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.
📌 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 Referring”.
→ From the drop-down list, configure what you want Referral Factory to do when you get a new direct 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.
Step 4: Choose How To Handle Users
→ Choose whether Referral Factory should update new and/or existing customers in Stripe.
→ Click Save or Next.
Step 5: 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 Stripe. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].
Step 2: Check For New Users in Referral Factory
→ Check that the Person Referring is created in the Users tab inside Referral Factory.
Step 3: Check inside Stripe
→ Have a look inside your Stripe account to see if the customer was added or updated.
📌 Having trouble? Read the Stripe Troubleshooting Guide.