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Understanding the Limio Navigation Side Bar
The Limio app features a sidebar that helps users navigate and manage the key building blocks of subscription experiences. These are grouped into two categories:
Catalog User concepts: For creating and customising the shop and acquisition experience
Subscription User concepts: For reviewing, managing, and validating customer subscriptions
Catalog User concepts
Pages
Offers
Add-Ons
Products
Entitlements
Segments
Tags
Assets
Promo Codes
Journeys
Search
Operations
Config
Pages
Marketing experiences designed to acquire, retain, cross-sell, or upsell customers (e.g. Black Friday campaign) and contain Offers that power the customer-facing Limio Shop experience.
Offers
Defines a Product's pricing and displays what is being sold to the customer in the Limio Shop. Offers have a Product, a Price and their own set of Attributes based on the Offer Template. Offers can be part of a Campaign or standalone:
Offers can be accessed from the sidebar
Attached Offers can be accessed within the Page where they're being used
Page > Settings > Attached Offers
Products
Can be physical or digital (e.g. print media subscription or digital SaaS licences), used for one-off or subscription offers and has unique Attributes based on the Product Template. Each product has a unique product code.
Entitlements
Features or access rights granted to a customer when subscribing to a product. They can be used to differentiate between Offers and ensure each customer receives the correct level of service. Each Entitlement is associated with specific Products and can vary based on the subscription type.
Segments
Groups of subscribers defined by shared characteristics (e.g. cancel reason, engagement level, etc.). They can be used for configuring Journeys to target specific customer behaviours and are automatically assigned based on actions like purchasing a particular Product.
Tags
The URLs at which Pages are published on your domain (e.g. /welcome or /specials results in https://sandbox-shop.dev.limio.com/welcome), determining where Offers appear within the Limio Shop. Note: The /default Tag is used to define the homepage.
Assets
Rich media files (e.g. images) are used to support and manage shop content within Limio. Once uploaded, Assets appear in the content hierarchy and can be searched and added to Pages, Offers, or Page Components.
Journeys
Rule-based flows that direct customers to specific Pages based on defined conditions (e.g. segment). When a customer matches the set conditions, an action is triggered to redirect them to a specified URL, commonly used to manage international customer experiences and to support A/B testing.
Operations
Provides tools for managing and monitoring key platform activities:
Jobs displays whether jobs are successful, active, pending, or failing.
Export allows you to generate CSV files for any objects in the Limio Catalog (e.g. Products) or Subscriptions
Mass Build and Publish supports bulk publishing of content
Zuora Product Catalog displays Zuora Products
Config
Contains templates that define the structure and attributes available for objects in the Limio Catalog, These are fully configurable and vary by hierarchy level or template family. Each template includes:
System Name
User-visible Label
Description (shown as a tooltip)
Type (e.g. string, boolean, numeric, multi-picklist)
Subscription User concepts
Customers
Subscriptions
Orders
Events
Webhooks
Gift Codes
Customers
Tracks all information related to the customer, including Subscriptions, Orders, Events and Address.
Subscriptions
Tracks all information relating to customers' subscription(s), and can be synced with an external billing system (e.g. Zuora).
Orders
Tracks all Limio orders, including orders taken via Limio For Salesforce (LFS) and at all stages (e.g. cancel order).
Events
Tracks all events related to a Customer or Subscription (e.g. checkout_initiated).
Gift Codes
Tracks all gift codes purchased and redeemed by customers.
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