tab.
  4. Submit revision for review. This changes the revision status from Draft to Review.
  5. Save the changes.
note

You can only send a revision whose properties are filled out completely for review.

As a result, the revision will be sent to Creatio Marketplace support for review. A case will be created automatically in the Cases section. Creatio Marketplace support checks whether the revision meets the Requirements for Marketplace listing resources, Requirements for Marketplace app. You will receive the comments in a separate case.

Creatio Marketplace takes the following actions after the listing revision is reviewed successfully:

  • The revision status is changed from Review to Approved on the revision page.

  • The listing status is changed from Idea to Published.

  • The listing is published on Creatio Marketplace automatically.

  • You are notified that revision was published on Creatio Marketplace via email.

  • A list of licensed products for paid listing is displayed on the Licensed products tab. The licensed product name matches the official license name that is used in commercial proposals, client contracts, and other legal documents.

    View the example of the Licensed products tab for the Case Management listing below.

If Creatio Marketplace support has feedback for your revision, you will receive the comments that contain detailed issue descriptions and recommendations. Creatio Marketplace Console displays the comments in a separate case. The revision status is changed from Review to Rejected. Fix the mentioned issues and resend the revision for review.

4. Update the listing

You can update a published listing. To do this:

  1. Open the Marketplace listings section.
  2. Open the revision page.
  3. Add a new or open an existing revision whose status is Draft. To do this, click on the Revisions tab.
  4. Modify the required properties in the listing revision.
  5. Submit revision for review. Instructions: Send the listing revision for review.

If you want to unpublish the listing, take the following steps:

  1. Notify Creatio Marketplace support via marketplace@creatio.com.
  2. Wait until Creatio Marketplace support reviews the request and unpublishes the listing.

Revision page

A listing includes information visible for users on Creatio Marketplace. Use the revision page to add or modify listing resources. A revision page contains the following elements.

Overview tab

The Overview tab contains the following properties.

Property

Property description

Logo

The corporate logo of the Marketplace listing. Displayed on Creatio Marketplace after the listing is published. Click to upload the file. Make sure the property value meets the Requirements for Marketplace listing resources.

Revision

The list of listing changes. The property is populated automatically and non-editable.

Name

The unique listing name that describes the app functionality. Make sure the property value meets the Requirements for Marketplace listing resources.

Type

The Marketplace listing type. Learn more: Marketplace listing types.

Available values

Application on Creatio platform

Component for Creatio platform

Integration via Creatio API

Product on Creatio platform

Summary

Brief information about the Marketplace listing. Describe the primary functionality and the problems the app solves. Make sure the property value meets the Requirements for Marketplace listing resources.

Description

Detailed Marketplace listing description. Use the template from the revision page to describe the features and benefits of the Marketplace app. Make sure the property value meets the Requirements for Marketplace listing resources.

Screenshots and video

Screenshots that demonstrate the Marketplace app functionality. Make sure the property value meets the Requirements for Marketplace listing resources.

Upload the file.

Link to video

The link to the video that demonstrates the Marketplace app functionality. Make sure you post the video on a website that supports online playback. For example, YouTube.

Marketing materials (optional)

Files that contain marketing data about the Marketplace listing. Click to upload the file.

View the example of the Overview tab for the Case Management listing below.

Pricing and support tab

The Pricing and support tab contains the following properties.

Property

Property description

Payment model

The payment model of the Marketplace listing.

Available values

Free

The listing is free

Paid

The listing requires payment

Pricing

The pricing details of the Marketplace listing. Fill out the properties if you set the Payment model property to "Paid." Click to fill out the pricing details.

If the app has optional items or features sold separately, such as add-ons or API limit increases, specify them as well. Make sure the property values meet the Requirements for Marketplace listing resources.

Name

The name of the Marketplace listing pricing.

Pricing model

The pricing model of the Marketplace listing.

Available values

/ year

One-year server-based license without a user cap

user / year

One-year user-based license

Price $

The Marketplace listing price. Follow the selected pricing model in the Pricing model property.

