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Define Communication Profiles

You can create new profiles and activate some or all notifications on each profile. Notifications associated with the profile are sent to your customer when the event occurs. For example, when a payment is processed successfully or a new subscription has been created and activated.

Communication Profiles

A communication profile lets you send specific event-driven notifications to targeted customer accounts. You can configure your email templates for notifications and messaging for each profile. For example, suppose you want to: 

  • Send only your Business Edition customers an email notification when their credit card payment is declined.
  • Send only your Enterprise Edition customers an email notification when their subscription is 30 days from renewal.

You can create a communication profile called Enterprise and one called Business that target specific email notifications to these groups.

Create a Communication Profile

You can create a communication profile from Z-Billing, Z-Payments, or Z-Finance.

Navigation

Settings > Z-Billing Settings > Setup Profiles, Notifications and Email Templates

Settings > Z-Payments Settings > Setup Profiles, Notifications and Email Templates

Settings > Z-Finance Settings > Setup Profiles, Notifications and Email Templates

  1. Click add a new profile.
  2. Define and associate notifications to the profile.

Associate a Communication Profile to a Customer Account

You can associate a specific communication profile to your customers.

Navigation

Z-Billing  > Customer Accounts

  1. Search for the customer account to edit.
  2. Click edit in the Billing and Payment Info section.
  3. Select the profile from the Communication Profile list and save. 

Confirm the Email Account

The notification for a specific events can be sent to an email account specified for each communication. 

Navigation

Settings > Z-Billing Settings > Setup Profiles, Notifications and Email Templates

Settings > Z-Payments Settings > Setup Profiles, Notifications and Email Templates

Settings > Z-Finance Settings > Setup Profiles, Notifications and Email Templates

Check the configured email account:

  1. Select Settings > Z-Billing Settings.
  2. Click Setup Profiles, Notifications and Email Templates.
  3. Select a notification and click Default Email Template to edit email information.

    Click Default Template to Verify the Email Recipients
     
  4. In the To Name field, select Bill to Contact, Sold to Contact, or Enter an Email.
    • If you select Bill to Contact or Sold to Contact, the email notice will be sent to the email address of the end customer. For some related events (for example, Create New Subscription), you can select options that send the notification to contacts of the invoice owner rather than the subscription owner. 
    • If you select Enter an Email, enter an email address to specify an alternate email account. You can use this to receive notifications for various activities to monitor your Zuora system.
Last modified
18:34, 20 Apr 2016

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