Skip to content

Commit 370d5cd

Browse files
authored
Partner documentation instructions (#4169)
* Add source docs template and instructions * add destination templates and instructions * remove prettier artifacts * move template folder, and update links
1 parent 7c9cff4 commit 370d5cd

File tree

5 files changed

+145
-62
lines changed

5 files changed

+145
-62
lines changed

src/partners/destinations/index.md

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -64,7 +64,7 @@ After your code is deployed, you'll receive an invitation to join the Segment De
6464

6565
### Write documentation
6666

67-
Documentation is integral to enabling Segment's users to self-serve and onboard with your integration. Segment's documentation team will work with you during this part of the process to ensure your documentation matches the Segment style and is as instructive as possible.
67+
Documentation is integral to enabling Segment's users to self-serve and onboard with your integration. Segment's documentation team will work with you during this part of the process to ensure your documentation matches the Segment style and is as instructive as possible. To create your documentation, follow the instructions outlined [in this template](https://github.com/segmentio/segment-docs/blob/develop/templates/partners/destination-new.md){:target="_blank"} if your destination is net new; If your destination is an updated version of a classic destination, follow the instructions outlined [in this template](https://github.com/segmentio/segment-docs/blob/develop/templates/partners/destination-update.md).
6868

6969
### Release your Destination
7070

src/partners/sources.md

Lines changed: 4 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -41,6 +41,10 @@ Use the [Source Debugger](/docs/connections/sources/debugger/) to observe inboun
4141

4242
Check the Source Debugger to verify that the events arrive and are formatted according to the Segment Spec.
4343

44+
## Write your source's documentation
45+
46+
Documentation is integral to enabling Segment's users to self-serve and onboard with your integration. Segment's documentation team will work with you during this part of the process to ensure your documentation matches the Segment style and is as instructive as possible.To create your documentation, follow the instructions outlined [in this template](https://github.com/segmentio/segment-docs/blob/develop/templates/partners/source.md){:target="_blank"}. When submitting your source integration for review, you will need to include a link to the pull request you made to add your documentation.
47+
4448
## Launch your source
4549

4650
When you've verified that your source sends the correct information, submit it for review. The Segment team will review your source's functionality, catalog metadata, and documentation. If your source is approved, it will appear in the Segment catalog, marked with a "beta" badge for a period of two weeks. After this period, the source is considered generally available.

templates/partners/destination-new.md

Lines changed: 48 additions & 18 deletions
Original file line numberDiff line numberDiff line change
@@ -1,37 +1,63 @@
1+
# 💥 Segment Partner Source Documentation Template
2+
3+
> Hi Partners 👋🏼
4+
>
5+
> Welcome to Segment - glad to have you onboard! This doc serves as a guideline for your team to create best-in-class documentation alongside your amazing product.
6+
>
7+
> Here are the guidelines we want you to have in mind when writing out your documentation:
8+
>
9+
> - Be succinct and simple in your writing. Reduce text bloat where possible.
10+
> - Avoid 1st person language as it’s confusing for customers if they don’t know who wrote the docs (Segment or the Partner).
11+
> - Where pre-reading is required, hyperlink to other more generic parts of Segment’s (or your) documentation.
12+
>
13+
> - Screenshots/Images are generally discouraged unless absolutely necessary
14+
>
15+
> The below template intends to provide a standardized structure. To submit your documentation, complete the following steps:
16+
>
17+
> 1. Clone the `segment-docs` repo locally
18+
> 2. Create a new branch (e.g., partner-name/destination)
19+
> 3. Create an `index.md` file in the following path `src/connections/destinations/catalog/{destination-slug}/index.md
20+
> 4. Copy the template below into your `index.md` file, and edit it to be in line with how your integration operates
21+
> 5. Add, commit, and push your code to the `segment-docs` repo and submit a pull request
22+
>
23+
> If a section does not apply to your integration, feel free to remove. Please don’t create separate sections unless absolutely necessary. In most cases, creating a H3 (###) sub-heading under an existing section is the best option!
24+
>
25+
> If you have any questions in the meantime, please reach out to our team at [email protected].
26+
127
---
2-
# The end name should be similar to `Slack Destination`
3-
title: <destination_name>
4-
hide-boilerplate: true
5-
hide-dossier: true
28+
29+
## Template begins here...
30+
631
---
732

