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Configuring automated email notifications - MSQ

Learn how to configure automated email notifications in Zuora Quote Studio.

Notifications in Zuora Quote Studio offer a powerful feature for keeping stakeholders informed about critical actions and statuses. This article guides you through the process of configuring automated email notifications based on various criteria, enhancing your ability to stay updated on important events within your quoting process.

Automated email notifications can be applied in various scenarios, including but not limited to:

  • Keeping team members or administrators informed about submission or preview events.

  • Monitoring the status (submitted or not) of quotes.

  • Updating management on overall quote activity.

Currently, the system supports the following actions for automated notifications:

  • Preview
  • Submit
  1. In the navigation bar, navigate to Zuora Config > Quote Studio Settings .
  2. In the left pane, select Notifications .
  3. Configure the following basic settings as appropriate:
    • TYPE: Select MSQ from the dropdown.

    • ACTION TYPE: Choose the desired action (e.g., Preview or Submit). For example, if you wish to receive a notification upon previewing the quote, choose Preview .

    • ACTION STATUS: Specify the action status (Completed or Error). For example, if you choose Submit in the Action Type and select Error in the Action Status, the notification will trigger when an error occurs during the Submit action.

    • EMAILS: Enter the email addresses to which the notification should be sent. If you want to input multiple email addresses, enter them separated by commas.

  4. Click Save.