The Recover failed payments quick action helps subscribers update their payment method in the customer portal (in one click from your email/SMS), so you can recover failed renewals, reduce involuntary churn, and maintain predictable subscription revenue.
With segments, you can tailor incentives + messaging based on how critical the payment situation is for each subscriber (for example, last retry left vs multiple retries remaining, or hard decline vs soft decline).
When to use this quick action
Use Recover failed payments when you want subscribers to quickly update their payment method for:
Payment failure events (failed payment with retries left / last retry left / no retries left)
Card expiring
This quick action works well with marketing + notification tools like Klaviyo, Omnisend, Recart, and Attentive, where you can embed the quick action URL as a button.
What you can configure
You can configure multiple incentives based on different payment failure scenarios such as:
Available retry counts
Failure reasons
Failure codes
This helps you personalize offers and messaging to maximize payment updates and improve recovery rates, without over-discounting.
What’s possible (recommended strategy)
If the available retry count is high and the failure reasons are generic (like insufficient funds), consider using lower incentives to protect margins.
If the available retry count is low or the failure reasons are hard declines (like card expired or invalid), use higher discounts or exclusive offers.
To analyze failure reasons and retry-based recovery opportunities, navigate to Payment Analytics for detailed insights.
How Segments work
Segments let you create multiple “rules” inside the same quick action. Each segment can have its own:
Conditions (available retry count, failure reason, failure code)
Incentives (discounts/offers)
Texts (pop-up texts shown in the customer portal)
Priority order matters: segments are evaluated in order, and the first matching segment applies.
Dynamic link behavior: the quick action link stays the same, but when a subscriber opens it, Loop evaluates the latest quick action configuration + the subscription’s current payment state and applies the right segment.
Default segments (auto-created for new quick actions)
When you create a new Recover failed payments quick action, Loop generates three default segments to help you get started:
Segment 1: available retry count ≤ 1
(last retry left, or payment failed)Segment 2: available retry count between 2 and (max retries − 1)
(payment failed with retries left)Segment 3: available retry count = max retry count
(payment failed with retries left)
You can edit these segments, add more segments, and refine conditions over time as you learn what improves recovery while protecting margins.
How to create and configure the quick action
Go to Loop admin → Retain → Quick actions.
Click Create a quick action and select Recover failed payments as the action type.
Add your Action name. This generates an Action key (used to reference the link in Loop notifications and 3rd party tools).
Under Supported events, choose where this quick action should be available (for example, Payment failure events and/or Card expiring).
Configure Segments:
Add segment conditions
Add incentives per segment
Customize customer portal texts per segment
Click Save.
Note: If the “charge immediately” preference is enabled, incentives are applied before processing the order. Also, canceled and paused subscriptions will be activated automatically as part of this recovery flow.
Segment conditions you can use
Common ways to segment recovery offers:
Available retry count
Example: offer a higher discount when retries are low.Failure reasons / failure codes
Example: stronger incentive for hard declines (revoked/invalid payment method), and lighter/no incentive for soft failures (insufficient funds).
To identify the right segments and incentives for your store, use Payment Analytics to review failure reasons and retry-based recovery opportunities.
Where to use the quick action URL
Use it in Loop customer notifications
Once you save the quick action, it becomes available in the selected event payloads.
You can find Loop emails at Settings → Notifications → Emails. Open the relevant notification and use the quick action URL variable in the right-side panel to embed it inside a button or link.
Use it in 3rd party tools (like Klaviyo)
You can also send the same quick action URL through tools integrated with Loop (like Klaviyo, Attentive, Recart, Omnisend). Add the variable to your button URL so subscribers land directly in the recovery flow.
Subscriber experience
When the subscriber lands in the customer portal:
They see a payment update drawer with an update call-to-action asking to fill card details.
Clicking it opens an Update card drawer (example text: “Update your card and get incentive”).
After entering updated card details and clicking Update card, they see your configured success message (example: “Card updated successfully!”).
If the segment includes an incentive, Loop applies it based on the segment rules.
FAQs
Is there any specific time validity for any quick action URL?
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?
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?
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.
What are event actions?
What are event actions?
Event Actions are used for future events flow.
Event actions are used when an event is scheduled to occur in the future. For example, we can create an automated flow in Klaviyo for a specific event. If a customer cancels their subscription, an automated email flow will be triggered. This email will include a pop-up on the customer portal offering the option to reactivate the subscription.
Event actions can also be utilized in Loop email notifications.
How do I send Magic Link as a button in an email to a customer?
How do I send Magic Link as a button in an email to a customer?
To send a magic link as a button in the email to a customer, here’s what you can do
Go to Loop > Retain > Quick Actions and create an “Upgrade Profile” quick action. Once created, Loop will generate an action key and include it in the event payload that’s sent to Klaviyo.
In Klaviyo, open the email or flow where you want to include this upgrade option, and add the quick-action URL variable (for example, {{ event.quickAction_upgradeProfile }}) to a button or link in your template.
The custom property will appear in Klaviyo as part of the profile or event data, which you can use to personalise emails, create segments, or trigger flows.
When a customer clicks the button, they’ll be redirected to their Loop Customer Portal, where they can upgrade their product directly. Please test the flow with a real or test subscriber to ensure everything works smoothly.
Need help?
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Regards,
Loop Subscriptions Team 🙂