Setting up Quick Actions in Klaviyo

Recharge Quick Actions lets you automate your email notifications and empowers customers to manage their subscriptions.

It’s recommended to use Quick Actions with the Klaviyo V2 integration. Quick Actions allow you to include Quick Actions in your Klaviyo flows and campaigns. Now you can use Klaviyo's email builder to design branded notifications that are sent to specific customer groups or create notifications that are triggered by certain customer events, like starting a new subscription.

Recharge Quick Action URLs can be included in both campaigns and flows. This guide explains how to set up Quick Action for both flows and campaigns in Klaviyo.

Before you start

• You must enable the Recharge Quick Actions integration before you can include Quick Actions within your Klaviyo notifications. 
• Quick Action URLs cannot be used with prepaid subscription products.

• Contact Klaviyo support if you have any questions about personalizing your email campaigns and flows. You may wish to work with a developer to ensure you’re making the most of Klaviyo’s offering through HTML and CSS.

Quick Actions and Klaviyo

Quick Action URLs are dynamic links that are emailed to your customers. Quick Actions automatically generate a unique link that is specific to each of your customers based on their subscription data. Quick Actions can be used in Klaviyo to create both email campaigns and custom flows.

Klaviyo flows are triggered by customers performing specific events, represented by metrics. You can include Quick Actions in your flow so that they have specific actions based on the event they performed. For example, you may create a flow that sends customers a welcome email after they complete their first subscription order that includes a link to their customer portal.

Email campaigns are emails that are sent to a large group of customers. This could be a monthly newsletter, or a promotional email alerting customers of a storewide sale, where you include a Quick Action URL.

Review Klaviyo’s guide on understanding the difference between flows and campaigns to learn more.

Quick Action URLs

The following chart explains which actions can be included in a flow or campaign, as well as a link to additional information about that action.

While you can use the setup instructions provided to construct your Quick Action URL, it is recommended that you use the supported Recharge URL Builder. 

Recharge Quick Actions and Klaviyo flows

Recharge metrics and Klaviyo flows

Every flow begins with a trigger, which sets the flow in motion when the trigger conditions are met. Metrics are one trigger type that can be used as a Flow Trigger. Metrics represent customer events and are used to trigger email flows when a customer performs a specific event.

Recharge passes customer information to Klaviyo through a metric when a certain event occurs. The following Recharge metrics are available in Klaviyo as triggers for flows that include Quick Action URLs:

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

Visit the Initial set-up and installation steps to enable metrics in Klaviyo.

​​Metrics are displayed in Klaviyo once the initial corresponding events are triggered. The “Started Checkout” metric is not available as a trigger option when using Recharge Quick Actions as a subscription ID can not be assigned if a subscription is not created.

Note: Quick Action URLs do not work with prepaid subscriptions. If you are using the “Order upcoming on ReCharge” metric, you must customize your emails to hide the URLs for prepaid products to avoid any issues.

Quick Actions

There are currently nine different Quick Action URLs that you can include in your Klaviyo flows to allow customers to manage their subscriptions right through their email:

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

By default, Klaviyo flows are sent out as soon as the corresponding action occurs. For example, customers would receive an email immediately after they completed their checkout purchase if you had a flow configured that sent a Quick Actions URL email configured with the" Subscription started on ReCharge" metric. Use Klaviyo's Time Delay feature to create a delay between the event and the notification.

View the customer portal

A Quick Action URL that sends customers to their customer portal page. This URL can be included in a flow that is triggered by any of the available metrics. 

Example

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

Ship next order now

This Quick Actions URL is used to let customers change their charge date to ship their next order immediately.

The trigger for this URL depends on when customers should be given the option to change their charge date: 

• Use the "Subscription started on ReCharge" metric to allow customers to change the charge date for the next upcoming order scheduled right after their initial subscription order.
• Use the "Order upcoming on ReCharge" metric to allow customers to change the charge date for their next upcoming order.

Example

When used with 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 used with 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 }}

Skip next order

This Quick Actions URL is used to let customers skip their next upcoming order.

The trigger for this URL depends on when customers should be given the option to skip their order:

• Use the "Subscription started on ReCharge" metric to give customers the option of skipping their next order as soon as their subscription starts.
• Use the "Order upcoming on ReCharge" metric to give customers the option of skipping their next upcoming order.

