Monthly Product Swapping helps merchants using the surprise and delight business model, where a customer subscribes to a product and will receive a different product every month.
The product sequence that you create will only take affect when your next queued order is processed by ReCharge. Please read our guide on when autoMate sequences begin so that you are aware of what to expect. How do autoMate Order Sequence numbers work
How does it work?
autoMate's Product Swapping feature allows merchants to create a Product Schedule. Within a schedule, the merchant defines a Trigger Product and allocates a product or variant of a product to each month of the year.
When an order is placed for the Trigger product, autoMate will automatically update the next queued order with the product that matches the month of their next delivery.
For example, if a customer subscribed in September, autoMate will amend their next queued order by swapping out the September product ID for the October product ID.
How to get started
Defining the Trigger product
The first step to creating a schedule is allocating a trigger product ID or variant ID. This is what the customer will order on the website when they first subscribe. autoMate uses this trigger product to identify which schedule that customer belongs to and therefore allocates the correct product for the next months delivery.
Go to Product Schedules on the main autoMate menu and select Add new schedule. Then you can define the trigger or triggers that will be assigned to this schedule:
A schedule can have multiple trigger products and you can have a mix of trigger products and variants.
Setting up the schedule
The next step is to allocate one product per month for this schedule. To do this, you can select Choose product and pick from the product picker within the app.
The product is linked to the month of year and each subscriber receives the same product in that month. Once you have assigned a product to every month, you can simply click save and that's it!
Please note, autoMate will not retrospectively update the queued orders of active subscribers. autoMate will only take over from the subscription at the point a webhook is received, which is in three scenarios:
1 - A new order is placed for a trigger product
2 - A subscription is renewed or another order is processed for a trigger product or that months product
3 - A subscription is updated with a trigger product. This can be either a merchant going into ReCharge admin and swapping that customer to a trigger product or a customer going into their account area and swapping to a trigger product.
Until one of these 3 scenarios occurs, autoMate wont perform any actions on the subscription.