How to create Offers and Add-Ons to Attach to Pages

Limio Offers are a fundamental concept of Limio. Customers will purchase an Offer or upgrade/downgrade to different Offers. Offers can represent a recurring pricing, a one-time pricing, and can bundle various products. If you want to better understand what individual Offers do, go here.

It's important to note that Limio Offers can be purchased standalone and will create a Limio Subscription (as well as a Zuora Subscription). If a subscriber purchases 2 Limio Offers, they will then have 2 Limio Subscriptions (and 2 Zuora Subscriptions).

If you wish to add products and pricing to an existing Subscription, you should consider using Limio Add-Ons. Learn more here. 

This document explains the workflow around Offers. Add-Ons are attached in the same way as Offers, so the steps described here will also work for Add-Ons. 

Content:

• Offers Overview
• Creating Offers
• Adding Offer Labels
• Attaching Offers to Pages via an Offer Label
• Set or Update an Offer Version

Offers Overview

You will find Offers within the core navigation of the application.

Screenshot: New Offers section available on the left navigation menu

Read more about searching and filtering here: How to search and filter

All the created offers will visible in able via in the new Offers section. Details of these offers can be seen in table view and the columns to view can be added or removed from the settings icon on the right side of this view.

Screenshot: Table View for offers and settings icon for filtering columns

Screenshot: Adding/removing the columns in table view

Viewing an offer

Just click on offer name and the offer will open. 

Screenshot: Click on an offer to open or edit the offer

Searching for an offer

Search is currently case sensitive and works the same as the current search function with exception of the save search functionality. Read: How-to-use-the-Search-functionality

Screenshot: Searching an offer using search feature

Edit In-Line Offers

It is possible to bulk edit in-line Offers. Click on the pencil, edit the required fields, and confirm via the tick icon. 

Bulk Updating Offers

You can edit multiple offers simultaneously in the offer table by selecting the checkboxes next to the offer names. This feature enables you to modify the attributes of the selected offers all at once, and also provides the option for bulk deletion of these offers.

Screenshot:Bulk Edit for offers

Select all option for bulk editing is also available which reduces the manual task of selecting the offers. You can use it along with the search criteria on offer table to edit selected set of offers.

Screenshot:Bulk Edit using select all

When you click on bulk update and follow through the steps the last message will show you the offers you successfully updated.

Screenshot:Offers updated using Bulk Update Option.

Creating offers

To create a new offer, click on the create button in the top right corner

Screenshot: Creating an offer 

Duplicating an Offer

This is done on an offer level. In drop down menu, click Duplicate current.

Screenshot: Duplicating an offer

Adding Offer Labels

Label Setup - Config > Templates

To use labels on offers, just make sure that it's selected on the offer template you are using.

Screenshot: Label 

Labels can be added to the offers from the labels dropdown. You can also create new labels.

Multiple labels can be added to single offer. To remove a label, just remove the label pill by clicking on the close button (x). Note: In the future every offer will need to have at least have one label.

Screenshot: Using new label to create new labels

Screenshot: Adding new labels

Screenshot: Adding multiple labels to offers

NB. Saving Offer

Once the new label is created, Click on save option on the right top corner to save the changes to the offer

Screenshot: Click save after making any changes to the offer

Attaching Offers to Pages via an Offer Label

Offers can be added to the page by navigating to the Pages, clicking on Settings and going to the Attached Offers.

By selecting a label from the label dropdown list, you will be able to add the offers associated to that label. You can only add one label to a Page, however you can add the same Offer Label to multiple Pages.

Screenshot: Adding offers to page using label from the dropdown

Screenshot: Attaching the offers to the page

Changing Offers on Pages

Change the offers on a page by just clicking on the Pages and changing the label. 

Navigating to offer

Just click on Offer name and the offer will open. 

Set or Update an Offer Version

Limio can version offers in order to avoid offer updates to be immediately distributed to third-parties (via API), to agents (via Limio for Salesforce), or purchasable directly by customers (via Limio Commerce Purchase Links).

If you are using Offer Version (learn more at Published Offers API and Versioned Offers v2), you will need to build and publish a Page to set or update the version of the Offer. This may require you to create an empty Page for the sole purpose of managing the Offer Versions.

If you do not set an Offer version, the Offer will not be visible in Limio for Salesforce, Limio Catalog API and Limio Commerce Purchase Links. If you do not re-publish the Page after editing the Offer, your latest changes will not be visible in those features and only the last version will be visible.