Subscriber Portal

Subscriber Portal

This course will help you get acquainted with Zuora's Subscriber Portal app and illustrate how it works with examples.

About this course

Welcome to the course on Subscriber Portal!

This course will help you get familiar with Zuora’s Subscriber Portal app, list some of its key benefits to subscription-based businesses, and discuss how it enables you to create your own unique self-serve portal. The training will also review some of the main features and capabilities of the app, and show you how to configure a sample self-serve portal.

Click the start course button above to begin the course.

Curriculum60 min

  • Overview of Subscriber Platform
  • What are Self-Serve Portals?
  • Zuora’s Subscriber Portal
  • Integration with Other Business Systems
  • Setting Up Subscriber Portal
  • Prerequisites
  • Launching Subscriber Portal
  • Exploring the Subscriber Portal UI
  • Portal Administration
  • Navigating the Subscriber Portal UI
  • Creating a Subscriber Self Serve Portal
  • Overview of Administration Settings
  • Configuring the Look and Feel of Your Portal
  • Uploading Images
  • Configuring the Dashboard Cards
  • Configuring a Custom Card
  • Adding Footer Content to Your Portal
  • Configuring the Landing Page Text and Email Template
  • Configuring Users and User Logs
  • Inviting End Users to the Subscriber Portal
  • Use Cases
  • Demo 1: Minimum Configuration To Accept Payments on Your Portal
  • Demo 2: Using CSS to Customize a Particular Object or Hide Elements
  • Assessment
  • Exercise: Scenario
  • Exercise: Practice
  • Conclusion
  • Course Recap
  • Key Considerations to Subscriber Portal
  • Next Steps

About this course

Welcome to the course on Subscriber Portal!

This course will help you get familiar with Zuora’s Subscriber Portal app, list some of its key benefits to subscription-based businesses, and discuss how it enables you to create your own unique self-serve portal. The training will also review some of the main features and capabilities of the app, and show you how to configure a sample self-serve portal.

Click the start course button above to begin the course.

Curriculum60 min

  • Overview of Subscriber Platform
  • What are Self-Serve Portals?
  • Zuora’s Subscriber Portal
  • Integration with Other Business Systems
  • Setting Up Subscriber Portal
  • Prerequisites
  • Launching Subscriber Portal
  • Exploring the Subscriber Portal UI
  • Portal Administration
  • Navigating the Subscriber Portal UI
  • Creating a Subscriber Self Serve Portal
  • Overview of Administration Settings
  • Configuring the Look and Feel of Your Portal
  • Uploading Images
  • Configuring the Dashboard Cards
  • Configuring a Custom Card
  • Adding Footer Content to Your Portal
  • Configuring the Landing Page Text and Email Template
  • Configuring Users and User Logs
  • Inviting End Users to the Subscriber Portal
  • Use Cases
  • Demo 1: Minimum Configuration To Accept Payments on Your Portal
  • Demo 2: Using CSS to Customize a Particular Object or Hide Elements
  • Assessment
  • Exercise: Scenario
  • Exercise: Practice
  • Conclusion
  • Course Recap
  • Key Considerations to Subscriber Portal
  • Next Steps