Manage Marketplace listings

Level: beginner

Creatio partners use Creatio Marketplace Console to create and manage Marketplace listings for their solutions. The console is available in the Success Portal and includes the following sections:

• Public profiles — manage partner profile information displayed on Creatio Marketplace.
• Marketplace listings — manage listings and their revisions.
• Cases — communicate with Creatio Marketplace support.

A Marketplace listing represents a solution on Creatio Marketplace. The listing contains information that helps users understand the value of the solution, such as the description, key features, screenshots, pricing, compatibility details, and installation instructions.

Each listing is managed using revisions. A revision is a specific version of the listing content and the Marketplace solution file. Developers update the listing by creating new revisions. Only one revision can be published at a time.

View the Marketplace listings section in the figure below.

Listing and revision lifecycles

Creatio Marketplace Console uses related lifecycle models: one for the Marketplace listing and one for its revisions.

The listing lifecycle describes the publication state of the listing on Creatio Marketplace. Listing statuses determine whether the listing is visible to Marketplace users.

The table below describes each listing status and explains how it is set.

Status	Description
Idea	The initial status of the Marketplace listing. The listing is created in Marketplace Console and is not visible on Creatio Marketplace. Set automatically when a new listing is created in Creatio Marketplace Console.
Coming soon	The listing becomes visible on Creatio Marketplace with the "Coming soon" badge after the initial review, provided that no critical issues are identified. Additional updates are still required before full publication. Set by Creatio Marketplace support.
Published	The listing is available on Creatio Marketplace. Set by Creatio Marketplace support.
Unpublished	The listing is removed from Creatio Marketplace and is no longer visible to users. Set by Creatio Marketplace support.

While listing statuses describe the publication state of the listing itself, the revision lifecycle describes how changes to the listing are managed. Revision statuses describe the current state of that version.

The table below describes each revision status and explains how it is set.

Status	Description
Draft	The initial status of the revision. New or updated listing information is added but is not yet available on Creatio Marketplace. Set automatically when a new listing is created in Creatio Marketplace Console or when a new revision is created to update a published listing.
Review	The developer sends the revision for review. Creatio Marketplace support reviews the revision and verifies compatibility of the uploaded solution files and listing resources according to the requirements. Set by the Marketplace developer.
Updates required	Creatio Marketplace support identified issues during the review process that must be fixed before the revision can be approved. The issues may relate to the Marketplace listing resources or the Marketplace solution requirements. Set by Creatio Marketplace support.
Approved	The revision passed review and can be published on Creatio Marketplace. Set by Creatio Marketplace support.
Archived	A previously published revision that was replaced by a newer approved revision or archived when the listing is removed from publication. Archived revisions remain available in the revision history. The status is set automatically once a new revision is approved.

Publish a Marketplace listing (initial publication)

Before creating a Marketplace listing in Creatio Marketplace Console, make sure your public profile is filled out. Instructions: Steps to publish a public profile. The public profile contains partner information displayed on the listing page on Creatio Marketplace.

The first publication of a Marketplace listing follows the lifecycle shown in the figure below. The figure shows only the statuses involved in this process.

1. Create a revision

1. Log in to the Success Portal.
2. Open the Marketplace listings section.
3. Click New.

2. Fill out the revision information

A revision includes several tabs with required information about the Marketplace listing. Complete all required properties before submitting the revision for review.

Overview tab

The Overview tab contains the following properties.

Property	Description
Logo	The unique logo of the revision. The logo is displayed on Creatio Marketplace after the listing is published. Click to upload the file. Make sure the value meets the Requirements for Marketplace listing resources.
Revision	The revision number of the Marketplace listing. The value is generated automatically and cannot be edited.
Name	Enter a unique revision name that describes the solution functionality. The name template depends on the value selected in the Type field, therefore we recommend selecting the Type value first. Make sure the value meets the Requirements for Marketplace listing resources.
Type	Select the Marketplace listing type. Learn more: Marketplace listing types.
Primary category	Select the main category of the Marketplace solution.
Additional categories	Select up to 2 additional categories to help users find the Marketplace solution.
Industries	Select up to 2 industries where the solution is most commonly used or delivers the most value. The value should reflect proven customer adoption or clear industry-specific use cases.
Summary	Enter a brief description of the revision. Describe the primary functionality of the solution and the problems it solves. Make sure the value meets the Requirements for Marketplace listing resources.
Screenshots and video	Media files that demonstrate the Marketplace solution functionality and help present the solution to users. To specify the value: Click to upload the media file. Make sure the file meets the Requirements for Marketplace listing resources. Enter the link to the video that demonstrates key features, primary functionality, and the problems the Marketplace solution solves in the Link to video field.

