Integrate Promoter.io with Zuora
Promoter.io generates a Net Promoter Score (NPS) for companies by sending their customers surveys and using the results to segment them into promoters, passives, and detractors. It can also evaluate written customer feedback - assessing it for positivity and negativity - and allow users to add relevant tags to customer responses. Users can then view an analytics dashboard in Promoter.io to track a company’s NPS over time and monitor the emergence of various response trends.
Zuora is a subscription management tool that allows companies to manage every aspect of their subscription business and automate their customer lifecycles - all from a single platform. This allows businesses to keep up with fast-changing market strategies and maintain their ongoing subscriber relationships.
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Promoter.io's End Points
Create or retrieve data about a contact, including their name, contact ID, email, and any attributes that have been assigned to them. Then, use those attributes to filter your NPS analytics so that they show company performance within a more specific set of parameters.
Set up an email campaign on Promoter.io by providing the name of the campaign, the dates it will run, and the contact list the campaign is being sent to. Then, specify whether to survey the entire contact list or only contacts that haven’t been surveyed yet. This will allow you to create specialized campaigns for the new recipients on your lists.
Retrieve customer feedback that Promoter.io has collected, including the contact information for the respondee, the score they chose, any comments they left, and whether those comments are positive or negative.
Create or modify a list of recipients that you wish to survey. You can choose to allow Promoter.io to automatically add contacts as you survey them, or you can integrate Promoter.io with an existing contact list that you wish to survey.
Personalize the email templates used for your survey campaigns by branding them with your logo, writing introductions to the survey questions, or specifying what products or companies the surveys are for.
Zuora's End Points
Get details about any payments that were sent to Zuora accounting, including the payment date, amount, and any unique identifiers that are associated with it. This will help you create more detailed and accurate sales analytics.
Retrieve data about any accounts that you have in Zuora - bank accounts, CRM, ERP - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall performance.
Automate even the most complex revenue processes and accurately account for all of your business costs in order to have comprehensive accounting and more accurate reporting, forecasting, and projections.
Track which clients are subscribed to which plans, as well as when they subscribed, when they canceled, and how many users they are subscribed with. This field also allows you to track charges associated with those subscriptions so that you can monitor the revenue that they generate.
Track all bank transactions that are captured by Zuora, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, and type of transaction - to better understand your finances and see if any changes need to be made.