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)

4. Let subscribers pick their own size or flavor of the new product with the Change variant toggle (see "Letting subscribers choose the variant" below)

5. Offer limited-time flavor or product swaps (note: you’ll need to swap subscribers back to their original products after the offer ends using your subscription platform’s journey feature or custom code)

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Examples of the swap-up block

Parts of the swap up block

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.

Reusing a swap setup

Give your setup a name in Swap config name, at the top of the swap settings, and you can reuse it in other swap up blocks. Once your account has a named setup with at least one swap pair, a Choose an existing swap config dropdown appears above it. Pick a saved setup to use it in this block, or pick Start a new config to build a fresh one. A saved setup is shared, so edits change it in every email that uses it.

Swap pairs

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.

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.

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.

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."

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."

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.

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.

The configure swaps modal

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.

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.

Letting subscribers choose the variant

By default, each subscriber sees one offer: the exact variant your swap mapping picked for them. If the product you are offering comes in several sizes or flavors, turn on Change variant and subscribers can pick the one they want.

With it on, an Edit button appears under the offered product's variant name. Tapping it opens a list of that product's other variants, each with its picture, price, and a Select button. Selecting one shows it on the card, and the card's swap button then swaps to that variant. A Back button closes the list.

A few things to know:

• The list only shows variants of the product in that swap pair. It is not a way to offer a different product. Use another swap pair for that.

• Up to 25 variants are listed.

• Each variant keeps the subscriber's delivery schedule. A variant is only listed if it can be put on the same schedule (same frequency, and prepaid stays prepaid).

• Out-of-stock variants show in the list, dimmed and marked "(Out of stock)", and can't be selected.

• Subscribers billed in a currency other than your store's main currency see the normal offer without the list.

• The Edit, Select, and out-of-stock text are all editable, just like the rest of the block.

To preview the list in the builder, click the Change variant tab above the block.

Pages in the swap up block

Use the tabs above the block to switch between its pages: Primary (the offer), Change variant (only when that toggle is on), Confirm, and Undo (the page shown after a subscriber undoes a swap). The Confirm 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.

Tracking swap events

Zaymo swap actions are tracked in multiple places.

• Klaviyo: Zaymo sends a 'Zaymo Swap Item' event whenever someone swaps a product. This is the best place to track swap actions.

• Zaymo Dashboard: Flavor swap reports exist in the Zaymo dashboard and can be exported.

• Recharge: Recharge will edit the order when a swap occurs, but it may not be recorded as a Zaymo action.

• Shopify: No swap events are recorded in Shopify.

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