Maximizing quick actions Maximizing quick actions

Maximizing quick actions

Tyler Yannes Tyler Yannes

 

Outline:

What this guide will cover

  • Using quick actions in Skio's notifications (emails and SMS)
  • Using quick actions in Klaviyo
  • Recommendations to get you started

Using quick actions

Before you read any further, please make sure you have read our setup guide for Quick Actions: Setting Up Quick Actions.

Quick actions can be thought of as the third way a subscriber has to manage their subscription. The customer portal is the main way and SkioSMS is the second.

Our quick actions URLs will take your subscriber to a confirmation page to perform the specific action on their subscription. Once they click confirm, they will be redirected to their customer portal to continue managing their subscription as well as viewing the action they just confirmed.

Here's an example of a quick action that adds a product to a subscription:

quick-actions-email (1).gif

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

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.

 

Recommendations

These recommendations assume that you are using both Skio's SMS notifications as well as Klaviyo. Learn more about these features here: Klaviyo Integration, Configuring Skio notifications (text/email)

Checkout our other best practices guides that pair well with Quick Actions: Optimizing Subscription Notifications, How to optimize surprise & delight notifications

Skio's SMS notifications recommendations

These recommendations are specific to Skio's SMS notifications and are chosen because they pair best with Klaviyo flow recommendations below.

Quick action

Skio SMS notification

Benefit

Reset Payment Method

Billing attempt failure

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

Delay

Billing reminder

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

Reactivate

Cancel subscription

When confirming a cancellation, include a reactivate link so they can easily reactivate at any time

Reactivate + Apply Discount (optional)

Cancel subscription

(optional) Add a Shopify discount code with the reactivate action to incentivize subscribers to reactivate their subscription

 

Klaviyo's email flow recommendations

These recommendations are specific to Klaviyo and are chosen because they pair best with the SMS notifications above.

Quick action

Klaviyo metric

Use case

Considerations

Add 1-time Upsell

Skio: Billing Reminder Notification

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

The price for these add-ons will be the same discounted price a subscriber pays in the customer portal

Delay

Skio: Billing Reminder Notification

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

If your store has a multitude of different shipping frequencies, it maybe best to customize the delay option for each frequency

Add product variant

Skio: Billing Reminder Notification

Upsell and cross-sell other products

For stores with large product catalogs, it is best to use conditional logic with tailored emails so that subscribers to Product A will only get upsold Product B

Get now

Skio: Billing Reminder Notification

Give subscribers an opportunity to process their upcoming order immediately

This is best used when a billing reminder is set up to send 5+ days before the order processes

Skip

Skio: Billing Reminder Notification

Let subscribers easily skip their upcoming order

This pairs well with multiple delay options (eg. Delay 1 week, 2 weeks, 3 weeks, or skip)

Reset Payment Method

Skio: Billing Attempt Failed

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

This action triggers the Update Payment method for Shopify payments and it might be worth explaining how this process works in the email to avoid confusion

Reactivate + Apply Discount

Skio: Subscription Cancelled

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

Make sure to exclude subscribers from the flow if they have an active subscription

Apply Discount

Klaviyo Campaign

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

Use Skio's custom properties to target subscribers based on certain parameters

 

Things to consider

The recommendations above are suggestions on how to best use quick actions with different notifications. Merchants may choose to only apply some of the recommendations above depending on their overall strategy. If you ever need help optimizing your subscription strategy, please reach out to Skio's Success Team via success@skio.com.

 

 

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