LFS version: requires v12.09 or later
Limio version: requires v93 or later
In this guide, you will learn how to use Add-Ons in Limio for Salesforce flows. It will cover how to enable the Add-Ons component within a flow and explore the various ways to customize the experience, with a particular focus on the Limio Acquisition Journey.
"Limio Add-Ons modify an existing subscription by either introducing an additional product or providing a perpetual discount. Add-ons are added onto an existing subscription product, so it does not have a Term or Auto-Renew (those are defined by the existing subscription)."
Learn more about a configuration of add-ons in Limio in What are Add-Ons and how to configure them
Within Limio for Salesforce, add-ons can be found in the Acquisition and Credit Memo journeys. This article will provide more detailed information about the Acquisition journey. To learn about the Credit Memo, which is a subflow of the Manage Subscriptions, please refer to the Manage Subscriptions subflow: Credit Memo article.
Limio Acquisition Flow
The primary configuration for add-ons is stored in the Limio Selected Offers Table. Please refer to the following recording for guidance on how to locate it in the flow builder:
Limio Selected Offers Table has several properties related to add-ons:
- Enable Add-Ons: This boolean property controls the visibility of the add-ons component on the user interface.
- Add-On Label: This property allows you to change the default label "Add-ons" to a custom title that aligns with your specific business case.
- Duplicate Add-On Selection Alert: If a user mistakenly selects a duplicate add-on for a single order, a warning message will be shown. This flow property allows you to customize the content of this message.
- Comma-separated list of add-on types to display:
- If 2+ types are specified, users have to select an add-on type first before moving to the list of add-ons of this type.
- If there is only 1 type specified, type selection step is skipped and the user can pick an add-on from the list right away.
Learn more in Flow Customisation: specify types of add-ons to display
- Lifetime discount reasons and the DiscountReasons variable.
When you select a discount add-on during an acquisition order, the new subscription receives a discount. A common use case involves applying a lifetime discount to a subscription, although the actual effect of the discount depends on the add-on's Zuora configuration. In some instances, you might need to provide a reason for applying the discount. To facilitate this, you can enable a dropdown list of reasons associated with the discount type add-on. This requires specifying a list of reasons in the metadata. Here's how to do it:
- In the Setup menu, go to Custom Metadata Types -> ic Assist Config -> Manage records -> Subscription Actions.
- Edit the Config field and add or modify a lifetimeDiscountReasons property, entering the reasons as a list of strings.
Please ensure that all commas and quotes in the JSON structure are correctly matched.
Agents View
The newly added section for Selected Add-Ons is now located below the Selected offer:
The reason dropdown is initially hidden by default. However, it will become visible if a user includes a discount add-on in their order and there is a list of reasons defined in the metadata:
At present, there is no existing procedure to check whether the add-on was included in the creation of a particular subscription within Limio for Salesforce. To verify this, kindly access the relevant Zuora account.
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