Using Limio Price
1. Baseline configuration of Zuora
We will explain how the Zuora Product, Rate Plan, and Rate Plan Charge needs to be configured to support Limio Price.
For Limio Pricing to work in Limio, you must:
If you want Limio to fully own the Price, you can use either Termed or Evergreen Subscriptions.
If you want to set the renewal price in Zuora, you must use Termed Subscriptions.
Define the fields List Price, Billing Period, and Price Change on Subscription Renewal on the Zuora Rate Plan
On the Zuora Rate Plan, there are 3 important fields to configure in Zuora to work well with Limio Price:
List Price: This will be either fully over-ridden or used as the Renewal Price. We recommend to store the full list price here.
Billing Period: This should match the Limio Price frequency in Limio. For example, if the promotion will be $1 every 4 weeks for 52 weeks in Limio, then the billing frequency must be 4 weeks in Zuora.
Limio can now support a change in billing frequency (e.g. $100 per year for the first year, then $15 per month).
(If Termed) Price Change on Subscription Renewal settings, you can either set to:
If you want Limio to fully control the price, set it to 'No Change'
If you want Limio to just modify the initial term's price, you must be set to 'Use Latest Product Catalog Pricing'.
Other fields are not relevant to Limio's functionalities. See an example of a Zuora rate plan configured to work with a Limio Offer:
2. Sync the Zuora Catalog in Limio
Please refer to Sync Between Limio and Zuora Catalogs.
Note that the rate plan name will be used to link the Zuora rate plan to the Limio Offer. Avoid changing once synced in Limio.
3. Configure a Limio Offer with Limio Price
To make Limio Price fully work, you will need to configure the following on a Limio Offer:
Limio Price (previously called Initial Price)
Zuora Product and Rate Plans
Initial Term
Renewal Term
Auto Renew (whether a subscription will automatically renew until cancelled)
(Optional) Allow Multibuy (whether a subscription allows multiple purchases, e.g. a per unit fee)
Limio Price
Within the Limio Limio Price field, you can set the charges that will be due for the initial period before any Zuora renewal.
One continuous recurring charge, for example $189 for the first year or $189 per month for the first 6 months. The number of charges can be 1 or more. One one-off charge, for example $50. This create a Termed subscription or an Evergreen subscription. Learn more .
Rate Plan Charge must be of type Recurring Charges / Period or One-Time Charges.
Two overlapping charges of different types, for example £29 one-off joining fee and £9 recurring fee.
There must be 1 Rate Plan with 2 Rate Plan Charges that matches the respective charges in Limio, e.g. One-Time and Recurring
Known limitations
Limio Price is flexible, but does not work with every Zuora charge models. Here are some key limitations:
Changes in billing frequency: Zuora does not support this out-of-the-box. You must activate a specific feature in Limio to activate it.
Per unit pricing: Limio can support per unit pricing, either one-off or recurring. Configure the rate plan in Zuora to use per unit pricing, then in Limio, use either One-Off (Termed), One-Off (Evergreen) or Recurring as the Type of Charge. You must also activate quantity.
Pricing model (e.g. Volume, Tiered): This is now supported in Release 112.
Deal ramp: Deal ramps are supported in Limio, with the following limitations:
Deal Ramp Offers will only work for New Subscription. It cannot be used for a Switch Offer (Downgrade or Upgrade). If you want to offer a Deal Ramp, you will need to Cancel the old subscription and process a New Subscription.
The Deal Ramp intervals are not visible in Limio Self-Service or Limio for Salesforce.
Multiple sequential charges of the same type, for example $19 for the first 12 weeks, then $45 for the following 16 x 12 weeks.
This will trigger a Deal Ramp in Zuora. To trigger it, you must use two charges. Charge 2 must use the Charge Trigger 'Delayed' and the Delay Interval must be after the end of Charge 1.
You must enable ramps in Zuora to use this feature.
There is a setting in the Limio App settings that must also be enabled to process Ramp Offers. It is found in: Limio Settings > General settings > Zuora
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Zuora Product and Rate Plan
Configuring Pricing with Limio and Zuora
When using Limio Price with a Zuora Rate Plan, it can serve as a reference or be applied at renewal after the initial term. Follow these steps to configure your Limio Offer:
Navigate to Products in Limio Offer.
Select the pre-configured Limio Product.
Add a rate plan to the product.
Initial / Renewal Term
You can set the Initial Term to two options:
Termed: You can set to a number of days, weeks, months, or years.
Evergreen
If you set the Initial Term to Termed, you should also set the Renewal Term to Termed.
For renewal terms, you may also set whether you want the renewal to happen at the time of the initial order via Trigger Type:
External (recommended): Renewal will happen in Zuora at the end of Initial Term
Order: Renewal will be executed by Limio at the time of order (i.e. at the start of the Initial Term)
Auto Renew
If the Auto Renew field is turned on, then the subscription will be set to auto-renew on the Zuora Rate Plan. If not, it will not auto-renew in Zuora.
(Optional) Allow Multibuy
If Allow Multibuy is on, the customer can purchase multiple subscriptions and the Zuora order will set a quantity on the subscription. This is used to allow per unit or volume pricing.
Legacy behaviour
⚠️ Legacy experience: Before the Winter 2021 release, the Zuora Rate Plan was specified on the Offers attribute tab, through the attribute rate_plan__zuora (lease be aware this could have been labelled differently in your environment by your Limio Admin, for example renewal price). This legacy attribute is still backward compatible in current Limio version and users can still specify the Zuora rate plan on that attribute. However, we encourage to use the new experience as it allows additional flexibility such as defining bundles.
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