Please note that this functionality is in beta so we recommend you thoroughly test in your test environment before enabling this feature in production. This functionality is available in Release 88 and onwards.
Limio's Initial Pricing functionality allows for greater flexibility and control when defining promotional pricing. This feature is being extended to support cases where you may want your initial billing frequency to be different than your renewal billing frequency. For example:
- A free, 1-week trial that renews into a paid monthly subscription
- Special promotional pricing paid once for 1 year that renews into a monthly paid subscription
- A $3 for 3 months, that renew into a monthly paid subscription
This can be achieved in various ways including with custom logic in Zuora Workflow or off-platform, however this document describes how this can be done with no custom work via Limio's Zuora integration.
Enable the feature
In order to use this feature, you will need to navigate to Catalog > Config > Templates > Offers > Templates (Tab) > Select relevant template to add option to. Check the box for the option "Remove and re-add products at end of initial term". Remember to click Save at the top of the page.
Screenshot: In order to configure an offer with different initial billing frequency from the renewal billing frequency, you will need to add the option to the template.
Configure initial pricing in Limio
Next, navigate to the Offers tab and select an offer with the configured template and toggle the option and save.
Screenshot: The toggle is set to on.
The initial pricing should be configured with your promotional pricing charge. For example:
- if you wanted a 1 week free trial, you would configure the 1 week pricing as follows:
- If you wanted to charge 14.50 CHF for the first 3 months,
The renewal price will be handled by the Zuora rate plan, see below for more details.
Additional offer configuration
After configuring the initial pricing, you will need to define the renewal terms. Your renewal terms should match the rate plan on the offer.
For example, if you are configuring an offer that auto-renew into a 1 month term, your offer configuration may look like this:
The Renewal Trigger can be either External or Order. The following behaviour will happen:
- External: The renewal will be handled by Zuora renewal logic (help desk doc). This is the default and is usually the best way to handle renewals.
- Order: The renewal will be done at the time of initial order. This will mean that the current term will be future-dated, however this can sometimes be necessary to preview correctly future charges.
Configure the pricing in Zuora
As always with Initial Price, Zuora should hold the renewal price. This is no different to any other configuration with the Initial Price setting and therefore you should not require additional configuration. Learn more about Initial Price at How to configure Subscriptions in Limio Offers with Initial Price and Zuora Rate Plans.
There is nothing specific to configure in Zuora for this varying terms feature.
Known Limitations
- Zuora does not natively support changing billing frequency. Therefore, you may see data in the Zuora Subscription that looks unexpected. However, we recommend to always verify the billing is accurate via the Zuora Preview: https://knowledgecenter.zuora.com/Zuora_Billing/Manage_subscription_transactions/Subscribe_and_Amend/Create_subscriptions/M_Preview_a_subscription
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