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Stay AI Quick Actions Playbook: Strategies to Boost Retention and AOV

Learn how to turn retention moments into revenue with campaign-ready Quick Action strategies you can launch fast—no code, no friction.

Cecilia Wilbur avatar
Written by Cecilia Wilbur
Updated over a month ago

🔹 What You’ll Get from This Playbook

  • Clear, high-impact use cases to reduce churn and boost AOV

  • Campaign-ready messaging examples with subject lines and CTAs

  • Tips to personalize and test what works

  • Step-by-step setup guidance for building Quick Actions

  • A fast path to creating better customer experiences—with no portal friction


✅ What Are Quick Actions?

Quick Actions in Stay are your new go-to growth tool. They let you create simple, one-click links that help subscribers take meaningful actions—like delaying an order, claiming a free gift, or reactivating a subscription—without logging into the portal or going through extra steps.

Think of them as high-converting shortcuts that make every email, banner, or SMS more powerful.

You’ll build them in the URL Builder, where you can stack multiple actions into a single link (no developer needed). Want to offer a delay, a discount, and a seasonal add-on? You can do that—all in one flow.

The best part? Every Quick Action link is fully trackable. You’ll know exactly who clicked, who completed, and which campaigns are driving results.

⚙️ Capabilities at a Glance

Capability

How You’ll Use It

Stackable Actions

Build flows like delay + add item + discount in one link

Backend Execution

Flows execute server-side with no dev setup needed

Auto-Authentication

Logged-in customers skip the login screen

Delay Order Options

Offer up to 4 preset delay lengths (e.g., 1 week, 2 weeks)

Built-In Analytics

Track clicks, completions, and drop-offs

Expiration Control

Set deadlines for limited-time links

📣 Campaign Examples and Messaging Ideas

Campaign

Quick Action Flow

Goal

Subject Line Idea

CTA Copy

Winback

Reactivate + Add Gift + Get it Now

Bring back churned subs

"Still thinking it over? Here’s a gift."

"Reactivate & claim your free gift"

Flash Promo

Add Freebie + Start Sub

Convert impulse interest

"Today only: Your free gift awaits 🎁"

"Start now & get your freebie"

Pre-Charge

Swap + Discount + Update Frequency

Drive higher AOV

"Want to save more on your next order?"

"Upgrade & save instantly"

Order Reminder

Delay (1w, 2w, 1mo)

Prevent churn from overstock

"Need more time? Delay your delivery"

"Delay my order"

Performance Test

Compare Completion Rates

Learn what converts

A/B test subject lines

A/B test CTAs


🔹 Why Quick Actions Matter

Quick Actions let you deliver faster, more effective subscription experiences—without sending customers to the portal or building custom dev flows. Whether you're helping a subscriber delay an order, re-engage after canceling, or claim a surprise offer, Quick Actions make it easy to turn intent into action.

  • ✨ Deliver high-converting experiences with fewer clicks

  • 🛒 Stack multiple actions into one seamless, branded link

  • 📊 Get real-time insight into what’s working and what’s not

  • 🔧 Build them in the URL Builder—no code, just clicks

  • 🚀 Move fast with no dev tickets and less CX friction

🔍 Stay AI's Most Common Quick Actions

Quick Action

Use Cases

Notes

View Portal

Transactional emails

Replaces “Manage Subscription” buttons with portal access

Skip Order

Upcoming order emails

Prevents cancellations by offering an easier alternative

Get It Now

Upcoming order emails

Encourages immediate fulfillment—pairs well with "Skip"

Reactivate Canceled

Winback flows

Core action in reactivation campaigns

Reactivate + Apply Discount

Winback flows

Requires Shopify discount code insertion

Apply Discount

Subscriber promotions (e.g., BFCM)

Use a valid Shopify discount code

Add Item

Product drops, evergreen offers

Insert correct Shopify variant ID

Add Item + Apply Discount

Product + promo offers

Includes both variant ID and discount code

Swap Item

Larger pack size offers

Replace old and new variant IDs. Only works with standard products

Change Frequency

Upcoming order messages

Define new frequency with INTEGER and UNIT (e.g., 1 WEEK). Not valid for 1 DAY.

Swap + Change Frequency

High AOV upgrades

Combine product change and updated cadence. Not for bundles or prepaid SKUs.


💡 Use Cases to Start Using Today

🛍 Banner Ad + Quick Action: Promote Seasonal Add-Ons

What You’ll Do:

  • Add a seasonal or limited-time product

  • Trigger Get It Now fulfillment

Why It Works:
Customers are already browsing. A bold banner and one-click add = instant conversions. No dev work required.


👑 Reactivate + Get It Now: High-Urgency Winback

What You’ll Do:

  • Reactivate subscription

  • Add a free gift

  • Trigger immediate fulfillment

Why It Works:
Motivation + simplicity + urgency. All in one click. Makes rejoining feel effortless and rewarding.


🚀 Add a Freebie + Fire a Shipment: Flash Promos

What You’ll Do:

  • Add discounted or free item

  • Start subscription

  • Fulfill immediately

Why It Works:
Perfect for impulse moments or influencer traffic. Add urgency by setting an expiration date on the link.


♻️ Swap + Discount + Update Frequency: Drive AOV

What You’ll Do:

  • Swap product

  • Apply discount

  • Change delivery frequency

Why It Works:
AOV up, support tickets down. Makes upgrading easy and eliminates confusion.


🗓 Delay an Order: Prevent Churn from Surplus

What You’ll Do:

  • Offer 1 to 4 short delay options

Why It Works:
Let customers delay, not cancel. Great for overstock, travel, or skipping without breaking cadence.


📈 Track Clicks and Completions: Know What Converts

What You’ll Do:

  • Track link opens and completions

  • Compare flows

  • A/B test incentives

Why It Works:
Optimize with confidence. Turn your best-performing flows into repeatable wins.


🧭 Navigating the URL Builder

You’ll build and manage Quick Actions in the URL Builder in your Stay AI dashboard.

Key Steps:

  • Create New Link – Start a new Quick Action

  • Add Action – Combine delay, reactivation, discounts, etc.

  • Customize – Add internal notes, expiration, and confirmation screen

  • Track Performance – Monitor clicks and completions in real-time


🔹 Need Help Building Your First Quick Action?

Check out these resources:

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