The Upsell/Cross-sell quick action allows subscribers to instantly add products to their subscription directly from an email without navigating through the customer portal manually. This helps increase Average Order Value (AOV) and drive product adoption at the moment of engagement.
Why use upsell/cross-sell quick actions
Upsell and cross-sell quick actions help you convert intent into action by enabling subscribers to add products with minimal friction.
Instead of relying only on customer portal discovery, you can trigger product additions directly from communication channels where subscribers are already engaged.
Key benefits:
Increase AOV instantly: Let subscribers add products to their next order in one click
Drive product adoption: Promote complementary or new products at the right moment
Reduce friction: Skip navigation and take users directly to the action
Omnichannel reach: Use across Loop notifications, Klaviyo, and other tools
When to use this quick action
This quick action works best when:
You want to promote add-ons in upcoming order reminders
You are sending post-purchase or subscription-created emails
You want to recommend complementary products
You are pushing limited-time add-ons via SMS or email
You want to test high-conversion, low-friction upsell flows
What you can configure
Product selection
Choose the product or variant that will be added when the subscriber clicks the quick action.
Each quick action targets a specific product.
Discount configuration
Optionally apply a discount to incentivize adoption.
Percentage or fixed discount (if supported in your setup)
Preset bundles (latest)
You can now select preset bundles as part of your upsell/cross-sell quick actions.
Ensure upsell settings are enabled. Visit Grow > Upsells > Customer portal > Customer permissions to check the existing configuration
Ensure the bundle is added in General upsell recommendation. Add by visiting Grow > Upsells > Customer portal > General upsell profile > Recommended items > Bundles > Add bundles
Select the relevant preset bundle while creating the quick action
Subscribers can add the bundle to their subscription or as a one-time add-on
Important:
Preset bundles are always added at the discounted price configured in the bundle admin. Additional discounts cannot be applied on top of this price.
Supported events
Define where the quick action link will be available:
Subscription created
Upcoming order reminder
Subscription resumed
Subscription reactivated
The selected events determine where the quick action URL is injected in payloads.
Action keys
Each quick action generates a unique key used to reference it in notifications and third-party tools.
Loop notifications key → used inside Loop email templates
Klaviyo key → used in external communication tools
These keys dynamically resolve into quick action URLs.
How to create an Upsell/Cross-sell quick action
Navigate to Loop admin → Retain → Quick actions
Click Create a quick action
Select Upsell / Cross-sell product
Add an Action name (internal use)
Select the product or variant
Configure discount (optional)
Choose supported events
Save the quick action
Where to use the quick action URL
Similar to other quick actions, this can be used across channels:
Loop notifications
Add the quick action variable inside email templates3rd party tools (Klaviyo, Omnisend, etc.)
Use the action key inside button links to trigger the flow
The same link dynamically applies the configured action when opened.
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 a subscriber clicks the quick action link:
They are redirected to the customer portal
The relevant product is pre-configured for addition
They can:
Add as a one-time add-on, or
Add as a subscription product (if supported)
Once completed:
The product is added to their subscription
A success message is shown
Performance tracking
You can track adoption and performance via analytics:
Clicks (link engagement)
Product additions (conversion)
Use this to refine product selection, timing, and incentives.
Need help?
No worries - we're here for you!
If you have any questions or need assistance, feel free to email us at [email protected] or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions Team 🙂