Promo Codes

Note: This is available from R106 and onwards.

Limio has replaced our legacy promo codes with Promo Codes v2. We have built Promo Codes v2 with the intention of streamlining the configuration process, allowing more powerful controls on the promo code application, and enabling new promo codes' types such as setting an amounts (-£10).

Promo Codes v2 offers a more intuitive user experience, and more control over how you leverage Zuora and Limio to create Promo Codes that suit your specific marketing campaigns.

The video below gives an overview of the new Promo Codes functionality, including:

• How to configure them

• How they integrate with Zuora

• How to deploy them on a Limio page

Enable Promo Codes v2

To use Promo Codes, you will need the Promo Codes permission in Users > Permissions.

Before you can start configuring promo codes v2, you will need to enable them on so that the Limio App knows which version of promo codes to use. To do this, go to:

Settings > General Settings > Beta > Use Promo Codes v2 instead of Promo Codes v1?

Then, if you head to Promo Codes from the Catalogue, you will see the v2 interface. You can check this by looking at the site url, you should see:

/objects/promo_codes_v2/limio

Configuring Promo Codes

In the Promo Codes interface you will see all the promo codes that you have configured. You can create a new one by clicking the button in the top right, at which point a modal will appear in which you can configure your promo code.

The following fields are available:

Promo Code	The code you want to use for this promo code. This must be letters and numbers only. We will automatically save all promo codes as all capital letters. You will not be able to create multiple promo codes with the same name, for example PROMO and promo.
Status	The status of the promo code, active or inactive. If the promo code is inactive, it will not be usable by customers.
Quantity	How many of these promo codes you want to be available. Especially useful for campaigns when you want to configure a finite amount, or if you want single-use promo codes for individuals. Leaving Quantity empty means unlimited codes.
Description	The internal description of the code.
Start / End Date	The period the code will be active for. Especially useful for seasonal or temporary marketing campaigns (e.g. Black Friday, Christmas). If no dates are set, then the promo code will be active unless the status changes to inactive or the quantity is reached.
Applies To	This allows you to control which basket items the code will apply to. - Whole Basket will apply the discount to every item in the basket. - Selected offers and add-ons allows you to define specific items to apply this code to. If this option is selected, an additional field will appear allowing you to define the offer label which will identify which offer or add-on to apply the discount to. If the offer or add-on that is associated with this code does not appear in the cart when the code is applied, the code will not be applied to the basket.
Product	The Zuora product that this promo code will associate with. This could be a standalone Discounts product or any product such as Digital or SaaS Premium.
Discount Type	Choose the type of the discount, between Amount Discount and Percentage Discount.
Rate Plan	Choose the relevant Zuora Rate Plan that the redeemed Limio Promo Code will subscribe to. The corresponding Rate Plan in the Zuora Billing Catalog must be set up as: - A Discount-type charge, which can either be an Amount Discount or a Percentage Discount charge type. - If Amount Discount is selected in Discount Type, Limio will only show the Zuora Rate Plans on the Zuora product that are an amount discount. - If Percentage Discount is selected in Discount Type, Limio will only show the Zuora Rate Plans on the Zuora product that are a percentage discount. - Set Apply Discount To: to All Charges in the Subscription. - Ensure that the selected Discount Rate Plan in the Zuora Billing Catalog is activated for all currencies that the Promo Code might be redeemed with. If a customer attempts to redeem a Promo Code in a currency not activated in the Discount Rate Plan, the redemption will fail. Other Rate Plan settings can be configured in Zuora (e.g. Billing Period), however it is also possible to control this from Limio via Rate Plan Overrides.

To search and filter promo codes, use the search bar at the top of the Promo Codes page. Type the attribute (e.g., Amount discount, Created, Status) and the value you want. The list will update automatically to show relevant promo codes.

Rate Plan Overrides

Limio also offers the ability to overwrite the Zuora Rate Plan. This means that if you would prefer to just have an arbitrary rate plan for amount ($0) and percentage off discounts (0%) in Zuora, and handle all the specific configuration through Limio, that is also possible! Generally we recommend this approach.

To do this, you will first need to select a Rate Plan in the Promo Code Configuration. At that point, some more fields will appear prompting the user to overwrite the discount if they wish.

Amount Discount

When Amount Discount is selected, the following fields will be visible:

Currency	The currency of the discount value (e.g. USD)
Amount Discount	The numeric amount to be discounted (e.g. 15)
Duration Length & Duration Type	The amount of time to apply the discount for. E.g. 1 Month Duration Length = 1 Duration Type = Month

Percentage Discount

When Percentage Discount is selected, the following fields will be visible:

Percentage Discount	The % amount to discount (e.g. 25)
Duration Length & Duration Type	The amount of time to apply the discount to. E.g. 1 Month Duration Length = 1 Duration Type = Month

Known Limitations

Override Fields

Please note that if the rate plan override fields are not used, there are a few limitations:

• The order total in Limio Commerce > Subscriptions won't be inclusive of the discounted price.

• The Order Confirmation component will display the wrong price paid to the customer if they purchased a gift with a promo code that did not use the rate plan override fields.

Billing Frequency

We recommend aligning the billing period of the rate plan or duration type in the override field of your promo code to the billing frequency of your offer. If the billing frequency of your offer is longer than the billing period or duration type of your promo code, the discount will be prorated.

For example, let's say the customer has an offer which costs £120 and has a billing frequency and term of 1 year, and they have applied a 50% off promo code that has a duration of 1 month. The promo code will give a discount on the prorated monthly cost of the annual subscription. In this case, the £120 offer will now cost £115, which could be confusing to customers expecting to see the offer costing £60 with the discount.

Redeeming a promo code on a Limio Page

To add the ability to redeem your promo codes, you will need to make use of one of the new Cart Components, specifically, the Promo Code Redeem component.

First, you'll need to navigate to the page on which you want the end user to redeem their code. This tends to be a cart or checkout page.

From here, simply locate where you want the promo code redeem text to appear, and you can add the component to there!

Once you have saved and rebuilt the page, you can test out the purchase flow and you should see your promo code being applied:

The Limio Cart Components will extend to include any Promo Code logic. For example, the BILLING-DETAILS will adjust the amount due, and the CART-SUMMARY will recognise the updated price with the discount applied. You can also update the copy of these components from their respective props.

For Promo Codes on specific cart items, you can combine these with the new Upsell and Cross Sell functionality that will soon be available in Limio to make an even more customisable shop experience.

Apply a promo code to a purchase link

You can automatically apply a promo code to your customer's basket by appending "&pc=promocodename" to the end of your purchase link.

For example, https://www.domainname.com/checkout?purchase=true&label=digital&pc=PROMO123

If the promo code is expired, invalid, or not compatible with the items in the basket, the offer will still appear in the basket but the promo code will not be applied. For more information on creating and configuring purchase links, see:

Purchase Links