Swap and portal products
Choose which products subscribers can swap to in the portal, limit swaps to certain plans, and add a benefits card for a product journey.
Last updated: 2026-10-18
Letting subscribers swap flavors or sizes keeps them subscribed when they get bored of one product. This screen decides which products they can swap to, and for which plans. Open Subscriptions → Catalog → Products (the page is called Subscription Products).
Set it up
Add a product
Choose Add product.
Choose the plans it applies to
Under Associated selling plan, keep All selling plans so every subscriber can swap to these products, or choose Choose selling plan and pick plans with Browse.
Pick the type
Under Subscription product type, choose Swap products, Bundle products or Product journey.
Pick products
Under Product, search or browse for the products and variants.
Add content for a product journey
For Product journey, fill in Rich Title and Rich Content (HTML). This becomes the benefits card in the portal.
Set status and save
Set Status to Active or Draft in the summary, then choose Save in the Unsaved changes bar.
Product types
| Type | What it does |
|---|---|
| Swap products | Customers with the selected selling plans can only swap to these products. |
| Bundle products | Marks products on your store that are sold with a selling plan as bundle products. |
| Product journey | Shows a subscription benefits card in the customer portal, with a title and content you write. |
Products set for All selling plans are the fallback. Customers on a plan with its own swap products see those instead.
The products list
The list shows each entry's Last updated date, Status, Associated SellingPlan, Type and Products. Use Filter to show All, Active or Draft. Select a row to edit it.
Troubleshooting
Subscribers don't see a Change product option
Check that Change product is on in the launcher's Subscriptions settings and that Swap products is allowed in Self-Service Permissions. See Customize the portal.
Subscribers see the wrong products to swap to
A plan with its own swap products overrides the all-plans list. Open the entry for that plan and add the products you want, or remove it so the all-plans list applies.
My changes don't show in the portal
Draft entries aren't used. Set the status to Active and save.
Related
- Customer portal: where subscribers skip, swap and manage everything.
- Glossary: product swap, customer subscription portal.
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