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Firmhouse provides workflows that allow you to swap products in your customers’ subscriptions automatically. The first workflow available is specifically designed to enable starter packages. When you create this workflow, you add product mappings that define source products that will be swapped with target products. This product mapping affects all new subscriptions created after the workflow is enabled, as long as they have at least one of the source products you added to the workflow. Your customer will sign up, receive the source product in their first order, and then the target product in all subsequent orders. After the products are swapped, prices are updated accordingly.

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Create your workflow

Follow these steps to create your workflow:
  1. Ask the Firmhouse Support team to enable the Workflows feature for your project. Make sure to mention your project ID in your message. You can find this number in your portal URL.
  2. Once the team enables the feature, you’ll see a new tab on your left menu: Workflows. In the Workflows tab, click Create new workflow.
  3. Currently, the only workflow available is the Checkout Product Swap. Click on it.
  4. Give your workflow a meaningful name that will allow you to quickly recognize what it does in the future.
  5. In the Product Mappings section, click Add product mapping.
  6. Select your source product (the one present in the original subscription) and your target product (the one that will replace the product in the original subscription).
  7. Add as many product mappings as you wish.
  8. To ensure you can test your workflow internally before setting it live, add an email domain in the Email Domain Filter section. When a domain is assigned, only customers with this email domain will enter the flow upon signup.
For example, to verify the workflow internally at Firmhouse, you could add the domain firmhouse.com or firmhouse.nl. Adding domains like google.com is probably not ideal, since your clients may very well be using that as well. The domain has to match at least one subscriber. Don’t forget to press enter so you see the pill with the email domain.
  1. Click Save workflow. You’re now ready to test it!

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Test your workflow

To test your workflow, create a new subscription with the following criteria:
  • Use an email with the domain you added in the filter.
  • Add one or more of the source products you added to your workflow.
Then verify the swap occurred:
  1. On your Firmhouse portal, go to the Customers tab and choose the customer you created to run the test.
  2. Scroll the Customer details page to see the active products.
  3. If the swap hasn’t happened yet, click Journey on the top left of your screen.
  4. If it says the action was completed successfully, but you still see the original product as active, reload the page.
  5. You should now see the target product as active instead of the source product.

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Enable the workflow for all customers

Once you confirm the flow works as expected, you can go ahead and remove the Email domain filter from the Workflow settings so the automation can apply to all signups.