How to create a Discount Offer for Cancel/Save

Limio allows you to create Discounted offer, which are specific to the cancellation scenario. You can learn more on the cancel/save experience in the guide: How to create a personalised cancel/save experience.

This document will walk you through how to create a %-percentage discount offer for a cancel/save scenario.

Note: A Discount Offer is a separate concept than Promo Codes and is specific to Cancel/Save scenario.

Creating a discount offer

Offers

Select Offers in the left-hand side navigation pane:

Press the Create button in the top-right hand corner and select Add Discount. 

Once configured, you'll then need to attach it to a campaign - instructions for this can be found here. Scroll down to the section titled: Attaching Offers to Campaigns via a Label

Configuring a discount offer

First set the Discount in %, the discount term (e.g. monthly), and the offer term.

Then attach the product and rate plan:

You will also need to configure the rate plan field on the offer. See Zuora integration below for more details.

Finally, on the Page Builder, add the Cancel Save Component. See our guide on how to configure the component.

Zuora integration

If you are using Zuora, you will need to create a  0% Zuora Discount-Percentage (see here). You may:

1. Create a generic Zuora Product to use across all Discounts
2. Create discount rate plans on different Zuora Products.

1. is quicker to setup but 2. can allow for more granular reporting in Zuora.

Regardless of approach, the setup for a Zuora Discount-Percentage should use a 0% discount percentage. The Billing Period should define the length of the discount (e.g. 1 Month for an annual, 1 Year for an annual subscription).

What about creating discounts that go beyond the term of an offer?

To create a discount which is longer than the term of an offer (for example, a 6 month 50% discount to be applied a monthly subscription), do the following:

• In Zuora, set the Billing Period to match the recurring period (e.g. month)
• In Limio, set the Offer Term matching the original Offer Term (e.g. 1 month):
• Finally, set the discount term to match the full discounted period (e.g. 50% for 6 months):

The Zuora config for this would look like the following:

If you are using multi-currency, it is important that you activate the discount rate plan(s) to match the currency of the offer. If you will apply a 50% discount to a USD rate plan, the 50% discount rate plan must be Activated for USD.

To do that, go to the Product and click on Edit Price in Multi-Currency, then press Activate within the modal (learn more about Multi-Currency in Zuora here).