What are Offers and how to configure them?

What are Limio Offers?

Limio Offers are a core concept in Limio. An Offer is the main plan or package that a customer subscribes to.

Offers can:

• Use recurring pricing, one-time pricing, or usage-based pricing

• Bundle multiple products together

When purchased, an Offer creates both a Limio Subscription and a Zuora Subscription. Offers are the foundation of commerce in Limio, as they are the entry point in the Catalogue and the starting point for every subscription

Key details about Offers

• Offers can be purchased on their own (standalone)

• They contain all the information needed to set up a complete subscription, including terms and auto-renewal settings

• There are 3 types of Offers:

  • Standard Offers, which is the typical use case

  • Discount Offers, used for Cancel/Save scenarios. Learn more at How to create a Discount Offer for Cancel/Save

  • Order Line Item Offers, used for one-off transactions. Learn more at How to configure and implement Order Line Items

What about Add-Ons?

If you want to add extra products or discounts to an existing subscription, you should use Limio Add-Ons.

• Add-Ons cannot be purchased standalone

• They must either be bought together with an Offer or added to an existing subscription

• They require less information because they attach to an existing subscription

Learn more: What are Add-Ons and how to configure them.

What are the main configuration of Offers?

Display

Display fields are used to power the commerce experience and what Limio Components or Custom Components display to the customer through the purchase funnel and self-service experience. The table below lists in which Limio Component each Display attributes is used.

Billing & Products

The Billing attributes of the Offer will determine what is created in the Billing system such as Zuora. The billing section offers a lot of granular details, from determining the Price, Payment Methods available at Checkout, the Terms, the Auto-Renewal status. This allows you to granularly define what Limio should create in your Billing System.

On the Product tab, you can attach the Product and Rate Plan from your billing system.

There are multiple ways of configuring the Billing section to take best advantage of the billing system's flexibility. Learn more about the configuration of this section for Zuora here:

• How to configure Subscriptions in Limio Offers with External Price and Zuora Rate Plans
• How to configure Subscriptions in Limio Offers with Initial Price and Zuora Rate Plans

Commerce Behaviour

Commerce behaviour allow you to define certain behaviour of the offer, for example which checkout should be used, whether it allows quantity, which countries the offer can be purchased from, etc...

Categorization

Categorization holds the Offer Labels to attach to Pages. Learn more at How to create Offers v2 to Attach to Campaigns/Pages.

Cross-sell and Upsells

Customers can choose which upsell and cross-sell offers, as well as add-ons, should be available when the selected offer is placed in the cart. Learn more at:

• How to configure cross-selling in the cart and checkout
• How to configure upselling in the cart and checkout

Upgrade and Downgrade

Customers can define the upgrade and downgrade path, when the selected offer is being modified in Update Subscription.

Custom Attributes

Customer can use custom attributes, for example to track analytics properties or hold specific fields that might be important for custom components. How to work with Templates and Custom Attributes

Integration with Zuora Billing

Limio Offers have specific behaviour when using Zuora:

• Catalog: When products are synchronized to Limio, the Zuora products to be used for Limio Offers are synced in and are then available under the 'Products' tabs on the Offers. Only rate plans available for that Product are listed.

• Order: In Zuora, a Limio Offer will create a new Subscription with its own term and with the relevant product and rate plan.

Full List of Attributes

The following list includes all the available Limio Offer attributes by types.

Custom attributes can be added to the template by clicking on Config -> Offers in Limio Catalog - learn more at How to work with Templates and Custom Attributes. 

Note that available attributes might vary for standard offers, discount offers and order line item offers.

Following is a list of attributes from the config for offer templates.

