Recharge Quick Actions
Quick Action URLs provide customers with magic links to manage their subscriptions without needing to log in to their accounts. Recharge Quick Actions streamline the customer experience and help you empower your customers throughout their subscription lifecycle.
This guide explains how to set up Quick Actions for both flows and campaigns in Klaviyo.
- Shopify Checkout Integration
Before you start
- To provide a seamless customer experience, configure your customer portal settings to allow both the Storeowner and customer to update aspects of the subscription.
How it works
Quick Action URLs are dynamic links that are emailed to your customers. Quick Actions automatically generate a unique link specific to your customers based on their subscription data. Recharge Quick Actions are automatically enabled once you install the Klaviyo integration.
You can include Quick Actions URLs in both Klaviyo email campaigns and custom flows.
Klaviyo offering |
What is it? |
How does it work with Recharge? |
How can I use this with Quick Actions? |
Klaviyo Flow | Pre-built notifications triggered by specific customer events. | Use Recharge event metrics as the trigger to your Klaviyo flows. |
Include a Quick Action URL in a flow to send automated transactional notifications based on customer events, and empower customers to manage their subscriptions effortlessly. Example: Create a welcome email flow for new subscribers with a Quick Action URL to view their customer portals. |
Klaviyo Campaigns | One-time email notifications created within Klaviyo to communicate promotions and announcements, either to all of your customers or to specific customer groups, that are sent immediately, or at a scheduled time of your choosing. | Utilize Recharge customer data to segment and target your customers to maximize your email reach. |
Include a Quick Action URL in a campaign to send both marketing emails automatically. Example: Create a one-time email campaign alerting customers about your new product, and include a Quick Action URL so that it can easily be purchased and added to the customer's next order. |
Customer experience
Customers interact with the Quick Action URL in their email. Before completing the action, Recharge authenticates that the customer is the account owner using a 6-digit passcode.
Using the billing and shipping addresses, Recharge determines what authentication method a customer can choose:
- Customers located in Canada or the United States: The 6-digit passcode is available through email or SMS.
- International customers: The 6-digit passcode is available through email.
Recharge processes the Quick Action once the customer enters the correct passcode.
Add a Quick Actions URL to a Flow or Campaign in Klaviyo
Step 1 - Quick Action URL Builder
Use the Quick Actions URL Builder to auto-generate the correct Quick Actions URL for your Klaviyo flows or campaigns.
There are some preliminary setup instructions and limitations for specific Quick Actions. Review the configuration considerations related to the specific Quick Action you are creating before using the builder to confirm if any additional steps are required.
- From the Recharge merchant portal, click Tools & apps and select Quick Actions to open the Quick Actions URL Builder.
- Select the Quick Action you wish to build from the What would you like to do? dropdown.
- Confirm if you're Quick Action will be sent in a campaign or a flow in the next dropdown menu. Confirm the metric trigger if you are sending the Quick Action in a flow.
- The Quick Action URL auto-populates in the textbox. Select Copy link to add the Quick Action URL to your clipboard.
- You may need to make additional adjustments to the Quick Actions URL depending on the action before inserting it into your Klaviyo notification. Review the configuration considerations listed with each Quick Action to ensure it’s configured correctly. For example, you will need to replace any texts in <brackets>:
- Replace the <VARIANTID> text with the variant ID from your store if you are using a Quick Action to swap a product or add a product.
- Replace the <DISCOUNTCODE> text with the desired discount code if you are including a discount code in your Quick Action.
- Ensure you remove the brackets (<>) when replacing the <VARIANTID> and <DISCOUNTCODE>.
- Add the URL to your Klaviyo flow or campaign once finished.
Step 2 - Add the Quick Action URL to a flow or campaign
Klaviyo flows and campaigns are highly customizable, making it easy for you to establish your brand's image, voice, and messaging in your notifications.
Add a Quick Action URL to a flow
- Create a flow in Klaviyo.
- Select Metric as your Trigger setup.
- Use the relevant Recharge metric to trigger the notification.
- Build your flow. Use the Email action to add messaging, and design your email content.
-
Add your Quick Actions URL to your email notification by pasting the code directly into the source code field. Alternatively, you can add the Quick Actions URL as a link through a button or image.
- Turn your flow on to activate it. After activation, any customer who performs an action that triggers the flow will immediately receive the notification.
Add a Quick Action URL as a campaign
Before building the campaign, you may want to use Recharge custom properties to create customer segments to target specific customer groups.
- Create a campaign in Klaviyo.
- Use the Email action to add messaging, and design your email content.
-
Add your Quick Actions URL to your email notification by pasting the code directly into the source code field. Alternatively, you can add the Quick Actions URL as a link through a custom-coded button using HTML.
- After reviewing your content, schedule the notification for a later day, or send it immediately.
Test a Quick Action URL
Klaviyo’s preview option is not compatible with Quick Action URLs as Klaviyo cannot pull the necessary customer information when creating a preview email. Perform a test to confirm the Quick Action URL functions correctly before making any notification live to customers.
Flows
- Open your flow in Klaviyo.
- Select the three dots next to the email you wish to preview and then select Edit.
- Select Edit Content.
- Select the Preview button from the left-hand side navigation.
- Preview the email directly in Klaviyo, or configure the test to have the email sent to a specific address.
- Select Preview now to view your Flow as if you were a customer. You should be able to click on the Quick Action URL and begin the process of managing your subscription.
Campaigns
Test your campaign before scheduling or sending the notification.
- Create a customer segment that only applies to your test customer credentials.
- Clone the campaign you plan on sending to customers.
- Send the campaign to your test segment.
This will send the campaign to your inbox as if you were a customer receiving the notification. After confirming that the duplicated campaign is satisfactory, delete the duplicate campaign and send the original campaign to the correct customer segment.
