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Recharge Quick Actions

Shopify Checkout integration Recharge Checkout on Shopify
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Recharge Quick Actions are standard URLs you can send to your customers that perform specific actions on their subscriptions. You can build Quick Action URLs that allow customers to skip their next shipments, reactivate subscriptions, or even add one-time products to their upcoming orders.

Quick Actions work seamlessly with our Klaviyo V2 integration, giving you full control over your customer notifications.

This guide goes through the available Quick Actions, as well as how to create and test a Quick Action before sending it to a customer. 

Platforms:
  • Recharge Checkout on Shopify
  • Shopify Checkout Integration

Before you start

  • Recharge Quick Actions is currently in beta and open to merchants. Contact the Recharge Support team if you are interested in participating in this beta.
    • As this feature is in beta, bugs may arise, however, we are committed to addressing issues as they appear. For more information, visit Recharge Beta Program. 
  • Quick Actions is currently not supported on the Prima theme. You can use the Novum Customer Portal theme to utilize Quick Actions.
Tip: To view known functionality limitations, visit Known limitations.

What are Recharge Quick Actions?

Recharge Quick Actions are standard URLs that can be sent to customers so that they can quickly perform a variety of actions. Quick Actions removes unnecessary navigation steps and makes it easier for customers to interact with their subscriptions.

When a customer clicks on the Quick Actions link, they're taken to a passcode verification page as an extra security measure. Once the customer verifies their identity, they can perform the action included in the notification, all without logging into their portal.

You set the variables for each Quick Action link, which ensures that the action is performed on the right subscription. You can build the links for your customers and email them individually. 

Recharge Quick Actions are typically used with the Klaviyo V2 integration, as it allows you to send one Quick Action URL to multiple customers at the same time using Klaviyo's variables. Refer to Setting up Quick Actions in Klaviyo for more information. 

Available Quick Actions

The following list outlines all available Quick Actions, an example of the Quick Action URL used in Klaviyo, and any applicable notes.

Action Quick Action URL used in Klaviyo Flows Quick Action URL used in Klaviyo Campaigns Notes

Reactivate a canceled subscription

 https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=reactivate&subscription_id={{ event.extra.id }} {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'CANCELLED' and sub.is_prepaid == False % } <a href="https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=reactivate&subscription_id={{ sub.subscription_id }}">Click here to reactivate</a> your subscription for {{ sub.product_title }}<br />
{% endif %} {% endfor %} 		 

Skip next order

When using the "Subscription started on ReCharge" metric:

https:///tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=skip_next&subscription_id={{ event.extra.id }}

When using the "Order upcoming on ReCharge" metric: 

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=skip_next&subscription_id={{ event.line_items.0.subscription_id }} 		 

This Quick Action URL only works if your Customer Portal settings are configured to allow both the Storeowner and customer to skip the next shipment.

Swap current subscription

When using the "Subscription started on Recharge" metric:

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=swap&subscription_id={{ event.extra.id }}&shopify_variant_id=<VARIANTID>

When using the "Order upcoming on ReCharge" metric: 

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=swap&subscription_id={{ event.line_items.0.subscription_id }}&shopify_variant_id=<VARIANTID>

 

Replace <VARIANTID>with the variant ID for your product.

  

This Quick Action URL only works if your Customer Portal settings are configured to allow both the Storeowner and customer to swap the subscription product on the order.

Add a one-time product to the next order

When using the "Subscription started on Recharge" metric:

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=add_onetime&subscription_id={{ event.extra.id }}&shopify_variant_id=<VARIANTID>

When using the "Order upcoming on ReCharge" metric: 

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=add_onetime&subscription_id={{ event.line_items.0.subscription_id }}&shopify_variant_id=<VARIANTID>

 

Replace <VARIANTID>with the variant ID for your product.

 {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'ACTIVE' and sub.is_prepaid == False %} <a href="<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.recharge_customer }}/process?action=add_onetime&subscription_id={{ sub.subscription_id }}&shopify_variant_id=<VARIANTID>">Click here to add this offer</a></span><br />
{% endif %} {% endfor %}</p>

 

Replace <VARIANTID>with the variant ID for your product.

This Quick Action URL only works if your Customer Portal settings are configured to allow both the Storeowner and customers to add products to a subscription.

