How to manage customer bundle content with bulk swaps
You may have out-of-stock products or need to permanently remove an individual product from a bundle, whether to resolve charge errors caused by deleted products in Shopify or to phase out specific items. Bulk swapping allows you to seamlessly update customizable bundles for multiple existing subscribers, making it easy to remove out-of-stock items and replace deleted products with active ones. This helps prevent charge errors and ensures a smooth experience for subscribers while keeping your bundles up to date.
This guide provides instructions on bulk swapping individual out-of-stock items in a bundle for existing subscribers.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
Before you start
- Bulk swap is only applicable to customizable bundles.
-
Make sure the bundle is still linked to its original collection in the settings before starting a bulk swap. If you need to switch to a new collection, wait until the swap is complete.
Step 1 - Access the bulk swap tool
- In the merchant portal, click Products and select Bundles.
- Click Bulk swap customer's bundle selections.
Step 2 - Select your products
Choose the out-of-stock and replacement products. By default, you can only swap active products. To include inactive products enable the Include deleted products option.
The out-of-stock product and the replacement product must both belong to the same collection in Shopify. You must ensure that your bundle is also configured with that collection.
- Click Create a swap and click Add to select the out-of-stock product that you want to replace.
- Click Next to select the replacement product. This product must be in the same collection as the product you are replacing. Click Add to select.
- Click Create swap.
- Optional - Repeat for additional products to be swapped.
- Click Add bundles and select the bundles you want the swap to apply to. Click Save selections to confirm.
Step 3 - Perform the swap
The bulk swap updates the individual product items that make up the bundle. Line item properties reset after the bulk swap is complete and must be re-added.
- Enter your preferred email address in the text box to receive the swap confirmation notification.
- Click Run bulk swap.
Bulk swap bundle contents for cancelled subscriptions
Contact the Recharge team at earlyadopterprogram@rechargeapps.com to bulk swap bundle content for cancelled subscriptions.
Considerations
Consider the following when bulk swapping individual bundle items:
Consideration |
Notes |
Preset bundles |
Preset bundles are not compatible with the bulk swap feature. Review Managing existing Bundles in Recharge for more information on adjusting preset bundle contents. |
Inactive subscriptions |
Bulk swap for bundles will only swap the contents on active subscriptions. Inactive subscriptions will need to be swapped manually or using the Bundles API. |