Subscriber Self-Care Portal

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Subscriber Self-Care Portal

Zuora Connect now enables you to offer a self-care portal for your billing or customer services. This Zuora Billing hosted web solution provides a configurable user interface to Zuora’s customers. With the integration into Zuora Central engines, this app offers a quick and easy solution to enable end subscribers to self serve their account and subscription needs. 

Features

  • Personalize the portal to align with your company's branding requirements.
  • The ability for end user to view and pay invoices, manage payment methods, view payment history, and update account information.
  • Quickly allow end users to make payments and add PCI-compliant payment methods to a Zuora account without logging in.

Subsriber Self-Care Portal

Subscriber Self-Care Portal Overview

Subscriber Self-Service Portal is a web portal solution provided and hosted by Zuora. It not only provides a means to quickly access your customers' billing and transactional data created in Zuora, but also enables you to customize portal instances based on your preferences.

The following diagram illustrates how a Subscriber Self-Care Portal works:

Self-Care Portal Workflow

  1. End subscribers can access the configured portals through the Web on any device. The portal does not provide a mobile app but is responsive to resize based on the device. A customer can access various portal instances that are customized for different customers. The portal comes standard with a number of pages, and gives you the flexibility to create custom pages using JavaScript, HTML, and Vue.js.
  2. You do not have to use the Subscriber Self-Care Portal user interface. Instead, you can use a Web portal or an app that is hosted externally on your own servers but utilizes the Subscriber Portal APIs.
  3. The Subscriber Portal uses its own set of APIs. It pulls data from different sources and returns to corresponding callers. These APIs simplify the calls to downstream systems (for example, Zuora) by wrapping multiple APIs into a single call.
  4. When the data is created in Zuora, it immediately becomes available in the portal. If the transactional data is created through the Subscriber Portal, it will be pushed directly into Zuora instead of being stored in the portal. Note that in some cases, if the data is entered directly in the portal, you need to refresh the portal page to view the data.

    The examples of Zuora objects where the data is stored include:

    • Product Catalog
    • Invoices
    • Taxes
    • Payments
    • Refunds
    • Contacts
    • Subscriptions
    • Usage
  5. The Subscriber Portal maintains PCI compliance by using Zuora’s Hosted Payment Pages to accept credit card data. Credit card forms are presented via the Hosted Payment Page iFrame, and the entered data is directly pushed back into Zuora. No credit card data is stored in the Subscriber Portal.
  6. The Subscriber Portal stores only the portal-specific information instead of the transactional data.  An example of the data stored in the portal is:
    • Portal Audit Trail - The log that records which pages are visited and what actions are carried out in the portal.
    • Portal Settings - The settings that impact features, data, and the flow in the portal.
    • Portal Users - The portal users who are mapped to one or more Contacts in Zuora or linked to external users via SSO.
    • Customer Catalog - The portal synchronizes with the Zuora Product Catalog and creates a local version called Customer Catalog. It will be used during shopping in the portal.
    • Promo Codes - The coupons and offers that leverage Zuora discount plans.
    • Pricebooks - The overriding prices based on one or more attributes passed to the portal.
  7. The portal calls out to external APIs and retrieves data. The data will be displayed in the configured custom panels, or custom pages if you have enabled the Shopping feature.

Getting Started with Subscriber Self-Care Portal

Install Subscriber Self-Care Portal

As a first step, you must install the Ecommerce Portal app in your Connect tenant. See Install an App for instructions on how to install an app. When creating a new app instance in the Apps tab, select Ecommerce Portal in the dropdown list. 

Specific to the Ecommerce Portal app, select your Zuora tenant credentials in the Source dropdown list. OAuth credentials are not supported by this app. Ecommerce Portal New Configuration dialog

Configure Subscriber Self-Care Portal

See Configure Subscriber Self-Care Portal for more information.

Work with Subscriber Self-Care Portal

After you have completed all the required configurations, you are ready to use the configured portal. See Work with Subscriber Self-Care Portal for details.

 

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