This portion of the TeamCollaboration tutorials walks you through the modification of two Zuora settings to enable multi-currency and customer notifications.
The exercises will take approximately 10 minutes to complete.
TeamCollaboration wants to increase its global presence and start selling its products in different currencies. The company wants to take advantage of Zuora's built in multi-currency support and enable sales in multiple currencies of all their products.
Zuora product catalog structure starts with a list of products that a company sells. Each product can have any number of rate plans, and each rate plan can have a number of fees (charges) that can be expressed in different currencies. This product structure helps TeamCollaboration avoid plan proliferation, and preserves a streamlined, intuitive view of the products that they sell.
Additionally, TeamCollaboration wants to automate customer communications using Zuora's customer notifications feature. The notifications feature lets you notify customers about account events. Examples include:
TeamCollaboration will start by enabling an email notification that informs customers when an order has been received and a subscription is created for their account. TeamCollaboration plans to enable additional notifications in the future.
In the exercises, you will enable multi-currency within a product, and then you will set up a customer notification.
TeamCollaboration currently sells their products only in US Dollars. But they want to begin selling in Yen and Canadian Dollars as well, with more currencies to come in the near future.
Objective: To set up currencies and apply the currencies to products in the product catalog.
To enable more currencies in Billing Settings:
To enable the activated currencies in Product Catalog:
TeamCollaboration's billing specialist has been manually emailing customers to notify when an order is received and a new subscription has been created for their account. The billing specialist wants to automate these notifications to be sent at the right time.
Objective: To enable a customer notification to be sent out when a new subscription is created.
Customers of TeamCollaboration will now be notified by email when a new subscription has been created for them.
Learn: Zuora Commerce