When a customer selects several rate plans and subscribes, we want to define if multiple subscriptions should be created in Zuora or if all rate plans should be in one single subscription.
On the one hand, every rate plan that is associated with a subscription configuration needs a subscription with the same terms as specified in the subscription configuration.
On the other hand, you might want to segment this further, so that a certain group of rate plans should always be in a separate subscription.
Exactly this is what rate plan segments are for. Each rate plan segment defines a group of rate plans that will not be merged into the same subscription with rate plans that are not part of the segment.
For our BikeShare example, we want the recurring charges to be in one subscription, and the the one-time charges (helmet, leg shield and yellow jacket) tom be in another.
So we will set up 2 different segments:
- BikeShare Membership
Click on the segments to configure them as shown below.
The result in Zuora looks like this, we see that 2 separate subscriptions were created.