33+
## title: <integration_name> Destination
34+
835
<!-- This template is meant for Actions-based destinations that do not have an existing Classic or non-Actions-based version. For Actions Destinations that are a new version of a classic destination, see the doc-template-update.md template. -->
936

37+
<!-- In the section above, edit the `title` field. For example, Slack (Actions) Destination -->
38+
1039
{% include content/plan-grid.md name="actions" %}
1140

12-
<!-- Include a brief description of the destination here, along with a link to your website. -->
41+
<!-- Include a 1-2 sentence introduction to your company and the value it provides to customers - updating the name and hyperlink. Please leave the utm string unchanged. -->
1342

14-
<!-- This include describes the requirement of A.js 2.0 or higher for Actions compatibility, and is required if your destination has a web component. -->
43+
[<integration_name>](https://yourintegration.com/?utm_source=segmentio&utm_medium=docs&utm_campaign=partners) provides self-serve predictive analytics for growth marketers, leveraging machine learning to automate audience insights and recommendations.
1544

16-
{% include content/ajs-upgrade.md %}
45+
<!-- Update your company name and support email address. -->
1746

18-
<!-- In the section below, explain the value of this actions-based destination. If you don't have a classic version of the destination, remove this section. -->
47+
This destination is maintained by <integration_name>. For any issues with the destination, [contact their Support team](mailto:support@<integration_name>.com).
1948

20-
## Benefits of <destination_name> (Actions)
21-
22-
<destination_name> (Actions) provides the following benefits:
49+
<!-- This include describes the requirement of A.js 2.0 or higher for Actions compatibility, and is required if your destination has a web component. -->
2350

24-
- **Main point 1**. One or two sentences that back up the main point.
25-
- **Main point 2**. One or two sentences that back up the main point.
51+
{% include content/ajs-upgrade.md %}
2652

2753
<!-- The section below explains how to enable and configure the destination. Include any configuration steps not captured below. For example, obtaining an API key from your platform and any configuration steps required to connect to the destination. -->
2854

2955
## Getting started
3056

31-
1. From the Segment web app, navigate to **Connections > Catalog** and select the **Destinations** tab within the catalog.
32-
2. Search for **<destination_name>** and select the destination.
33-
3. Click **Configure <destintation_name>**.
34-
4. Select the Source to connect to <destination_name> (Actions).
57+
1. From the Segment web app, click **Catalog**, then click **Destinations**.
58+
2. Find the Destinations Actions item in the left navigation, and click it.
59+
3. Click **Configure <desintation_name>**.
60+
4. Select an existing Source to connect to <destination_name> (Actions).
3561

3662
<!-- The line below renders a table of connection settings (if applicable), Pre-built Mappings, and available actions. -->
3763

@@ -41,4 +67,8 @@ hide-dossier: true
4167
Additional Context
4268
4369
Include additional information that you think will be useful to the user here. For information that is specific to an individual mapping, please add that as a comment so that the Segment docs team can include it in the auto-generated content for that mapping.
44-
-->
70+
-->
71+
72+
---
73+
74+
> Congratulations! 🎉 You’ve finished the documentation for your Segment integration. If there’s any additional information or nuance which did not fit in the above template and that you want to share with our mutual customers, feel free to include these as a separate section for us to review. If not, you may now submit this doc to our team.

