Why use the add backup payment method quick action
Payment failures are one of the leading causes of involuntary subscriber churn. In many cases, subscribers still want to continue their subscription, but an expired card or failed payment interrupts future renewals.
The Add Backup Payment Method quick action helps you proactively encourage subscribers to secure their subscription before a payment issue occurs.
Key benefits
Reduce involuntary churn: Prevent subscription cancellations caused by failed payments.
Improve payment attempt success: Automatically fall back to the backup payment method if the primary payment method fails.
Increase subscriber retention: Encourage subscribers to keep their payment information up to date.
Low-friction experience: Subscribers can add a backup payment method directly from an email notification.
Boost completion rates: Offer discounts or gifts to incentivise subscribers to complete the action.
When to use this quick action
This quick action works best when:
You want new subscribers to secure their subscription immediately after signing up.
You want to remind subscribers to add a backup payment method before an upcoming renewal.
You want to proactively reduce payment failures before they happen.
You want to incentivize subscribers with discounts or gifts for adding a backup payment method.
What you can configure
Incentives
Optionally encourage subscribers to complete the action by offering:
Discounts
Gifts
Supported events
Choose where the quick action will be available.
Currently supported events include:
Subscription created
Upcoming order reminder
The selected events determine where the quick action URL is injected into notification payloads.
Before you begin
The Backup Payment Method feature must be enabled before you can use this quick action.
Navigate to:
Retain → Payment Recovery → Retry Settings
Enable Backup Payment Method.
Note: If Backup Payment Method is disabled, you'll see a banner while creating the quick action prompting you to enable it first. Quick action links will not be generated until the feature is enabled.
Action keys
Each quick action generates unique keys that can be used across your subscriber communications.
Loop notifications key — Use inside Loop email templates.
Klaviyo key — Use inside external communication tools.
These keys automatically resolve into the appropriate quick action URL.
How to create an Add Backup Payment Method quick action
Navigate to Loop Admin → Retain → Quick actions.
Click Create a quick action.
Select Add Backup Payment Method.
Enter an Action name (for internal use).
Configure an optional Discount or Gift.
Select the supported events.
Click Save.
Where to use the quick action URL
Like other Loop quick actions, this action can be used across multiple communication channels.
Loop notifications
Add the quick action variable inside your Loop email templates.
Third-party tools (Klaviyo, Omnisend, Attentive, etc.)
Use the generated action key inside your email or SMS button URLs.
The same URL dynamically opens the Backup Payment Method flow for the subscriber.
Subscriber experience
When a subscriber clicks the quick action link:
They are redirected to the customer portal.
The Add backup payment method drawer flow opens automatically.
They securely add a backup payment method.
The backup payment method is saved to their subscription.
If a future renewal fails using the primary payment method, Loop automatically attempts to charge the backup payment method (when enabled), helping ensure uninterrupted renewals.
Performance tracking
Track the effectiveness of your quick action through analytics, including:
Link clicks
Conversion rates
Use these insights to optimize timing, messaging, 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 corner of your Loop admin.
Regards,
Loop Subscriptions Team 🙂