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Communication Profiles

Zuora

Communication Profiles

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Communication profiles allow you to send event-driven notifications to targeted customer accounts. Each customer account is associated with one communication profile. You can create communication profiles and assign notifications to them. When an event occurs, Zuora sends email and callout notifications defined on this event to customer accounts associated with the corresponding communication profile.

For example, suppose that you want to send notifications to different groups of customers under the following circumstances:

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

You can create a communication profile called Enterprise and another called Business with specific email notifications for each customer group.

The high-level steps for configuring communication profiles, accounts, and notification settings for the above scenario are as follows:

  1. Create a communication profile.
  2. Link a communication profile to a customer account.
  3. Configure recipient information in email notifications.

Default communication profile

Zuora provides a default communication profile with built-in notifications. You can also create new communication profiles to meet your business needs. The following table describes the differences between the default and other communication profiles.

  Default communication profile Other communication profiles
Editable Yes (cannot be deleted) Yes
Allow notifications for tenant-level events (such as Bill Run Completion and Import Processed) Yes No

View communication profiles

To view communication profiles, perform the following steps:

  1. Navigate to Platform > Events & Notifications in the left navigation menu.
  2. Click Manage Communication Profiles.
    All communication profiles are displayed in the pop-up dialog with details of each profile such as profile number, locale, and status.
    • A ringing bell icon active.png indicates the communication profile is active. Zuora sends notifications associated with this communication profile.
    • A muted bell icon inactive.png indicates the communication profile is inactive. Zuora does not send notifications associated with this communication profile.

Create a communication profile

To create a communication profile, perform the following steps:

  1. Navigate to Platform > Events & Notifications in the left navigation menu.
  2. Click Manage Communication Profiles and then click + Add New Profile.
  3. In the Create Communication Profile dialog, specify the following information:
    • Name: Enter the profile name.
    • Profile Number: If you want to use your own profile number, replace the default value (CP-xxxxxxxx) in this field.
      Profile number is a value used to identify communication profiles and must be unique. You can manage a communication profile through the Settings API by providing the profile number or ID. For more information, see Settings API tutorials.
    • Locale: Select the locale value that determines the date format in other features. For more information, see Locale setting in communication profiles.
      Zuora uses your tenant locale setting for DEFAULT LOCALE.
    • Muted: Switch this toggle to activate or deactivate the communication profile. It is toggled on by default.
      Notifications associated with an inactive communication profile will not be sent.
    • Description: Enter the description of the profile.
  4. Click Save.

Edit a communication profile

To edit a communication profile, perform the following steps:

  1. Navigate to Platform > Events & Notifications in the left navigation menu.
  2. Click Manage Communication Profiles.
  3. Locate the communication profile you want to edit and click the edit icon icon-edit-gray.png.
  4. In the Edit Communication Profile dialog, update the following information as needed:
    • Name
    • Profile Number: The number value must be unique.
    • Locale: The locale value that determines the date format in other features. For more information, see Locale setting in communication profiles.
    • Muted: Switch this toggle to activate or deactivate the communication profile.
      Notifications associated with an inactive communication profile will not be sent.
    • Description
  5. Click Save.

Activate or deactivate communication profiles

You can switch the Muted toggle to activate or deactivate a communication profile when editing it. For more information, see Edit a communication profile.

To activate or deactivate all communication profiles, perform the following steps:

  1. Navigate to Platform > Events & Notifications in the left navigation menu.
  2. Click Manage Communication Profiles.
  3. In the Manage Communication Profiles dialog, click Mute All or Unmute All.
    Note that Unmute All is available only if all communication profiles are inactive.
  4. Click Mute All or Unmute All in the confirmation dialog.

Link a communication profile to a customer account

To link a communication profile to a customer account, perform the following steps:

  1. Navigate to Customers > Customer Accounts in the left navigation menu.
  2. Locate the customer account you want to edit and click the account name. The account detail page opens.
  3. On the account detail page, click Billing and Payment Info to expand the section and then click Edit.
  4. From the Communication Profile list, select the communication profile you want to link to this customer account.
  5. Click Save.

Configure recipient information in email notifications

When sending email notifications, Zuora uses the recipient information configured in the related email templates. You can choose any email address of a customer account such as Bill To Contact, Sold To Contact, and so on. For more information, see Manage notifications and Manage email templates.