templates/partners/destination-update.md

Lines changed: 48 additions & 12 deletions
Original file line numberDiff line numberDiff line change
@@ -1,17 +1,50 @@
1+
# 💥 Segment Partner Source Documentation Template
2+
3+
> Hi Partners 👋🏼
4+
>
5+
> Welcome to Segment - glad to have you onboard! This doc serves as a guideline for your team to create best-in-class documentation alongside your amazing product.
6+
>
7+
> Here are the guidelines we want you to have in mind when writing out your documentation:
8+
>
9+
> - Be succinct and simple in your writing. Reduce text bloat where possible.
10+
> - Avoid 1st person language as it’s confusing for customers if they don’t know who wrote the docs (Segment or the Partner).
11+
> - Where pre-reading is required, hyperlink to other more generic parts of Segment’s (or your) documentation.
12+
>
13+
> - Screenshots/Images are generally discouraged unless absolutely necessary
14+
>
15+
> The below template intends to provide a standardized structure. To submit your documentation, complete the following steps:
16+
>
17+
> 1. Clone the `segment-docs` repo locally
18+
> 2. Create a new branch (e.g., partner-name/destination)
19+
> 3. Create an `index.md` file in the following path `src/connections/destinations/catalog/{destination-slug}/index.md
20+
> 4. Copy the template below into your `index.md` file, and edit it to be in line with how your integration operates
21+
> 5. Add, commit, and push your code to the `segment-docs` repo and submit a pull request
22+
>
23+
> If a section does not apply to your integration, feel free to remove. Please don’t create separate sections unless absolutely necessary. In most cases, creating a H3 (###) sub-heading under an existing section is the best option!
24+
>
25+
> If you have any questions in the meantime, please reach out to our team at [email protected].
26+
127
---
2-
# The end name should be similar to `Slack (Actions) Destination`
3-
title: <destination_name>
4-
hide-boilerplate: true
5-
hide-dossier: true
28+
29+
## Template begins here...
30+
631
---
732

8-
<!-- This template is meant for Actions-based destinations that represent a new version of an existing, or Classic Segment destination. For new Actions-based destinations, see the doc-template-new.md template -->
33+
## title: <integration_name> Destination
34+
35+
<!-- This template is meant for Actions-based destinations that represent a new version of an existing, or Classic Segment destination. For new Actions-based destinations, see destination-new-template.md template -->
936

1037
<!-- In the section above, edit the `title` field. For example, Slack (Actions) Destination -->
1138

1239
{% include content/plan-grid.md name="actions" %}
1340

14-
<!-- Include a brief description of the destination here, along with a link to your website. -->
41+
<!-- Include a 1-2 sentence introduction to your company and the value it provides to customers - updating the name and hyperlink. Please leave the utm string unchanged. -->
42+
43+
[<integration_name>](https://yourintegration.com/?utm_source=segmentio&utm_medium=docs&utm_campaign=partners) provides self-serve predictive analytics for growth marketers, leveraging machine learning to automate audience insights and recommendations.
44+
45+
<!-- Update your company name and support email address. -->
46+
47+
This destination is maintained by <integration_name>. For any issues with the destination, [contact their Support team](mailto:support@<integration_name>.com).
1548

1649
<!-- In the section below, add your destination name where indicated. If you have a classic version of the destination, ensure that its documentation is linked as well. If you don't have a classic version of the destination, remove the second and third sentences. -->
1750

@@ -35,23 +68,26 @@ hide-dossier: true
3568

3669
## Getting started
3770

38-
1. From the Segment web app, navigate to **Connections > Catalog** and select the **Destinations** tab within the catalog.
39-
2. Search for **<destination_name>** and select the destination.
40-
3. Click **Configure <destintation_name>**.
41-
4. Select the Source to connect to <destination_name> (Actions).
71+
1. From the Segment web app, click **Catalog**, then click **Destinations**.
72+
2. Find the Destinations Actions item in the left navigation, and click it.
73+
3. Click **Configure <desintation_name>**.
74+
4. Select an existing Source to connect to <destination_name> (Actions).
4275

4376
<!-- The line below renders a table of connection settings (if applicable), Pre-built Mappings, and available actions. -->
4477

4578
{% include components/actions-fields.html %}
4679

4780
<!--
4881
Additional Context
49-
5082
Include additional information that you think will be useful to the user here. For information that is specific to an individual mapping, please add that as a comment so that the Segment docs team can include it in the auto-generated content for that mapping.
5183
-->
5284

5385
<!-- If applicable, add information regarding the migration from a classic destination to an Actions-based version below -->
5486

5587
## Migration from the classic <destination_name> destination
5688

57-
<!-- Include any pertinent information here. -->
89+
<!-- Include any pertinent information here. -->
90+
91+
---
92+
93+
> Congratulations! 🎉 You’ve finished the documentation for your Segment integration. If there’s any additional information or nuance which did not fit in the above template and that you want to share with our mutual customers, feel free to include these as a separate section for us to review. If not, you may now submit this doc to our team.

0 commit comments

Comments
 (0)