Course 2: Product Catalog Offerings and Pricing Strategies

This course discusses the Zuora Product Catalog's capabilities, how to use it, and how it addresses business needs.

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About this course

Welcome to the Product Catalog Offerings and Pricing Strategies course. This is the second course of a series of courses in the Product Catalog Management Learning Path. This course covers in detail, common aspects of product catalog that businesses are interested in and how the Zuora product catalog addresses each of those aspects to help businesses with their needs.

By the end of this course you'll be able to:

  • Describe common aspects of the product catalog that businesses use
  • Illustrate with examples, how businesses use aspects of the product catalog
  • Identify the different elements of Zuora's data model
  • Illustrate with examples, how different elements of the data model are connected to each other
  • Set up a product catalog with different product rate plans, rate plan charges, charge types, and charge models

Click the Enter button above to start.

Course120 minutes

  • Module 1: Subscription Business Pricing & Packaging
  • Products in the Traditional Economy vs the Subscription Economy
  • Subscription Business Pricing: Example
  • Module 1 Recap
  • Module 2: Common Aspects of a Product Catalog
  • Base Products, Add-Ons, and Features
  • Product Attributes
  • Products vs. Product Rate Plans
  • Units of Measure and Price Format
  • Bundles/Packaging
  • Price Books
  • Billing Frequencies
  • Multi-Currency
  • Other Pricing and Packaging Considerations
  • Module 2 Recap
  • Module 3: Product Catalog in Zuora
  • Structure of the Product Catalog in Zuora
  • Introduction to Zuora’s Data Model
  • Prerequisites for Creating a Product in Zuora
  • Billing Timing and Frequencies
  • Charge Types/Models
  • Currencies
  • Charges With or Without Quantity
  • Creating a New Product in Zuora
  • Creating Product Rate Plans in Zuora
  • Creating Products vs. Product Rate Plans
  • Rate Plan Charges in Zuora
  • Charge Types in Zuora
  • Charge Models Overview
  • Flat Fee Pricing
  • Per Unit Pricing
  • Volume Pricing
  • Tiered Pricing
  • Overage Pricing
  • Tiered with Overage Pricing
  • Comparing Volume, Tiered, and Tiered w/ Overage Charge Models
  • Setting Up Bundling, Multi-Currency, and Price Books
  • Module 3 Recap
  • Module 4: Putting It All Together
  • Module Overview
  • Prerequisite Settings
  • DEMO: Prerequisite Settings
  • Overview of a Product in Zuora
  • DEMO: "Cloud Storage - Personal"
  • Creating a Product in Zuora
  • DEMO: Adding "Cloud Storage - Standard" to the Zuora Product Catalog
  • Managing Currencies for a Product in Zuora
  • DEMO: "Cloud Storage - Integration Services"
  • Module 4 Recap
  • Module 5: Try It On Your Own
  • Exercise 1: Configure Settings Related to the Product Catalog
  • Exercise 1 Demo
  • Exercise 2: Configure Product Rate Plan and Rate Plan Charges
  • Exercise 2 Demo
  • Exercise 3: Configure an Add-On Product
  • Exercise 3 Demo
  • Module 6: End of Course
  • Rate This Course!
  • What's Next?

About this course

Welcome to the Product Catalog Offerings and Pricing Strategies course. This is the second course of a series of courses in the Product Catalog Management Learning Path. This course covers in detail, common aspects of product catalog that businesses are interested in and how the Zuora product catalog addresses each of those aspects to help businesses with their needs.

By the end of this course you'll be able to:

  • Describe common aspects of the product catalog that businesses use
  • Illustrate with examples, how businesses use aspects of the product catalog
  • Identify the different elements of Zuora's data model
  • Illustrate with examples, how different elements of the data model are connected to each other
  • Set up a product catalog with different product rate plans, rate plan charges, charge types, and charge models

Click the Enter button above to start.

Course120 minutes

  • Module 1: Subscription Business Pricing & Packaging
  • Products in the Traditional Economy vs the Subscription Economy
  • Subscription Business Pricing: Example
  • Module 1 Recap
  • Module 2: Common Aspects of a Product Catalog
  • Base Products, Add-Ons, and Features
  • Product Attributes
  • Products vs. Product Rate Plans
  • Units of Measure and Price Format
  • Bundles/Packaging
  • Price Books
  • Billing Frequencies
  • Multi-Currency
  • Other Pricing and Packaging Considerations
  • Module 2 Recap
  • Module 3: Product Catalog in Zuora
  • Structure of the Product Catalog in Zuora
  • Introduction to Zuora’s Data Model
  • Prerequisites for Creating a Product in Zuora
  • Billing Timing and Frequencies
  • Charge Types/Models
  • Currencies
  • Charges With or Without Quantity
  • Creating a New Product in Zuora
  • Creating Product Rate Plans in Zuora
  • Creating Products vs. Product Rate Plans
  • Rate Plan Charges in Zuora
  • Charge Types in Zuora
  • Charge Models Overview
  • Flat Fee Pricing
  • Per Unit Pricing
  • Volume Pricing
  • Tiered Pricing
  • Overage Pricing
  • Tiered with Overage Pricing
  • Comparing Volume, Tiered, and Tiered w/ Overage Charge Models
  • Setting Up Bundling, Multi-Currency, and Price Books
  • Module 3 Recap
  • Module 4: Putting It All Together
  • Module Overview
  • Prerequisite Settings
  • DEMO: Prerequisite Settings
  • Overview of a Product in Zuora
  • DEMO: "Cloud Storage - Personal"
  • Creating a Product in Zuora
  • DEMO: Adding "Cloud Storage - Standard" to the Zuora Product Catalog
  • Managing Currencies for a Product in Zuora
  • DEMO: "Cloud Storage - Integration Services"
  • Module 4 Recap
  • Module 5: Try It On Your Own
  • Exercise 1: Configure Settings Related to the Product Catalog
  • Exercise 1 Demo
  • Exercise 2: Configure Product Rate Plan and Rate Plan Charges
  • Exercise 2 Demo
  • Exercise 3: Configure an Add-On Product
  • Exercise 3 Demo
  • Module 6: End of Course
  • Rate This Course!
  • What's Next?