ReCharge Quick Actions

ReCharge Quick Actions are standard URLs that perform actions on a subscription. Quick Actions can reactivate a subscription, add a one-time product, and a host of other actions. Since they are standard URLs, there is no coding required. Just specify an action and some required properties into the URL. You can harness the power of Quick Actions by using Klaviyo to send targeted emails or SMS texts that include Quick Action URLs.

Status and eligibility

ReCharge Quick Actions is currently in beta and open to all merchants. If you are interested in joining the beta, please fill out the ReCharge Quick Actions Beta Program opt-in form or speak with your Account Manager.

Watch a video

Available actions

The following actions are currently available:

• Reactivate a canceled subscription
• Skip next order
• Swap current subscription
• Add a one-time product to the next order
• Ship now next order
• Apply discount to next order
• View portal page
• Reactivate subscription and apply discount code
• Reactivate subscription and add one-time product

Action names and required variables

Understanding the Quick Actions URL structure

The following URL highlights an example of a URL action that could be used to re-activate a subscription:

https://mystore.myshopify.com/tools/recurring/portal/12345/quick_actions/process?action=reactivate&subscription_id=67890

There are 3 variables that are used to construct this URL:

Note: The ReCharge customer hash is different than the Customer ID.  The customer hash can be found in the Customer Export under the hash column. You can also find it by accessing any individual customer account where it will be present in the URL.

The foundational structure of the URL will be dependent on the Customer Portal theme option you are using:

Authenticating Quick Actions with a passcode

When the customer clicks a URL, we need to authenticate that they are the owner of that account before processing the action. ReCharge does this by sending a 6-digit number (passcode) via email or a text message. Once the customer enters the correct code, we can process the action.

Once a passcode is generated by the customer, tokens are valid for 10 minutes. 

Setting up Quick Actions in Klaviyo

Though Quick Actions can be used with custom-built notifications, the feature will work with your Klaviyo integration out-of-the-box.

Available Metrics

The following Metrics are available in Klaviyo and for use with ReCharge Quick Actions:

• Subscription started on ReCharge
• Subscription cancelled on ReCharge
• Order upcoming on ReCharge

The following Metrics are available in Klaviyo but not compatible with ReCharge Quick Actions: 

• Order (prepaid) upcoming on ReCharge

Step 1 - Initial set-up and installation

1. Install the Klaviyo integration with ReCharge. 
2. In Klaviyo, enable the started checkout event syncing in ReCharge. 
3. Confirm that the Klaviyo integration is working with ReCharge by logging into Klaviyo and checking if the available metrics have registered under Analytics.
   

Step 2 - Create an email with Klaviyo Flow

1. Create a Flow in Klaviyo, and select the appropriate Metric based on the available ReCharge metrics.
2. In the Klaviyo email, construct the Quick Action URL.

Optional - Add additional variables

In your Klaviyo email, you can add additional variables to display additional information. Note that different Metrics contain different variables. 

For more information about variables in Klaviyo, visit Template Tags and Variable Syntax.

View an example

In the following example, a Subscription cancelled on ReCharge winback campaign email was built leveraging ReCharge Quick Actions.

The Klaviyo Flow set-up leveraged the Subscription cancelled on ReCharge trigger and actions an e-mail to be sent to customers who cancel:

The sample code in the Klaviyo Flow e-mail would appear like this:

<p>Hi {{ first_name }}, we'll miss you.</p>

<p>Are you sure you want to leave? Maybe you did this accidentally. If you'd like to come back, please click the following link and we'll reactivate your subscription instantly:<br />
<a href="{{ organization.url }}/tools/recurring/portal/{{ person|lookup:'recharge_customer' }}/quick_actions/process?action=reactivate&amp;subscription_id={{ event.extra.id }}">Instantly reactivate your subscription</a></p>

<p>Or you can view all the details of the subscription here:<br />
<a href="{{ organization.url }}/tools/recurring/portal/{{ person|lookup:'recharge_customer' }}/quick_actions/process?action=view_portal_page&amp;page=subscriptions">View your subscription</a></p>

<p>I'll tell you all about it when I see you again,<br />
<strong>The Haute Cute Team</strong></p>

Known limitations

• Prepaid subscriptions are not supported by Quick Actions.
• Skip and Ship now actions do not automatically apply to one-time products that are associated with the subscription.
• Before adding a one-time product to a subscription, it has to be added to ReCharge as a Subscription or one-time product. The shopify_variant_id for individual products can be found through the Shopify method.
• Quick Actions will allow adding one-time products even if they are out-of-stock.
• 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.
• If you change your theme within Theme Engine to versions created prior to September 15, 2020, you’ll have to contact ReCharge support to get Quick Actions installed.
• At this time, only Theme Engine v2.0 Quick Actions passcode pages are customizable. It is on our roadmap to make Quick Actions passcode pages adopt the styling of a store's active Customer Portal theme. 

Support and feedback

If you have any questions please reach out to your Account Manager or ReCharge Beta Program Support.

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