Example

When used with the "Subscription started on ReCharge" metric:

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

When used with 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 }}

Delay next order

This Quick Action URL lets customers delay their next upcoming order by a predetermined period of time. 

Example

https://<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.rc_customer_hash }}/process?action=delay_next_order&charge_id={{ event.charge_id }}&count=<X>&interval=<DAYS/MONTHS>

Add a one-time product to the next order

This Quick Actions URL is used to let customers add a one-time product to their upcoming order.

The trigger for this URL depends on when customers should be given the option to add a product to their next order:

• Use the "Subscription started on ReCharge" metric to give customers the option of adding a one-time product to their upcoming order after their initial subscription order.
• Use the "Order upcoming on ReCharge" metric to give customers the option of adding a one-time product to their next upcoming order.

Example

When used with 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 used with 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>

Swap current subscription

This Quick Actions URL is used to let customers swap from one subscription product to another. 

The trigger for this URL depends on when customers should be given the option to swap to a new product: 

• Use the "Subscription started on ReCharge" metric to give customers the option of swapping to a new product as soon as their subscription starts.
• Use the "Order upcoming on ReCharge" metric to give customers the option of swapping to a new product on their next upcoming order.

Example

When used with 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 used with 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>

Apply discount to next order

This Quick Actions URL is used to let customers add a discount to their subscription. 

The trigger for this URL depends on when customers should be given the option to apply a discount to their subscription: 

• Use the "Subscription started on ReCharge" metric to give customers the option of applying a discount as soon as their subscription starts.
• Use the "Order upcoming on ReCharge" metric to give customers the option of applying a discount on their next upcoming order.

Example

When used with 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 used with 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>

Reactivate a canceled subscription

This Quick Actions URL lets customers reactive a previously canceled subscription.

The flow for this action is triggered by the “Subscription cancelled on ReCharge” metric.

Example

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

Reactivate subscription and apply discount

Use the “Subscription cancelled on ReCharge” metric to create a flow that allows customers to reactive their subscription and apply a discount to their next upcoming order.

Example

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

Reactivate subscription and add one-time product

Use the “Subscription cancelled on ReCharge” metric to create a flow that allows customers to reactive their subscription and add a one-time product to their next upcoming order.

Example

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

Recharge Quick Actions and Klaviyo campaigns

Recharge Quick Action URLs can be used within Klavyio email campaigns, and rely on custom properties to allow existing Recharge subscribers to manage their subscriptions.

Campaigns are email notifications that can be sent to all customers, or segments or lists that you build in Klaviyo.

Recharge Quick Action URLs can only be used by existing subscribers, so you will want to ensure that your campaign segments only target your existing subscribers.

You can include Quick Action URLs in your email campaigns, however, Quick Action URLs ae not compatible with Campaign SMS.

The slice filter

Some Quick Actions URLs for campaigns contain a slice filter. This filter allows you to limit the number of subscriptions you target within your campaign.

For example, a Quick Action campaign containing slice:”0:1”, as displayed in the example below, ensures that only one Quick Action URL appears in the campaign email.

This Quick Action link applies to the first subscription a customer may have. If a customer has four subscriptions, the slice ensures that the Quick Action URL only applies to the first subscription.

You can adjust the number associated with the slice to change the number of Quick Action links available within an email. For example, if most of your customers have four subscriptions, you may want to consider updating the slice to slice:”0:4”. That way four Quick Action URLs, one for each subscription, are included in the campaign.

View the customer portal

Example

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

Add a one-time product to the next order

Example

<p>
We have a new item! Would you like to add it to one of your upcoming subscriptions?<br />
{% with activeSubs=person.rc_all_subscriptions|dictfilter:"status == ACTIVE"%} 
{% with prepaidSubs=activeSubs|dictfilter:"is_prepaid == 0" %}
{% for sub in prepaidSubs|slice:"0:1" %}
<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 one time product</a><br />
{% endfor %}
{% endwith %}
{% endwith %}
</p>

Swap current subscription

This Quick Action URL is typically used in campaigns to offer customers the option to swap to a new product when you are out of stock for their current subscription.

