- Overview of Workflow
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Introduction to Workflow
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What is Workflow?
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Benefits of Workflow
- Setting Up Workflow
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Launching the Workflow App
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Fulfilling Prerequisites
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Enabling Workflow in Your Zuora Tenant
- Exploring the Workflow UI
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Navigating the Workflow Interface
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Features Within a Workflow
- Customizing an Existing Template
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Adding, Running and Troubleshooting a Workflow
- Summer Release 2019 New Features
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Queue Prioritization
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Setting Workflow Prioritization
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Responsive Execution
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Enabling a Responsive Workflow
- Covid -19 Templates
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Introduction
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Apply Discount on Future Invoices
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Demo: Apply Discount on Future Invoices
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Recall Goodwill Discount
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Demo: Recall Goodwill Discount
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Credit Invoices
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Demo: Credit Invoices
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Suspend Subscriptions
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Demo: Suspend Subscriptions
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Resume Subscriptions
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Demo: Resume Subscriptions
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Payment Suspense Management
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Demo: Payment Suspense Management
- Assessment
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Use Case 1
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Use Case 2
- Conclusion
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Course Recap
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Next Steps
Zuora Workflow
This course will help you get acquainted with Zuora's Workflow app and illustrate how it works with examples.
Welcome to the course on Zuora Workflow!
This course will help you get familiar with Zuora’s Workflow app, discuss how it can help overcome automation challenges, and list some of its key benefits to subscription-based businesses. The training will also review some of the main features and capabilities of the app, and show you how to configure a workflow based on a sample use case.
Click the enter button above to begin the course.