Skip to main content
Quick Actions
Updated over 2 months ago

Introduction

Quick Actions is a Business Premium feature that allows your customers to perform a series of predefined actions in one click. Note that it is a requirement that these links be sent over email. They will work for either our proprietary Appstle customer emails or emails through our Klaviyo integration.

Configuration

Go to More > Quick Actions to be taken to the page shown here. Then click this dropdown menu to be shown a list of the different quick actions offered.

You can pick as many of these as you would like to incorporate into your link, viewable in the field below.

The link will log the customer into their subscription using Appstle's Magic Link login token. Afterwards, a series of actions will take place automatically depending on your selection above.

List of Quick Actions

We will briefly cover what the different quick action links do, then afterwards, we will use one of these options to demonstrate its functionality in the context of an email.

Activate, Cancel, and Pause Subscription allows customers to change the status of their current subscription to their respective statuses.

Add Product allows customers to add a product or products of your choosing directly into their subscriptions. Click this link to be shown a pop-up where you can select your products.

Apply discount allows customers to add a discount code to their subscription, which you can input into the new field that displays. This code can be created either from the Discounts section in Shopify or from Appstle itself from within the merchant portal, which we also have a video dedicated to should you require more information.

Order Now, Skip Order, and Reschedule Order will all affect the next upcoming order in a customer’s subscription in the described ways.

Example

Now for the example quick action. we will choose the Activate Subscriptions Quick Action, which will provide an appropriate link in the Quick Action URL field here. This link, however, needs some modifications to be able to properly function with emails. First, replace TOKEN in angle brackets here with {{customer.token}}. Then replace SUBSCRIPTION_ID in angle brackets with {{subscriptionContractId}}, written exactly like this.

The link is now ready, so come to an Appstle email template in the Emails section of customer experience, and choose an email template that makes sense with this link’s functionality, which for this one, we will pair with Subscription Canceled.

Embed this link in an HTML anchor tag, name it, then hit Update in the upper right-hand corner.

The idea is that when customers receive the email that they have canceled their subscription, the quick action link embedded in it will allow them to resume it, if they wish to do so later on, with just one click.

If you wish to test this link’s functionality, click on Test Email here and type in your email for it to be sent to.

Klaviyo Integration

If you wish to use Klaviyo to send emails with Quick Action links instead, please reference 2:57 onwards in the tutorial video below.

Did this answer your question?