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:
Limio syncs every change a subscriber makes to your billing provider in real time. Which payment methods and which settlement behaviour you get depends on the provider you use:
Zuora — How Limio Events Update Zuora
Stripe Billing — How Limio Events Update Stripe, Configure Payment Methods, Cancellations & Refunds
The rest of this page describes the subscriber journeys. They work the same way whichever provider you use.
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.
Claim a Subscription Purchased Anonymously
For scenarios where someone purchases as a guest and later signs in to manage their subscription, Limio supports claiming ownership of a guest-purchased subscription. Once claimed, the subscription appears in the self-service portal exactly like one purchased while signed in. See Guide: Claim subscription ownership after guest checkout for the full implementation pattern.
View and Edit Payment Methods
Subscribers can also manage their payment methods within the Limio Self-Service Portal. Subscribers can add a payment method, delete one, and change which method is the default.
Limio can support debit and credit cards, digital wallets such as Apple Pay and Google Pay, direct debit, ACH, and PayPal. The methods a subscriber sees depend on your billing provider and payment gateway, and you can limit the methods on an individual offer. A common use is a lower price on a direct debit offer, which retains better than card.
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.
You can set a minimum payment amount on the invoice payment modal, so a part payment must meet the threshold you choose.
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.
Subscribers can also:
Change the quantity of a product they hold, for example the number of seats. An increase bills immediately. A decrease takes effect at the end of the term.
Remove one offer from a subscription that holds several, without a cancellation. The subscription must keep at least one offer, and the removal takes effect at the end of the term.
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
Buy Add-Ons
Subscribers can add a product to a subscription without a change to the base plan. Limio shows only the add-ons that the current offer permits, and applies the charge from the order effective date.
Each offer controls its own list through the Cross-sell add-ons attribute. The Compatible Add-ons component reads that attribute and displays the add-ons that are compatible with the plan the subscriber holds.
Subscribers can:
Buy an add-on on its own, effective immediately
Buy an add-on at the same time as an upgrade or a downgrade
Change the quantity of an add-on, including volume and usage pricing
Remove an add-on
Limio keeps a compatible add-on when the subscriber changes offer. If the new offer does not list the add-on, Limio removes the add-on on the order effective date.
Add-ons use the Update Subscription flow. For the configuration steps, see Create Update Subscription 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
Limio can also refund the current term automatically when a subscriber cancels inside a cooling-off window. You set the window on the offer, and you set a different window for acquisition and for renewal.
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
A subscriber can renew without an account, but not without a check. Limio verifies the subscriber in one of two ways:
A link in a renewal email, which carries the hashed email address and the name
Manual entry of the subscription reference and the postal code on your renewal page
Limio compares those values against the subscription. When the check passes, Limio issues a short-lived credential that is scoped to that one basket, and the subscriber completes the renewal.
Gift a Subscription and Redeem a Gift
A customer can buy a subscription as a gift, and the recipient can redeem it with a gift code. The recipient does not give a payment method, because the purchaser has already paid for the term.
For the catalog and page setup, see Guide: Sell subscription gift codes.
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.
Partner Self-Service
A partner user can manage subscriptions for the customers they are responsible for. A partner can search their customers, view a customer's subscription, upgrade or downgrade it, add or remove add-ons, change quantity, cancel it, and view and download that customer's invoices.
Offers are scoped to a partner with the Sales Channel and Eligible Partners attributes, so a partner sees only the offers you permit. For the setup steps, see Guide: Set up a Partner Portal.
Custom experiences
Limio Self-Service uses the same component framework as the Limio Shop, and you can extend it to cover more use cases. Learn more at: Custom Components.
A custom component calls the same Limio SDK that the standard components use, so it starts from the same subscription data and submits through the same order pipeline. initiateCheckout opens a basket against an existing subscription for the order type you need, such as an offer change, a quantity change, an address change or a payment method change. See Self-Service Checkout and Update Subscription Checkout.
The experiences below are not standard functionality. Limio customers built each one with custom components on the SDK. Use them as examples of what you can build.
Account portal
A branded account home, with its own navigation, side panel and footer panel
A context bar that stays on screen and shows the account name and the billing account identifier
Renewal
A renewal cart and a plan overview for the next term
An acknowledgement step that shows the new charge and the new date, with your own legal copy, before Limio creates the renewal basket
A "renew without changes" action, for a subscriber who wants no change
A configurable window that controls when the renew action becomes visible
Plan and seat changes
Quantity steppers that bill an increase immediately and defer a decrease to the end of the term
A page of checkboxes to remove products at renewal
Provisioning forms that collect the data a seat change needs
Automatic adjustment of an account-wide product when seat counts change
Cancellation
A cancel journey that changes with the notice period, for example a form beyond 60 days and a modal inside 60 days
An auto-renew switch, so a subscriber stops the next renewal instead of cancelling now
A dialog that offers a hold, or the removal of an add-on, in place of a cancellation
Last updated
Was this helpful?