How to use Offer attributes to enhance Catalog filtering

LFS version requirement: v12.22 or later

In the past, the Limio for Salesforce rules builder had limitations on the number of attributes you could specify as Subscription Criteria to match the rule based on the current subscription. With this enhancement, you now have the flexibility to create more precise and granular filtering rules by incorporating any Limio offer attribute - standard or custom - into the rule criteria.

This new feature introduces a dedicated section at the bottom of the Subscription Criteria component, called Subscription's Offer Criteria. Much like in the Configure Offer Filters panel on the right side of the screen, you can effortlessly choose filters from the dropdown menu in the new section and define the specific values that the rule should match.

For instance, consider the rule depicted in the screenshot above. It is designed to match an active subscription linked to an offer with a Net 30 Zuora Payment Term. Consequently, the offer catalog will be pre-loaded with the Zuora Payment Term filter, along with two pre-selected values: Due Upon Receipt and Net 60.

This functionality ensures a more nuanced and effective rule application process. It empowers the agents to present the optimal option tailored to each customer's specific case. By honing in on such precise entry criteria, we can significantly enhance the quality of suggestions for future offers to the customer.

Improvements

In version 12.34 or later, we introduce the ability to create multiple rules that have the same subscription criteria but different subscription offer attribute criteria. This means that you can define different sets of attributes for different rules, allowing for more flexibility in how you prioritise and manage subscriptions.
When multiple rules match current subscription, the system will evaluate the number of attributes of each rule to determine which one has the most matching attributes. The rule with the highest number of matching attributes will be given higher priority. Let's say you have two rules with the same subscription criteria, but different attribute criteria. Rule A has three matching attributes, while Rule B has five matching attributes. In this case, Rule B will be given higher priority because it has more matching attributes.

Related articles 

1. Create rules for filtering the Offer Catalog