Journey Configuration: Terms

Overview

The Terms settings in Journey Configurations manage the subscription terms specific to this journey. In most cases, these fields will only be shown to Partner Account Executive and Account Executive Roles. These settings determine how subscription settings are set for the subscriptions created in-app. 

Terms Journey Configurations are located under Subscribe > Journeys > View Journey > Configuration > Terms. To make changes to these settings, click Edit (see below).

Terms Settings

There are 10 settings that can be managed in this tab. If the default values for these fields have been set up, but are not checked to be shown on the term step, the field will be hidden from view and not visible to the user. If they are checked, the field will appear on the Term Step when Partner Account Executive and Account Executive Roles are signing up customers.

Partner

For subscriptions created in-app and by Sales Reps, this sets a default partner to the accounts created with this journey. 

Profile

For subscriptions created in-app and by Sales Reps, this sets the default profile to the accounts created with this journey. 

Invoice Owner

For new subscriptions created in-app and by Sales Reps, this determines whether the invoices will be owned by the user or by the partner for accounts using this journey. 

Term Length

The length of the subscription term (e.g. 12 months) for new subscriptions created via a New Oder Segment.

Term Type

The initial term for new subscriptions created via a New Order Segment can either be evergreen (ongoing) or termed (fixed length). 

Separate Invoice

The invoice will be generated separately from other invoices with the same invoice owner.

Term Start Date

The date the subscription will start. Most commonly, the term start date is the date the order is placed.  

Contract Effective Date

Input a value for the number of days after the Term Start Date to trigger the Contract Effective Date. If left empty, this date will be the same as the Term Start Date

Depending on the journey type determines how this field will be treated when setting the contract effective date.

  • New Order: X days after Term Start Date
  • Change Order: X days after Today
  • Renewal Order: X days for the renewal date

Service Activation Date

Input a value for the number of days after the Contract Effective date to trigger the Service Activation Date. If left empty, this date will be the same as the Contract Effective Date.

  • Service Activation Date = X days after Contract Effective
  • Service Activation Date = Null = Contract Effective Date

Customer Acceptance Date

Input a value for the number of days after the Service Activation Date to trigger the Customer Acceptance Date. If left empty, this date will be the same as the Service Activation Date  

  • Customer Acceptance Date = X days after Service Activation
  • Customer Acceptance Date = Null = Service Activation Date) 

Zuora Batch Number

Which billing batch should new accounts created via a New Order Segment be assigned in the billing system?