Skip to main content

URL Builder Quick Wins Playbook

Leverage URL Builder to find quick wins for stronger customer retention, increased AOV, and quick conversion from purchaser to subscriber.

Cecilia Wilbur avatar
Written by Cecilia Wilbur
Updated over a month ago
  • What URL Builder is: Stay AI’s tool that builds one-click links that perform subscription actions (example: Add Item, Delay, Discount, Checkout).

  • What to expect: Fewer skips, higher AOV, better save rate, faster conversion from purchaser to subscriber.

  • What you’ll do here: Ship the 5 fastest wins:

    • Optimize the Upcoming order email

    • Monthly Add-On

    • Retention Save (Delay + light discount)

    • Banner → Bundle Add

    • Checkout URL (one-time → subscribe)

Each of these should take you no more than 7 minutes!


1) Optimize Upcoming Order Emails: Add Item and/or Delay 2 Weeks

Everyone should be getting an upcoming order email, so give customers options that fit what they need! If a customer is craving more, offer an add-on of a complementary product. If a customer isn’t ready to get their product just yet, circumvent cancels by offering a delay by 2 weeks option! Either way, you’re encouraging positive actions.

What this means for you

Enable higher retention rates by offering flexible options to your customers that better suit their needs.

Why this is valuable

Reduce friction at the “upcoming order” touchpoint by encouraging a positive action rather than a cancellation.

How to find it

• URL Builder → Quick Action → Add Item (add your top SKU)

• URL Builder → Quick Action → Delay Order (2 weeks)

• Copy Klaviyo versions of each link

How to use it

• Add both links to the Upcoming Order email

• Offer 1w & 2w delay options; portal confirmation lets them adjust

How to measure it

Did the campaign link work (clicks → completed adds)?

Go to URL Builder → URLs list, find the campaign’s Add Item link, and compare Viewed vs Completed.

Did subscribers actually add the featured item to upcoming orders?

Go to Analytics → Product Performance → Performance → Recurring tab, search the feature variant, and read # of Recurring Orders and Overall Revenue for the campaign window.

Did this campaign affect churn for that item’s subscribers later?

Go to Analytics → Product Performance → Performance (same variant) and watch Churn Rate over 30–60 days after the send, versus the previous period.

2) Monthly Subscriber Campaign (Email/SMS)

Your subscribers are truly your brand VIPs and they deserve to feel that way on a regular schedule! Every month create a quick subscriber campaign to highlight a product, a new variant, a seasonal flavor, whatever fits best! Use the opportunity to say “here's a product we think you'd love, exclusive to our subscribers!” Make adding this item fast and easy with just a one-click add-item quick action!

What this means for you

A simple, repeatable play that reliably adds revenue without new creative each time.

Why this is valuable

Predictable, repeatable campaigns drive incremental AOV with minimal build time.

How to find it

• URL Builder → Quick Action → Add Item for the feature SKU• Optional: Shopify discount code to pair with the add‑on

How to use it

• Send a monthly email/SMS to subscribers with the Add Item link

• Rotate products; keep incentives modest and time‑boxed

How to measure it

Did the campaign link work (clicks → completed adds)?
Go to URL Builder → URLs list, find the campaign’s Add Item link, and compare Viewed vs Completed.

Did subscribers actually add the featured item to upcoming orders?
Go to Analytics → Product Performance → Performance → Recurring tab, search the feature variant, and read # of Recurring Orders and Overall Revenue for the campaign window.

Did this campaign affect churn for that item’s subscribers later?
Go to Analytics → Product Performance → Performance (same variant) and watch Churn Rate over 30–60 days after the send, versus the previous period. (For a broader view, you can also sanity-check the Churn dashboard.)

3) RetentionEngine Cancel Treatment: Stack Delay + Discount

Drive stronger save rates by offering customers about to churn both a delay and a discount in one URL on a cancel treatment, such as 'Delay 2 Weeks + $7 off to stay'. This motivates them to keep their subscription and offers a small discount as an incentive.

