Step 1: Navigate to Swaps
In the left sidebar, click Swaps under Growth Tools.
Step 2: Create a New Swap
On the Swaps Dashboard, click the + Create button in the top right corner to start building a new Swap.
Step 3: Choose Your Goal
Select Grow Contact List as the goal for this Swap.
This option lets you collect emails, phone numbers, and location data from fans.
Click Next.
Step 4: Choose What Info to Collect from Fans
Email address and first name are always required. You can optionally enable:
Collect Phone Number — Toggle this on to enable SMS marketing and direct outreach. A phone number field will appear on your Swap signup form.
Collect Zip Code — Toggle this on to collect location data, useful for tour planning and location insights.
Once you've made your selections, click Next.
Step 5: Choose What Fans Get for Signing Up
This is the content fans will access after they sign up.
You have two options:
Upload Media — Upload a file directly (video or audio)
Link/Embed Video — Paste a link to an external video
Upload your file or paste your link, then click Next.
Step 6: Upload a Cover Image
Choose a cover image that will appear on your Swap page. Click Next when done.
Uploading a video? We'll automatically create a moving cover for you. You can replace it anytime by clicking Manage on your Swap and clicking Replace under the Cover section.
Step 7: Name Your Swap
Enter a Swap Title — something clear and descriptive like "New Music Preview" or "Fan Poll."
Optionally, toggle on Include a Swap Description to add more context for fans about what they're signing up for.
Finalize your title and description, then click Next.
Step 8: Limit Access (Optional)
You can optionally restrict who can access your Swap content:
Set an End Date — After this date, fans can still join your list but won't be able to access the content.
Set a Capacity Limit — Once the limit is reached, fans can still join your list but won't access the content.
These are both optional. If you don't need to limit access, leave both toggles off and click Next.
Step 9: Set Up the Fan Journey (Optional)
Toggle on Continue the Fan Journey to add a banner that appears after fans sign up, directing them somewhere next.
If enabled, fill in:
Banner Headline — A short, punchy headline (e.g., "Stay Connected")
Supporting Text — A brief description of where fans are headed (e.g., "Get first access to new music, merch, and shows")
Send Fans To — Choose either:
Your Community — Your community will be automatically linked
Custom Link — Paste the full URL where you want fans to land after tapping the banner
This is a great way to move fans from a Swap directly into your Community.
Step 10: Save & Publish
Once everything looks good, click Save & Publish.
Your Swap is now live! You'll see a confirmation screen with your Swap link. You can:
Continue Editing — Go back into the Swap to make changes
Exit to Dashboard — Return to your Swaps Dashboard
You're Done!
Your Swap is live. Copy your Swap link and start sharing it with your fans across socials, bio links, shows, and anywhere else your audience is.
Head back to the Swaps Dashboard anytime to manage your Swaps, check stats, and track performance.