In addition to having a great integration, we need to make sure your customers know how to get the most out of it! As a result, we require all partners to write support documentation that clearly explains how their integration works before we enable their integration to go live.
To help with this, we’ve produced a handy guide on producing best-in-class ‘how to’ documentation. You can download this as a pdf via the link below.
Intro
With all the hard work you’ve put into planning and building your new integration, you may be thinking it’s a no-brainer for your users to begin using it. Unfortunately, from our experience, this is rarely the case.
It’s really important that we capitalise on your momentum upon your integration going live and launch it successfully to both existing and prospective users.
Foundations for success
Within the Partner Portal, we will ask you to provide a company logo (for listing on our partner director), a relevant landing page URL and a copy of support documentation.
Landing page
We recommend creating a dedicated landing page on your website, detailing the key benefits of your integration and linking to any support documentation you’ve produced.
You can find our downloadable landing page toolkits for the following Partner use cases at the bottom of this article;
- Accounting & Invoicing Software
- Gym & Club Software
You can also find examples of landing pages some of our existing Partners have created via the following links:
Note you can find our brand guidelines here.
Support documentation
In addition to having a best in class integration, we need to make sure your users know how to get the most out of it! As a result, we require all of our partners to produce and upload support documentation that clearly explains how their integration works.
To help with this, we’ve produced a handy guide on producing best-in-class ‘how to’ documentation. You can download this as a PDF via the link at the bottom of this page.
Launching and promoting to your existing users
To ensure your users are aware of your new integration and how it can benefit their business, it is important to promote it to them. Here are some method’s we’ve found to be particularly useful;
- Promote the integration to your users within your product (see our handy guide to in-product discovery below)
- Emailing your customer base (Email campaign guides and templates can be found in the ‘Grow’ section of the Portal)
- Announcing the launch on social media (we may be able to help with this. Get in touch with the team via the ‘Support’ function in the Portal)
- Publishing content on your website/blog (see our downloadable Content Toolkits in the Portal)
- Running joint webinars with GoCardless about the features and benefits of your integration (example with Xero here)
- Referencing your GoCardless integration in your ‘always on’ marketing activities and regular lifecycle communications with your customers. For example, onboarding emails for new customers or newsletters to existing customers.
Note you can find our brand guidelines here.