Articles on: Retain

Quick actions

Quick actions are magic links you can send to your customers to take specific actions quickly without making them navigate through the customer portal searching for a particular action. These URLs are essential for increasing engagement and enhancing customer experience by providing them with immediate access to essential functions, such as updating payment methods, reactivating subscriptions, and more.

All these actions work seamlessly with our marketing integrations like Klaviyo, Omnisend, Recart, and Attentive and give you complete control & flexibility while sending customer notifications.

Why use quick action URLs?

Quick action URLs provide the following benefits:

Increased revenue: Simplify payment method updates and reactivation of cancelled subscriptions, driving customer retention and minimizing revenue loss.
Boost average order Value (AOV): Allow customers to easily add products to their upcoming orders, encouraging repeat purchases.
Improved retention: Reactivate cancelled subscriptions through a simple link, helping you re-engage customers with minimal effort.

Types of quick actions

There are two types of quick action: Event actions and Campaign actions. Both are designed to achieve different goals and are used in various contexts.

Event actions

These are the quick actions that are auto-generated when a specific event happens. All you would need is the action key to leverage this action. The key will be used to refer to the action link in the notifications sent via Loop or 3rd party apps like Klaviyo.

Action name	Description	Use case	Supported events
Update payment method	Allows customers to update their payment details, including credit card or wallet.	Ideal for cases where a payment has failed or a card is expiring.	Payment failed with retries left; Payment failed with last retry left; Payment failed with no retries left; Card expiring
Reactivate subscription	Allows customers to reactivate their cancelled subscription. An optional discount can be applied.	Used when customers cancel their subscriptions and need a reactivation option.	Subscription cancelled; Payment failed with no retries left
Add product	Lets customers add a product, either as a one-time purchase or as part of their subscription.	Ideal for cross-selling or upselling, increasing the order's average value (AOV).	Subscription created; Upcoming order reminder; Subscription resumed; Subscription reactivated
Resume subscription	Allows customers to resume a subscription that was paused. A discount can be added for conversion.	Used when a subscription is paused and you want to incentivize the customer to resume.	Subscription paused ; Payment failed with no retries left
Skip order	Lets customers skip their upcoming order without affecting the subscription.	Ideal for when customers need flexibility in timing, like when they're away or don't need the order.	Upcoming order reminder ; Product out of stock
Delay order	Lets customers delay their upcoming order to a later date.	Useful when customers need more time before receiving the next order.	Upcoming order reminder
Order now	Allows customers to place an order immediately, bypassing the usual order schedule.	Ideal for customers who want to purchase sooner or receive a product before the scheduled date.	Upcoming order reminder
Upgrade subscription	Allow customers to upgrade their subscription by mapping an existing product to a new one. Customers can select from all variants of the new product	A customer on a lower-tier plan/ product can easily upgrade to a higher-tier plan/ product.	Subscription created ; Upcoming order reminder

Campaign actions

Campaign actions are generated in bulk and are designed for mass marketing campaigns, such as those sent via email or SMS. This doesn't give you an action key like event actions but it will provide you links that can be passed straightaway to the customers to leverage the benefits.

Action name	Description	Use case
Update payment method	Allows customers to update their payment details, including credit card or wallet.	Ideal for cases where a payment has failed or a card is expiring.
Add product	Lets customers add a product, either as a one-time purchase or as part of their subscription, increasing AOV.	Ideal for cross-selling or upselling, increasing the order's average value (AOV).
Reactivate subscription	Allows customers to reactivate their canceled subscription. Optional discount can be applied.	Used when customers cancel their subscriptions and need a reactivation option.
Resume subscription	Allows customers to resume a paused subscription. A discount can be added for conversion.	Used when a subscription is paused and you want to incentivize the customer to resume.
Swap product	Allows customers to swap products in their subscription, selecting a new product and variant.	Useful for customers who wish to change products in their subscription.
Login to customer portal	Directly logs customers into a specific subscription page on the customer portal.	Ideal for guiding customers back to their subscription management page.
Order now	Allows customers to place an order immediately, bypassing the scheduled order date.	Ideal for customers who want to purchase sooner or receive a product before the scheduled date.

