Journey Configuration: Contact Details

The contact details on a journey control the information that customers need to provide during the e-Commerce flow.

Overview

The contact details on a journey control the information that customers need to provide during the e-Commerce flow. You can find the Contact Details section by navigating to Subscribe > Journeys > View Journey > Configurations > Contact Details.

In the e-Commerce flow, you have the flexibility to customize which fields are visible and required. To make changes to the enabled/required checkboxes, simply click on "Edit".

By customizing the e-Commerce flow, you can ensure that customers only see and provide the necessary information. This helps streamline the process and make it more convenient for them.

Contact Details

The contact details are divided into two sections: "Bill To" and "Sold To". The "Bill To" section includes the billing information that will appear on the invoice. The "Sold To" section contains the information of the party or customer who placed the order, which can be the same or different from the "Bill To" information. If there is only one contact required, the "Sold To" contact is a duplicate of the "Bill To" contact in the billing system.

Each contact field has two columns of checkboxes labeled "enabled" and "required". Enabling a field means it will be visible to the customer during the e-Commerce flow where contact information is required. If a field is marked as required, the customer must fill it out before proceeding to the next page.

Depending on the tax engine being used, certain fields in the "Bill To" section, such as Country, State, and Zip Code, may be necessary for calculating tax and therefore must be required.

Fields

The contact details for both the "Bill To" and "Sold To" contacts include the following fields:

Company Name:

Bill To: The name of the company that is being billed. (This will appear on the invoice in the billing system.) 

Sold To: The name of the company receiving the subscription.

This is typically the same for both Bill To and Sold To.

First Name:

Bill To: The first name of the person/company that is being billed. (This will appear on the invoice in the billing system.) Always enabled and required.

Sold To: The first name of the person/company receiving the subscription.

Last Name:

Bill To: The last name of the person/company being billed. (This will appear on the invoice in the billing system.) Always enabled and required.

Sold To: The last name of the person/company receiving the subscription.

Email:

Bill To: The email of the person/company being billed. Always enabled and required.

Sold To: The email of the person/company receiving the subscription.

Phone:

Bill To: The phone number of the person/company being billed.

Sold To: The phone number of the person/company receiving the subscription.

Please note that for new signups in both the in-app and e-Commerce flows, the phone number fields for both "Bill To" and "Sold To" contacts will now be recorded in both the "Work Phone" and "Home Phone" fields on the Zuora Account Contact. This change was implemented because Zuora's Z360 Sync to Salesforce only supports the "Work Phone" field.

Address 1:

Bill To: The billing street address. (This will appear on the invoice in the billing system.)

Sold To: The street address of the person/company receiving the subscription.

Address 2:

The remainder of the street address, if necessary.

Country:

Bill To: The country of the billing address. (This will appear on the invoice in the billing system.) Always enabled and required.

Sold To: The country of the person/company receiving the subscription.

The country field will display a dropdown list of available countries for the end user to choose from. This list is generated from the integrated billing system, ensuring accuracy and convenience for the user.

State/Province:

Bill To: The state or province of the billing address. (This will appear on the invoice in the billing system.)

Sold To: The state or province of the person/company receiving the subscription.

City:

Bill To: The city of the billing address. (This will appear on the invoice in the billing system.)

Sold To: The city of the person/company receiving the subscription. 

Postal Code (or Zip Code):

Bill To: The postal/zip code of the billing address. (This will appear on the invoice in the billing system.)

Sold To: The postal/zip code of the person/company receiving the subscription.