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. This guide provides an overview of available metrics in Klaviyo and how you can create an e-mail flow using Recharge Quick Actions. 

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

Metrics are displayed in Klaviyo once the initial correspondings events are triggered.

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

• Order (prepaid) upcoming on Recharge

For instructions on how to view these metrics visit the Initial set-up and installation steps. 

Required variables and optional variables 

Recharge Quick Action URLs in Klaviyo use specific variables so that you can send one email to multiple customers. The required variables in a URL depend on the Quick Action being performed. 

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.

Step 1 - Initial set-up and installation

1. Install the Klaviyo integration with Recharge. 
2. Enable Started Checkout Event Syncing in Recharge through your Klaviyo dashboard. 
3. Contact Klaviyo's support team to have your Flows set up as Transactional. This is an action Klaviyo Support needs to review manually and ensures that customers receive order notifications even if they've unsubscribed to your email list.
4. Cancel a subscription for a test customer in Recharge to trigger the Subscription cancelled on Recharge metric. 
5. Confirm that the Klaviyo integration. Navigate to the Analytics > Metrics > API page in Klaviyo, and confirm that the Subscription cancelled on Recharge metric is present.
   

Step 2 - Create your Quick Actions URL

Construct your Quick Actions URL. We recommend building your Quick Actions URL manually first so that you can test the URL for accuracy.

Once you've confirmed the manual Quick Actions URL works as expected, you can replace the Quick Action variables with the correct Klaviyo variables.

For example, the manual Quick Actions URL to View your customer portal would be built with your store URL and one specific customer hash:

https://.myshopify.com/tools/recurring/quick_actions/123456/process?action=view_portal_page&page=subscriptions

To create the Quick Actions URL in Klaviyo, you just need to replace the .myshopify.com and customer hash variables with the applicable Klaviyo variable: 

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

Visit our Quick Actions use case guide for a list of example URLs that can be used with Klaviyo.  

Subdomains

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. Using the {{ organization.url }} variable with a subdomain 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 3 - Add your Quick Actions URL to an email with 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.

Test Quick Actions outside of Klaviyo

If you would like to see Recharge Quick Actions in action, you can manually construct a URL for testing purposes. Visit Recharge Quick Actions for more information.

View an example

Example #1

In the following example, a Subscription cancelled on Recharge win-back 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 appears 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/quick_actions/{{ person|lookup:'recharge_customer' }}/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/quick_actions/{{ person|lookup:'recharge_customer' }}/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>

Example #2

The Klaviyo Flow set-up leveraged the Order Upcoming on Recharge trigger and actions an email to be sent to customers who have an upcoming order providing them with an option to skip:

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

<p>Hi {{ first_name }},</p>

<p>Great news from Haute Cute! Happiness is shipping in 3 days!&nbsp;You still have time to make changes. See links below! Or do nothing at all and happiness will ensue.</p>

<p>{% if event.line_items|length == 1 %}</p>

<p>Here's the item that is shipping soon: {{ event.line_items.0.title }}<br />

Have enough product, or planning to be out of town? <a href="{{ organization.url }}/tools/recurring/quick_actions/{{ person|lookup:'recharge_customer' }}/process?action=skip_next&amp;subscription_id={{ event.line_items.0.subscription_id }}">Click here to skip your next order</a>, and resume afterwards. {% else %}<br />

Here are the items that are shipping soon:<br />

{% for item in event.line_items %}{{ item.title }}<br />

<a href="{{ organization.url }}/tools/recurring/quick_actions/{{ person|lookup:'recharge_customer' }}/process?action=skip_next&amp;subscription_id={{ item.subscription_id }}">Skip your next order for this</a><br />

<br/>

{% endfor %}<br/>

{% endif %}</p>

<p>The Haute Cute team</p>

Troubleshooting

I am testing my URL and getting a 404 error

In some instances, Klaviyo may insert an additional / in front of tools in the URL structure. If you see two // in front of tools you will want to remove the / in your URL. 

Alternatively, using {{ organization.url }} with a subdomain will result in a 404 error as this variable pulls in the root domain. Subdomains must be hardcoded into your Quick Actions URL. 

FAQ

For common questions, visit Recharge Quick Actions FAQ.