Example

<p>
Our <OUT OF STOCK ITEM> was super popular and is no longer in stock. Would you like to swap your subscription with this <NEW PRODUCT>
instead?<br />
{% with activeSubs=person.rc_all_subscriptions|dictfilter:"status == ACTIVE" %}
{% with prepaidSubs=activeSubs|dictfilter:"is_prepaid == 0" %}
{% with outofstockSubs=prepaidSubs|dictfilter:"external_variant_id == <OUT OF STOCK VARIANT ID>" %}
{% for sub in outofstockSubs|slice:"0:2" %}
<a href="<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.recharge_customer }}/process?action=swap&subscription_id={{ sub.subscription_id }}&shopify_variant_id=<VARIANTID>">Click here to add this offer</a></span><br/>
{% endfor %}
{% endwith %}
{% endwith %}
{% endwith %}
</p>

Apply discount to next order

Example

<p>
While you're at it, why don't you give yourself 30% off your next shipment!<br/>
{% with activeSubs=person.rc_all_subscriptions|dictfilter:"status == ACTIVE" %} 
{% with prepaidSubs=activeSubs|dictfilter:"is_prepaid == 0" %}
{% for sub in prepaidSubs|slice:"0:1" %}
<a href="<examplestore.myshopify.com>/tools/recurring/quick_actions/{{ person.recharge_customer }}/process?action=apply_discount&subscription_id={{ sub.subscription_id }}&discount_code=<DISCOUNTCODE>">Click here to add this offer</a></span><br />
{% endfor %}
{% endwith %}
{% endwith %}
</p>

Reactivate canceled subscription

Example

<p>Come back to us and reactivate your subscription!<br/>
{% with activeSubs=person.rc_all_subscriptions|dictfilter:"status == CANCELLED" %}
{% with prepaidSubs=activeSubs|dictfilter:"is_prepaid == 0" %}
{% for sub in prepaidSubs|slice:"0:2" %} 
<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/>
{% endfor %}
{% endwith %}
{% endwith %}
</p>

Reactivate canceled subscription and apply discount code

Example

<p>
Come back to us and get a discount code cause you deserve it.<br/>
{% with activeSubs=person.rc_all_subscriptions|dictfilter:"status == CANCELLED" %}
{% with prepaidSubs=activeSubs|dictfilter:"is_prepaid == 0" %}
{% for sub in prepaidSubs|slice:"0:2" %} 
<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/>
{% endfor %}
{% endwith %}
{% endwith %}
</p>

Reactivate canceled subscription and add one-time product

Example

<p>
Come back to us and get access to our special subscriber sale item.<br/>
{% with activeSubs=person.rc_all_subscriptions|dictfilter:"status == CANCELLED" %}
{% with prepaidSubs=activeSubs|dictfilter:"is_prepaid == 0" %}
{% for sub in prepaidSubs|slice:"0:1" %} 
<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/>
{% endfor %}
{% endwith %}
{% endwith %}
</p>

Create a flow or campaign in Klaviyo that includes a Recharge Quick Action URL

Step 1 - Create your Quick Actions URL

Use the Quick Actions URL Builder to auto-generate the correct Quick Actions URL for your Klaviyo flows or campaigns.

There are some preliminary setup instructions and limitations for specific Quick Actions. We recommend reviewing the documentation related to the specific Quick Action you are creating before using the builder to confirm if any additional steps are required.

1. From the Recharge merchant portal, click Storefront and select Quick Actions to open the Quick Actions URL Builder. 
2. In the What would you like to do? drop-down, select a Quick Action.
3. In the following drop-down, select a trigger. 
4. The Quick Action URL auto-populates in the textbox. Select Copy link to add the Quick Action URL to your clipboard.

Depending on the Quick Action you create, you may need to make additional adjustments to the Quick Actions URL before inserting it into your Klaviyo notification. Any text in < brackets > must be replaced:

• If you are using a Quick Action to swap a product or add a product, replace the VARIANTID field with the variant ID from your store.
• If you are including a discount code in your Quick Action, replace the DISCOUNTCODE field with the desired discount code.

Add the URL to your Klaviyo flow or campaign once finished.

Replace old Quick Action links

You should create new Quick Actions URLs using the URL Builder, and update any existing Klaviyo notification with the new URLs. This confirms that the links are up-to-date, ensuring stability and performance for your customers.

