Let customers swap subscription products directly over SMS—no portal required for common requests.

Concierge now supports guided, in-conversation product swaps, allowing customers to update their subscriptions over SMS without being redirected to the customer portal for straightforward changes.

When a customer requests a swap, Concierge walks them through the necessary steps: confirming the current product, selecting the new one, and adjusting details such as variant, selling plan, or quantity as needed. Once confirmed, the swap is completed directly within the conversation using Recharge’s standard subscription update flow.

For more complex scenarios, like bundle configuration or unsupported line items, Concierge will still direct customers to the customer portal, ensuring they always have a clear path to complete their request.

This update helps reduce friction by keeping simple subscription changes within SMS, creating a faster, more seamless experience for subscribers.

You can track successful product swaps in the Outcomes section of the Performance tab. This feature is enabled by default but can be turned off if needed.

See Understanding Concierge SMS for SMS subscription management for more information. 

Recover more revenue by automatically charging a customer’s backup payment method when the primary fails.

Backup Payment Methods is now live for all merchants. When a customer’s primary payment method fails, Recharge will automatically attempt to charge any other saved payment methods. If successful, that method becomes the new primary for future orders to that address.

You can control whether customers are opted in or out by default, which is especially important for regions with stricter GDPR requirements.

You can also:

• Identify charges processed with a backup method in the Charge Timeline or Charges export
• View each customer’s opt-in status directly on the Customer Details page

See Enabling backup payment method retries to recover failed charges and reduce churn for more information.

Advanced mode lets you unlock advanced customizations for your punch card experiences.

Punch Cards now make it easier to build anything from simple rewards to more sophisticated loyalty programs with the new Advanced mode.

Start with a guided setup to define your audience and reward milestones. When you’re ready for more control, switch to Advanced mode to automatically generate a pre-built flow; there's no need to start from scratch.

From there, you can layer in advanced logic like A/B testing, customer segments, and Klaviyo notifications, all within the same flow.

To keep things streamlined, punch card display settings are managed directly within the Punch Card node once you’re in Advanced mode.

See How to set up punch cards for more information. 

You can now dynamically update a customer’s shipping rate within Rewards flows.

We’ve introduced a new Update shipping rate node in Rewards, allowing you to modify shipping prices on a customer’s address based on flow conditions.

With this update, you can set a custom shipping price, optionally define a title and code, and update the address associated with the processed charge. These updates persist across future recurring charges until changed again by another flow or update.

The node also supports multi-currency configurations. By default, shipping rates are converted from your store currency, or you can define custom prices per currency. Any unspecified currencies will automatically use the converted store currency value.

This update gives you more control over shipping as a retention and incentive lever. You can reward loyal customers, create targeted shipping promotions, and adjust shipping logic without manual intervention.

Examples include:

• Reducing shipping after a customer’s third order to encourage retention
• Applying free shipping after a set number of orders
• Offering promotional shipping rates tied to specific products or campaigns
• Creating VIP experiences with permanently reduced shipping rates

See Understanding the Update shipping rate node for Rewards flows in the Recharge Help Center for more information.

Swap a specific subscription in Automate with a single node, without a Smart Loop.

You can now create email notifications when building a punch card experience to notify customers of their earned rewards.

Configure automated email notifications alongside your reward milestones and display settings to ensure customers are notified the moment they earn a reward. This creates a seamless, high-touch loyalty experience and lets you launch everything in a single setup flow, reducing friction and delivering that “moment of delight” automatically.

See Setting up milestone-based loyalty rewards with dynamic punch cards for more information.

We're working on a new feature that will allow you to manage multiple cross-sell experiences within the customer portal.

👉 Sign up to be the first to get access: https://forms.gle/uJjxxTyVGuc5nAn77

This feature will allow you to create a range of cross-sell flows in the customer portal, define which customers see each experience, and control which products appear in each cross-sell carousel.

It’s designed to give you more flexibility in how you promote products to existing subscribers, instead of using a the same setup for everyone.

Build Automate flows from a clean slate with a new starter option.

You can now create Automate flows using a minimal starter template, no pre-built logic required.

This update is designed for merchants who need flexibility to build custom or one-off automations without adapting an existing template. Instead of starting with the closest match and deleting nodes, you can now begin with a minimal, ready-to-build canvas.

For example, you can:

• Update shipping rates based on specific trigger conditions
• Create simple, modular flows like adding customers to segments based on order count
• Combine conditions and actions that don’t fit standard templates

See How to create an Automate flow from scratch for more information.

You can now dynamically update a customer’s shipping rate within Automate flows.

We’ve introduced a new Update shipping rate node in Automate, allowing you to modify shipping prices on a customer’s address based on flow conditions.

With this update, you can set a custom shipping price, optionally define a title and code, and update the address associated with the processed charge. These updates persist across future recurring charges until changed again by another flow or update.

The node also supports multi-currency configurations. By default, shipping rates are converted from your store currency, or you can define custom prices per currency. Any unspecified currencies will automatically use the converted store currency value.

This update gives you more control over shipping as a retention and incentive lever. You can reward loyal customers, create targeted shipping promotions, and adjust shipping logic without manual intervention.

Examples include:

• Reducing shipping after a customer’s third order to encourage retention
• Applying free shipping after a set number of orders
• Offering promotional shipping rates tied to specific products or campaigns
• Creating VIP experiences with permanently reduced shipping rates

See Understanding the Update shipping rate node for Automate flows in the Recharge Help Center for more information.

You can now update cancellation reasons used by your support staff directly in the merchant portal.

We’ve restored the ability for your support staff to edit cancellation reasons on the Customer details page.

You can manage your cancellation reasons in your Cancellation Prevention settings page in the Recharge merchant portal. See How to edit your Cancellation Prevention settings in the Recharge Help Center for more information.