Self-Service Overview
The Limio Self-Service portal enables subscribers to manage their subscriptions. Below is a description of its standard functionalities. You can also find all the Self-Service components here:
Self-Service ComponentsIf you are using Limio for Zuora, all the changes happening in the portal will be made into Zuora. Learn more on How Limio Events Update Zuora.
View Subscriptions
Limio allows subscribers to see 1 or multiple subscriptions stored in Limio. For each subscription, they can see key information such as their Product, Term, Start Date and Renewal Date. They can then go into different part of the self-service portal, such as the cancel or upgrade/downgrade experience.
The Limio Self-Service portal can aggregate multiple subscriptions that might sit on different accounts/systems to provide a unified view to the subscriber. Each subscription can have different level of allowed changes.
View and Edit Payment Methods
Subscribers can also manage their payment methods within the Limio Self-Service Portal. Depending on your billing provider and payment gateway, Limio can support updates to debit/credit cards, ACH, and PayPal. Subscribers can also edit their default payment method.
The Saved Payment Methods component allows customers to view, manage, and delete their saved payment methods within a self service Finance Portal. This reduces reliance on sales or support staff and helps businesses avoid lost revenue by allowing multiple methods to be stored and a fallback method used if the default fails.
The Payment History component allows customers to view their historical payments in a self-service Finance Portal. This improves transparency and reduces support requests by letting users check payment dates, statuses, amounts, and methods directly, without contacting sales or account managers.
The Self-service Form component allows your customers to perform a variety of self-service use cases. It is designed for use cases such as adding a new payment method and updating contact details. Unlike the Checkout Form, the Self-service Form is dedicated to post-purchase account management.
View and Pay Invoices
Customers can view their invoices in self-service. Users can download a specific invoice, and pay any open invoices, both partially or in full. This makes it easier and quicker for users to pay outstanding balances, as well as having one central view to see all invoices.
Upgrade/downgrade subscription
Subscribers can switch (upgrade or downgrade) their subscriptions via two dedicated flows:
Update subscription: This flow is geared towards multi-products, hybrid pricing, concurrent changes that are typical in B2B scenarios. It could be for example an upgrade to a higher tier, a change in seats, and an add-on purchase on volume pricing. Learn more at Create Update Subscription Experience.
Switch flow: This flow is geared towards simple, one-product changes that are typically in B2C scenarios. They could be do a different product or a change in term, for example monthly to annual. The upgrade or downgrade experience can be defined either via links between offers or via customer segmentation. Learn more at Create Personalised Switch Experience
Cancel & Cancel/Save
Subscribers can cancel a subscription by going into a dedicated experience. The experience can be customised to collect cancel reasons, offer special discounts, and be personalised. More details is available on Create Personalised Cancel/Save Experience
Renew subscription
The Limio Self-Service portal can also detect subscriptions due for renewal or that are inactive and could be renewed. Learn more on Create Personalised Renewal Experience
View Customer Details
The Limio Self-Service portal can allow a customer to see and manage their personal details, such as their email, name, password and phone.
View and Edit Addresses
Billing and delivery addresses can be managed by subscribers in the Limio Self-Service Portal. Billing address will be tied to the payment methods, whereas the delivery address will only be shown for physical subscriptions.
Custom experiences
Limio Self-Service use the same component framework as the Limio Shop and can be extended to cover more use cases. Learn more at: Custom Components.
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