/
Partner checklists (integration, flow, launch)

Partner checklists (integration, flow, launch)

Owned by Henrik Karlberg
Last updated: Mar 25, 2025 by Michal Leszczynski

Goal of this document is to list each item we need to check to ensure that partner has fully and successfully integrated our basic flow.

 

Prerequisite

The right docs have to be sent out before hand, and partner has to be walked through ideal flow (Figma) before starting the implementation. Standard message:

 

Let's get you up and running in no time. Create an account to access your dash. In it you'll find the tech documentation you need to integrate. Please make sure you read our integration tutorial before starting any work.

1 - Questions before the integration

Questions

“Are you implementing sharing or gifting?”
“Do you plan on showing this feature to all users or only Premium ones?”
“Where are you planning on having the gift button?”
“Could you add a second location to start journey from?“
“Any design system components you can use for the 'feature awareness' tooltip?“ (goal is to remind partner this is part of integration)
“Do you want to send full content or restrict user to a portion of the video?” If latter → use the timeLimit field
Make sure to use the native share modal Mobile only

Heads up

When user quota has ran out a, 403 error is returned. Make sure this doesn’t break the modal journey. There are two ways to handle this: either tell user their quota has expired in the modal, or don’t show the gift button (or grey it out) if user has no quota left, which you can check with the user-quota/{user-id} function.
Whastsapp doesn’t show images larger than 200kb in previews. Make sure image sent in linkPrewiewConf is smaller than that.

Method

Description

Icon

Modal copy

Link rules params

Method

Description

Icon

Modal copy

Link rules params

Sharing

No limits on content being shared

 

Montly quota per user field has to be set quite high (>50).

Gifting

By putting a limit to the content being sent out:

  • You convey scarcity: your content is rared, therefore has value

  • You keep control on what gets moved outside the paywall

 

You have 4 remaining gifts for the month.

Montly quota per user has to be set lower, usually around 5 - 10.

Set meeting

Review meeting is set one week after integration start, to either unblock or review feature

2. Checking the flow

Attendees: devs and designer

Goal of the meeting is to test end user journey and double-check some things pre-launch.

User flow

'Feature awareness' tooltip is in place. Non essential
Gift button is visible.

  • Bonus if there’s an icon (usually gift icon) and the copy ‘Free gift'.

  • Bonus if it exists in several places in the app. (i.e. on global 'All videos’ view and on each individual video page)

Modal indicates # of gifts left. (If they ask how, it’s the userRemainingQuota field returned by the create-link function)
Link metadata check: title, description and image
Link-out urls check: makes sense for each device type
Context message check: non sales-y and not a disclaimer, enthusiastic, emojis help

Code

The extra field of the API is used to pass on anonymous user / campaign properties. Example extra: {'user_type': 'premium', 'campaign': 'black_friday' }. “This will show up in your analytics“ Non essential
The image in linkPrewiewConf is smaller than 200kb
Case where user has ran out of quota is handled (see above for ways to do that.)

Tracking down the funnel

Pixel-event is set up when user converts (tutorial). “This will show up in your analytics“ - Web only
Apple App Store and Google Play store tracking is in place, directly or via 'magic' MMP link - Mobile only

Tracking guidelines (also in dash)

To track the conversions of users coming from Envoy, generate a campaign link in App Store Connect (iOS) or add parameters to your URL (Android).

You can also generate a ‘magic’ link for the Envoy source using one of these MMPs: tutorial for Branch, Appsflyer and Adjust.

3. Preparing the feature launch

Attendees: optionally a person on tech side, mostly marketing people

Goal: review the strategy so that feature launch is accompanied by a big marketing push to increase feature awareness.

1 - Educate the user

 

  • Button Design. Complement the gift/share button with “give a gift” / “Gift” / “Free gift” / “Gift a friend”/ “Share for free”/ “Share a gift”.. to give the end-user more context

 

  • In app tutorials. The first time that the user see the feature is your occasion to give a clear explanation and avoid misunderstanding. If you’re limiting the number of gifts per month, you should already inform the user about their monthly quota of gifts.

 

  • Apps store preview page. List the feature in your app-store description & “What’s new section” when you launch the update. In addition, you can insert a screenshot of the app highlighting the feature as one of the preview images in the App store.

 

 

2 - Engage the user

 

  • In app notifications. The goal here is to push the user to engage with the feature by sending him a notification. Based on when you send the notification (before the user opens the content, during consumption, after or while he is scrolling around in the home), the message should be adapted. A classic post-content consumption message is “Hey, did you liked this? Let your friends know and give them them a taste with a free gift!”. If the goal is to push a trending piece of content you can hit users with a broad message like “This is trending! Gift it to your loved ones for free!”

 

 

  • Email campaign. Reaching your user base with an email announcing the new feature is a good occasion to: 1) Push existing users to engage with the feature 2) Re-activate dormant users 3) Re-engage with churned users 4) Test our “marketing link” feature to give them a taste of what it feels like to have frictionless access to premium content when a gift is shared.

3 - Gain Visibility

  • Social media posts to announce the new feature and create excitement.

  • Use of marketing links to let people of have a taste of the frictionless journey and create traffic with improved conversion in your marketing campaigns

  • Stress the feature on all your community channels when there is a specific occasion. For example, “Gift the content that you love for Christmas!” ; “Tell your loved ones that you’re thinking about them for San Valentine with one of our gifts”