Limio for Salesforce Redeem Gift Flow

In Limio, we have a concept of gift offers. These offers are specifically configured to generate a gift code upon purchase. This code is then shared with the intended gift recipient, who can redeem it to activate a gift subscription.

Learn in more detail in Guide: How to sell subscription gift codes in Limio Commerce

Gift redemption can be conveniently carried out through the Limio Order - Redeem a Gift screen flow.

This article provides an overview of the Limio for Salesforce Gift Redemption flow from a user interface perspective.

How to initiate the flow?

Limio Order - Redeem a Gift is the only pre-built LFS flow that is not a template. This means it cannot be customized and should be used as-is, straight out of the box.

You can place it anywhere on the Account, Contact, or Case record page using a standard Flow component. Ensure that you pass the recordId property using a checkbox, as demonstrated below:

A newly created subscription will be associated with the Account/Contact in context of which the flow is being run.

What does the process consist of?

The Redeem Gift feature is designed to provide a streamlined and efficient process for users. It involves two main steps: validating the gift code and submitting the order.

Using this feature is straightforward. Users simply need to enter the gift code and select the country of redemption in the designated fields. Once both the code and country are entered, the Redeem Gift button will become active, allowing users to proceed with the redemption process.

Gift Code Validation

First, we run a quick validation on the background. We check for:

• non-existing gift codes:

- expired gift codes: each gift code has an expiry date after which it becomes inactive; 

- redeemed gift codes: gift code can be redeemed only once, after the redemption it becomes inactive;

- restricted countries: within the Developer's general localisation settings in each Limio organisation, there is a configuration called the Disallowed Country List (accessible by navigating to /developer/settings/localisation). Orders cannot be fulfilled for countries that are included in this list.

Submitting an Order

Upon successful validation, the order will be automatically submitted in the case of a digital gift. However, if the gift is physical, the user will be prompted to enter delivery details and then click on the "Submit" button:

Finally, in consistency with other LFS flows, users can see the order processing status:

The new subscription will be displayed in the recipient's subscriptions table:

 

What if the user already has an active subscription and does not require a second one?

It is also possible to redeem a gift against an existing subscription. The process follows the same logic as described above, but it will appropriately modify the existing subscription:

- If it is a fixed-term subscription, the gift will be added to the next term as a renewal.

- If it is an auto-renewable subscription, the gift will be applied as credit towards the future term.

This can be done by selecting a subscription from the list, and choosing "Redeem a Gift" from the list of Subscription Actions: