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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

Welcome to Zuora Product Documentation

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Customer journey examples

Offer shareable products

Learn how to configure and manage shareable products, allowing customers to share product grants with others, and explore the setup of frictionless checkout forms and preference center pages.

A shareable product allows a customer to share their product grant with a defined number of other people. For example, you can use a shareable product to offer family accounts.
Note: You cannot use shareable products to share product grant entitlements resulting from membership of a Company account.

You can configure a product as shareable when you create or edit it. You can also configure the number of seats available for sharing.

When building your rule, you can use a frictionless checkout form to allow the end user to purchase a shareable product. When defining your frictionless checkout form, you can do the following:

  • Enable the sharing of a link that the invitees can follow to accept the shared product.

  • Define user variables to capture information from the customer for use in the email template sent to the invitee, or in custom components when using the API.

  • Define the destination of the link provided in the invitation.

When an end user purchases a shareable product, they can do the following:

  • Invite others to share their product grant

  • Revoke access to the shared product on a seat-by-seat basis using the Preference Center.

An invitee must register to accept an invitation to become a member of a shareable product, and continue reading. They can revoke their membership at any time. The invitee’s email address is not stored in Zephr until they have registered.
Note:

You can also revoke a member's access to the shareable product in the Admin Console, if requested, as described in the Revoke a User's Access to a Shared Product section.

In this example, we do the following:

  • Create a shareable product.

  • Add a product sharing page to the Preference Center.

  • Build a rule that uses a frictionless checkout form outcome.

  • Create a feature for the invitation URL landing page.

  • Provide example customer’s pages and the API calls used.

  • Walk through an example invitee’s journey.

Create a shareable product

In this example, we create a new product and configure it as shareable.
Note: You can edit an existing product to allow sharing, if required.

To configure a product as shareable, we must ensure that we select the Enable Sharing toggle and set the maximum number of seats allowed for sharing when defining the product.

To create your shareable product, follow the instructions in the Create a Product topic. When creating your product for this example, select the Enable Sharing toggle and enter 3 in the Sharing Limit text box.
Note:

If you edit an existing product to make it shareable, ensure that you update and save any related rules and multi-step or frictionless checkout forms included in the rule. If this is not done, no changes are made in the UI and your end users will not see the sharing options. For further information on editing an existing product, see the Edit a Product topic.

Now, we can add a product sharing page to the preference center to allow customers to manage their shared product.

Add a Product Sharing Page

In this example, we add a page to our Preference Center where the customer can manage their shared product.

To create your shared product preference center page, follow the instructions in the Configure Shared Product Pages topic.

Now, we can build a rule and use a frictionless checkout form to allow the customer to invite members to their shared product.

Last updated: October 10, 2025