Quick Actions 2.0 Early Adopter Program

Quick Actions let you create customer-facing links to include in your Klaviyo emails and SMS messages. Customers can click a link to modify an upcoming order or jump straight to the customer portal, making it easy to act on your marketing messages in one click.

Quick Actions 2.0 is a significant upgrade to Recharge Quick Actions. You can now save and manage quick actions, stack multiple actions into a single link, customize the landing page customers see, set expiry dates, and measure performance with built-in analytics.

This guide explains how to create a quick action, customize its landing page, and review its performance.

Before you start

• Quick Actions 2.0 is in Early Adopter status. Look for the in-app invite in Tools > Quick actions to turn it on for your store. See Early Adopter Programs for more information.
• Quick Actions 2.0 requires the Klaviyo integration.

What's new in Quick Actions 2.0

• Saved quick actions: Give each quick action a name, description, and status, and edit, duplicate, or turn it off at any time.
• Stackable actions: Combine multiple actions in one link, such as a delay and a cross-sell.
• Customizable landing pages: Control the layout and copy of the landing and confirmation pages customers see.
• Analytics: Track link clicks, landing page views, customer actions, and conversion rate.
• Expiry dates: Set a date after which the link no longer works.
• Preview: See how the landing page looks for a specific customer before you send it.
• Improved offers: Cross-sell a specific variant or a list of products.

Create a quick action

Once you've enrolled through the in-app invite in Tools > Quick actions, follow the steps below to create a quick action:

Step 1 - Set up the quick action

1. In your Recharge merchant portal, select Storefront, then click Quick actions.
2. Click Create new quick action. 
3. Select the quick action type:
   • Modify upcoming order: Apply one or more actions to the customer's upcoming order.
   • Link to customer portal: Send the customer directly to their customer portal.
4. Add a name and an optional description for your quick action.
5. If you selected Modify upcoming order, move on to Step 2. If you select Link to customer portal, click Save quick action.

Step 2 - Build the quick action

Step 1 - Add actions

If you selected Modify upcoming order, add one or more actions to the quick action:

Stack multiple actions

You can combine compatible actions in a single quick action, such as a delay and a cross-sell. Not all actions can be stacked together. The table below shows which actions you can add next, based on what's already in your quick action. 

Step 2 - Configure URL settings

Choose how the quick action link will be used in Klaviyo. This determines the URL Recharge generates for you, so it matches your Klaviyo setup:

• Campaign: Use the link in a one-off Klaviyo campaign where you choose the audience. Because there's no Recharge event tied to the send, the URL looks up a subscription from the customer's Klaviyo profile, which is typically their first active, non-prepaid subscription. Reactivate quick actions look up a cancelled subscription instead.
• Flow: Use the link in a Klaviyo flow triggered by a Recharge metric. The URL uses the specific subscription attached to the triggering event. Select the trigger that matches your flow:

Optionally, you can also set:

• An expiry date. If a customer clicks the link after this date, they see a page explaining that the offer has expired.
• A per-customer claim limit (0–100, default 1). Use this to control how many times each customer can use the link. Set it to 0 to allow unlimited use. Customers who exceed the limit see a message stating that the offer has already been claimed, with a link to their customer portal.

Step 3 - Customize the landing page

Click Customize landing page to design the page customers see when they open your link. Use the selector at the top of the customizer to switch between the Landing page and the Confirmation page.

The customizer shows the sections relevant to the actions you've selected, plus the Heading and Confirmation sections. For each section, you can adjust:

• Layout settings, including section width, background color, padding, and whether the section displays inside a card
• Action-specific titles, descriptions, labels, and links, such as the swap-out and swap-in titles for a Swap product action or the button label on the Confirmation section

You can also click Add a section to add additional Recharge sections or custom extensions.

Step 4 - Save the quick action

After building the quick action, click Save quick action to save it.

Customer experience

When a customer clicks a quick action link:

1. If the link includes a seamless auth token, the customer lands directly on the quick action landing page. If not, they're asked to log in using your store's authentication method (passwordless login or Shopify account login).
2. The landing page shows the affected order and the changes to be made.
3. The customer clicks Confirm updates to apply the changes, then sees the confirmation page.

If a cross-sell or swap product in the quick action isn't available in the customer's Shopify Market, based on their shipping address, the customer sees a page explaining that the offer isn't available in their location.

Seamless authentication for links

Customers who click a quick action link don't need to log in. Recharge stores a secure, customer-specific token (rc_campaign_token) on the customer's Klaviyo profile, and URLs include this token, so the landing page automatically identifies the customer.

No setup is required. The URL generated in the quick action builder already includes code={{ person.rc_campaign_token }}.

Review quick action performance

Each quick action includes analytics for the selected date range:

Each metric shows the change compared to the previous period of the same length. Daily charts are available for landing page views, customer actions, and conversion rate.

Views are counted from the email link only. Refreshing the landing page does not increase the view count.

Considerations

Consider the following when using Quick Actions 2.0: