It is proven that the fewer steps a customer has to take to accomplish a desired task, the more likely they are to follow through. Utilizing Klaviyo Quick Actions is a great way to streamline actions your customers can take on their subscriptions, therefore increasing take rate. You can use Quick Actions to ease the process of upselling/cross-selling, guide churned customers towards reactivation, apply a special discount, and more!
This article will provide the most common use-cases and best practice tips for implementing Klaviyo Quick Actions in your email flows and campaigns.
Where to Build Klaviyo Quick Action URLs
To get started, open your Stay app, and navigate to Tools > Klaviyo Quick Actions. This is where you will see all the available Quick Actions. Clicking on a Quick Action will populate the URL builder at the bottom of the page.
Quick Actions pertaining to the action of adding a product and/or applying a discount (e.g. Add Item, Add Item and Apply Discount, Reactivate and Apply Discount) will require you to replace the placeholders with the product variant ID and/or Shopify discount code.
All other Quick Actions are ready for you to copy and paste into your Klaviyo emails!
Looking to use Quick Actions in Flow emails? You have the option to target subscriptions in the Quick Action! When you select the checkbox "Target Subscription ID (Used in Flows)", a dynamic subscription ID variable is added at the end of the URL (see screenshot below). This means the Quick Action will target and apply to the subscription that triggered the flow for that customer. This skips the step that requires the customer to select the subscription they want the Quick Action applied to. Targeting the subscription ID can be used for flow emails but is not required. It cannot be used for campaign emails.
Klaviyo Quick Action Use Cases
Now let's get into it! The table below breaks down the most common use-case(s) for each Quick Action, with notes to help you use it effectively.
Quick Action | Use-cases | Notes |
View Portal | Any subscription transactional flow emails | It is intended to replace the "Manage Subscription" button in the Stay emails that takes customers to their portal. |
Skip Order | Order Upcoming flow email(s) | Though this may be considered a "negative" action, including this quick action may prevent customers from going straight to canceling their subscription. |
Get It Now | Order Upcoming flow email(s) | Considered a "positive" action, this Quick Action should complement "Skip Order", giving customers both easy action options. |
Reactivate Canceled | Winback flow email(s) | A must-have in your must-have winback flow emails! |
Reactivate and Apply Discount | Winback flow email(s) | You will need to replace the "YOUR_DISCOUNT_CODE" placeholder in the URL builder with the Shopify discount code you want to offer. |
Apply Discount | Subscriber-only email campaigns (e.g. BFCM Subscriber Sale) | You will need to replace the "YOUR_DISCOUNT_CODE" placeholder in the URL builder with the Shopify discount code you want to offer. |
Add Item | Subscriber-only email campaigns (e.g. Limited Edition Product Launch, Evergreen Product/Variant Launch) | You will need to replace the "SHOPIFY_VARIANT_ID" placeholder in the URL builder with the variant ID of the product you want to offer. |
Add Item and Apply Discount | Subscriber-only email campaigns (e.g. Limited Edition Product Launch, Evergreen Product/Variant Launch) | You will need to replace the "SHOPIFY_VARIANT_ID" placeholder in the URL builder with the variant ID of the product or variant you want customers to add.
You will also need to replace the "YOUR_DISCOUNT_CODE" placeholder with the Shopify discount code you want to offer. |
Swap Item | Subscriber-only email campaigns (e.g. Launch of Larger Pack Size, Evergreen Product/Variant Launch) | You will need to replace the "SHOPIFY_VARIANT_ID" after oldProductId with the variant ID of the product you are swapping from.
You will need to replace the SHOPIFY_VARIANT_ID after newProductId with the variant ID of the product you are swapping to.
NOTE: This quick action should be used to swap standard products only. Bundle parent products, prepaid, or products that belong to a calendar selling plan group are not recommended for use with this quick action at this time. |
Change Frequency | Subscriber-only email campaigns (e.g. Launch of Larger Pack Size, Evergreen Product/Variant Launch) | You will need to replace INTEGER with a positive whole number. This number represents your frequency value.
You will also need to select DAY, WEEK, OR MONTH as your frequency unit.
For example, if the quick action should switch subscriptions to a 1 week frequency, you would input 1 as your INTEGER, and WEEK as your frequency unit.
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Swap Item and Change Frequency | Subscriber-only email campaigns (e.g. Launch of Larger Pack Size, Evergreen Product/Variant Launch) | You will need to replace the "SHOPIFY_VARIANT_ID" after oldProductId with the variant ID of the product you are swapping from.
You will need to replace the SHOPIFY_VARIANT_ID after newProductId with the variant ID of the product you are swapping to.
Additionally, you will also need to replace INTEGER and frequency unit with your desired frequency. The INTEGER should be a whole number, and frequency unit should be DAY, WEEK, OR MONTH.
Please note frequency cannot be 1 DAY.
NOTE: This quick action should be used to swap standard products only. Bundle parent products, prepaid, or products that belong to a calendar selling plan group are not recommended for use with this quick action at this time. |
Note: When the link is opened by the customer, a verification code will automatically be sent to the email address that the customer received the Klaviyo email to. The code will only be delivered if that email address is associated with a subscription in your store.
This verification code step cannot be removed, as it is a security precaution.