Zuora Order Confirmation Email Setup Guide

Overview

This guide outlines how to trigger order confirmation emails in Zuora when a Limio order is processed, using Zuora's Extension Studio framework.

Components Overview

The email notification system in Zuora consists of three interconnected components:

1. Custom Events - Define what triggers the email

2. Email Templates - Define the email content and structure

3. Notifications - Link events to templates and define delivery rules

Setup Process

1. Create Custom Event

Location: Extension Studio > Custom Events

• Navigate to Extension Studio in Zuora

• Go to Custom Events section

• Create a new custom event (e.g., "Limio Free Trial")

• Define the event trigger conditions based on when Limio orders are processed

• Configure any custom fields or data points that should be captured when the event fires

2. Create Email Template

Location: Extension Studio > Email Templates

• Navigate to Extension Studio in Zuora

• Go to Email Templates section

• Create a new template (e.g., "Limio Free Trial email Template")

• Design the email content including:

  • Subject line (can include merge fields)

  • Email body (HTML/text)

  • Merge fields for dynamic order data (order number, customer name, items, etc.)

• Save and activate the template

3. Configure Notification

Location: Extension Studio > Notifications

• Navigate to Extension Studio in Zuora

• Go to Notifications section

• Create a new notification

• Link the components:

  • Event: Select "Limio Free Trial (Custom Event)"

  • Template: Select "Limio Free Trial email Template" (the email template created in step 2)

  • Recipients: Configure who receives the email (customer email address from order data)

  • Conditions: Set any additional conditions for when the email should send

• Activate the notification

How Components Are Linked

Custom Event (Limio Order Processed)
    ↓
Notification (links event to template)
    ↓
Email Template (New Limio Order Template)
    ↓
Email sent to customer

The Notification acts as the bridge that connects the Custom Event to the Email Template, defining the logic of "when this event happens, send this template to these recipients."

Key Configuration Points

• Event Trigger: Ensure the custom event accurately captures when Limio orders are processed

• Data Mapping: Verify that order data from Limio is available as merge fields in the email template

• Recipient Configuration: Confirm the notification pulls the correct email address from the order data

• Testing: Test the full flow with a test order before activating in production