Cancel/Save Discount

Limio allows you to create Discounted offer, which are specific to the cancellation scenario. You can learn more on the cancel/save experience in the guide: Create Personalised Cancel/Save Experience

This document will walk you through how to create a %-percentage discount offer for a cancel/save scenario.

Note: A Discount Offer is a separate concept than Promo Codes. It is specific to Cancel/Save scenario and cannot be used for acquisition and update orders.

Learn more about:Promo Codes

Creating a Discount offer

To create a new discount offer, follow these steps:

1. Select Offers from the navigation pane on the left.

2. Click the Create button in the top-right corner.

3. Choose Add Discount and configure the details.

After setting up the discount, you'll need to link it to a campaign. For guidance, see the section titled Attaching Offers to Campaigns via a Label.

Configuring a Discount offer

First set the Discount in %, the discount term (e.g. monthly), and the offer term.

Then attach the product and rate plan:

You will also need to configure the rate plan field on the offer. See Zuora integration below for more details.

Finally, on the Page Builder, add the Cancel Save Component.

Zuora integration

If you are using Zuora, you will need to create a 0% Zuora Discount-Percentage (see ). You may:

1. Create a generic Zuora Product to use across all Discounts

2. Create discount rate plans on different Zuora Products.

1. is quicker to setup but 2. can allow for more granular reporting in Zuora.

Regardless of approach, the setup for a Zuora Discount-Percentage should use a 0% discount percentage. The Billing Period should define the length of the discount (e.g. 1 Month for an annual, 1 Year for an annual subscription).

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What about creating discounts that go beyond the term of an offer?

To create a discount which is longer than the term of an offer (for example, a 6 month 50% discount to be applied a monthly subscription), do the following:

• In Zuora, set the Billing Period to match the recurring period (e.g. month)

• In Limio, set the Offer Term matching the original Offer Term (e.g. 1 month):

• Finally, set the discount term to match the full discounted period (e.g. 50% for 6 months):

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The Zuora config for this would look like the following:

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To use multi-currency with discount plans, ensure the discount matches the offer's currency. For example, to apply a 50% discount on a USD rate plan, activate the 50% discount plan for USD. Navigate to the Product, select "Edit Price in Multi-Currency," and click "Activate" in the modal.