How to Setup Quick Actions (New)
Updated
by Tyler Yannes
Outline:
- Overview
- What actions are available?
- How do quick actions work?
- Setup instructions
- FAQs
Overview
TL;DR
- 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
- Setup takes only a few minutes for adding to emails in Klaviyo or any of Skio's notifications (both SMS and email)
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. |
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.
How to setup 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:
Are there any recommendations or 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 |
FAQs
Can links be deleted?
Links cannot be deleted but they can be removed from notifications to prevent future use.
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.
Can I use quick actions in Klaviyo campaigns?
No, Skio Quick Action links need to be sent via a Klaviyo flow and not via a campaign. The quick action needs to be able to reference the specific subscription ID which we only pass via metrics in Klaviyo. The reason we can't (at least for now) send via campaigns is because a subscriber could have multiple subscriptions and Klaviyo would not know which subscription to reference in the quick action.
