Handling SKU swap and gifting with Workflows

With Workflows, SKU swap and free gift allows merchants to seamlessly swap products and add a free gift without using a third-party integration or a complex legacy workflow configuration. This guide covers how each automation works, its limitations, and common questions. 

Before you start

• If you're interested in offering a free gift on a specific order, refer to Surprise and Delight for more information. 
• The trigger product refers to the initial product that initiates a workflow. Avoid using the trigger product in multiple workflows. This can cause errors in the workflow. 
• The customer’s subscription history will display the workflow name anytime the customer purchases the trigger product.
• One-off SKU swap is compatible with prepaid products and will swap to the next full charge order. You cannot use the one-off SKU swap to swap a prepaid product to a monthly product. 
• Only active listed products will display in the workflow, and you must search products using the product variant title. 
• Legacy Workflows that adjust product or shipping prices are not multi-currency compatible. Price overrides are adjusted regardless of the customer’s currency.
  • For example, if you have a workflow set to change a price to 10.00, the price change will be treated as 10 pesos, 10 USD, 10 EURs, etc. 
• These templates will only run on addresses that use stores’ default currency and will not run on multi-currency addresses.

One-off SKU swap

One-off SKU swaps can be used on checkout or specific recurring orders for stores that sell a primary product variant that swaps to another variant. To automatically trigger a product swap when a customer previously purchased a specific subscription product, you can integrate with a third-party integration or manually set up a workflow.

To set up your One-off SKU swap workflow: 

1. Locate the Workflows by Recharge integration in the merchant portal by navigating to Apps and selecting Installed.
2. Scroll down to the One-Off SKU Swap section on your Workflows page and select View to start your configuration.|
   
3. Name the workflow and add an optional description.
4. Search and select the initial product variant as the workflow trigger. This product will trigger the SKU swap to the next product chosen. Click Confirm Selection. 
   • The product window displays six products by default. To add a product not listed, find the product using the Search product variants search bar.
     
5. Select the product variant the initial product will be swapped to. Once you select this product variant, you can optionally set the recurring price of the swapped product with the default or custom price or don't change options.
   • The product window displays six products by default. To add a product not listed, find the product using the Search product variants search bar.
6. Click Confirm Selection and Save the workflow.
7. Return to the Workflows page and enable your new workflow.

Limitations

There are some limitations to consider: 

• Charge_interval cannot be changed from the initial product interval.

• Customizable bundles are currently unsupported but preset bundles will work as expected.

Monthly SKU swap

The monthly SKU swap is best utilized for stores that sell a monthly, curated subscription experience that rotates through new products every month. This workflow will be initiated by the selected trigger product, swapping to the next month's product monthly. Any product swapped in the new monthly SKU swap workflow template must have a subscription frequency of 1 month. 

For example, if a customer bought the trigger product today, after a month, the initial product would swap to the following month's chosen product. 

To set up your monthly SKU swap: 

1. Locate the Workflows by Recharge integration by navigating to Apps and selecting Installed.
2. Scroll down to the Monthly SKU Swap section on your Workflows page and select View to start your configuration.
3. Name the workflow and add an optional description.
4. Search and select the initial product variant as the workflow trigger.
   • The product window displays six products by default. To add a product not listed, find the product using the Search product variants search bar. Click Confirm Selection. 
5. Search and select products to be assigned for the following months. Optionally, update the product price for each product. 
   • The product window displays six products by default. To add a product not listed, find the product using the Search product variants search bar.
     
6. Click Confirm Selection and Save the workflow.
7. Return to the Workflows page and enable your new workflow.

Order sequence SKU swap

You can use the order sequence SKU swap to configure a string of product swaps across multiple customer orders. This automation is perfect for curating a subscription experience with products such as coffee blends, t-shirts, or consumables with different flavors. This can easily be configured for a quarterly subscription experience.

To set up your order sequence SKU swap: 

1. Locate the Workflows by Recharge integration by navigating to Apps and selecting Installed.
2. Scroll down to the Order Sequence SKU Swap section on your Workflows page and select View to start your configuration.
3. Name the workflow and add an optional description.
4. Search and select the initial product variant as the workflow trigger.
   • The product window displays six products by default. To add a product not listed, find the product using the Search product variants search bar.
5. Choose the order number for the swap, then select Swap to new product. 
   • If you choose the checkout order (first order) as the trigger, the workflow will only trigger if the order is placed through checkout. The workflow will not trigger if the first order is added using the merchant or customer portals. 
     
6. Search for and select a product to which the initial product will be swapped. Once you choose the product variant, optionally set the recurring price of the swapped product with the default or custom price, or don't change options.
   • The product window displays six products by default. To add a product not listed, find the product using the Search product variants search bar.
     
7. Optionally, select And... to add additional order sequence swaps. 
   

Operational analytics

Operational analytics provides key analytics that help you understand the data behind your workflows. Get insight into how much a workflow is used, which products trigger the workflows, and event outputs from orders.

To access your data: 

1. Navigate to the Apps tab from the merchant portal and select Workflows by Recharge listed under the Installed page.
2. Select an enabled workflow.
3. Click the bar chart to see your analytics.