We've launched the next generation of Stay's URL Builder! Now offering a further streamlined checkout link builder, coupled with quick actions that are smarter, stackable, and trackable! We've created a user flow that enables hundreds of use cases that all result in high-conversion customer experiences.
Setting Up a URL in Stay AI
Navigate to Optimization > URL Builder in the Stay merchant portal
If you don't have any saved URLs, you will see an empty list page
Click "Create New URL"
Note: If you've previously created Quick Action URLs and included them in live emails, those links will still work—even though they do not appear on the list page. Customers who click those links will experience the updated customer portal flow.
Name your URL - this will be used for internal identification and is not visible to customers
Select your URL Type:
Quick Actions - Defined action plans that define specific updates that are to be made to a subscription when a customer confirms the action.
Checkout - Brings customers directly to the checkout page with predefined product and frequency conditions
Configuring a Quick Action URL
What is a Quick Action?
Quick Actions are URLs that can be embedded in any email or SMS platform (including Stay AI!). The URLs dynamically pull in user data so that when clicked, subscribers can navigate the flow you have created in Stay's merchant portal.
Select the actions that your customers will take when they click this URL from an email or SMS
Action | Inputs | More Information |
Add Item |
|
NOTE: Bundle parent products are not supported via the quick actions flow at this time. |
Skip Order | N/A |
|
Delay Order |
|
|
Apply Discount |
|
NOTE: Please ensure the discount code is correctly input |
Reactivate Canceled Subscription |
|
|
Swap Item |
|
NOTE: Bundle children products are not supported via the quick actions flow at this time. |
Change Frequency |
|
|
Get it Now | N/A |
|
You can stack up to 10 actions for a single URL. This unlocks hundreds of streamlined campaigns for your customers!
Note: When stacking actions, Reactivate Canceled Subscription will always be executed first, regardless of its position in the action plan. Get it Now will always be executed last. All other actions will follow the order you’ve configured.
Determine if you'd like your URL to Expire:
If toggled ON, provide the date that you would like your Quick Action URL to no longer be valid. On this date, your customers will not be able to apply the Quick Action to their subscription.
If toggled OFF, the URL will continue to be valid in perpetuity.
Save the URL
This generates an "Action Plan" specific to the URL
Select the platform you wish to use the URL in, and Copy the URL to Clipboard
URL builder is compatible with creating Quick Actions for:
Klaviyo
Postscript Automations
Attentive Journeys
Stay AI Emails
Custom Platforms
Note: If you would like to test a URL outside of a platform, you can replace the email and subscription ID variables in the link, or create that link using the Custom Platform while entering your email and subscription ID information.
Success! You're ready to paste the URL in the pertinent Email or SMS flow
Configuring a Checkout Link
What is a Checkout Link?
The checkout link builder allows you to create prefilled carts that link directly to your Shopify checkout.
These links are great for landing pages, email campaigns, blogs, or any webpage or communication where you are trying to acquire subscribers (or just one-time customers).
Select a Product.
You'll see a list of all products and their variants in your store. Find the product you are looking for, select the modal, and click add.
Once the product is added, you can select from any non-bundle selling plan groups assigned to the product.
If a product only has bundle selling plans or no selling plan at all, you won't see the Add as Subscription slider.
Once you select the selling plan group, select the selling plan. You'll see the amount off and the frequency displayed next to the Checkout/Cart label.
Set the quantity of the product.
Add additional products. You can see this product is not available for subscription.
Add a discount.
Copy the URL and give it a test.
Success! You are ready to embed this link wherever you'd like!
Note: The URL builder is not compatible with our bundles as we cannot pass the necessary line items in the URL.
For more information on the customer user flow, see this article. And if you're ready for inspiration, check out our Quick Actions Playbook!