What this means for you

Higher save rate with minimal margin cost and clear post‑save tracking.

Why this is valuable

You preserve margin while improving save rate and second‑order rate.

How to find it

• URL Builder → Quick Action → Delay Order (1–2 weeks)• URL Builder → Add action → Apply Discount

How to use it

• Retention Engine → Elements → Treatment Library → Edit

• Paste the Quick Action link into Button Link

• Offer multiple delay choices; keep discount small (e.g., $5–$7 or 10%)

• Measure save rate, discount usage, and day‑30 outcomes.

How to measure it

Which option did customers actually use (Delay vs Discount)?

Go to URL Builder → URLs list, find the campaign’s Add Item link → and compare Viewed vs Completed.

Did cancellations improve after you launched the save treatment?

Use Analytics → Churn to compare before vs after (e.g., Churn by Order for the affected cycle and Overall Churn Rate trend).

Did kept subscribers generate follow-on revenue?

Go to Analytics → Product Performance → Performance → Recurring tab, filter to variants most affected by saves, and track # of Recurring Orders and Overall Revenue in the 30 days after launch.

4) Customer Portal Banner: One‑Click Bundle Add (+ Optional Discount)

The banner ad in the customer portal is largely underutilized as a resource for one-click add-ons! Use that prominent Banner to promote a discounted ‘bundle’ of 2 complementary products at a slight discount. Subscribers can easily add this to their order in just one click!

What this means for you

Use prime real estate in the customer portal (the banner ad) to boost AOV with zero friction for your subscribers.

Why this is valuable

You can add 2 complementary variants as a “bundle” and enable customers to add this with just one-click.

How to find it

• URL Builder → Quick Action → Add Item → Select 2 variants • Optional: Quick Action → Apply Discount covering both SKUs

How to use it

• Link the customer portal banner to the Quick Action

• Measure: banner CTR → add‑on completion rate → order AOV

How to measure it

  • Are banner clicks turning into completed bundle adds?
    Go to URL Builder → URLs list, open the banner’s bundle Add Item link, and compare Viewed vs Completed.

  • Did the banner lift add-ons for the two bundle variants?
    Go to Analytics → Product Performance → Performance→ Recurring tab, search the two bundle variants, and read # of Recurring Orders and Overall Revenue during the banner run.

  • Did average order value move for those orders?
    In the same table, compare Avg Qty per Order (and revenue/order proxy) for those variants to the prior period.

5) Checkout URLs: Convert One‑Time → Subscription

If a customer buys your product once, chances are much higher that they want to become a subscriber! Take advantage of strong buyer intent with an optimized post-purchase flow that leverages checkout URLs to convert a one-time purchaser to a subscription.

What this means for you

Faster path to first‑time subscription and a clearer stream of recurring revenue.

Why this is valuable

With this play, you’re making it easier for customers to convert from one-time purchasers to subscribers. Checkout URLs will send customers straight to checkout, taking the burden off them and capturing their initial intent of buying your product.

How to find it

• URL Builder → Checkout URL (SKU or 2‑item bundle) with selling plan + intro discount• Segment recent one‑time buyers in Klaviyo

How to use it

• Post‑purchase email/SMS with the Checkout URL CTA• Start with 1–2 hero SKUs; expand once you see lift• Measure: click→checkout rate, subscribe conversion, churn on orders 2–3

How to measure it

  • Do shoppers who click the Checkout URL finish checkout?
    Go to URL Builder → URLs list, find the campaign’s Add Item link, and compare Viewed vs Completed. (Use the Checkout URL used post-purchase.)

  • Did this create checkout orders for the items in the link?
    Go to Analytics → Product Performance → Performance → Checkout tab, filter to the SKU(s)/bundle, and read # of Checkout Orders and Overall Revenue for the campaign window.

  • Do these new subscribers stick?
    Ensure the Checkout URL includes a selling plan (URL Builder’s checkout builder supports this). Then track Churn Rate for the same variants over 30–60 days in Product Performance → Performance; optionally corroborate in the Churn dashboard.

Did this answer your question?