Product Swap Automations is one of the most powerful tools Appstle Memberships provides. In the context of memberships, they can prove useful if you wished to automatically swap customers’ memberships to another tier after a period of time.

As a quick example, if a customer started with a yearly Gold Membership, they would be upgraded to Platinum Membership after a year, aka 1 billing cycle. This is accomplished through the use of product swap cycles.

To configure, navigate to Settings > Subscriber Acquisition & Automations > Product Swap Automation.

For the first cycle, name it, then select the source membership tier. There is also a field for delaying the first order date, which you could use if you wanted to have memberships start on a particular date.

Now choose the destination product, which in this example would be to Gold.

Hit Save when you are done.

You can repeat this process for other tiers of memberships as well (i.e. Bronze to Silver, Silver to Gold, etc).

Now that the subscription plan and product swap automations are set, go to your storefront and go to a product page of a membership tier and/or variant you have configured and do a test purchase.

Once the order has been processed, you can come back to Appstle Memberships and navigate to Memberships. You should find your test order, and if you click on the ID number and navigate to the Upcoming Renewals section, you will see that the subscription has automatically shifted to the next tier of membership from the one that was purchased.