Journey Configuration: General

The General settings in Journey Configurations assign items such as Terms of Service, Partner, and Confirmation to subscriptions created using products in this journey.

General Journey Configurations are located under Subscribe > Journeys > View Journey > Configuration > General. To make changes to these settings, click Edit.

There are six settings that can be managed in this tab to control Configurations for the categories and products of this journey. These settings include Terms of Service, Other Category, Other Product HTML, Default Partner Selection, Confirmation Box, Confirmation HTML, and Use Bill Run for Invoice Processing. These are all optional fields.

This configuration is being deprecated.

This category is a catch-all for subscription updates and renewals. On Change Order or Renewal Order journeys, an additional category with no products should be created and assigned here. It can be named something like "Legacy Products" "Other Category" "Current Products" etc. If the user's current products cannot be found within the products created in the Change or Renewal journey, it will still be able to display the user's current products within the subscription flow (listed under this category.) 

In association with the previous setting, Other Product HTML is used to display a user's current products with this HTML design in the case that their product is not a part of the Change/Renewal order journey with its own HTML assigned there.

You may choose an existing product HTML template from the dropdown options. 

This is an optional field that would assign all accounts subscribed to products within this journey, to a default partner. These subscriptions would be children's accounts to the partner specified here.

This checkbox enables or disables additional confirmation/terms of service text to be incorporated into the confirmation step. If a confirmation page is not being used, this will be incorporated into the Payment step. 

This HTML determines the additional text that can be embedded in a confirmation step (or payment step if skipping the confirmation step) if the previous setting is enabled.

Users will be able to input text or select a value from a picklist to capture key information related to subscription changes. These inputs will automatically sync to custom fields in Zuora upon completing the journey. The custom fields must already be configured in Zuora, supporting both text and picklist values. When configuring these fields, users can set the custom field target to either Order or Subscription.

This feature allows businesses to pass any relevant information from user interactions directly to Zuora, ensuring that subscription and order data remains accurate and up to date across different user journeys.

To configure this feature, navigate to: Subscribe > Journeys > Configuration > General

If multiple Terms and Conditions, Privacy Policy, and other checkboxes must be included on the confirmation page, you can multi-select from acknowledgments checkboxes that have already been configured. To learn more, view:

• Acknowledgments Overview

• Auto-Pay Acknowledgment

• Stored Credential Acknowledgement

This feature applies to invoice generation for subscription amendments and orders including updates and renewals. If this feature is enabled, future-dated subscription amendments and orders using this journey will not generate an invoice until the bill run's target date is equal to or greater than the amendment or order's effective date. If this feature is disabled, invoices will generate every time a subscription amendment or order is processed.