Zuora’s notification capabilities can save you and your end users time and help you better manage business relationships. In this session, we’ll cover key notification functionality (merge fields supported, HTML templates, SMTP server for reporting and bounce backs) plus demo our new Notifications on Any Event functionality.

2. An Admin’s Guide to Hacking
Notifications in Zuora
Jo Gray
Sr. Solution Architect, Zuora
Lukasz Weber
Sr. Product Manager, Zuora

3. agenda
page
03
DemoQuick
Introduction
How Our
Customers Use
Notifications
Wish List What’s New?

4. quick
introduction
page
04
Zuora provides email and callout
notifications to automate communications
with your customers.
● E-mail in HTML or Text format
● Callouts using JSON payload delivered
to the destination of your choice
notifications

5. page
05
Watch the
Demo!
Here’s how Zuora
Notifications help
you communicate
with your
customers and your
IT ecosystem. Let’s
start the tour...

6. 1. Configuring Email
Notifications
2. Setting up Callout
Notifications
3. Managing Communication
Profiles for different recipient
types
4. Advanced topics:
a.Creating multiple
Notifications for the same
Event Type
b.Understanding Notification
History and the retry logic
WHAT YOU
JUST SAW

7. The Wish List
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07
● I want to know when something changes...
○ Default Payment Method changed
○ Contact updates
○ New Payment Method added/changed
● I want to automate Provisioning...
○ Subscription Status updated
○ Custom field updated on a Feature
● I want to get notifications on the Effective Date…
● I want to send a document along with the notification...

8. What’s new with Notifications?
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08
We’ve re-engineered Notifications with the following
benefits:
● Greater flexibility in defining events on object changes
● Same, easy to manage UI
● Configuration REST API’s
Technically speaking, we’ve:
● Introduced the concept of configurable Events
● Added the Object Change Processor for object change
Events
● Increased scalability using Apache Kafka

9. What’s new with Notifications?
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09
Here are a couple examples of the new, configurable Events:
● Account:
○ changeType == 'UPDATE' && Account.DefaultPaymentMethodId !=
Account.DefaultPaymentMethodId_old
● Subscription:
○ Subscription.Status == ‘PendingActivation’ && (changeType ==
‘INSERT’ || (changeType == ‘UPDATE’ && Subscription.Status !=
Subscription.Status_old))
● SubscriptionProductFeature:
○ changeType == 'INSERT' || (changeType == 'UPDATE' &&
SubscriptionProductFeature.CustomField1__c ==
SubscriptionProductFeature.CustomField1__c_old)

10. On our roadmap:
● Support for Date-Based Notifications
○ e.g. notify me when Subscription Cancellation becomes
effective
● Support for Attachments
○ e.g. Invoices, Credit/Debit Memos, etc.
● Support for ad hoc Re-Send of Notifications
What’s new with Notifications?
page
010

11. Q&A
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011

12. thank you.