Setting up Quick Actions in Klaviyo

Recharge Quick Actions are a great tool to use and automate your email notifications. Quick Actions can be used with custom-built notifications or out-of-the-box with the Klaviyo integration.

You can include Quick Actions in your Klaviyo Flows and campaigns, and replace the standard Recharge notifications using the Klaviyo V2 integration. Now you can use Klaviyo's email builder to design branded notifications that are sent to specific customers, triggered by specific events.

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

• Creating Quick Action URLs in Klaviyo can require an advanced knowledge of HTML. You may want to work with a developer or Recharge partner to create your Flows and campaigns.
• Quick Action URLs cannot be used with prepaid subscription products.

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.

The main difference between Quick Action URLs included in campaigns versus Flows is that URLs included in campaigns are not sent based on a customer performing a certain action on a specific subscription.

Klaviyo Flows

Metrics represent events in Klaviyo and are used to trigger email Flows.

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
• Order upcoming (prepaid) on ReCharge
• Subscription expired on ReCharge

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

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

Campaigns

Recharge Quick Action URLs can also be used within Klavyio email campaigns, and rely on custom properties to send customers to the right page. Recharge Quick Action URLs included campaigns.

Campaigns do not target customers for performing specific actions, rather they are email notifications that can be sent to all customers, or segments or lists that you build in Klaviyo.

Required and optional variables

Recharge Quick Action URLs are unique to your customers based on their subscription data. These URLs are dynamic links that are automatically generated. Variables allow you to create your content so it appears relevant to the reader.

Yyou can add additional variables to display additional information when constructing your Klaviyo email. Note that different Metrics contain different variables.

For more information about variables in Klaviyo, visit Template Tags and Variable Syntax.

Subscription cancelled on ReCharge

Subscription started on ReCharge

Order Upcoming on Recharge

Campaigns

Quick Action URLs in campaigns typically must begin with {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'CANCELLED' %} or {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'ACTIVE' %} . This loops through and finds the specific customer subscriptions with the status being targeted.

• {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'ACTIVE' %} is used to target all customers who have an active subscription.
• {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'CANCELLED' %} is used to target all customers who have ever cancelled a subscription.

Quick Action URLs do not apply to prepaid products. You can use the loop {% if sub.status == 'CANCELLED' and sub.is_prepaid == False % } or {% if sub.status == 'ACTIVE' and sub.is_prepaid == False %} to prevent customers with prepaid subscriptions from receiving your campaigns.

Initial setup

1. Follow our instructions on enabling Klaviyo V2.
2. Contact the Recharge Support team to enable Recharge Quick Actions.
3. Enable Started Checkout Event Syncing in Recharge through your Klaviyo dashboard.
4. 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.

Trigger the “Subscription cancelled on ReCharge" metric

If you are using Klaviyo to send out Flows, cancel a subscription for a test customer in Recharge to trigger the “Subscription cancelled on ReCharge” metric.

Confirm that the Klaviyo integration is enabled. Navigate to Analytics > Metrics > API in Klaviyo, and confirm that the “Subscription cancelled on ReCharge metric” is present.

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

Step 1 - 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 for a Flow, 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>

Campaigns

When creating campaigns you typically must include {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'CANCELLED' %} or {% for sub in person.rc_all_subscriptions %} {% if sub.status == 'ACTIVE' %} 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. CANCELLED status would be if you’re targeting cancelled subscriptions and ACTIVE subscriptions 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 on sending out an email campaign. You may want to use Recharge custom properties in Klaviyo to create segments or lists to send to specific customers.

Examples of Klaviyo Flows containing Quick Actions URL

We've included two basic examples of Recharge Quick Actions URLs and how they appear in Klaviyo.

The examples outlined in this section provide a basic starting point. Recharge does not support building or creating custom emails. See Recharge Quick Actions for specific URLs to include in your Klaviyo content. 

Example - Winback campaign email leveraging Recharge Quick Actions

In the following example, a Subscription cancelled on ReCharge winback campaign email was built leveraging Recharge Quick Actions.

The Klaviyo Flow set-up leveraged the “Subscription cancelled on ReCharge” metric to send an email to customers when they cancel that provides them with the option to reactivate or to view their customer portal.

The following piece of code was used to build this email message: 

<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 - Let customers skip their upcoming order

The Klaviyo Flow set-up leveraged the Order Upcoming on ReCharge metric and sends an email to customers who have an upcoming order providing them with an option to skip.

The "Order Upcoming on ReCharge" metric triggers every time a customer has an upcoming order, making it the correct metric to use for upcoming order notifications. 

The following piece of code was used to build this email message: 

<h3 style="text-align:center">We're full of beans!</h3>

<p>Exciting news your next order is scheduled to ship in three days.&nbsp;</p>

<p>Don't need a refill yet?<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 start again later.</p>

<p>Thanks for your support. <em>You bean a latte to us </em>❤️</p>

Examples of campaigns containing Quick Actions

The examples outlined in this section provide a basic starting point to get familiar with including Recharge Quick Action URLs in your campaigns. Recharge does not support building or creating custom emails. 

Example - Target canceled customers with a reactivation campaign

Target customers who canceled their subscriptions with a Quick Action URL, making it easy for them to reactivate.

<p>Come back to us and get a discount code because you deserve it.<br />
{% for sub in person.rc_all_subscriptions %} {% if sub.status == 'CANCELLED' %} <a href="{{ organization.url }}/tools/recurring/quick_actions/{{ person.recharge_customer }}/process?action=reactivate&subscription_id={{ sub.subscription_id }}">Click here to reactivate</a> your subscription for {{ sub.product_title }}<br />
{% endif %} {% endfor %}</p>

Example - Provide active customers with a discount

Send a Recharge Quick Action URL in your next email campaign so that loyal customers are rewarded with a discount on their next upcoming order:

<p>While you're at it, why don't you give yourself 30% off your next shipment?<br />
{% for sub in person.rc_all_subscriptions %} {% if sub.status == 'ACTIVE' %} <a href="{{ organization.url }}/tools/recurring/quick_actions/{{ person.recharge_customer }}/process?action=apply_discount&amp;subscription_id={{ sub.subscription_id }}&discount_code=30OFF">Click here to add this offer</a></span><br />
{% endif %} {% endfor %}</p>

Example - View the customer portal

Include a link to the customer portal in any of your email campaigns by using a Quick Action URL: 

<p>reactive your subscription by accessing your customer portal today</p>
<a href="{{ organization.url }}/tools/recurring/quick_actions/{{ person.recharge_customer }}/process?action=view_portal_page&page=subscriptions">View your subscription </a>

Only the customer hash is required for this Quick Actions URL, so either{% for sub in person.rc_all_subscriptions %} or {% if sub.status == 'ACTIVE' %} does not need to be added to the beginning of the link. 

Test Quick Actions outside of Klaviyo

Testing Flows

If you would like to see Recharge Quick Actions in action, you can manually construct a URL for testing purposes, and send yourself an email that includes that URL. Visit Recharge Quick Actions for more information.

Testing campaigns

You can create a test customer using your contact information and add it to a segment that meets the same criteria as your actual campaign targets.

This will let you clone your campaign and send it to your test customer segment.

The data required to populate a Quick Action URL is not available when previewing a campaign.

Support

Contact Klaviyo support if you have any questions about personalizing your email campaigns and Flows.

If you are not confident using HTML, you may wish to work with a developer to ensure you’re making the most of Klaviyo’s offering.