How to create an offer with a different initial billing frequency from the renewal billing frequency (Beta)

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

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 that renews into a monthly trial, you would configure the pricing as follows:

Screenshot: The price editor using the example of a one week free trial.

Please note this will work for any pricing value - not just in cases where the price is 0.

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 a monthly, auto-renewing offer, your offer configuration may look like this: 

There is nothing specific to configure in Zuora for this varying terms feature.