Skip to main content

Notifications: Email

Zuora

Notifications: Email

Use this task to notify specific email addresses about changes in your Zuora tenant, or send invoices to customers via email.

Basic settings

workflow_task_email_address.png

The default value of the 'From' email is workflow@zuora.com. If you want to add a custom email address, submit a request at Zuora Global Support

By default, Preview Only is selected in the Address tab. When your workflow is ready for use, turn off this option. Otherwise, emails will not be sent out.

Your emails may fail to deliver because of security mechanisms such as DKIM and SPF, or IP blocking from your customers. If you want to know about such failures or replies to your emails from customers for the current workflow, you can configure your return path in the Return Path (Email) field.

In the Body tab, you can use the merge field assistant above the text field to obtain the Liquid expression for a merge field.

Email attachments

workflow_task_email_attach.png

If invoice data is included in the data payload and invoice IDs are present, you can attach invoices to your email by selecting Attach Invoices to Email.

You can also attach other files in the payload in your email. All available files in the payload are displayed in the Workflow Files section. You can rename the listed files. Click a file name to edit it.

You can attach additional files if the file IDs are included in the payload. You can specify the file IDs using Liquid syntax. The Liquid syntax can be for a file ID or an array of file IDs in JSON format. All files in the array must be valid. Otherwise, the task will fail.

For example, you have the following data payload in your workflow. 

"Data":{
"Liquid":{
"files": ["23123khj42342k3","4233234982934","24358349028dfsk"],
"file":"2c92c085783724872"
}
}

You can attach the "files" array and the "file" to the email task using the following Liquid syntax.

{{Data.Liquid.files | to_json}}
{{Data.Liquid.file}}

Note: The maximum data size for an email including attachments is 10 MB. If your email exceeds this limit, an error will occur. 

Additional information about return path

If you want to use one email address as the return path for all email tasks in your tenant, go to the global settings of Workflow, and enter the return path in the Global Task Settings field.

workflow_global_settings_task.png

You can test how special scenarios like email bounces or complaints are handled. For details, refer to the following page.
https://aws.amazon.com/blogs/aws/mailbox-simulator-for-the-amazon-simple-email-service/

Zuora Workflow uses Amazon SES for sending emails. If you do not use your own SMTP server for sending emails, you must add the following statement to the SPF record in the DNS configuration for your domain.

include:amazonses.com

For details about adding an SPF record, see Authenticating Email with SPF in Amazon SES.

Additional Amazon DKIM and MAIL FROM settings

If applicable, Zuora recommends that you add three CNAME records to your DNS configuration to enable DKIM signing for your domain. These three CNAME records will be provided. You may need to ask your IT team to add these records to your DNS configurations.

If Zuora Support cannot confirm DKIM, you need to verify the three CNAME records are present in the DNS configuration for your organization. You can follow the instructions on this troubleshooting page.

For details about CNAME records or DKIM settings, see Setting Up Easy DKIM for a Domain.

Additionally, you can set the MAIL FROM domain by adding MX and SPF recording to your DNS configuration. For details, see Setting Up a Custom MAIL FROM Domain.

workflow_setup_mail_from.png

Use your own SMTP server

You can use your own SMTP server for sending workflow email notifications. To be able to do that, you need to configure your SMTP server in the global settings of Workflow.

workflow_global_settings_smtp.png