Does this app require a subscription outside Creatio?

Specify whether Marketplace listing requires additional payments beyond Creatio pricing.

Available values

External subscription is included in pricing (ISV / Reselling)

Marketplace app connects to external app or service that developed by Creatio. Available for "Paid" value of the Payment model property.

External subscription must be purchased separately

Marketplace app connects to external app or service that requires a separate subscription. Specify the link to the corresponding price list or contact details to receive the price list in the Link to external pricing property.

No external subscription required

Marketplace app does not connect to external app or service that requires a separate subscription.

Link to external pricing

The link to the corresponding price list or contact details to receive the price list. Fill out the property if you set the Does this app require a subscription outside Creatio? property to "External subscription must be purchased separately."

Pricing description (optional)

The developer comments on the pricing model of the Marketplace listing. You can add more licensing information. Explicitly state the requirement to purchase the following:

  • Another Marketplace listing or multiple license types of the current Marketplace listing.
  • External apps or services, for example, for connectors. Specify the link to the corresponding price list or contact details to receive the price list. Specify whether the external apps are sold separately or their price is included in the connector price.

Make sure the value meets the Requirements for pricing of paid listings.

Support conditions

The tech support terms and conditions for Marketplace listing. Fill out the property if you set the Payment model property to "Free" or set the Does this app require a subscription outside Creatio? property to "External subscription is included in pricing (ISV / Reselling)" for "Paid" value of the Payment model property. Make sure the property value meets the Requirements for Marketplace listing resources.

I understand the requirements and confirm that we will provide support in line with the Marketplace Technical Support Policy

Select the checkbox to confirm that you will follow the current Creatio Marketplace Technical Support Policy, and to provide technical support in line with its requirements. Select the checkbox if you set the Does this app require a subscription outside Creatio? property to "External subscription must be purchased separately" or "No external subscription required."

Basic support package (required)

The checkbox is selected automatically and non-editable if you set the Does this app require a subscription outside Creatio? property to "External subscription must be purchased separately" or "No external subscription required."

Business support package (required)

The checkbox is selected automatically and non-editable if you set the Does this app require a subscription outside Creatio? property to "External subscription must be purchased separately" or "No external subscription required."

Premium support package (optional)

Select or clear the checkbox if you set the Does this app require a subscription outside Creatio? property to "External subscription must be purchased separately" or "No external subscription required."

Terms and conditions

List the responsibilities of users and the Marketplace app developer. This lets you control how the users use the Marketplace app. Terms and conditions also help to ensure your Marketplace app complies with international and national legislation requirements. Finalize the terms and conditions when you publish the Marketplace listing.

note

Terms and conditions that list developer responsibilities improve reputation when a potential user selects Marketplace apps. Such terms and conditions also imply the seriousness, scale, and responsibility of the Marketplace app developer.

Link to Terms & Conditions

The link to the terms and conditions that comply with the law and policies of your company.

Use default Terms & Conditions

Whether to use the standardized terms and conditions that Creatio Marketplace offers to streamline the procurement workflow.

View the example of the Pricing and support tab for the Case Management listing below.

Installation and setup tab

The Installation and setup tab contains the following properties.

Property

Property description

How to set up (optional)

A step-by-step guide on how to set up the Marketplace app from scratch.

Guides (optional)

The file that contains the setup guide and user guide.

Upload the file.

Link to guide

The link to the setup guide and user guide for the Marketplace app.

Title to link

The name of the setup guide for the Marketplace app.

View the example of the Installation and setup tab for the Case Management listing below.

Compatibility tab

The Compatibility tab contains the following properties.

Property

Property description

Installation method

The installation method of the Marketplace app.

Available values

Automatic installation

The app includes the package that implements the functionality and is available to install on the Creatio Marketplace. Available for "Application on Creatio platform, "Component for Creatio platform," "Product on Creatio platform" values of the Type property.

Manual installation

The app includes the package that implements the functionality and is not available to install on the Creatio Marketplace. The package and demo data package are delivered by the developer on request.