Ship next order now

When using the "Subscription started on Recharge" metric:

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=ship_now&subscription_id={{ event.extra.id }}

When using the "Order upcoming on ReCharge" metric: 

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=ship_now&subscription_id={{ event.line_items.0.subscription_id }} 		   
Apply discount to next order

When using the "Subscription started on Recharge" metric:

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=apply_discount&subscription_id={{ event.extra.id }}&discount_code=<DISCOUNTCODE>

When using the "Order upcoming on ReCharge" metric: 

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=apply_discount&subscription_id={{ event.line_items.0.subscription_id }}&discount_code=<DISCOUNTCODE>

 

Replace <DISCOUNTCODE> with the Discount Code from your store. 

 {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'ACTIVE' and sub.is_prepaid == False %} <a href="<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.recharge_customer }}/process?action=apply_discount&amp;subscription_id={{ sub.subscription_id }}&discount_code=<DISCOUNTCODE>">Click here to add this offer</a></span><br />
{% endif %} {% endfor %}</p>

 

Replace <DISCOUNTCODE> with the Discount Code from your store. 

This Quick Action URL only works if your Customer Portal settings are configured to allow customers to input discount codes on the Customer Portal.

View customer portal

 {{ organization.url }}/tools/recurring/quick_actions/
{{ person.recharge_customer }}
/process?action=view_portal_page&page=subscriptions 		https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=view_portal_page&page=subscriptions  

Reactivate subscription and apply discount code

{{ organization.url }}/tools/recurring/quick_actions/{{ person|lookup:'recharge_customer' }}/process?action=reactivate&action=apply_discount&subscription_id={{ event.extra.id }}&discount_code=<DISCOUNTCODE>

 

Replace <DISCOUNTCODE> with the Discount Code from your store. 

 

Note: The Reactivate and apply a discount action must be used with the "Subscription cancelled on ReCharge" metric.

 

 {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'CANCELLED' and sub.is_prepaid == False % } <a href="https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=reactivate&action=apply_discount&subscription_id={{ sub.subscription_id }}&discount_code=<DISCOUNTCODE>">Click here to reactivate</a> your subscription for {{ sub.product_title }}<br />
{% endif %} {% endfor %}</p>

 

Replace <DISCOUNTCODE> with the Discount Code from your store. 

This Quick Action URL only works if your Customer Portal settings are configured to allow customers to input discount codes on the Customer Portal.

Reactivate subscription and add one-time product

{{ organization.url }}/tools/recurring/quick_actions/{{ person|lookup:'recharge_customer' }}/process?action=reactivate&action=add_onetime&subscription_id={{ event.extra.id }}&shopify_variant_id=<VARIANTID>

 

Replace <VARIANTID> with the variant ID for your product.

 {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'CANCELLED' and sub.is_prepaid == False % } <a href="https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=reactivate&action=add_onetime&subscription_id={{ sub.subscription_id }}&shopify_variant_id=<VARIANTID>">Click here to reactivate</a> your subscription for {{ sub.product_title }}<br />
{% endif %} {% endfor %}</p>

This Quick Action URL only works if your Customer Portal settings are configured to allow both the Storeowner and customers to add products to a subscription.

 

Note: Copying a Quick Action URL from Recharge to Klaviyo adds amp; to the end of any ampersands in the URL. This does not affect the functionality of the Quick Action.

How Quick Action URLs are structured

Individual Quick Action URLs are made up of at least three distinct variables:

  • The customer hash. A unique identifier to ensure the action is performed on the correct account. This can be found in the Customer Export under the Hash column.
    The action. This indicates what action must be performed.
    The Subscription ID. A unique identifier that ensures the action is performed on the right subscription.

The following URL highlights an example of a URL action that could be used to add a one-time product to a subscription:

https://mystore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=add_onetime&subscription_id=111076384&shopify_variant_id=32475718385739

The following variables were used to construct this URL:

Variable

Example

Purpose

The customer hash

5244250087ca77ba5cd96c57

Confirms that the action is performed for a specific customer. 

The action

action=add_onetime

Confirms that the action being performed is to add a one-time product to the order.

The Subscription ID

111076384

Confirms which subscription to add the one-time order to.

Refer to Setting up Quick Actions in Klaviyo for more information on using Klaviyo variables to send Quick Action URLs to multiple customers at once. 