After you complete the properties on the Overview tab, click Save.

As a result:

• The listing is created with the "Idea" status.
• A revision is generated automatically with the "Draft" status.

View the Overview tab of the Contact Center Management listing revision in the figure below.

Details tab

The Details tab contains the following properties.

Property	Description
Description	Enter a detailed description of the revision that covers the benefits of the Marketplace solution. Make sure the value meets the Requirements for Marketplace listing resources.
Key features	A detailed description of the revision key features. Specify the essential features and benefits of the Marketplace solution. To specify the value: Click . This opens the Key feature window. Click to upload the file that demonstrates the key feature of the Marketplace solution. Make sure the file meets the Requirements for Marketplace listing resources. Key features will be displayed in the order of addition. To rearrange features, select a feature and move it to the desired position using the and buttons. Enter the name of the key feature in the Title field. Enter the key feature functionality and benefits in the Description field. Click Save.

View the Details tab of the Contact Center Management listing revision in the figure below.

Pricing and support tab

The Pricing and support tab contains the following properties.

Property	Description
Payment model	Select the payment model of the revision.
Pricing	Specify the pricing details of the Marketplace listing. Specify this property if the Payment model field is set to "Paid." If the solution has optional items or features sold separately, such as add-ons or API limit increases, specify them as well. Make sure the values meet the Requirements for Marketplace listing resources. To specify the value: Click . This opens the Pricing window. Enter the name of the Marketplace listing pricing in the Name field. Select the pricing model of the Marketplace listing in the License type field. If you select "/ year" (one-year server-based license without a user cap), specify the monthly price in the Price $, month field. The annual price in the Price $, year field is calculated automatically. If you select "user / year" (one-year user-based license), specify the monthly price in the Price $, month field. Optionally, specify the minimum number of licenses required per purchase in the Minimum purchase quantity field. The annual price in the Price $, year field is calculated automatically. Enter the key functionality or value of the solution in the Description field. If the listing includes only one pricing model, the description is optional. If the listing includes multiple pricing models, explain what differentiates this model, for example, included features or usage limits. Click Save.
Does this app require a subscription outside Creatio?	Select whether the revision requires additional payments beyond Creatio pricing. If the Payment model field is set to "Paid" and the Marketplace solution connects to an external app or service developed by Creatio, select "External subscription is included in pricing (ISV / Reselling)." If the Marketplace solution connects to an external app or service that requires a separate subscription, select "External subscription must be purchased separately" and specify the link to the corresponding price list or contact details to receive the price list in the Link to external pricing field. If the Marketplace solution does not connect to an external app or service that requires a separate subscription, select "No external subscription required."
Pricing description (optional)	Enter developer comments on the pricing model of the revision. You can provide additional licensing details. Explicitly indicate if users must purchase another Marketplace listing or multiple license types of the current Marketplace listing. Make sure the value meets the Requirements for pricing of paid listings.
Support conditions	Specify the technical support terms and conditions for the Marketplace listing. Specify this property if the Payment model field is set to "Free" or if the Does this app require a subscription outside Creatio? field is set to "External subscription is included in pricing (ISV / Reselling)." If the Payment model field is set to "Free," the value is generated automatically. Make sure the value meets the Requirements for Marketplace listing resources. If the Payment model field is set to "Paid" and the Does this app require a subscription outside Creatio? field is set to "External subscription must be purchased separately" or "No external subscription required," select the I understand the requirements and confirm that we will provide support in line with the Marketplace Technical Support Policy checkbox and select or clear the Premium support package (optional) checkbox. The Basic support package (required) and Business support package (required) checkboxes are selected automatically and cannot be edited. If the Payment model field is set to "Free," select the I understand the requirements and confirm that we will provide support in line with the Marketplace Technical Support Policy checkbox.
Terms and conditions	List the responsibilities of users and the Marketplace solution developer. This helps define how users can use the Marketplace solution and ensures compliance with international and national legislation. Terms and conditions that clearly define developer responsibilities also improve the credibility of the Marketplace solution for potential users. If you already have terms and conditions that comply with your company policies and legal requirements, specify the link in the Link to Terms & Conditions field. If the Does this app require a subscription outside Creatio? field is set to "External subscription is included in pricing (ISV / Reselling)," you are required to specify the link in the Link to Terms & Conditions field. If you want to use the standardized terms and conditions provided by Creatio Marketplace to streamline the procurement process, select the Use default Terms & Conditions checkbox.

View the Pricing and support tab of the Contact Center Management listing revision in the figure below.

Installation and setup tab

The Installation and setup tab contains the following properties.