Type	Label	Name (API value)	Type	Description	Components	Further details
Display	Display Name	display_name__limio	String	Display name displayed to the customer on the Limio Shop for Offer components (Acquisition and Switch)	add-to-basket-offers, associated-offers, cancel-save-offer, customer-orders, email-order, grouped-offers, nav-header, offer-cards, offers, order-change-table, switch-offer, switch-subscription
Display	Display Price	display_price__limio	Rich Text	Display price displayed to the customer on the Limio Shop for Offer components (Acquisition and Switch)	add-to-basket-offers, associated-offers, cancel-save-offer, email-order, grouped-offers, offer-cards, offers, switch-offer- switch-subscription
Display	Detailed Display Price	detailed_display_price__limio	Rich Text	Detailed display price displayed to the customer on the Limio Shop for Offer components (Acquisition and Switch)	add-to-basket-offers, associated-offers, cancel-save-offer, grouped-offers
Display	Offer Features	offer_features__limio	Rich Text	Features displayed to the customer on the Limio Shop for Offer components (Acquisition)	add-to-basket-offers, associated-offers, cancel-save-offer, grouped-offers, offer-cards, offers, order-change-table, switch-offer, switch-subscription
Display	CTA	cta_text__limio	String	CTA displayed to the customer on the Limio Shop for Offer components (Acquisition and Switch)	add-to-basket-offers, associated-offers, grouped-offers, offer-cards, offers, switch-offer, switch-subscription
Display	Group	group__limio	Picklist	The group to which this offer belongs. Group are used for display on some components for Acquisition and Switch.	associated-offers, cancel-save-offers, customer-orders, offer-cards, switch-offer, switch-subscription	These Group picklist items can be added and removed from your catalog via the Config tab, under Templates > Offers. See How to work with Templates and Custom Attributes
Display	Display Description	display_description__limio	String	Description displayed to the customer on the Limio Shop for Offer components (Acquisition and Switch)	grouped-offers, offer-cards
Display	Best Value Offer	best_value__limio	Boolean	If true, this offer is recognised as the offer with the best value in the campaign. The Limio Shop will display special designs on Offer components (Acquisition)	grouped-offers, offer-cards
Display	Checkout Description	checkout_description__limio	Rich Text	Description is displayed in the checkout below the zuora iFrame.	single-page-checkout
Display	MMA Description	mma_description__limio	Rich Text	Offer description that will be displayed in the MMA/Self-Service page
Billing	Payment Types	payment_types__limio	Multi Picklist	How can this offer be paid for?	All components interacting with Billing	https://limio.zendesk.com/hc/en-gb/articles/360015068618-How-to-configure-Zuora-Payment-Type-on-the-Offer
Billing	Initial Price	price__limio	Price	Initial price for the subscription	All components interacting with Billing	https://limio.zendesk.com/hc/en-gb/articles/360014958037-How-to-configure-Limio-Offers-with-Zuora-Rate-Plans-and-Products-in-Limio
Billing	Initial Term	initial_term__limio		The initial term of the subscription	All components interacting with Billing
Billing	Renewal Term	term__limio		The renewal term of the subscription	All components interacting with Billing	https://limio.zendesk.com/hc/en-gb/articles/360014958037-How-to-configure-Limio-Offers-with-Zuora-Rate-Plans-and-Products-in-Limio
Billing	Auto Renew	autoRenew__limio	Boolean	If true, a subscription with this offer will auto renew until cancelled.	All components interacting with Billing
Billing	Zuora Payment Term	zuora_payment_term__limio	Picklist	Possible values are: Due Upon Receipt, Net 30, Net 60, Net 90. Leaving this field blank will keep the default of Due Upon Receipt.	All components interacting with Billing	https://limio.zendesk.com/hc/en-gb/articles/4620344175005-Configuring-Zuora-Payment-Terms-in-Limio
Billing	Discount	discount__limio	Discount	Denotes a percentage discount for cancel/save and for how long this discount will last for.	cancel-save-offer, order-change-success	https://limio.zendesk.com/hc/en-gb/articles/4409351310481-How-to-create-a-Discount-offer
Billing	Disable Auto Pay	disable_autoPay__zuora	Boolean	If true, a subscription with this offer will not auto pay upon renewal.	All components interacting with Billing	https://limio.zendesk.com/hc/en-gb/articles/4635466805917-Limio-Release-Notes-Release-52
Billing	Switch Date	switch_date__limio	Picklist	If the offer is a switch offer, this controls when that change will take place	order-change-table, switch-subscription	https://limio.zendesk.com/hc/en-gb/articles/4416475458449-How-to-create-a-personalised-switch-experience-with-Switch-Offers
Billing	Remove and re-add products at end of initial term	supportBillingFrequencyChange__zuora	Boolean	Turning this setting on will enable removal and re-adding products at the end of the initial term for this offer
Commerce Behaviour	This Is A Gift	is_gift__limio	Boolean	If true, this offer describes a gift offer		https://limio.zendesk.com/hc/en-gb/articles/360004221438-How-to-sell-subscription-gift-codes
Commerce Behaviour	Choose Gift Date	choose_gift_date__limio	Boolean	If true, the customer can choose the date on which a gift offer is delivered		https://limio.zendesk.com/hc/en-gb/articles/360004221438-How-to-sell-subscription-gift-codes