Action names and required variables

The variables required to perform an action may change depending on the action type. Refer to this chart to confirm which variables are needed for the action you wish to accomplish: 

Action

Action name

Required variables

Example

Reactivate subscription

reactivate

customer_hash, subscription_id

https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=reactivate&subscription_id=111076384

Skip next order

skip_next

customer_hash, subscription_id

https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=skip_next&subscription_id=111076384

Skip entire next order 

skip_next

customer_hash, subscription_id,
all_in_order=1

https://examplestore.myshopify.com/tools/recurring/quick_actions/8bc00fef88a5f97f/process?action=skip_next&subscription_id=113426372&all_in_order=1

Swap current subscription

swap

customer_hash, subscription_id,

shopify_variant_id

https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=swap&subscription_id=111076384&shopify_variant_id=32475714715723

Add one-time product to next order

add_onetime

customer_hash, subscription_id,

shopify_variant_id,

quantity

https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=add_onetime&subscription_id=111076384&shopify_variant_id=32475718385739

Ship now next order

ship_now

customer_hash
subscription_id

https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=ship_now&subscription_id=111076384

Ship now entire next order

ship_now

Customer_hash, subscription_id,
all_in_order=1

https://examplestore.myshopify.com/tools/recurring/quick_actions/8bc00fef88a5f97f/process?action=ship_now&subscription_id=113426372&all_in_order=1

Apply discount to next order

apply_discount

customer_hash,

subscription_id,

discount_code

https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=apply_discount&subscription_id=111076384&discount_code=20OFF

View customer portal page

view_portal_page

customer_hash,

page
(page can be: subscriptions, schedule,

orders,

addresses,

customer, payment_sources,

payment_source)

https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=view_portal_page&page=subscriptions

Reactivate subscription and apply discount

reactivate, apply_discount

customer_hash,

subscription_id,

discount_code

https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=reactivate&action=apply_discount&subscription_id=111076384&discount_code=20OFF

Reactivate subscription and add one-time product

reactivate, add_onetime

customer_hash, subscription_id,

shopify_variant_id,

quantity

 https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=reactivate&action=add_onetime&subscription_id=111076384&shopify_variant_id=32475718385739

 

Expand for instructions on locating variable information

When building your URL, it is important to understand where to find all of the relevant components:

Variable Where to find the information
Customer hash

The customer hash is a unique string of numbers that can be found in the URL following /customers/ when you access an individual customer's Subscriptions page. 
image2.png

 

The Recharge customer hash is different than the customer ID.

Subscription ID (formerly purchase item ID

 This is a customer's unique subscription ID. It can be found in your Active Subscription export. 
Variant ID

You can find the variant ID by following the instructions in the Finding and exporting variant IDs guide or by locating the shopify_variant_id column in your Subscriptions - Active export.

It is important to make sure you are using the original product variant ID, and not the product ID or the auto-renew product or variant ID.
Discount code

As of June 10th, 2021, Quick Action URLs use the actual discount code to apply discounts to an order, not the Discount ID. Any existing URLs containing the Discount ID must be updated to include the discount code instead.

The discount code used in your Quick Actions URL is the same discount code that you share with customers to receive a discount on their orders.

You can locate the discount code in your Discount export in the code column or in the Code details column from Settings > Discount.

The_discount_code_links_to_the_specific_discount_settings_page_for_that_code.png

Discount codes can have a space in them (ie. 50 OFF), as browsers recognize the space and add a plus sign to represent the space in the URL. Discount codes cannot contain special characters such as dollar signs, exclamation marks, or percentage signs(ie. 50%OFF).

Note: You must configure the discount code settings so that the specific discount code can be applied through the Customer Portal.  

 

Tip: Once you've built an individual Quick Action URL you can replace the variable used with the corresponding Klaviyo variable to include your Quick Action URLs in your Klaviyo Flows and campaigns. 

Quick Actions authentication

When the customer clicks on a URL, they must be authenticated as the owner of that account before processing the action. Recharge does this by sending a 6-digit number (passcode) to the customer. Tokens are valid for ten minutes once a passcode has been generated by the customer. 

  • By default, customers across the globe will receive their 6-digit passcode via email. 
  • Customers located in the United States or Canada have the option of receiving their passcode via SMS text message. We use the billing and shipping address to determine the customer's location, and if the SMS option should be displayed. 

option_to_receive_verification_via_SMS_or_email_is_available_to_US_or_CAN_customers.png

Once the customer enters the correct code, we can process the Quick Action. 