Property	Description
How to set up (optional)	Provide a step-by-step guide that explains how to set up the Marketplace solution from scratch.
Guides (optional)	Upload files or enter a link to materials that explain how to install and use the Marketplace solution. For example, a setup guide, user guide, or a step-by-step YouTube video that demonstrates how to install and use the solution effectively. Make sure the value meets the Requirements for Marketplace listing resources. To specify the value: Click to upload the file that contains the setup guide or user guide. Make sure the value meets the Requirements for Marketplace listing resources. Enter the link to the setup guide or user guide in the Link to guide field. Enter the name of the guide in the Title to link field.

View the Installation and setup tab of the Contact Center Management listing revision the figure below.

Compatibility tab

The Compatibility tab contains the following properties.

Property	Description
Installation method	Select the installation method of the Marketplace solution. If the Marketplace solution includes the package that implements the functionality and is available for installation from Creatio Marketplace, select "Automatic installation." Automatic installation can be selected only if the Type field on the Overview tab is set to "AI Agent on Creatio platform," "Application on Creatio platform," "Component for Creatio platform," or "Product on Creatio platform." If the Marketplace solution includes the package that implements the functionality but is not available for installation from Creatio Marketplace, select "Manual installation." In this case, the package and demo data package are delivered by the developer upon request.
Creatio version from	Select the earliest version of Creatio products that is compatible with the Marketplace solution. To specify the value: Since available versions depend on the value selected in the Creatio products field, select a value in Creatio products first. Click . This opens the Select: Creatio version from window. Select the version. Make sure the value meets the Requirements for compatibility. Click Save.
Deployment	Select the deployment option supported by the Marketplace solution: If the solution can be deployed on the cloud, select "Cloud." If the solution can be deployed on the customer's local servers, select "On-site." If the solution supports both deployment options, select "Both options."
.NET platform	Select the framework that is compatible with the Marketplace solution. Make sure the value meets the Requirements for compatibility.
DBMS	Select the DBMS that is compatible with the Marketplace solution. Multiple values can be selected. Make sure the value meets the Requirements for compatibility.
Creatio products	Select the base Creatio products that are compatible with the Marketplace solution. Multiple values can be selected. Make sure the value meets the Requirements for compatibility.
Translations	Select the languages available in the Marketplace solution. Multiple values can be selected. Make sure that your value meets the Requirements for Marketplace solution.
UI Frameworks	Select the UI framework that is compatible with the Marketplace solution. Multiple values can be selected. Make sure the value meets the Requirements for compatibility.
Compatibility notes (optional)	Enter additional compatibility requirements for the Marketplace solution. Learn more: Requirements for compatibility.

View the Compatibility tab of the Contact Center Management listing revision in the figure below.

Release details tab

The Release details tab contains the following properties.

Property	Description
Application file	The *.zip file that contains the Marketplace solution 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 for the Marketplace solution. Click to upload the file. Make sure the sample records meet the Requirements for demo records. We recommend creating a demo version to demonstrate how the Marketplace solution works in Creatio. Learn more: Demo version of the Marketplace solution.
What's new	Enter brief notes about updates to the Marketplace solution. If you modify an existing Marketplace solution, describe the changes made and the new capabilities introduced. Make sure the value meets the Requirements for compatibility.
Licensed elements	Specify the details of the Marketplace listing licensed elements. Specify this property if the Payment model field on the Pricing and support tab is set to "Paid." Make sure the values meet the Requirements for Marketplace listing resources. To specify the value: Click in the Licensed objects column to enter the names of custom objects added to the Marketplace solution. Licensed objects are key custom objects, for example, section. Learn more: Marketplace solution licensing. Click in the Licensed operations column to enter the names of operations added to the Marketplace solution logic to verify license availability for specific functionality. For example, an additional action added to a base Creatio section. Learn more: Marketplace solution licensing. Click in the Comment for licensing column to enter developer comments about the licensing of the Marketplace listing.

View the Release details tab of the Contact Center Management listing revision in the figure below.

3. Submit the revision for initial review

After you complete all required properties of the revision, submit the revision for initial review. To do this:

1. Log in to the Success Portal.
2. Open the Marketplace listings section.
3. Open the page of the listing you want to publish.
4. Open the Revisions tab.
5. Open the revision that has the "Draft" status.
6. Click Submit for review.

As a result:

• The revision status changes from "Draft" to "Review."
• The revision is sent to Creatio Marketplace support for review.
• A case is created automatically in the Cases section. Use the created case to communicate with Creatio Marketplace support during the review process.

View the Email Audience listing revision that is sent for review in the figure below.

During the review process, Creatio Marketplace support verifies that the revision complies with the Requirements for Marketplace listing resources and the Requirements for Marketplace solution.

If the revision is reviewed successfully:

• The revision status changes from "Review" to "Approved."

• The listing status changes from "Idea" to "Published."

