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

• 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.
  

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. 

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 can be included in Klaviyo Flow emails or Klaviyo campaigns to send out multiple notifications at one time. 

Watch a video

Recharge's VP of Product Strategy hosted a Quick Actions webinar with one of our Product Support Engineers to demo the feature and answered some frequently asked questions.

Video sections

• Introductions: 00:00
• Feature recap: 02:41
• Customer experience demo: 04:55
• Using Quick Actions in Klaviyo demo: 07:58
• Upcoming properties demo: 12:01
• Q+A and discussion: 15:52

Available actions

The following actions are currently available to be included in Quick Action URLs:

• 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

How Quick Action URLs are structured

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:

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: 

Locating variable information

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

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. 

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

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

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

• 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. 
• When using the product swap feature, the frequency of the customer's subscription will maintain the existing subscription delivery schedule.
• Using the Swap action does not update the charge frequency going forward. The customer will be subscribed to a new product, but the frequency will remain the same as before the swap. You can manually update the charge frequency for a subscription. 

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. 

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.