Customize the authentication page
Customize the authentication page messaging and appearance to your branding.
Update the text on the Quick Actions authentication page
- From the merchant portal, click Storefront and select Translations.
- Select the Quick Actions tab.
- Update the translations listed in the Verification Prompts tab.
- Click Save to confirm your changes.
See Quick Actions translations for more information.
Customize the look of the Quick Actions authentication page
Use CSS to update the styling of the authentication page. This requires custom coding and is not supported by Recharge per our design policy.
- From the merchant portal, click Storefront and select Customer portal.
- In the Customize styles section, enter your custom CSS code.
- Click Save to confirm your changes.
Available Quick Actions
Quick Action |
Use case |
Customer experience |
View the customer portal | Customers can access their customer portal. | The customer is directed to the customer portal. |
Ship next order now | Customers can change their charge date to ship their next order immediately. | The customer is directed to a page containing details about the next order. |
Skip next order | Customers can skip their next upcoming order. | The customer is directed to the delivery schedule page for the next order. |
Delay next order | Customers can delay their next upcoming order by a predetermined period. | The customer is directed to the delivery schedule page for the next order |
Add a one-time product to the next order | Customers can add a one-time product to their upcoming order. | The customer is directed to the Subscription page of the customer portal. |
Swap current subscription | Customers can swap from one subscription product to another. | The customer is directed to the specific subscription where the product was swapped. |
Apply discount to next order | Customers can add a discount to their subscription. | The customer is directed to the specific subscription the discount was applied to. |
Reactivate cancelled subscription | Customers can reactivate a previously cancelled subscription. | The customer is directed to the specific subscription the action reactivated. |
Reactivate cancelled subscription and apply discount code | Customers can reactivate their subscription and apply a discount to their next upcoming order. | The customer is directed to the specific subscription the action reactivated. |
Reactivate cancelled subscription and add one-time product | Customers can reactivate their subscription and add a one-time product to their next upcoming order. | The customer is directed to the Upcoming Orders page |
Add one-time product to the next order and apply a discount | Customers can add a one-time product to their upcoming order and apply a discount. | The customer is directed to the delivery schedule page for the next order. |
Add subscription or Add subscription and apply discount | Customers can purchase an additional subscription. | The customer is directed to the delivery schedule page for the next order. |
The following chart explains which actions can be included in a flow or campaign, as the customer experience after interacting with the Quick Action URL.
Quick Action |
Flows |
Campaigns |
Trigger |
View the customer portal | ✅ | ✅ | Any available metric |
Ship next order now | ✅ | ❌ |
Subscription started on ReCharge: Customers can change the charge date for the next upcoming order scheduled right after their initial subscription order. Order upcoming on ReCharge: Customers can change the charge date for their next upcoming order. |
Skip next order | ✅ | ❌ |
Subscription started on ReCharge: Customer can skip their next order as soon as their subscription starts. Order upcoming on ReCharge: Customers can skip their next upcoming order. |
Delay next order | ✅ | ❌ | Order upcoming on ReCharge: Customers can delay their next upcoming order. |
Add a one-time product to the next order | ✅ | ✅ |
Subscription started on ReCharge: Customers can add a one-time product to their upcoming order after their initial subscription order. Order upcoming on ReCharge: Customers can add a one-time product to their next upcoming order. |
Swap current subscription | ✅ | ✅ |
Subscription started on ReCharge: Customers can swap to a new product as soon as their subscription starts. Order upcoming on ReCharge: Customers can swap to a new product on their next upcoming order. |
Apply discount to next order | ✅ | ✅ |
Subscription started on ReCharge: Customers can apply a discount as soon as their subscription starts. Order upcoming on ReCharge: Customers can apply a discount on their next upcoming order. |
Reactivate cancelled subscription | ✅ | ✅ |
Subscription cancelled on ReCharge |
Reactivate cancelled subscription and apply discount code | ✅ | ✅ | Subscription cancelled on ReCharge |
Reactivate cancelled subscription and add one-time product | ✅ | ✅ | Subscription cancelled on ReCharge |
Add one-time product to the next order and apply a discount | ✅ | ✅ |
Subscription started on ReCharge: Customers can add a one-time product to their upcoming order and apply a discount after their initial subscription order. Order upcoming on ReCharge: Customers can add a one-time product to their next upcoming order and apply a discount. |
Add subscription or Add subscription and apply discount | ✅ | ✅ |
Subscription started on ReCharge: Customers can add a subscription product to their upcoming order and apply a discount after their initial subscription order. Order upcoming on ReCharge: Customers can add a subscription product to their next upcoming order and apply a discount. |
Configuration considerations
See the chart below for a full list of limitations and considerations when configuring a quick action for both flows and campaigns:
Quick Action |
Considerations |
View the customer portal |
|
Ship next order now |
|
Skip next order |
|
Delay next order |
|
Add a one-time product to the next order |
|
Add a one-time product to the next order and apply a discount |
|
Swap current subscription |
|
Apply discount to next order |
|
Reactivate a cancelled subscription |
|
Reactivate subscription and apply discount |
|
Reactivate subscription and add one-time product |
|
Add subscription / Add subscription and apply discount |
|
Considerations
- Only existing subscribers can interact with Recharge Quick Action URLs
- Any campaigns created that include a Quick Action URL should target existing subscribers
- Quick Action URLs do not work with BigCommerce or Custom headless stores
- Quick Action URLs can be used with prepaid subscription products to update the next charge date, but not the shipment date
- Build a trigger split in Klaviyo to prevent customers with prepaid subscriptions from receiving emails that do not apply to their subscription
Common issues
See Troubleshooting Quick Actions or the Recharge Quick Actions FAQ for instructions on common issues that may arise when configuring Quick Action URLs.