How to Setup Quick Actions How to Setup Quick Actions

How to Setup Quick Actions

 

Outline:

Overview

  • Quick Actions is a feature available in the Skio Dashboard that allows you to create links that take a designated action on the subscription if the customer clicks on that link
  • This feature can create dynamic variables that can be used in emails sent by Skio or added to Klaviyo emails or universal links
  • You can add discounts to any Quick Action for an added incentive!
  • Setup takes only a few minutes for adding to emails in Klaviyo or any of Skio's notifications (both SMS and email)
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Important consideration

What actions are available?

Action Name

Action Function

Considerations

Add Product Variant

Adding an additional product to their subscription (recurring)

The product will be added with the same frequency as the subscription even if the product being added does not have the same selling plan.

Apply Discount

Applying a Shopify discount code to their subscription. This can be combined with any other action.

The discount code in Shopify must apply to subscription orders and be applied during the eligibility period.

Delay

Delay the subscription's next charge date by X days, weeks, months

This will delay all products in that subscription by the selected interval.

Get Now

Process the next subscription order immediately

Skio has a 10-minute period between using "get now" to prevent accidental duplicate orders.

Reactivate

Reactivate a cancelled subscription

The subscription must be in a cancelled state for the reactivation to work.

Reactivate + Apply Discount

Reactivate a cancelled subscription & apply a Shopify discount to their next order or orders (depending on the discount setting)

The subscription must be in a cancelled state for the reactivation to work and the Shopify discount must apply to subscription orders.

Reactivate + 1-time Add-on

Reactivate a cancelled subscription & apply a add a 1-time add-on product to their next subscription order

The subscription must be cancelled and the 1-time add-on must not have been already added to the subscription (to prevent accidental duplicates).

Change Interval

Change the subscription's shipping/billing frequency to a new interval (eg. From every 30 days to every 60 days)

This will change the interval for all products in the subscription. Splitting a subscription can allow for management per product.

Add 1-time Upsell

Add a product to the subscription's next (or upcoming) order at the 1-time add-on price (configured in Skio)

The 1-time add-on must be configured to be "1-time upsell eligible" in the product page.

Reset Payment Method

Send an email from Shopify to the subscriber that includes a link to update their payment method on file

This email is sent from Shopify and the content can be customized in Shopify Notifications.

Swap Product

Swap a product (eg. Swap Product A for Product B)

The subscription must contain the "swap from" product.

Pause

Pauses the subscription

This action will work no matter how the setting for pause is configured in settings

Unpause

Unpauses the subscription

This action will work no matter how the setting for unpause is configured in settings

Change subscription credit card

Changes the card on file for the subscription

This action will only change the card for the one specific subscription

 

How do quick actions work?

Quick actions are url links that take the subscriber to their account and performs an action on their subscription. The subscriber must be logged into their customer portal for the confirmation button to appear for each action. If the subscriber is not logged in, they will be taken to the login screen with a message that instructs them to log in for the action to be completed.

User Journey (User Logged In)


1. Customer clicks link to accept offer

2. Customer confirms offer

3. Customer is re-directed to their customer portal where they can see the updated subscription

 

User Journey (User Not Logged In)

 

1. Customer clicks link to accept offer

2. Customer confirms offer

3. Customer will then need to log in to complete action

 How to set up Quick Actions

Quick Actions urls can be created within the Quick Actions page in the Skio app. Simply choose the integration you want the link formatted for, the action, any relevant details for that specific action, and then copy the link! The link that is generated is unique for the integration so a Klaviyo link should be chosen for using in Klaviyo whereas the Skio link is used for all notifications sent from Skio (email and SMS). A different link is required for each integration because of how the app dynamically pulls the subscription's ID for the subscriber who clicks on the link.

Here's how to create a link to delay subscriptions 2 weeks for Klaviyo flows:

 

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Recommendations and best practices

Quick Action

Notification

Use Case

Add 1-time Upsell

Skio Email or Klaviyo

Offer 1-time add-ons in the billing reminder/upcoming order email

Delay

Skio Email or Klaviyo

Offer to delay by X days or weeks in the billing reminder/upcoming order email

Reset Payment Method

Skio's Billing attempt failure (SMS)

Cut out the steps to update their payment method by having the link send the user the email to update their credit card in Shopify Payments

Reactivate + Apply Discount

Klaviyo

Use this action in a cancellation winback flow to offer subscribers who cancelled a discount on their next order (or orders) if they reactivate

Apply Discount

Klaviyo

Allow subscribers to apply discount codes to their next order; great for birthday campaigns and easily including subscribers during upcoming promotional sales

 

Allowing Quicker actions

When a customer clicks on a regular quick action and are not logged into the customer portal it will first send them to do so. You can allow for users to use the action with a single click that does not require them to log in with this toggle. 

 

With this toggle enabled the action will be taken without the user logging in. This will not log them in for any future actions or allow them to manage the subscription. It will only complete the action the link is designed to do. 

 

Before using the Quicker actions it is important to ensure that your Klaviyo environment has been backfilled with all of the custom properties we add. You can learn more about Klaviyo and how to backfill here

 

Confirming quick action links

Once you have made a Quick Action link, or if you want to confirm the behaviour of a previously used Quick Action link you can use the box here to check a link. Paste the link into this box

If you do not have any link configured, paste your link and hit enter and the system will move all of the settings to match the link. As you make changes the URL will change, however if you hit enter in the box for revealing it will once again change back to what the link has. 


FAQs

Can links be deleted?

Links cannot be deleted but they can be removed from notifications to prevent future use.

Do links expire?

No, currently links do not expire so it is important if you are providing discount codes within links that you manage the codes themselves in Shopify to disable old unwanted codes, and remove instances of the link being sent if you no longer wish them to be used. 

What's the best way to store links for future use?

Since the generated links aren’t currently saved within Skio, we advise that you store them for future use in a separate document.

 

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