New Product Launch Announcement
We are excited to announce the launch of a new upgrade to the old Raise Order which is a combination of UI/UX improvements as well as fixing the errors experienced in Raise Order. We are calling it Manage Subscriptions and all new developments and changes will be done as a continuation of this feature. Whilst Raise Order will still be in use, for the time being, we will eventually sunset this feature as clients migrate to the new Manage Subscriptions.
Requirements to run version 9.0
- Limio App Release 55.05
- Config Setup
Manage Subscription Setup
- Add button to relevant page layout
New Features and Improvements
New Manage Subscriptions (Beta)
The new manage subscriptions introduces new changes on how the subscriptions are displayed and managed in Salesforce.
Note : This new version of the LFS app will run side by side with the old Raise Order while it is still in Beta, however we will later discontinue the Raise Order feature and will only support this feature.
Screenshot: Where you could place the Manage Subscriptions Button
Main difference between the two features
Button Placement moved to the top
Redeem gift and new subscription buttons moved to the top. Previously the buttons were placed at the bottom and we need scroll to the bottom if the user has multiple subscriptions.
Before: Action buttons on the bottom of the component
After: Action buttons have been moved to the top
Screenshot: Button Placement for Manage Subscriptions
Product Selector renamed to Offer Catalog
We have renamed the Product Selector to Offer Catalog as it is more descriptive of what the user is able to select, i.e. Offers vs Products.
Screenshot: Offer Catalog
When starting a new subscription you will no longer be directed to the Offer Catalog, instead you will be presented with a component whereby you can then action to select an offer. You can also click on the remove button to cancel this action.
Screenshot: Start date and quantity displayed as read-only fields
Offer names displayed for selected offers
The selected offer name is now displayed and the offer can be changed by just clicking on the selected offer. Previously the offer name was not displayed and to change the selected offer we need to use the remove option and select the offers again.
Before: Offer name displayed on Raise Order
Screenshot: Non descriptive offer names for raise orders
After: Offer names are now visible and clickable to change to a different offer
Screenshot: Descriptive offer names
Error Message for negative or zero quantity
Setting a negative or null value for quantity shows error indicating at least 1 quantity needs to be selected before proceeding with payment.
Before: It was possible to add negative quantity values
Screenshot: No error message for invalid quantity in raise order
After: User is unable to enter invalid quantity values
Screenshot: Error message displayed for invalid quantity
Payment Method: Billing country details are pre-filled with country-selected for offers
When selecting a payment, only the correct billing countries are displayed for selection. Before all the countries would have been available which could lead to errors.
Error message for invalid/incorrect date selection in journeys
Previously selecting an invalid date would show a warning for few seconds and auto-select the date. Selecting an invalid date in new version shows an error message and asks the user to select the date again.
Before: Error warning message for invalid date
Screenshot: Warning for incorrect date selection in raise order
After: Field validation for date
Screenshot: Error message for incorrect or no date entered
Offer Catalog for Switch Journey
The switching offer experience has been vastly improved. First of all the Offer Catalog will now pre-fill the filters to the correct offers where switching is possible which eliminates the possibility of errors occurring. There are also some UI changes made to better display the current offer and the new offer.
Before: UI displaying price and other info in an unstructured away
Screenshot: Non-descriptive offer name while switching in raise orders
After: UI is more structured with easy to read information
Screenshot: Detailed information on switch journey
Error for invalid refund amount
Previously setting an invalid refund amount would give a warning and auto reset the value to maximum amount. Now invalid entry shows the error and the auto reset is removed so the agent can set the value within range.
Before: UI displaying price and other info in an unstructured away with warning modal
Screenshot: Disappearing warning and auto-reset for refund
After: UI is more structured with easy to read information with field validation
Screenshot: Error message for invalid refund amount
The offer summary now provides a detailed outline of the order including the Order Id and the Selected offer.
Before: Limited order and offer info displayed
Screenshot: Old Order Summary
After: Detailed order and offer info displayed
Screenshot: New Order Summary
Gift Message : Add Character limit of 255
When a customer purchases a gift they are given the option to leave a message. The maximum number of characters of this message have been limited to 255 with error validation in place when the maximum number of characters have been reached.
Screenshot: Maximum number of characters reached
Order Status: Error Message when Zuora API fails
There are sometimes external errors that occur that the CSRs are not aware of. Before we did not display these errors like when the Zuaro API fails. When this does happen though, there is an error message displayed in the order status that notifies the CSR.
Order Summary: Show Correct Bundle Offer Total Price
When performing a Switch a Cancel on a subscription the order total wasn't always displayed correctly as seen below.
Screenshot: Incorrect order total for Switch order
When performing these actions the total is calculated correctly:
Screenshot: Correct order total for Switch order
Offer Catalog UX improvements
The cursor will now auto focus search input after you've selected the filter category in the Offer Catalog meaning less clicking and a better user experience.
Zip Code validation
We have improved validation on Zip Codes meaning that CSRs will get an error message when an incorrect Zip Code has been entered. Note: Validation is only on the format of the Zip Code based on the country selected.
Screenshot: Invalid Zip Code format for the UK
Screenshot: Valid Zip Code format for the UK