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.  With Quick Actions URLs you can 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 that include Quick Action URLs.

Before you start

Status and eligibility

• ReCharge Quick Actions is currently in beta and open to 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. You will receive an email from the Product team once the feature has been enabled for your store. 
• The Quick Actions feature is only available to Shopify Checkout or ReCharge Checkout merchants at this time.
• Quick Actions is currently not supported on the Prima theme. If you are using Prima, your Quick Actions URLs will not work. You will need to use the legacy theme or Novum to utilize Quick Actions.
  

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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/quick_actions/5244250087ca77ba5cd96c57/process?action=add_onetime&subscription_id=111076384&shopify_variant_id=32475718385739

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

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. 

Customizing the Quick Actions Verification Password pages

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, 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 your customer information.
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

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

• Customer hash: The customer hash is a unique string of numbers that can be found in the URL following /customers/ when you access an indivdiual customer's Subscriptions page. 
  
  
• 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: 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. 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.
• Discount ID: You can locate the Discount ID in your Discount export in the first column or by click into the Discount details page in Settings > Discount by clicking on your chosen discount. Note that the discount code must have Customer portal selected as a Can be applied on option.
  
  

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

• Prepaid subscriptions are not supported by Quick Actions.
• The "Reactivate subscription and apply discount" action is not available for merchants using the Shopify Checkout integration at this time.
• The "Reactivate" Quick Action URLs cannot be used on subscriptions that are set to expire after a certain amount of charges. They will reactivate the subscription, however, a next charge date will not be assigned. 
• Quick Actions is not supported on the Prima theme at this time. If you are using Prima, your Quick Actions URLs will not work. 
• 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.
• 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.
• The Quick Actions verification pages can be customized by entering CSS on the Customer Portal page  
• 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. 
• Klaviyo Campaigns do not currently support Quick Action URLs but it is on the development roadmap.
• 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.
• When using the product swap feature, the frequency of the customer's subscription will maintain the existing subscription delivery schedule.

• If a merchant is using Quick Actions with the legacy customer portal (Legacy Storefront or Legacy Standalone), the action View customer portal page will work with limited functionality.

  • The pages that are available to view will be subscriptions and ordersonly. The reason for this is due to the fact that the other pages addresses, schedule, customer, payment_sources and payment_source exists only within the Novum portal but not in the legacy portal, therefore attempting to view any of these pages with the legacy portal will result in a 404.

  • The Legacy specific equivalent variables for the schedule and payment_source is:

    • payment_source = card_edit
      Example= action=view_portal_page&page=card_edit

    • schedule = ​ delivery_schedule
      Example = action=view_portal_page&page=delivery_schedule

FAQ

For commonly asked questions, visit ReCharge Quick Actions FAQ.

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.