Quick Actions v3: Setup Guide

Table of Contents

• Overview
• What is Quick Actions v3?
• How to Set Up Quick Actions
  • Configuring Action Settings
  • Stacking Multiple Actions
  • Adding Custom Titles
  • Setting Expiration Dates
• List of Available Actions
• How Do Quick Actions Work?
• Recommendations and Best Practices
• FAQ

Overview

Quick actions are links that can be used in emails or SMS notifications to help subscribers take an action on their subscription quickly without needing to log into their customer portal. When a subscriber clicks on the link, they're taken to a landing page to see the action that will be performed and they can confirm the action with a single click. These links have a wide range of applications from helping to skip an upcoming order to reduce churn to reactivating a cancelled subscription via a winback flow to adding on more products to an upcoming order to increase revenue. 

What's new in Quick Actions V3?

Quick Actions V3 is an advanced version of Skio's Quick Actions feature, offering new capabilities such as:

• Stacked Actions: Perform multiple actions in a single Quick Action URL.
• Enhanced UI: A redesigned landing page that clarifies which subscription actions will be affected, improving usability.
• Authentication Control: Determine which actions require a customer to login before confirming an action, providing greater security.
• Product Swap Options: Empower customers to swap products by giving them the option of which products to swap to.
• Customizable Titles: Add personalized titles to Quick Action links to better align with your campaigns.
• Expiration Dates: Set expiration dates on Quick Action URLs for time-sensitive offers.
• Save Links: Save a custom link to be reused or disable it after a specific promotional period.

How to Create a Quick Action

Configuring Action Settings

1. Access Action Settings: In the Skio Dashboard, navigate to the "Quick Actions" section and click on "Action settings."
2. Enable Authentication: Toggle authentication settings for each Quick Action, depending on the security needs of your store.
3. Select Actions: Choose from a variety of available actions, such as "Apply Discount" or "Swap Product."

Stacking Multiple Actions

1. Navigate to Action Configuration: Go to "Action configuration" in the Quick Actions section.
2. Add Actions: Choose an initial action like "Swap Product" and configure its details. Then, add another action like "Change Interval."
3. Preview: Use the "Preview" button to visualize how the stacked actions will appear to customers.

Adding Custom Titles

1. Set Custom Title: Within the "URL settings and actions" section, locate the "Custom title for customer page" field.
2. Enter Title: Input a descriptive title such as "Upgrade Now" or "Exclusive Offer."
3. Save: This title will be visible to customers when they interact with the Quick Action link.

Setting Expiration Dates

1. Set Expiration: In the "URL settings" section, select an expiration date for the Quick Action link.
2. Apply: Ensure the Quick Action is only available within the specified time frame, ideal for promotions.

Quick Action Table

After a link is created, it will populate in the Quick actions table for easy access in the future. The table allows you to quickly copy the link to use in a notification, see when it was created and what actions it will perform, and quickly change the link's status if a link should be disabled or see if it expired. 

Authentication Settings

To ensure privacy protection, all actions require authentication by default. If you prefer to disable authentication, you can toggle on and off each available action in the Authentication setting tab. When authentication is enabled, a user must be logged in OR authenticated via an access token. Our Klaviyo integration is setup with access tokens so if you're using Klaviyo to send a quick action link, the user will be authenticated automatically. 

List of Available Actions

Quick Actions allows for a variety of actions that can be executed directly from a customer’s subscription. Multiple actions can be stacked together! Here is a detailed list:

• Add Product Variant: Adds an additional product to the subscription with the same frequency as the existing products.
• Apply Discount: Applies a discount code to a subscription order. This action can be combined with other actions.
• Delay: Delays the next charge date of a subscription by a specified number of days, weeks, or months.
• Get Now: Processes the next subscription order immediately. A safeguard prevents duplicate orders within a 10-minute window.
• Reactivate: Reactivates a canceled subscription, bringing it back into the active billing cycle.
• Reactivate + Apply Discount: Reactivates a canceled subscription and applies a discount code to the next order(s).
• Reactivate + 1-time Add-on: Reactivates a canceled subscription and adds a one-time product to the next order.
• Change Interval: Adjusts the billing or shipping frequency of the subscription to a new interval, affecting all items in the subscription.
• Add 1-time Upsell: Adds a product to the next or upcoming order as a one-time purchase at a special price.
• Reset Payment Method: Sends an email from Shopify allowing the customer to update their payment method.
• Swap Product: Replaces one product in the subscription with another, excluding one-time upsells.
• Pause Subscription: Pauses the subscription until manually unpaused or a set date is reached.
• Unpause Subscription: Resumes a paused subscription, potentially triggering the next order if the billing date has passed.
• Skip: Skips the next scheduled order and moves the subsequent one forward by the specified interval.
• Change Subscription Credit Card: Updates the credit card on file for the subscription, specifically for that subscription only.

How Do Quick Actions Work?

Quick Actions are URLs that take a subscriber to their customer portal and perform a specific action on their subscription. If the subscriber is logged in, they can confirm the action immediately. If not, they will be prompted to log in first.

User Journey:

• Logged-In Customers:
  1. Customer clicks the Quick Action link.
  2. They confirm the action on a confirmation page.
  3. The subscription is updated, and they are redirected to the customer portal.
• Customers Not Logged In:
  1. Customer clicks the link.
  2. They are prompted to log in.
  3. After logging in, they confirm the action.

Recommendations and Best Practices

• Using Quick Actions in Notifications: Embed Quick Action URLs in Skio or Klaviyo notifications to simplify customer interactions. Examples include placing a "Delay" link in billing reminder emails or a "Reactivate + Apply Discount" link in cancellation win-back flows.
• Personalize Quick Actions: Customize actions to fit specific customer journeys and enhance their experience. For instance, offering a "Get Now" option in billing reminders allows customers to process their next order immediately.
• Combine Actions: Leverage the ability to stack actions, such as "Swap Product" and "Apply Discount," to create compelling offers for customers.

FAQ

1. What happens if a Quick Action link expires?

The link becomes inactive, and customers will be notified that the offer or action is no longer available.

2. Can Quick Actions be used without authentication?

Yes, certain actions can be set up to bypass authentication, which is useful for non-sensitive changes.

3. How can I ensure a Quick Action link works correctly?

You can preview the action in the Skio dashboard or test the link in a safe environment before deploying it in customer-facing communications.

4. Are Quick Action links specific to each integration?

Yes, each Quick Action link is tailored for the integration it will be used in (e.g., Klaviyo, Skio notifications), ensuring it functions correctly for that context.