Spouse Work, Happy House
Whose account does Zuora track, even when a spouse exists?
The primary member’s account
In rv_membership_raw, there is a lookup table that is coalesced with rate plan. True or False: We still need this lookup table.
False
What model is the designated place to add new Zuora-based attributes?
rv_membership_attributes
What is the single DCM selected to attribute a membership purchase?
Sale DCM
What DCM type sits at the top of the Sale DCM priority hierarchy?
Outside Sales
The Analytics department decided to go out and sell memberships. They were so effective that they requested their own purchase and sub-purchase channel. What code segment needs to be updated so these new purchase and sub-purchase channels appear?
The CASE statement
What source system can we rely on to hold spouse information?
Salesforce
What must be checked first when a new rate plan gets announced?
The CASE statement
What field represents the annual membership value?
tcv
Attribution is assigned at what level, rather than at the person level?
Per membership
What field indicates that a "New" DCM contains a sale?
The TCV is positive
Name one of the two ways a membership can end up in the Independent Agents sub-purchase channel.
The role of the person selling the membership maps to Independent Agents, or their special DCM type is Integrated.
For roughly 20k legacy spouse records, what placeholder pattern is used when no true spouse ID can be found?
primary_id-spouse
New rate plan names must be added in both rv_membership_raw and what invoice-related model?
rv_subscription_invoice
Which final model collapses membership data from one row per subscription version to one row per subscription?
rv_membership_consolidated
What is the default DCM Name for inside sales purchases?
New
What field validates that a special DCM actually contains a sale?
Sales Commission TCV
What is the function of the lookup table used in the SPC code?
To map the employee’s role to a sub-purchase channel.
What model calculates spouse-specific cancellation dates?
rv_membership_spouse_dates
As you should know, in the Zuora Subscription History view in the Zuora UI, older examples may show extra products. Name an example of a non-rate-plan product
Books, promos, etc.
Give two examples of attributes that get added into rv_membership_attributes.
Winback, referral, collection, brand transfer, TCV
What is the default purchase channel when a purchase has no Sale DCM attached?
Web
For special DCMs, what field determines the credited agent?
Owner ID
Why is it important to use the employee’s role at the time of sale instead of their current role when assigning sub-purchase channel?
Employees can change roles over time, so the membership should be attributed based on the role they had when the sale happened.
A cancellation rule had to be put in place for what spouse-specific cancellation scenario?
The spouse stops their membership, but the primary continues
Zuora’s limit of how many custom fields per object forces some calculations into DBT?
10
Name three rate plan payment frequencies that appear in the data?
Annual, Monthly, Lifetime, 6x.
Explain the difference between the Sale DCM, the Promo DCM, and the Cancellation DCM.
The Sale DCM contains information about the membership sale, such as who the member worked with, when the sale happened, and where it happened. The Promo DCM contains information about any promotional items sent out with the purchase. The Cancellation DCM contains information about why the person canceled.
What are three of the four special DCMs?
Outside Sales, Integrated, Group, and IIA
You accidentally full-refresh sat_employee. What steps need to be taken to resolve the issue?
Load a new clone of upstream dm_agent or a previous day’s sat_employee, run a full-refresh build of +sat_employee to bring in the new history, and then run a full refresh of lnk_membership_sub_purchase_channel.