Limio For Salesforce - Release 9.14

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

1. 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 

Selecting Offers

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 

Offer Summary

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