Overview

Video

Prerequisites & limitations

This feature is available for merchants on the Recurly Commerce Pro and Enterprise plans.

Definition

Automations in Recurly Commerce let you design event- or time-based workflows—like free trials, product swaps, or gifting—to run automatically against your subscribers’ contracts, reducing manual work and boosting engagement.

Key benefits

Seamless product trials & upgrades: Automatically swap or trial products without any manual effort.
Reward and retain: Schedule add-ons like gifts or loyalty perks at key subscription milestones.
Scalable workflows: Build flexible, event-driven automations that grow with your business.

Key details

Swap Automation

Use: Free Trial, Product Swap
• Enable your customers to try a product for free, then auto-upgrade them after the trial window.
• Allow subscribers to rotate into new SKUs each renewal with a product swap regimen.

Add-on Automation

Use: Gifting, Loyalty
• Reward your subscribers by auto-adding gift SKUs at specific intervals (e.g., every 5th renewal).

Still need help? Contact [email protected].