When you get a new referral, Referral Factory can create a customer in Stripe and track their spending. That way, when they hit a target of your choice, you can qualify them and trigger a reward to the person who referred them.
📌 Want to know what else you can do with Referral Factory and Stripe? Read the overview.
Step 1: Connect your Stripe account with Referral Factory
To connect your Stripe account with Referral Factory make sure you are logged in to both accounts and that you have the correct permissions on both Stripe and Referral Factory.
→ Go to the Setting Tab on the left-hand navigation bar.
→ Click on the Integration and Pixels tab
→ Connect Stripe account and follow the prompts to authorize - you can choose to account your live account or your test account.
Step 2: Configure Your Stripe Integration
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the top navigation bar.
→ Select the option for “Person Invited”.
→ From the drop-down list, configure what you want Referral Factory to do when you get a new referred user.
Either select “Create a new customer in Stripe” OR “Nothing to action”.
If you choose “Nothing to action” our system will not do anything inside Stripe.
Step 3: Map Your Fields
To set this up you need to use the drop-down options to match the relevant data between Referral Factory and Stripe.
→ Map the data fields from Referral Factory to your contact properties in HubSpot
→ Once you have mapped all your fields, click Next.
❗️ You must map the fields First Name and Email. Other fields are optional.
Below is an example of the types of fields you can map from Referral Factory to Stripe.
You can choose to map Dynamic Data or Fixed Data
Dynamic Data changes based on what users enter, like their First Name, Email, or Phone Number.
Fixed Data stays the same for everyone, like Lead Source or Lifecycle Stage.
Think of dynamic data as personalized info and fixed data as standard info.
You can map as many fields as you like but in some cases, you may need to create additional properties inside Stripe so that we can store the data in that particular property. You could, for example, create properties to house information like:
{Referrer First Name}: The name of the person who referred them
{Referrer Email Address}: The email address of the person who referred them
{Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
{Referral Link}: The referral link automatically generated for the new user (useful if you will enroll referred leads into your referral program)
Step 4: Choose How To Handle Users
How to handle new users, these are referred users that do not exist in Stripe
→ Select how you want Referral Factory to handle the creation of a NEW customer record in Stripe. These options will help you manage the creation of duplicate records.
👉 Select the first option if Referral Factory should NOT create a customer record in Stripe when a new referred user signs up on a referral link but rather wait for your checkout system to create the record. Referral Factory will still be able to qualify a referral as long as the customer uses the same email address. This option will help you avoid duplicate customer records in Stripe.
👉 Select the second option if Referral Factory should INSTANTLY create a customer record in Stripe when a new referred user signs up on a referral link. This option works best if your checkout system has a mechanism to check for duplicate customer record.
If you want to issue credit or apply a coupon to the new customer to give them a discount on your product when they sign up then you choose the second option and then create a Stripe reward to issue the reward immediately when the person invited joins the campaign. Read more about How to issue rewards through Stripe
How to handle existing users, these are referred users that already exist in Stripe
→ Select how you would like Referral Factory to handle the creation of customer records in Stripe when the referred user's email ALREADY EXISTS. In addition to managing the creation of duplicate customer records in Stripe, these options will allow you to manage self-referrals and the referral of existing customers.
👉 Select the first option if Referral Factory should only create a customer in Stripe if the new referred user's email address does NOT ALREADY EXIST in Stripe. This will prevent self-referrals and the referral of existing customers because the referred user will never be qualified.
👉 Select the second option if Referral Factory should create a customer in Stripe EVEN IF a customer record with the same email address ALREADY EXISTS. This means that a duplicate customer record WILL be created. This option allows self-referrals as well as the referral of existing customers. However, the qualification will only trigger if the customer spends on the new record created by Referral Factory.
👉 Select the third option if Referral Factory should UPDATE a customer record in Stripe that already exists. This means that a duplicate customer record WILL NOT be created. This option allows self-referrals as well as the referral of existing customers.
→ Click Next.
Step 5: Set The Rules To Qualify A Successful Referral
→ Under Select the method you want to use to qualify, select “A customer's total spend would exceed a certain amount”.
→ Set the total amount that the referred user must spend in order to qualify. The currency of this value will be the same as your default currency in Stripe.
→ Specify how many days the referrer user has to reach the target in order to qualify.
→ Then use the toggle to select whether you want to automatically unqualify users who request a refund within the previously decided attribution window.
Step 6: Create A Webhook in Stripe
→ To make sure Referral Factory can qualify the referrals when they convert you need to create a webhook in Stripe so the two systems can communicate.
To make this as easy as possible, Referral Factory has generated a link that will take you straight to your Stripe webhook settings, with all the relevant settings pre-filled. All you will need to do is add the unique endpoint that is also provided.
Please note that Stripe administrator privileges are required to add webhooks.
→ Start by clicking the yellow text that reads "Click here to create your Stripe webhook".
→ A new tab will open in Stripe that says "Listen to Stripe events."
→ Copy the unique endpoint URL from Referral Factory and paste it in the Stripe pop-up window under the heading "Endpoint URL".
→ Click Add endpoint.
→ Toggle this on inside Referral Factory to confirm you have completed the webhook step.
❗️ Please note that these webhooks are campaign-specific. If you would like to use Stripe to qualify users in multiple campaigns, you will need to set up additional webhooks for each campaign you want to track.
Step 7: Test Whether Your Integration Is Working
Once you have setup your integration, here are some steps you can follow to make sure your integration is working correctly.
Step 1: Sign Up As The Person Referring
→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step.
→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in HubSpot. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].
Once you have your referral link you can either use one of the share icons to share your referral link or click "Copy Link" and open your referral link in a different browser
Step 2: Sign Up As The Person Invited
→ Once you have opened the referral link generated for the Person Referring, enter your details and sign up as the Person Invited.
→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in HubSpot. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].
Step 3: Check For New Users in Referral Factory
→ Check that the Person Invited is created in the Users tab inside Referral Factory.
Step 4: Make A Purchase On Your Platform
→ Sign up or complete a purchase on your website using the same email address as you used to sign up as the person invited.
→ Check inside your Stripe account to confirm the customer has completed the purchase.
→ Return to Referral Factory to check the status of the contact you just converted in the Users tab. Note that it can take up to 30 minutes for the data to pass from Stripe to Referral Factory.
📌 Having trouble? Read the Stripe Troubleshooting Guide.