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: 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 Referring.
Step 2: Map Your Data Fields
→ 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 Duplicates
→ Choose whether Referral Factory should update new and/or existing customers in Stripe.
→ Click Save or Next.
📌 Having trouble? Read the Stripe Troubleshooting Guide.