Getting Started with Lime Light

Lime Light is powerful stuff! Built to drive the growth and success of your business through its many features. Agile billing, flexible campaigns, integrated cross-functional data, sophisticated Analytics, and best in class integrations – but you have to start somewhere. This is that place.

In this article, we’ve put together a collection of videos that pertain to the core building blocks of how to setup and use Lime Light. Through this tutorial, you’ll not only learn some basic terminology and see key functions, but you’ll quickly learn how to setup the core, reusable pieces of your business, and then bring them together into a Campaign that you can quickly and easily bring to market.

Because of these natural dependencies, we have purposefully organized the below videos to keep you on track, to get you up and running quickly, and to maximize your knowledge of Lime Light – so we do recommend that you watch them in order. Then, to truly become a Lime Light Pro, once you have watched the videos and become familiar with these core features, we invite you to schedule an onboarding session with one of our Technical Support experts.

And last, for pretty much any question you might have, our Help Center is packed with tons of articles and videos on functions ranging from processing, to Analytics, to 3rd party integrations. And if you still have questions, our Support Team is always available.

Video Index

  1. Dashboard
  2. Verticals
  3. Categories
  4. Products
  5. Payment Gateways
  6. Fulfillment
  7. Shipping Methods
  8. Return Profiles
  9. Email Notifications
  10. Expense Assumptions
  11. Manage Campaigns
  12. User Accounts
  13. API Accounts

1. Dashboard

  • Review of the default view known as your “Overview” over the last 7 days of orders
  • Review of information included in the Summary chart and general order statistics
  • Overview of the charts and graphs including your Order Breakdown, Customer Breakdown, Order Summary, and Active Subscriptions Trend

2. Verticals

  • Verticals are required to configure your Products
  • Learn how Lime Light defines a Vertical and the significance of using them
  • Introduction to to the standard Verticals
  • Find out how to add custom Verticals, copy existing Verticals, edit Vertical names, and disable or delete a Vertical

3. Categories

  • Learn how Lime Light defines a product Category and how to use them
  • See how to create your own Categories by defining a name and description for a specific grouping of products
  • Learn how to edit or delete existing Categories
  • Gain an introduction to the Category overview page which shows creation date, date of last update, and who made the most recent update for each Category

4. Products

  • Products are required to configure your Campaigns
  • Learn how to create the billing model(s) to sell your Products the way your clients' want to buy them
  • Overview of the floating “Options” menu, which includes: creating subscription products, shipping, tax, the purpose of the single purchase limit, collections, creating product variants, and creating digitally delivered products
  • Review the different features including how to edit, copy, archive, and delete existing products

5. Payment Gateways

  • Your Payment Gateways assist with merchant processing
  • How to configure Gateway Profiles using your unique credentials
  • Understand what the Dry Run Testing Gateway is used for
  • Learn what aspects of the configuration integrate into Lime Light Analytics
  • Learn how to setup Gateway Profiles so that Load Balancing your MIDs can occur within one centralized location inside Lime Light

6. Fulfillment

  • Learn how to configure a direct API integration with your Fulfillment Provider using your specific credentials
  • Understand the Custom FTP integration and potential white labels if your provider is not listed
  • Review the various Features including: how to edit, make a profile default for Campaigns, assign a provider to Campaigns, copy and delete a profile

7. Shipping Methods

  • See how to add Shipping Groups and Methods
  • Understand the relationship and difference between Shipping Groups and Shipping Methods
  • Learn the importance of Group Codes, who issues them, and how they are used
  • Learn to tie the Shipping Group arranged with your fulfillment provider to the respective Shipping Method
  • Learn how to setup different Shipping Prices for Initial orders versus Subscription rebills
  • Learn to tie your Shipping Method(s) with the desired Campaign(s)

8. Return Profiles

  • A Campaign is required to setup your first Return Profile
  • Learn how to create a Return Profile
  • Discover how to implement a certain return policy based on different billing cycles
  • Find out how to tie your Return Profile to your desired Campaign(s)
  • Learn how to use RMAs (Return Merchandise Authorizations)
  • Learn how to specify what action occurs upon returning a product according to your policy
  • Briefly review the features including how to edit, disable, and delete existing Return Profiles

9. Email Notifications

  • Learn to setup automated Email Notifications based on certain triggers that happen to an order or subscription
  • Learn to setup and understand the relationship between SMTP servers, Message Templates, and Trigger Events
  • Review the various types of Message Templates, their intended use, and how to create your own
  • Understand how to tie a Trigger Event to a Product so that your desired Message Template sends to the customer at the appropriate time

10. Expense Assumptions

  • Discover how to create an Expense Assumption Profile and add your various Expense Assumptions
  • Learn how to assign Expense Assumption Profiles to your Campaign(s)
  • Understand how the Expense elements input in your profiles feed into the Profit & Loss Dashboard in Analytics; and gain an understanding of "accuracy" in your Expense Assumptions

11. Manage Campaigns

  • Learn where to configure your Campaigns and add Products to them
  • Understand the ways to integrate your frontend or storefront: through APIs or our Wordpress Plugin
  • Find out how to assign a Payment Gateway to the Campaign versus Load Balancing
  • Learn to implement the various Campaign Configurations: including upsells, load balancing, including tax profiles, affiliate tracking with postback URLs, including returns, and adding coupons
  • Learn to implement the various Campaign Options: adding third party providers, including separate billing fields, blocking pre-paid cards, BIN blocking, allowing custom pricing, applying a daily subscription limit, and utilizing collections
  • Briefly review the Campaign features available: editing, copying, disabling, archiving, and deleting Campaigns

12. User Accounts

  • Learn where and how to add User Accounts
  • See the different default department templates and how to edit each
  • Determine where to set time zones for Users and the importance of how it impacts your reporting and export results
  • Learn to customize the permissions granted to each User in the Lime Light user interface
  • Briefly review the User Account features such as editing employee information, customizing permissions, performing password resets, disabling a user, and deleting a user account

13. API Accounts

  • Learn where and how to add API Accounts
  • Find out how to add and maintain contact information for each API user
  • See the different default department templates and how to edit each
  • Review the different permissions available for the Transaction and Membership API methods
  • Learn where to view certain Third Party API Credentials for providers that auto-generate their own account upon integrating
  • Briefly review the API Account features such as editing the account information, customizing permissions, performing password resets, disabling an API user, and deleting an API user
  • Additional Reading on related topics: Learn about my.LimeLight, Provider Single Sign On Access, and Single Sign On API.

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