As part of the next generation of Stay's URL Builder, we've also added a new and improved customer portal experience.
Configuring Quick Actions Copy
NOTE: You can set Header and Body copy per quick action when you set up your URL. See more on that here.
You now have the ability to update copy for specific actions so customers can navigate the quick actions flow in your brand's voice!
On the Merchant Portal navigate to Legacy Portal > Copy
Open the "Quick Actions" section
Update the copy pertaining to the desired sections
Hit "Submit"
Using the V3 Portal? Translations are moving into the new portal settings. For now, translations set in the Legacy Customer Portal will be inherited into the new quick actions.
Configuring the Banner Ad Using Quick Actions
You now have the ability to embed a quick actions URL directly into the Banner Ad. We've just made prime real estate on the customer portal even more valuable.
On the Merchant Portal, navigate to Customer Portal > Design
If you'd like to link a quick action from the banner ad, click "Quick Action" in the "Action on Click" drop down
Select your previously created Quick Action from the drop down
Success! Your customers will now be able to apply a quick action to their subscription directly from the banner ad.
Navigating the Customer Portal
Note: If your customers are already logged in to the Stay customer portal, they will not be required to go through the 2FA flow.
Quick Actions from SMS or Email
Customers will receive the pertinent URL to their phone or email
Once clicked, they will be directed to the customer portal
If already authenticated, they will be taken to select the subscription ID to apply the quick action to
If you've included a token in your URL, they will automatically be authenticated and taken to select the subscription ID to apply the quick action to
If not authenticated, they will go through the 2FA flow
They will select the subscription they wish to apply the quick action to
They will Confirm they want to apply the quick action
All actions that are part of the quick action plan will be applied to the subscription
They will be directed to the subscription details page of the updated subscription with all actions applied
Quick Actions from a Banner Ad
Customers will click the Banner Ad
If clicked, they will be taken to a new tab with the quick actions page displayed
They will Confirm they want to apply the quick action
All actions that are part of the quick action plan will be applied to the subscription
What Next?
There are plenty of resources built out for you! Check them out below:
Using Stay AI's URL Builder: a how-to article guiding you through the process.
Stay AI's Quick Actions Playbook: a strategic resource showing you what's possible with URL Builder's new quick actions!