Everything About Exchanging and Swapping Products

There can be various reasons for swapping subscription products, such as product breakage, product loss, upgrades, downgrades or simply because of the nature of your business. 

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The set up and the process of changing products in a subscription also depends on the reason why the product needs to be changed. 

Use case based set up overview

The set up process based on the use case for exchanging a product. 

• Use case 1: Nature of your business
• Use case 2: Swapping lost products
• Use case 3: Swapping broken products.
  
  

Use case 1: Nature of your business

If you have a business model that allows your customers to exchange products from a predefined group, continue reading this article about Exchange Groups. 

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What are exchange groups?

When you want your customers to select a product for exchanging from a predefined group, you can set up exchange groups in the circuly Operations Backend. Typical use cases include an exchange group for consumable subscription products such as protein powder, where the customer can change between the different flavours, an exchange group for kids bike, where the customer can select a bigger size, or an exchange group for toys, where your customer can swap between toys.

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Use case 2: Swapping lost products.

Since lost products are not expected to come back, the swap process for such products looks slightly different than the regular swap process. 

The reason why Lost product swaps are treated differently from other product swaps is because Lost products are not expected to come back. Speaking in technical terms, Lost products will not have a Pending Return status. This essentially means that normally you would expect a product to come back and if the customer doesn't send the product back, you can keep billing them. But in case of Lost products there is no possibility to get the product back hence no reason to bill the customers for two subscriptions. 

In order to utilise the swap feature within the circuly Operations Backend, it is important to go through the following steps:

Step 1: Review and configure the swap settings.

Step 2: Add swap reasons. Swap reasons are used for internal communication. 

Step 3: Learn how to process a swap request for missing products. 

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Use case 3: Swapping broken products.

Make sure you’ve configured the swap settings and added the swapping reasons. 

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Continue reading this article to learn more about swapping broken products.