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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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