Swap up

Last updated: May 5, 2026

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The swap up block allows you to offer a particular swap offer for an upcoming subscription order. Most find value in one of three ways:

  1. Upgrade to a longer subscription term with more product (i.e. upgrade to get a greater amount of product quarterly instead of a shipment every month)

  2. Upgrade from one product to a bundle

  3. Offer to change a product or a variant that is out of stock (see image above)

Need ideas?

Examples of the swap-up block

Parts of the swap up block

Swap section

Includes all information for the matched product/selling plan in the swap

For section

Includes all the information for the offered product/selling plan in the swap

Swap text

Editable text that defaults to Swap and For in the two sections of the swap block

Variant tag

A tag that defines the variant name in the two sections of the swap block. This is dynamically displayed

Quantity tag

A tag that defines the quantity of the products in the two sections of the swap block. This is dynamically displayed

Frequency tag

A tag that defines the frequency in the selling plan in the two sections of the swap block. This is dynamically displayed

Price

The price of the product in the two sections of the swap block. This is dynamically displayed

Custom title

Editable title text for each of the two sections of the swap block. The title will show no matter which swap mapping is shown to the email recipient. The default text is "Order Title." You can edit this. You can toggle this on/off

Description

Editable text to describe the offer. The text defaults to "Lorem ipsum..." placeholder text

CTA button

This CTA will trigger the swap offer for the upcoming order. The text is editable

Show/hide Behavior

The swap up block automatically hides if the email recipient does not match any of the swap offers.

Setting up swap offers

For swap offers to work, you have to take into account every variant/selling plan combination. Because of this, some swap ups can get very complicated. Zaymo has the following three steps to make complicated scenarios very simple:

  1. Set up swap pairs between products

  2. Edit the mapping logic toggles to potentially auto-map variants, selling plans, and quantity

  3. Edit the swap mappings

The goal is to match every email recipient's variant/selling plan combination with the right offer for them.

Swap pairs

Note: If you want to swap between variants of the same product, choose that product for both the From and the To product. You will be able to edit the variants in the Swap mapping step

Define the swap offer by building from-to pairs between products. The From product will have to be in the email recipient's upcoming subscription for the swap up block to show.

You can add as many swap pairs as you would like. The block will dynamically change depending on the email recipient's subscription.

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Mapping logic toggles

For swap offers to work, you have to take into account every variant/selling plan combination. Because of this, some swap ups can get very complicated. The mapping logic helps you auto-map the these combinations so you can save time.

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The toggles are by default on. They do the following:

Toggle

Behavior for the swap mapping

Maintain variant

When selected, Zaymo will attempt to auto-match the variant between products. Ex: If the From product has a size variant with S / M / L coffee pouches, Zaymo will try to match the To mappings to the right variant: Smalls with match with Smalls, Mediums with Mediums, etc.

Maintain selling plan

When selected, Zaymo will attempt to auto-match the selling plan between products. Ex: If the From product has 2 week, 4 week, and 6 week selling plans, Zaymo will try to match the To mappings to the same selling plan: 2 week with 2 week, 4 week with 4 week, etc.

Maintain quantity

When selected, Zaymo will maintain the quantity of products in the swap. If an email recipient has a quantity of 2 on the matching product, Zaymo will put a quantity of 2 in the upgrade offer. If a recipient matches with a quantity of 1, Zaymo will offer 1x quantity in the upgrade offer.

If the toogle is deselected, you will have the option to auto-upgrade the quantity in the To mappings by a multiplier of the recipient's original quantity.

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Swap mapping

If Zaymo successfully matches every variant/selling plan combination based on your mapping logic, Zaymo will display a green message saying "All [N] mappings are valid and ready to use."

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If Zaymo cannot match every variant/selling plan combination based on your mapping logic, Zaymo will display a red message saying "Failed to auto match [N] variant mappings. Configure manually below."

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You will want to open the swap mapping configuration modal by selecting Edit. Here, you can view each variant/selling plan pair. In the example below, the single From product has 18 variant/selling plan combinations between its 2 variant types and selling plan.

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Zaymo will call out which variants or selling plans it could not auto-match, and you have the opportunity to manually edit each swap mapping.

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The configure swaps modal

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In the configure swaps modal, you can view and edit each of the mappings generated from the swap pairs you chose.

By default, Zaymo includes all of the variant/selling plan combinations in each From product in your swap pairs. However, if you want to hide the swap block from some email recipients with certain variant/selling plan combinations, you can do so by selecting the minus sign next to the swap mapping. It will turn grey and cross out the product titles.

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If you want to add the mapping back, just select the plus sign next to the mapping, and it will return.

Settings unique to the swap up block

The swap mapping settings are obviously unique to the swap up block. Some additional settings are below.

Custom title

This show/hide toggle allows you to turn off or on the order title for both the From and To sections of the swap up

Currency

Choose the currency displayed. This really only updates the currency symbol by prices. If the currency is incorrect, Zaymo will still show the correct value in your currency, but the currency symbol will be incorrect

Discount

Apply a discount code to the block. How does Zaymo calculate discounts?

Pages in the swap up block

After the primary page, the swap up block has only a Confirm page. This page has:

  1. A success image

  2. Success text (defaults to "Subscription Updated")

  3. Shipping text (defaults to "Shipping on: {date}")

  4. Manage my subscription link

All text and images are editable.

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What happens if I need to update my product in my swap mapping?

Updating your swap mapping in Zaymo immediately impacts live emails, as the swap-up block retrieves data from the mapping each time an email is opened. There is no need to re-export the data to Klaviyo.

What happens if a customer has multiple items in their subscription that have been mapped?

If multiple items have a matching swap mapping, mapping order controls the display priority. When you set up your swap maps, the higher the item is on the list, the higher the priority is to show that specific swap option. Whichever mapping appears first in the list that matches any of the customers items will be shown.

How does my subscription provider manage swap ups?

Skio, Loop, and Stay AI

When you utilize the swap up feature in Zaymo with these subscription providers, customers are updating their subscription by removing the old item and adding the new items directly within the subscription. They truly "swap" items in the subscription.

Recharge

Recharge cannot swap items directly within a subscription—this is a known limitation. Instead, it removes the old subscription and creates a new one with the updated product.

Ordergroove

Ordergroove does not currently support the swap up block.

Known limitations

Swapping from a regular subscription to a prepaid subscription

Only Recharge supports swapping from a regular subscription to a prepaid subscription. All other integrations (Skio, Loop, Stay AI, Ordergroove) do not support swaps to a prepaid subscription.