Subflow: Update Subscription

LFS version: requires Limio for Salesforce v14.02 or later

Update Subscription lets an agent change the offer on an active subscription. It is a subflow of Manage Subscriptions Flow for orgs on Stripe. Orgs on Zuora get Subflow: Manage Add-Ons instead. See Payment Providers.

Update your copy of the master flow after you upgrade. Limio Manage Subscriptions is a template, so your org uses its own copy. A copy made before v14.02 opens Manage Add-Ons for every org. Add the payment provider check from the packaged flow to your copy, so that Stripe orgs open Update Subscription. In the packaged flow, the check follows the decision outcome Is Manage Add-Ons.

When the action shows

Without a Subscription Actions, Update Subscription shows for a subscription that is active and is not a gift. With a rule, add Update Subscription to the rule's Actions List (Stripe).

Screens

The flow has two screens.

Main screen holds these components:

• Limio Current Subscription Info — the subscription the agent selected.
• Limio Subscription Change Items — the items the agent can change.
• Effective date picker — the date the change takes effect.
• Limio Change Summary — the difference between the current subscription and the new one.
• Schedules table — the future payments after the change.

Order summary screen shows the order and submits it.

The agent must change the subscription before the flow continues to the summary.

What the agent can change

In the packaged flow, the agent can change the offer, and the quantity on an offer that allows multibuy. Add-ons and discounts are hidden.

To change this, clone the flow and set these properties on the Limio Subscription Change Items component in your copy:

Property	Packaged value	Effect of the packaged value
Hide Add Add-on Button	true	Add-ons are hidden.
Show discount / overridable price column	false	The discount column is hidden.
Allow quantity change regardless of offer multibuy	false	The quantity is editable only on an offer that allows multibuy.

Hide Add Add-on Button is available from v14.02. The other two properties are available from v14.25.

The quote version of this journey lets a CSR edit add-ons, quantities and prices. See Update Quote.

Configure the offer table and the filters

To control the columns and the filters on this journey, create a record with the Update action on each of these objects:

Object	Available from
Limio - Offers Catalog Table Config	v14.10
Limio - Offers Filtering Rule	v14.16
Limio - Filters Configuration	v14.16

See Catalog Table Columns and Offers.

Related pages

• Change Timing

• Subflow: Manage Add-Ons