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

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

• Order (prepaid) upcoming on ReCharge

View an example

Example #2

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 trigger and actions an e-mail to be sent to customers who cancel:

The sample code in the Klaviyo Flow e-mail would appear 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' }}/quick_actions/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 cancel:

The sample code in the Klaviyo Flow e-mail would appear 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>

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.

Step 1 - Initial set-up and installation

1. Install the Klaviyo integration with ReCharge. 
2. In Klaviyo, enable the started checkout event syncing in ReCharge. 
3. Confirm that the Klaviyo integration is working with ReCharge by logging into Klaviyo and checking if the available metrics have registered under Analytics.
   

Step 2 - Create an email with Klaviyo Flow

1. Create a Flow in Klaviyo, and select the appropriate Metric based on the available ReCharge metrics.
2. In the Klaviyo email, construct the Quick Actions URL using variables. For example:
   

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

3. Merchants using the metrics to send notifications in Klaviyo need to contact Klaviyo to have these Flows set up as transactional. This is an action Klaviyo Support needs to review manually.

Optional - Add additional variables

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.

FAQ

For common questions, visit ReCharge Quick Actions FAQ