Set up quick actions

One-click links that do the thing for a subscriber: build them once, send them anywhere.

10 min

A quick action is a link that performs one change on a subscription when the subscriber taps it: no login, one confirmation page. Build them once; use them from any subscription page or as merge tags in notification emails.

1. Create the action

   • Open Settings > Quick actions and click Create quick action.
   • Give it a Name, then pick the Action type:

   Family	Action types
   Schedule	Skip next order · Delay next order · Ship now
   Status	Pause subscription · Resume subscription · Reactivate subscription · Reactivate with a discount · Reactivate with a one-time add-on
   Changes	Apply a discount code · Add a product · Swap a product · Change delivery frequency · Update payment method
   Combined	Multiple actions: two to four steps run in order, each type once, reactivation first when present
   Special	Convert order to subscription: acts on a past one-time order, with an optional discount code

   • Types that need details (discount code, product and variant, new frequency) ask for them right there.

   Checkpoint: the action does one clear thing and its name says so.

   
2. Set its availability

   • Under Availability: Status (Active, Paused, or Archived), Max uses per subscription (empty means unlimited), and Expires.
   • Empty Expires means never; a date ends at 11:59 PM that day. Individual links have shorter lifetimes (below).

   Checkpoint: status reads Active, with the limits you mean.

3. Put it to work, two ways

   • In your replies: every active action appears in the Quick action link menu on a subscription’s page; a click copies a single-use, 60-minute link (When a subscriber asks for help).
   • In your notifications: after the first save, a Notifications section appears; tick the sends under Add this link to notification sends, or copy its Merge tag into a template.
   • Links inside notification sends are reusable for that send’s life (about 30 days).
   • The classic: a dunning email with a one-tap Update payment method link; its confirmation page drops the subscriber on their subscription in the portal, signed in.

   Checkpoint: the action shows in the Quick action link menu and the sends you picked.

A quick action link is a key, scoped to one subscriber. Anyone holding a live link can use it, so treat it like a signed-in session. Admin-copied links work once and die in an hour; notification-email links last the send’s life, so keep them out of anywhere public.