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How To Send Direct Users (The Person Referring) to Stripe When They Sign Up For A Referral Link
How To Send Direct Users (The Person Referring) to Stripe When They Sign Up For A Referral Link

Create customers in Stripe when someone registers for a referral link.

Updated over 3 months ago

If your referral program is open to anyone to join, Referral Factory can create a Stripe customer when someone registers for a referral link. We can also sync their referral links and metrics back into Stripe as metadata.

πŸ“Œ Want to know what else you can do with Referral Factory and Stripe? Read the overview.

Step 1: Configure Your Settings in Referral Factory

β†’ Click Edit Campaign to enter the campaign builder.

β†’ Navigate to the Integrations step in the bottom navigation bar.

β†’ Scroll down until you see the option to configure settings for the Person Referring.

Step 2: Map Your Data Fields

β†’ Map the data fields from Referral Factory to Stripe using the dropdown select options.

❗️ For this function to work, you must map the following fields:

  • {Referrer First Name} in Referral Factory to the {Name} field in Stripe

  • {Referrer Email} in Referral Factory to the {Email} field in Stripe.

Other fields are optional and can be sent as Stripe metadata.

Step 3: Choose How To Handle New Users Duplicates

β†’ Choose whether Referral Factory should update new and/or existing customers in Stripe.

β†’ Click Save or Next.

πŸ“Œ Having trouble? Read the Stripe Troubleshooting Guide.

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