Campaigns

When creating campaigns you typically must include {% with activeSubs=person.rc_all_subscriptions|dictfilter:"status == ACTIVE %} or {% with activeSubs=person.rc_all_subscriptions|dictfilter:"status == CANCELLED" %} at the beginning of each Quick Actions URL to loop and find the subscriptions associated with this customer.

The status you use depends on the type of campaign you’re running. The CANCELLED status would be if you’re targeting canceled subscriptions and the ACTIVE status would be if you're targeting active subscriptions.

Typically, Quick Actions URLs for campaigns target all of the subscriptions a customer has. You can use HTML and IF statements to further customize who the campaign should send to if the customer has multiple subscriptions.

Subdomains and redirects

You must hardcode your URL in Klaviyo instead of using {{ organization.url }} if you are using a subdomain instead of a domain in your notifications, or a redirected URL. Using the {{ organization.url }} variable with a subdomain or a redirect causes a 404 error even when everything is configured correctly. 

<a href=".shop.myshopify.com/tools/recurring/quick_actions/
{{ person.recharge_customer }}
/process?action=view_portal_page&page=subscriptions">
View your subscription
</a>

Step 2 - Add your Quick Actions URL to a Klaviyo flow or campaign

Add a Quick Action URL to a Klaviyo flow

1. Create a flow in Klaviyo.
2. Select Metric as your Trigger setup.
3. Use the appropriate metric to trigger the notification. The metric must end in "on ReCharge" to work successfully.
4. Build your flow. Use the Email action to create an email where you can send out the Quick Actions URL created in Step 2. You can add the URL to the Source code in a Text Block. Alternatively, you may want to offer the Quick Actions URL through a button or image.

Add a Quick Action URL to a Klaviyo campaign

Follow Klaviyo’s instructions to send out an email campaign. You may want to use Recharge custom properties in Klaviyo to create segments or lists to send to specific customers.

Quick Action URLs do not apply to prepaid products. You can use the loop {% with prepaidSubs=activeSubs|dictfilter:"is_prepaid == 0" %} to prevent customers with prepaid subscriptions from receiving your campaigns.

Test your Quick Action URLs

Test Quick Actions within Klaviyo

It is recommended to test how the Quick Action performs in your Klaviyo notifications to ensure that functions correctly.

Klaviyo’s preview option is not compatible with Quick Action URLs as Klaviyo does not have the ability to pull the necessary customer information when creating a preview email.
Flows
There are two methods you can use to preview your Quick Action URLs in a Klaviyo notification.

Method 1 - Preview the notification

1. Open your flow in Klaviyo.
2. Select the three dots next to the email you wish to preview and then select Edit.
3. Select Edit Content.
4. Select the Preview button from the left-hand side navigation.
5. Determine if you wish to preview the email directly in Klaviyo, or if you wish to have the email sent to a specific address.
6. Select Preview now to view your Flow as if you were a customer. You should be able to click on the Quick Action URL and begin the process of managing your subscription.

Method 2 - Trigger the notification

Once you’ve created your flow in Klaviyo set a Trigger for the flow that only applies to your test customer account. This ensures that the flow is only sent to you as a test customer. Enable your flow.

Once the flow is enabled, you need to perform the necessary action to trigger the notification. You can process a checkout order to trigger the “Subscription started on ReCharge” metric, and cancel a subscription to trigger the “Subscription cancelled on ReCharge” metric. You should receive the test notification immediately.

You will need to adjust the charge date on your subscription to trigger the “Order upcoming on ReCharge” metric. The new charge date must correspond with the scheduled upcoming charge notification, which is typically sent out three days before the customer’s charge.

For example, you need to set the charge date for your subscription to be four days in the future if the upcoming order notification is sent three days prior to the charge. This ensures that you receive the notification tomorrow.

Test a Quick Action URL included in a campaigns

1. Create a customer segment that only applies to your test customer credentials.
2. Clone the campaign you plan on sending to customers.
3. Send the campaign to your test segment.

This will send the campaign to your inbox as if you were a customer receiving the notification. Once you’re satisfied with the campaign, delete the duplicate campaign and send the real one to the correct customer list.

Test Quick Actions outside of Klaviyo

You can also manually construct your Quick Action URLs for testing purposes. Complete the following steps before testing your URL to ensure your testing environment is set up correctly.

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.

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.