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.

 

 

 

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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. You will receive an email from the Product team once the feature has been enabled for your store. 

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Watch a video

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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

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
Swap current subscription	upgrade	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	charge_id	https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=ship_now&subscription_id=111076384
Apply discount to next order	apply_discount	customer_hash, subscription_id, discount_id	https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=apply_discount&subscription_id=111076384&discount_id=33043922
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_id	https://examplestore.myshopify.com/tools/recurring/quick_actions/5244250087ca77ba5cd96c57/process?action=reactivate&action=apply_discount&subscription_id=111076384&discount_id=33043922
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

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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:

Variable	Description
5244250087ca77ba5cd96c57	This is the Customer Hash. 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.
action=add_onetime	This specifies which action you would like to perform. In this example, the URL is adding a one-time product.
111076384	This is the subscription ID.

 

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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. 

 

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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. 

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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: In your test customer account in ReCharge, click See Details to access the Subscription details page. The customer hash is a unique string of numbers that can be found in the URL following /customers/.
  
  
• 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. 

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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

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Known limitations

• Prepaid subscriptions are not supported by Quick Actions.
• Skip and Ship now actions are associated with their specific subscription ID and are not charge ID based. Therefore if a customer has multiple subscriptions shipping on the same day, they would need to action a change for each subscription separately.
• 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. 

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FAQ

For commonly asked questions, visit ReCharge Quick Actions FAQ.

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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.