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).
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.
For subscriptions created in-app and by Sales Reps, this sets a default partner to the accounts created with this journey.
For subscriptions created in-app and by Sales Reps, this sets the default profile to the accounts created with this journey.
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.
The length of the subscription term (e.g. 12 months) for new subscriptions created via a New Oder Segment.
The initial term for new subscriptions created via a New Order Segment can either be evergreen (ongoing) or termed (fixed length).
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?