Ensure all necessary configurations and tests are completed before going live, including whitelisting IPs, updating email templates, setting preferred environments, configuring identity settings, and testing APIs and user flows.

Before going live, check that you have done the following:

• Whitelist Zephr IPs - Contact Support for an up-to-date list of Zephr IPs.

• If required, brand or amend all email templates. Update and verify the From Address used by your email templates. For more information, see Email Templates.

• Select your main URL as the Preferred Live environment. For further information on setting your preferred environments, see the Set Preferred Environments topic.

• Configure your identity settings. For further information on the available identity settings, see the following topics:

  • Data Protection Regulations

  • Authentication

  • Allow Partial Registration

  • Password Strength Requirements

  • Restrict Account Sharing

  • Single Sign-On

• Carry out end-to-end tests of all feature and/or redirect rules, and user journey flows.

• Test the configuration of your data layer and any webhooks For further information on the data layer, see the Data Layer section. For further information on webhooks, see the Webhooks section.

• Trial some sample APIs. For further information on the Zephr Admin and Public APIs, see the Zephr API Documentation in Zuora API Reference.

• Familiarize yourself with the concepts and use of the Admin Console in this documentation.