Add Payment Page Links to Zuora Email Templates

Zuora, with its robust cloud-based subscription management platform, offers extensive customization of email templates to better serve customers. One common requirement is embedding hyperlinks in these emails, which can direct recipients to PeakCommerce Payment Pages.

This article will walk you through the steps to add a link to an email template in Zuora, ensuring your communications are as efficient and user-friendly as possible.

Step 1: Accessing Your Email Templates

First, log in to your Zuora account. Navigate to the "Settings" area, which you can find typically at the top right corner of the page. Under "Billing," look for the "Setup Profiles, Notifications, and Email Templates" option. Clicking on this will lead you to the section where all your email templates are managed.

Step 2: Choosing the Right Template

Once you are in the "Notifications and Email Templates" section, you'll see a list of various templates that Zuora uses for different purposes—like billing notifications, subscription changes, etc. Identify the template you wish to edit and click on the "Edit" button next to it. This action will open the template for modification.

Step 3: Inserting the Hyperlink

In the email template editor, you can add text and HTML content. To insert a link, you need to use the HTML anchor tag <a>. Here’s a simple breakdown of how to write the tag:

<a href="YOUR_LINK_URL">LINK_TEXT</a>

Replace YOUR_LINK_URL with the actual URL you want to link to. LINK_TEXT is the clickable text that will appear in your email. For example:

<a href="https://www.yourcompanywebsite.com">Click here to make a payment</a>

If you are not familiar with HTML, don’t worry; it’s straightforward. Just make sure your URL starts with http:// or https://, and ensure there are no typos.

Step 4: Formatting and Testing

You can style your link using inline CSS (Cascading Style Sheets) to make it stand out or align with your brand’s aesthetics. For example:

<a href="https://www.yourcompanywebsite.com" style="color: blue; text-decoration: none;">Click here to make a payment</a>

After adding and styling your link, use the “Preview” feature in Zuora to see how it looks in an email. It's crucial to test how the email appears in different email clients (like Gmail, Outlook, etc.) to ensure compatibility and readability.

Merge Fields

The following merge fields from the template can be used to replace customer-specific values in the URL.

Account Number: <DataSource.Account.AccountNumber>

Account Id: <DataSource.Account.Id>

CRM Account Id: <DataSource.Account.CrmId>

Bill To Contact Postal Code: <DataSource.BillToContact.PostalCode>

Invoice Number: <DataSource.Invoice.InvoiceNumber>

Examples

Sample URL using dynamic customer account number, dynamic customer crm id, and all invoices

store.peakportal.com/customerPayment/pay/2c9fab747aa6cfb8017aa6d132a80000?cid=<DataSource.Account.AccountNumber>&crm=<DataSource.Account.CrmId>&inv=all

Sample URL using dynamic customer account id and one invoice

store.peakportal.com/customerPayment/pay/2c9fab747aa6cfb8017aa6d132a80000?aid=<DataSource.Account.Id>&ino=<DataSource.Invoice.InvoiceNumber>

Note: these specific URLs are not functional as the domain and page id are for demonstration purposes only.

Step 5: Saving Your Template

Once you are satisfied with how the link appears, don’t forget to save your changes. Click the "Save" button at the top or bottom of the email template editor. This action will update the template with the new hyperlink.

Video

Reference the video below for how to add a PeakCommerce Payment Page link to a Zuora HTML email template.