When you get a new referral, Referral Factory can create a customer in Stripe and track their spend. 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: Configure Your Settings in Referral Factory
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the bottom navigation bar.
→ Scroll down until you see the option to configure settings for the Person Invited.
Step 2: Set Your Qualification Rules
→ 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.
→ Select how you want Referral Factory to handle the creation of NEW customer records 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 records.
→ 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.
→ Finally, use the toggle to select whether you want to automatically unqualify users who request a refund within the previously decided attribution window.
→ Click Save Qualification Settings.
Step 3: Create A Webhook in Stripe
→ Once you have clicked on Save Qualification Settings, a pop-up will appear with instructions on how to set up a webhook in Stripe. 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."
→ Paste the unique endpoint URL provided for you in the pop-up window under the heading "Endpoint URL".
→ Click Add endpoint.
❗️ 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 4: Map Your Data Fields in Referral Factory
→ Use the drop-down options to match the relevant data between Referral Factory and Stripe. For this function to work, you must map the fields {First Name} and {Email}. Other fields are optional.
→ Optionally, map additional information by clicking "Send as Metadata" and typing in your desired key.
Step 5 (Optional): Attach Information About The Person Referring
→ Should you wish to attach the information of the person who made the referral, click "Send as Metadata" and type in your desired key.
→ Click Save or Next.
📌 Having trouble? Read the Stripe Troubleshooting Guide.