Welcome to Zuora Product Documentation

Explore our rich library of product information

Manage Guided Product Selector Flows

Learn how to create, edit, and delete Guided Selling Flows using the Zuora Config tab.

  1. Perform the following steps to create a Guided Selling Flow.
    1. Click the Zuora Config tab.
    2. Click Guided Product Selectors.
    3. On the Guided Product Selectors page, click Add Flow.
    4. Specify the name of the flow.
    5. Click Include In Product Selector if you want this flow displayed in all the Guided Product Selectors regardless of Quote types.
      This Guided Selling Flow will show up as an available option in the Guided Product Selector if the flow contains at least one Guided Selling Step.
    6. Click Save.
  2. Perform the following steps to edit a Guided Selling Flow.
    1. Click the Zuora Config tab.
    2. Click Guided Product Selectors.
    3. On the Guided Product Selectors page, click Edit next to the flow you want to update.
    4. You can edit the flow name and whether to include the flow in the Guided Product Selector.
    5. Click Save.
  3. Perform the following steps to delete a Guided Selling Flow.
    1. Click the Zuora Config tab.
    2. Click Guided Product Selectors.
    3. On the Guided Product Selectors page, click Delete next to the flow you want to delete.