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Product Swap Automation

Automatically upgrade or transition members between membership tiers

Product Swap Automation is one of the most powerful tools in Appstle Memberships. It allows you to automatically move members from one membership tier to another after a defined period—without any manual work.

This is perfect for upgrades, promotions, or lifecycle-based memberships.


✅ Key Benefits

  • Seamless experience for members

  • Saves time by eliminating manual upgrades

  • Fully automated & reliable


🧠 Example Scenario

A customer purchases a Yearly Gold Membership.
After completing 1 billing cycle, they should automatically be upgraded to a Platinum Membership.

With Product Swap Automation, this upgrade happens automatically, without any action required from you or the customer.


⚙️ How to Set Up Membership Product Swap Automation

1️⃣ Navigate to Product Swap Automation

Go to:

More → Subscriber Acquisition & Automations → Product Swap Automation

This is where you configure all automated membership swaps.


2️⃣ Create a New Swap Cycle

  • Click Create Product Swap Automation

  • Give the automation a clear name
    (e.g., “Gold to Platinum Upgrade”)


3️⃣ Select the Source Membership

Choose the membership tier that should be swapped.

📝 Optional:

  • Delay First Order Date
    Useful if you want memberships to start or change on a specific date.


4️⃣ Choose the Destination Membership

Select the membership tier that will replace the original one.

👉 Example:

  • Source: Gold Membership

  • Destination: Platinum Membership


🔁 Repeat for Other Membership Tiers (Optional)

You can create multiple automations, such as:

  • 🥉 Bronze → Silver

  • 🥈 Silver → Gold

  • 🥇 Gold → Platinum

Each tier can have its own timing and rules.


🤝 Need Help?

If you have any questions or need help setting up your memberships, our expert support team is here for you 24×7×365.

📧 Email: support@appstle.com
💬 Live Chat: Reach out anytime through the in-app chat widget

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