Commerce Behaviour	Allow Multibuy	allow_multibuy__limio	Boolean	If true, the customer can add multiple of this offer to their basket (i.e. have a quantity)	add-to-basket-offers, associated-offers, basket, checkout, customer-orders, nav-header, offers, orders-table, single-page-checkout, switch-offer, switch-subscription	https://limio.zendesk.com/hc/en-gb/articles/360005042618-How-to-activate-the-quantity-field-to-sell-multiple-subscriptions-items-at-once
Commerce Behaviour	This Is A Redeemable Gift	is_redeem_gift__limio	Boolean	If true, this offer describes a redeemable gift offer. At the end of the transaction the customer will receive a code which can be exchanged for whatever is described in the offer	edit-address, payments-table	https://limio.zendesk.com/hc/en-gb/articles/360004221438-How-to-sell-subscription-gift-codes
Commerce Behaviour	Allowed Countries	allowed_countries__limio	Multi Picklist	Countries allowed to be put down as delivery destinations during checkout.	associated-offers, customer-orders, edit-address, orders-table, payments-table, switch-subscription	https://limio.zendesk.com/hc/en-gb/articles/360017673658-How-to-restrict-the-billing-and-or-delivery-country-for-Limio-Offers
Commerce Behaviour	Description	description__limio	Rich Text	Description displayed to the customer on the Limio Shop for Offer components (Acquisition and Switch)	add-to-basket-offers, associated-offers, nexi-billing
Commerce Behaviour	Request Company Information	request_company_info__limio	Boolean	If true, the customer will be required to fill out company information on checkout		https://limio.zendesk.com/hc/en-gb/articles/360005666798-How-to-collect-company-information-as-part-of-the-Checkout
Commerce Behaviour	Checkout Configuration	checkout__limio		Link to the relevant checkout	associated-offers	https://limio.zendesk.com/hc/en-gb/articles/4652854538013-Checkout-Type-Configuration
Commerce Behaviour	Student Offer	student__limio	Boolean	If true, this offer is recognised as a student offer.
Commerce Behaviour	Trial Offer	trial__limio	Boolean	If true, this offer is recognised as a trial offer.	add-to-basket, grouped-offers, offers
Commerce Behaviour	Tax	tax__limio	String	A short static message about tax to display in the shop basket.	order-confirmation, single-page-checkout, switch-offers
Commerce Behaviour	Sales Channel	sales_channel__limio	Multi Picklist	Allows this offer to be sold in Salesforce.
Commerce Behaviour	Requires Service Activation	requires_service_activation__limio	Boolean	If true, this offer will require activation on a separate Zuora order, accesible from MMA. NOTE: It also requires Zuora config ('Require Service Activation of Orders?' must be set to yes on 'Default Subscription and Order Settings')		How to use Service Activation on a Limio Offer
Commerce Behaviour	Default Quantity	default_quantity_options__limio		Defines the starting quantity, the increments the offer amount can be changed by and the maximum quantity.	add-to-basket-offers, single-page-checkout, switch-subscription	https://limio.zendesk.com/hc/en-gb/articles/360005042618-How-to-activate-the-quantity-field-to-sell-multiple-subscriptions-items-at-once
Commerce Behaviour	Eligible Partners	eligible_partners__limio	Multi Picklist	Partners that are eligible to sell this offer
Commerce Behaviour	Block Multiple	block_multiple__limio	Boolean	Prevents purchasing multiple instances of this offer	block-purchase-dialog
Commerce Behaviour	Discount Note	discount_note__limio	Rich Text	Additional pricing information displayed in cart-items component	cart-items
Categorisation	Offer Label	label__limio	Editable Picklist	Used to identify campaigns under given labels (they are not the same labels at offer)		How to create Offers and Add-Ons to Attach to Pages
Categorisation	The offer type	offer_type__limio	Picklist	Can be used by Salesforce agents to filter offers and data analytics for reporting
Upsell	Upsell display name	upsell_display_name__limio	Rich Text	Name displayed when this offer is being shown during an upsell	cart-item	How to configure upselling in the cart and checkout
Upsell	Upsell display description	upsell_display_description__limio	Rich Text	Description displayed when this offer is being shown during an upsell	cart-item
Upsell	Upsell offers	upsell_offers__limio	Label Selector	Offers to show during upselling	cart-item
Cross-sell	Cross-sell display name	cross_sell_display_name__limio	Rich Text	Name displayed when this offer is being shown during a cross-sell	cross-sell	How to configure cross-selling in the cart and checkout
Cross-sell	Cross-sell display description	cross_sell_display_description__limio	Rich Text	Description displayed when this offer is being shown during a cross-sell	cross-sell
Cross-sell	Cross-sell offers	cross_sell_offers__limio	Label Selector	Offers to show during cross-selling	cross-sell
Cross-sell	Cross-sell add-ons	cross_sell_addons__limio	Label Selector	Add-ons to show during cross-selling	cross-sell
Cross-sell	Remove this item from the basket if it was added as a cross-sell and the base offer was removed?	cross_sell_cascade_removal__limio	Boolean	If true, remove this offer from the basket if it was added as a cross-sell and the offer that had this offer as a cross-sell was removed from the basket	cross-sell
Downgrade & Upgrade	Upgrade Offers	upgrade_offers__limio	Multi Picklist	Offers this offer can upgrade to
Downgrade & Upgrade	Downgrade Offers	downgrade_offers__limio	Multi Picklist	Offers this offer can downgrade to
Downgrade & Upgrade	Downgrade CTA	downgrade_cta__limio	String	Call to action text for downgrading the offer
Downgrade & Upgrade	Upgrade CTA	upgrade_cta__limio	String	Call to action text for upgrading the offer
Downgrade & Upgrade	Update Configuration	update_configuration__limio	String	URL to redirect to when Offer is displayed in an Update Subscription context