Introduction

When processing a product swap within an active subscription, you can define specific reasons for the swap. These reasons serve internal communication purposes and help keep your operations team aligned on the context of product exchanges.

Feature overview

Swap reasons are shown in the Replacement Window when a swap is initiated. This makes it easy for your team to choose the appropriate reason for the product exchange and document it for future reference. Swap reasons are only visible internally and do not affect the customer’s view or experience.

Step-by-step guide: Add swap reasons

1. Log in to the circuly Hub
2. Navigate to the Settings tab.
3. Go to Swapping > General.
4. Scroll down to the Swap Reasons section.
5. Click the plus (+) icon to add a new reason.
6. In the input field, type the swap reason (e.g., "damaged product", "wrong size", etc.).
7. (Optional) In the Tag after swap field, type replacement to automatically tag orders associated with this swap.

Good to Know

• Tags help differentiate swap orders from standard subscriptions.
• The "replacement" tag will be visible in the Order List view, making it easier to filter or search for such cases.
• These reasons are flexible—adapt them to suit your internal processes.