The Switch journey is for a customer changing offer on their current subscription. Switch can be triggered only on active subscription. There are two possible ways to do a switch:
Using Switch action on active subscription
When you select a switch action, a new order item will be added to the basket. Here you have to select a new Suggested Offer and the date where the switch will occur. By default, the effective date is set to the end of the current subscription term.
There are couple of standard validations to avoid operations that would cause issues with Limio or integrations such as Limio for Zuora:
- No discount offers: You cannot select a discount offer as a new switch offer. The suggested offer must be a regular offer. The following error message will be shown if you select a discount offer.
- Effective dates must match term dates: The available effective dates are limited by the subscription term dates (Term Start Date and Term End Date). If you select an effective date outside those, the date will automatically be adjusted to the closest effective date and a warning message will be shown.
- Prevent mixed currencies: you cannot have multiple currencies in order totals. For example, if the current subscription is in GBP and you try to switch to a USD offer, you will be blocked from doing so. The process is to cancel the GBP subscription, then place a new USD order.
If you need help getting set up, please contact us at email@example.com