 

QuickActionsSimpleFlow.png

Customizing the Quick Actions Verification Password pages

You can update both the phrasing used on the verification page, as well as the actual look of the page. 

Update the text

  1. In the Recharge Dashboard, click the wrench icon and select Translation.
  2. Select the Quick Actions tab.
  3. On the Quick Actions tab, you can enter in the updated verbiage or translation that you would like to include.
  4. Click Save when finished. 

Customize the look

To update the styling of the page, you will have to implement CSS. Note that this will require custom coding and not supported by Recharge per our design policy. 

  1. In the Recharge Dashboard, click the wrench icon and select Customer portal.
  2. Under Customize styles, enter in CSS code. 
  3. Click Save. 

Testing Quick Actions before set-up

Before setting up Quick Actions in Klaviyo, it can be helpful to test the Quick Actions by constructing the URLs manually so you can experience what it is like for your customers. 

Step 1 - Create test information

  1. Create a test customer in Recharge, using your real email and phone number to test your customer information. You will need to create a test customer by going through the checkout with a subscription product if you are using the Shopify Checkout Integration.
  2. Add 2-3 products to your test customer account. If you are testing a re-activation action, then you will want to cancel one of the products.

Step 2 - Build your Quick Actions URL manually 

When testing Quick Actions URLs outside of Klaviyo, you will have to manually include the information that Klaviyo's variables would normally pull in automatically. For example, the Shopify URL, customer hash, and subscription ID.

For example:

https://yourstore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=add_onetime&subscription_id=111076384&shopify_variant_id=32475718385739
Tip: For more information on the URL structure, visit Understanding the Quick Actions URL structure.

Step 3 - Test the URL

After constructing the URL, enter the URL into your browser, ensuring that the .myshopify.com component of your URL is reflective of your store's Shopify address. 

Using Quick Actions with Klaviyo

Though Quick Actions can be used with custom-built notifications, the feature will work with your Klaviyo integration out-of-the-box. For more information, visit Setting up Quick Actions in Klaviyo.

Known limitations

Action limitations

  • A Quick Action URL cannot be used to reactivate subscriptions that are set to expire after a certain amount of charges. The subscription is reactivated, however, a next charge date is not assigned. 
  • A Quick Action URL cannot be used to reactivate all canceled subscriptions at once in bulk. Reactivations are performed on a subscription level. If a customer has multiple subscriptions, they will each need to be reactivated.
  • Using the Swap action does not update the charge frequency going forward. The customer is subscribed to a new product, but the frequency remains the same as before the swap.
    • You can manually update the charge frequency for a subscription, but this is not completed during the Quick Action URL Flow. Alternatively, customers can update the charge date themselves via the Customer Portal once the Quick Action Flow is complete. 
  • Quick Action URLs that are used to add one-time products to subscriptions leverage the product's variant ID. You need to create multiple Quick Action URLs if your product has multiple variant IDs that you wish to offer to customers. 

Discount limitations

  • Discounts must be enabled to work with the Customer Portal in order for Quick Actions to be applied.
  • If a discount is already applied, the Quick Action will not apply the new discount as Recharge does not currently support stacked discount codes.
  • Discount codes with special characters (ie. 10%OFF) are not supported by Recharge Quick Actions. Discount codes containing spaces do work with Recharge Quick Actions. 

Integration limitations

  • Recharges V2 metrics on Klaviyo are the only metrics in Klaviyo that have the ability to use the customer hash and subscription ID variables at this time. 

Platform limitations

  • The "Reactivate subscription and apply discount" action is not available for merchants using the Shopify Checkout integration at this time.
  • At this time Quick Actions only supports, Shopify stores with a Shopify Application Proxy. As a result, some headless stores will not be able to use Quick Actions.

Product limitations

  • Prepaid subscriptions are not supported by Quick Actions.
  • Before adding a one-time product to a subscription, it has to be added to Recharge as a Subscription or one-time product. 
  • Quick Actions will allow adding one-time products even if they are out-of-stock.

Theme limitations

  • Quick Actions is not supported on the Prima theme at this time. If you are using Prima, your Quick Actions URLs will not work.

FAQ

For commonly asked questions, visit Recharge Quick Actions FAQ.

Support and feedback

Contact our support team with any questions or feedback about Recharge Quick Actions.

If you are using the beta please submit your feedback through the beta feedback form.

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