Other properties available on the tab list depend on the delivery option.

Creatio version from

The earliest version of Creatio products from the Creatio products property with which the Marketplace app is compatible. Make sure the value meets the Requirements for compatibility.

Deployment

Available deployment options of the Marketplace app.

Available values

Cloud

The app can be deployed on the cloud

On-site

The app can be deployed on the customer's local servers

Both options

The app can be deployed both on the cloud and on the customer's local servers

.NET platforms

The framework with which the Marketplace app is compatible. Make sure the value meets the Requirements for compatibility.

Available values

.NET 6 (supported from 8.0.9)

.NET Core (deprecated from 8.0.9)

.NET Framework

DBMS

The DBMS with which the Marketplace app is compatible. To specify the value:

  1. Click on the DBMS property.
  2. Select a DBMS in the Database management system property.
  3. Save the changes.

You can select multiple values. Make sure the value meets the Requirements for compatibility.

Available values

Any supported DBMS

MS SQL

Oracle

PostgreSQL

Creatio products

The base Creatio products with which the Marketplace app is compatible. To specify the value:

  1. Click on the Creatio products property.
  2. Select a product in the Creatio product property.
  3. Save the changes.

You can select multiple values. Make sure the value meets the Requirements for compatibility.

Compatibility notes (optional)

The additional compatibility requirements for the Marketplace app. Learn more: Requirements for compatibility​.

Translations

Available languages of the Marketplace app. To specify the value:

  1. Click on the Translations property.
  2. Select a language in the Translation property.
  3. Save the changes.

You can select multiple values. Make sure that your property value meets the Requirements for Marketplace app.

UI Frameworks

The UI Framework with which the Marketplace app is compatible. To specify the value:

  1. Click on the UI Frameworks property.
  2. Select a UI Framework in the UI Framework property.
  3. Save the changes.

You can select multiple values. Make sure the value meets the Requirements for compatibility.

Available values

Classic UI

Freedom UI

View the example of the Compatibility tab for the Case Management listing below.

Release details tab

The Release details tab contains the following properties.

Property

Property description

Application file

The *.zip file that contains the Marketplace app functionality. Click to upload the file. Make sure the value meets the Requirements for package.

Demo data file

The *.zip file that contains demo data of the Marketplace app. Click to upload the file. Make sure the sample records meet the Requirements for demo records.

We recommend creating a demo version to showcase how the Marketplace app operates in Creatio. Learn more: Demo version of the Marketplace app.

What's new

Brief notes on the Marketplace app updates. If you modify the existing Marketplace app, specify the changes made and new capabilities introduced. Make sure the value meets the Requirements for compatibility.

Licensed elements

The details of the Marketplace listing's licensed elements. Make sure the property values meet the Requirements for Marketplace listing resources.

Pricing

The name of the Marketplace listing's pricing. Populated automatically based on the Name property of the Pricing expanded list from the Pricing and support tab. Click to modify the name.

Licensed objects

Names of custom objects added to the Marketplace app. Licensed objects are key custom objects, for example, section. Learn more: Marketplace app licensing.

Licensed operations

Names of operations added to the Marketplace app logic to review the availability of a license for specific functionality. For example, an additional action was added to a base Creatio section. Learn more: Marketplace app licensing.

Comment for licensing

The developer comments on the licensing of the Marketplace listing.

Application properties

The property details of the Marketplace app. Properties are populated automatically based on the app-descriptor.json file and non-editable.

Name

The name of the Marketplace app.

Version

The version of the Marketplace app.

Code

The code of the Marketplace app.

Maintainer

The maintainer of the Marketplace app.

View the example of the Release details tab for the Case Management listing below.


See also

Requirements for Marketplace listing resources

Marketplace listing types

Requirements for Marketplace app

Coming soon Marketplace app

Steps to develop the Marketplace app

Demo version of the Marketplace app


E-learning courses

Tech Hour - Build Your Marketplace App And Generate Income


Resources

Official Creatio Marketplace website

Official Success Portal website

Creatio pricing

Marketplace updates