Swap a Product on a Smartrr Subscription From WhatsApp
Yes. AeroChat works directly with Smartrr. When a subscriber asks to change flavor, scent, size or product, AeroChat offers the in-stock options from your subscription range, swaps the item on their Smartrr subscription after they confirm, and tells them when the new item ships.
This recipe handles “can I switch to the lavender one”, “send the bigger bag from now on” and “I’m bored of chocolate” in chat. Part of connecting Smartrr to WhatsApp and AI chat.
What happens today
A subscriber is tired of the same flavor. Finding the swap option in the portal takes effort, so they message you or quietly cancel. When your team makes the swap by hand, they have to check stock, the price and whether the new item is on the same plan, which takes time and causes mistakes.
The flow that works
- The subscriber asks to change the product.
- AeroChat checks who they are against their Shopify orders and finds their subscription in Smartrr.
- It offers the in-stock options from your subscription range, with prices from Shopify.
- It confirms the choice and the order it starts from, then swaps the item on the subscription in Smartrr.
What it looks like on WhatsApp
Customer: Can I change my body wash to a different scent? (example)
AeroChat: Yes. You get Citrus body wash, 500 ml, every month. The other scents in stock are Lavender and Unscented, both at the same price. Which one would you like?
Customer: Lavender.
AeroChat: Done. From your 14 December order you’ll get Lavender body wash, 500 ml, at the same price and on the same monthly plan.
In Smartrr: the subscription item changes from Citrus to Lavender, with the plan unchanged.
The recipe
Copy this into AeroChat
When a subscriber asks to change flavor, scent, size or product, follow these steps.
- Check their identity first: match the email or phone number they give, or the WhatsApp number they are messaging from, to their Shopify orders.
- Find them in Smartrr by that email and read their active subscriptions and items. If there is more than one item, ask which one to change.
- Offer only the products and variants in our subscription collection that are in stock in Shopify, with their price.
- If the new price is different, say so before changing anything.
- Confirm the choice, the quantity and the next order date it starts from.
- Swap the item on the subscription in Smartrr to the new variant, keeping the same quantity and plan unless they asked to change them.
- Tell them what they will get, from which date, and at what price.
If the product they want isn’t sold on subscription, say so and offer the closest option. Reply in the customer’s language.
Name your subscription collection in the recipe before you paste it, so AeroChat offers only products you sell on subscription.
What to connect
- Your Shopify store. Built in. Install AeroChat from the Shopify App Store and connect your store in the dashboard, so AeroChat can check the subscriber’s orders and read stock and prices.
- Smartrr. In the Smartrr admin, go to Integrations under Configuration, open the API Keys tab and create a token with read and write access to subscriptions. Paste it in when AeroChat asks.
- Your knowledge base. Add notes on how your products differ, such as scents, roasts or sizes, so AeroChat helps the subscriber choose.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Smartrr, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Smartrr’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Which products can be swapped in chat, and whether a swap can change the price.
- Whether a swap applies from the next order or a later one.
- Your subscription plans and pricing, which stay in Smartrr.
The result to expect
Subscribers who are bored of a product switch in one short conversation instead of canceling. Swaps are made with live stock and the right price, and your team stops making them by hand.
Measure it with your own numbers: swaps made in chat and cancellations that give “didn’t like the product” as the reason, for a month before and after.
Next: see every Smartrr workflow, including changing the delivery frequency.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your store and email, with the same Smartrr connection behind it. See what each channel does on the Smartrr integration page.
Let subscribers swap products in chat
Install AeroChat, paste the recipe, add your Smartrr token, and swap the item on a test subscription from your own WhatsApp.
7-day free trial.