How to create a quick action?

Follow these steps to complete the process.

Navigate to Loop admin > Retain > Quick actions > Event actions and click the ‘Create new action’

Select the type of action you want to create.

Enter the action name that will be used as a prefix to generate a non-editable action key, which will be used to refer to the action link in the notifications sent via Loop or 3rd party apps like Klaviyo.

Choose events: Select subscription events where you want this quick action link to be available. The action key generated will be available in the selected event payloads.

Set action incentives: Select action incentives tied to the quick action. Action incentives also vary basis the ‘Action type’. This includes Discounts (Fixed/ Percentage) or Free Gifts.

Pop-up texts: Customize the pop-up texts displayed on the customer portal as part of this quick action flow

When you finish the desired configurations, click ‘Save’ to create a quick action URL.

The video below demonstrates the steps to simply create a quick action in Loop.

How to use quick action URLs in Loop customer notifications?

Once you are done setting up quick action URLs, all the relevant quick actions will be made automatically available for respective events selected in the ‘Create new quick action’ page. You can locate all the customer email notifications sent by Loop on Settings > Notifications > Emails page on the right side information bar.

In the emails tab, open the concerned notification by clicking on its name. You can find the quick action URL variable in the right bar. The variable can be embedded as a URL within any button or text on the email.

How to use quick action URLs in Klaviyo?

Similar to Loop email notifications, you can send these quick action URLs from any of the marking platforms integrated with Loop i.e. Klaviyo, Attentive, Recart, and Omnisend.

Along with other subscription variables being passed from Loop, you will find the quick action URLs using the ‘Action Key’ generated while creating a quick action. You can refer to the below video guide for using an action key titled 'quickAction_reactivateWith_10Discount' in Klaviyo emails in this format - '{{event.quickAction_reactivateWith_10Discount}}'

To learn more about How to use Quick actions in Klaviyo? click here

Customer experience

Quick action URL is a savior for your customers as it reduces the number of steps to complete an action by multi-folds. Let’s say you are running a reactivation campaign where you want to offer a one-time 10% discount incentive for customers who will reactivate their cancelled subscriptions.

Attaching a teaser of what customers will experience while claiming their 10% discount by reactivating their subscription within a few seconds, in just 2 clicks.

Performance tracking

To manage and check the performance of your existing quick actions, brands want to track key metrics like clicks and completion rates over time. In your dashboard, you can view a report that lists each action, along with its corresponding Action name and Action key.

These metrics help you understand how effective each quick action is. Clicks show how many times the action link was clicked, while Completion rate indicates how many of those clicks resulted in the desired action being completed (such as a successful payment update or subscription reactivation). By monitoring these metrics, you can identify which actions are performing well and which may need adjustments, such as optimizing incentives or targeting specific customer segments.

FAQs

[FAQ-START]

► Is there any specific time validity for any quick action URL?

A quick action URL will never expire after a specific time limit. However, each URL is valid only for single usage. Hence once a link has been used to perform a designated action, it can't be used again.

► Can we send a quick action URL on any customer notification?

The quick action URL will be available only in the supported events configured during the URL creation process.

► Can I use a quick action URL to launch the revival campaign for cancelled subscriptions?

The quick action URL can be sent immediately on a subscription cancellation event to help customers reactivate their cancelled subscriptions. Now since the URL is generated only on the occurrence of a supported event, you will not be able to use it in any mass email marketing campaign to revive all your cancelled subscriptions at once.

[FAQ-END]

Need help?

No worries - we're here for you!

If you have any questions or need assistance, feel free to email us at support@loopwork.co or chat with us using the support beacon at the bottom right of your screen.

Regards,

Loop Subscriptions Team 🙂

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Updated on: 05/09/2025

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