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Product Swap Automation

Automatically upgrade or transition members between membership tiers

Updated over a week ago

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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