Component: Edit Plan (Beta)

| 🎉 This component will receive a major update in Release 111 (Q3 2025). |

Component: Edit Base Plan

This component allows subscribers to change their base subscription plan via Limio Self-Service. It's typically used in the Self-Service journey to offer customers the ability to upgrade or downgrade to a different product, rate plan, or billing frequency.

The component also enables customers to change the quantity of their subscription and see a visual comparison of their current and new plans.

This extends the functionality previously available in Component: Switch Subscription

What does this component do?

The Edit Base Plan component provides a self-service UI where users can:

  • Select a new base product.

  • Change the billing plan and billing frequency.

  • Adjust the quantity (if is enabled).

  • View a dynamic preview of the new plan and cost comparison.

  • Submit changes, which updates their subscription in Zuora via Limio's Event ().

This is ideal for letting customers move from monthly to annual billing, upgrade their subscription tier from Basic to Pro, or increase the number of licenses or seats.

How does it work?

When embedded in a Manage My Account flow and loaded with a subscription ID (?subId= or ?subRef=), the component:

  1. Retrieves the subscriber’s current plan

  2. Displays available offers grouped by product using Limio Offer data.

  3. Enables the customer to select a new offer (product + rate plan + term).

  4. Provides real-time updates on their selection with a side-by-side preview of current and new plans.

  5. Processes the update with Limio when the customer clicks Continue.

A successful submission can redirect the user or refresh the page, depending on the successLink prop.

Component props

Prop
Type
Description
Default

themeColor

picklist

Sets the colour theme of the component (orange, blue, red, green, black, grey).

orange

defaultToBase

boolean

If true, default selection shows the base plan first in the list.

true

titleText

string

Main heading displayed at the top of the component.

Change your plan

productSelectLabel

string

Label above the product selection dropdown.

Choose a plan

ratePlanSelectLabel

string

Label above the billing frequency selection.

Billing frequency

billingTermSelectLabel

string

Label above the billing term selection.

Billing plan

quantityFieldLabel

string

Label next to the quantity field.

Quantity

manageText

richtext

Optional helper text for managing add-ons.

Need to manage your subscription add-ons? Please visit your subscription page and choose ‘Edit Add-ons’ to make your changes.

yourPlanTitle

string

Title shown on the right-hand summary section.

Your Plan

toPayText

richtext

Label displayed above the cost in the summary panel.

To pay today

longTexts

richtext

Additional copy beneath the continue button.

Lorem Ipsum

continueButtonText

string

Text for the primary action button.

Continue

yourNewPlanCopy

string

Label shown above the new plan preview.

Your new plan

yourOldPlanCopy

string

Label shown above the current plan preview.

Credit for your old plan

onlyIncrease

boolean

If true, only allows quantity increases.

false

hideBillingFrequency

boolean

If true, hides the billing frequency selector.

false

hideBillingPlan

boolean

If true, hides the billing plan selector.

false

compareLink

string

URL to navigate to a plan comparison page.

#

successLink

string

URL to redirect to on successful submission.

/updateSuccess

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