  View the Revisions tab of the Hootsuite connector listing revision that is reviewed successfully in the figure below.

  

• The listing is published on Creatio Marketplace automatically.

  View the Hootsuite connector listing published on Creatio Marketplace in the figure below.

  

• The Marketplace developer is notified once the listing is published.

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

  View the Licensed products tab of the Lead and Opportunity listing in the figure below.

  

If issues are identified:

• Detailed comments and recommendations are added to a separate case.
• The revision status changes from "Review" to "Updates required."

View the Revisions tab of the Zoom Revenue Accelerator listing revision that requires updates in the figure below.

Fix the reported issues and resubmit the revision for review.

After the initial review, Creatio Marketplace support may allow publishing the listing on Creatio Marketplace with the "Coming soon" badge while the review continues in additional iterations.

View the Yellow.ai listing with the "Coming soon" badge in the figure below.

You can publish a listing with the "Coming soon" badge if the following prerequisites are met:

• The initial review confirmed that the revision does not contain critical blockers.
• The Key features expanded list on the Details tab contains valid information and accurately reflects the solution functionality.
• The Application file field on the Release details tab contains a valid file that works correctly with the Creatio product(s) specified in the Creatio products field on the Compatibility tab.

If providing the application file is not possible, confirm the solution functionality by providing access to a working demo, for example:

• a video demonstration
• access to a pre-production environment
• a screen sharing session

While the listing is published with the "Coming soon" badge:

• Only the "Request a live demo" installation option is displayed on the listing page on Creatio Marketplace.
• The listing remains published for 30 days.

If the required updates are submitted and approved within this period, the listing status changes from "Coming soon" to "Published," and the listing is published on Creatio Marketplace automatically. Otherwise, the listing status changes from "Coming soon" to "Unpublished" unless a different deadline is agreed with Creatio Marketplace support, and the listing is removed from publication on Creatio Marketplace automatically.

Update a published Marketplace listing

A Marketplace listing can have multiple revisions. Use revisions to update listing content without affecting the currently published version.

The update of a published Marketplace listing follows the lifecycle shown in the figure below. The figure shows only the statuses involved in this process.

To update a published Marketplace listing:

1. Log in to the Success Portal.
2. Open the Marketplace listings section.
3. Open the page of the listing you want to update.
4. Click the Update listing button. This creates the revision with the "Draft" status automatically. The created revision includes all information from the current listing and is ready for modifying.
5. Modify the revision information across the revision tabs.
6. Click Submit for review.

As a result:

• The revision status changes from "Draft" to "Review."

  View the Revisions tab of the Lead and Opportunity listing that has multiple revisions in the figure below.

  

• The revision is sent to Creatio Marketplace support for review.

• A case is created automatically in the Cases section. Use the created case to communicate with Creatio Marketplace support during the review process.

During the review process, Creatio Marketplace support verifies that the revision complies with the Requirements for Marketplace listing resources and the Requirements for Marketplace solution.

If the revision is reviewed successfully:

• The listing status remains "Published."

• The new revision status changes from "Review" to "Approved."

• The published revision status changes from "Approved" to "Archived."

  View the Revisions tab of the Lead and Opportunity listing whose second revision is approved in the figure below.

  

• The published revision is replaced with the newly-approved revision on Creatio Marketplace automatically.

• The Marketplace developer is notified once the listing is updated.

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

If issues are identified:

• Detailed comments and recommendations are added to a separate case.
• The new revision status changes from "Review" to "Updates required."
• The published revision status remains "Approved."

Fix the reported issues and resubmit the revision for review.

Remove a listing from publication

The removal of a Marketplace listing from publication follows the lifecycle shown in the figure below. The figure shows only the statuses involved in this process.

To remove a listing from publication, send a listing removal request to Creatio Marketplace support.

As a result, after Creatio Marketplace support reviews the request:

• The revision status changes from "Approved" to "Archived."
• The listing status changes from "Published" to "Unpublished."
• The listing is removed from publication on Creatio Marketplace automatically.

A listing can be removed from publication automatically in the following cases:

• The partnership has ended.
• The partner decides to stop further development and support.
• The solution is not functioning properly and is no longer supported.

View the Revisions tab of the unpublished Project Management for Creatio listing in the figure below.

Once removed from publication, the listing is no longer visible to users on Creatio Marketplace.

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See also

Steps to publish a public profile

Requirements for Marketplace listing resources

Marketplace listing types

Requirements for Marketplace solution

Demo version of the Marketplace solution

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Resources

Official Creatio Marketplace website

Official Success Portal website

Creatio pricing

Creatio Marketplace Technical Support Policy

Creatio Marketplace Application Terms and Conditions

Marketplace updates