Stripe And Referral Factory Integration: A Full Guide

Discover how Stripe and Referral Factory work together to run your referral program on auto-pilot. Connect Stripe to qualify referrals when they hit a target spend amount, protect against refunds, and even sync referral links into Stripe as metadata.

Are you looking for referral program software that works with Stripe? 

Get your referral program up and running, and integrated with Stripe, in just a few days 👉 Try our referral software.

If you already have a Referral Factory account, then keep reading to learn how to set up your integration 👇

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In this guide 👇 

1. What You Can Do With Stripe and Referral Factory 🚀

2. How To Connect Your Stripe Integration

3. How To Configure Your Stripe Integration

3.1. How To Send Referred Users From Referral Factory to Stripe and Automatically Qualify Them When They Hit a Target Spend Amount in Stripe

3.1.1. How To Configure Your Qualification Settings

3.1.2. How To Set Up Your Stripe Webhook

3.1.3. How To Map User Fields

3.2. How To Sync Stripe Customers with Referral Factory (and Generate Their Referral Links)

3.3. How To Send Direct Users From Referral Factory to Stripe 

4. Uninstall Your Stripe Integration from Referral Factory

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1. What You Can Do With Stripe and Referral Factory 🚀

 

👉 Every time you get a new referred lead, create a new customer in Stripe AND track their spend. That way, you can mark the referral as successful when they hit a target spend amount.

👉 Seamlessly protect yourself from refunds and self-referrals.

👉 Sync your Stripe customers to automatically generate their unique referral links, which you can then send back into Stripe as metadata. That way, you can distribute referral links on your customer's invoices. 

👉 Every time someone signs up for a referral link, create a customer in Stripe. That way, you can offer them Stripe rewards like coupons or credit. 

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2. How To Connect Your Stripe Integration

 

 

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab.

→ Make sure that you're in the Integrations & Pixels section.

→ Click Connect under the Stripe logo. 

 

 

→ A pop-up will appear asking you to Connect Referral Factory. Click Connect.

 

 

→ Success!

 

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3. How To Configure Your Stripe Integration

 

Once your Stripe account is connected to Referral Factory, you will need to configure your integration inside your campaign(s).

 

There are two main functions to configure to use your Stripe integration to its full potential:

👉 Send new referred leads from Referral Factory into Stripe and qualify them when they hit a target spend amount in Stripe.

👉 Sync existing Stripe customers with Referral Factory to generate their referral links, and send these back into Stripe as metadata.

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3.1. How To Send Referred Users From Referral Factory to Stripe and Automatically Qualify Them When They Hit a Target Spend Amount in Stripe

 

Referral Factory can automatically create a customer in Stripe when someone signs up as a referred user ("the friend") and track their spend. That way, when they hit a spend target of your choice, you can automatically qualify them as a successful or converted referral, which, in turn, could trigger a reward to the person who referred them. 

 

 

3.1.1. How To Configure Your Qualification Settings

 

This function must be configured from inside the campaign builder. 

→ Select the Campaigns tab from the left-hand menu bar.

→ Click Edit Campaign.

 

 

→ Once you're inside the campaign builder, select Integration from the bottom navigation bar.

→ Click Person Invited (configure settings).

→ Under Select the method you want to use to qualify, select A customer's total spend would exceed a certain amount.

 

 

→ Next, set the total amount that the referred user must spend in order to qualify as a converted or successful referral. The currency of this value will be the same as your default currency in Stripe.

→ Then, specify how many days the referrer user has to reach the target spend in order to qualify. In marketing lingo, this is often referred to as the "attribution window".

 

 

→ Select how you would like 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. 

👉 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.

 

3.3.2. How To Set Up Your Stripe Webhook

 

→ 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.

→ Success!

 

3.1.3. How To Map Your User Fields

 

Complete your configuration by returning to Referral Factory and mapping the user fields. 

 

→ Use the drop-down options to match the relevant data between Referral Factory and Stripe.

 

 

→ Map any additional information by clicking "Send as Metadata" and typing in your desired key.  

 

 

→ You can also attach the information of the person who made the referral as metadata.

 

→ Click Next to save your settings. 

 

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3.2. How To Sync Stripe Customers with Referral Factory (and Generate Their Referral Links)

 

 

You can sync your Stripe customers from three places in the Referral Factory dashboard:

👉 From the Users Tab.
→ Click Add Users.
→ Click Sync Your CRM Contacts.

👉 From the Campaigns tab.

→ Click Sync Your Contacts.

👉 From the Promote section inside the campaign builder.

→ Click Generate links for your contacts by syncing them.

 

→ First, map your customer contact's details from Stripe to Referral Factory. Use the dropdown boxes to select Name and Email.

→ Click Next.

 

 

→ Then, enter the key under which you'd like to save the referral link in each customer's metadata. We suggest using "Referral Link"

→ Click Next.

 

 

→ If you would like to sync your Stripe customers on an ongoing basis, switch the toggle to on. In other words, every time you add a new customer in Stripe, they will be automatically added to your referral program and their referral link will be sent back to Stripe. 

→ Click Start Sync.

 

→ Success! 

 

 

And this is how the referral link will look inside a customer's metadata in Stripe:

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3.3. How To Send The Person Referring (Direct Users) 

 

Should you have a use case for this function, you can also create a customer in Stripe every time someone signs up for a referral link as a direct user or a Person Referring. Please note, however, that there is no way to qualify direct users. So, Referral Factory won't be able to track direct users' spend in Stripe or qualify them. 

 

This function must be configured from inside the campaign builder. 

→ Select the Campaigns tab from the left-hand menu bar.

→ Click Edit Campaign.

 

 

→ Once you're inside the campaign builder, select Integration from the bottom navigation bar.

→ Click Person Referring (configure settings).

→ Map your fields. Use the drop-down options to match the relevant data between Referral Factory and Stripe. 

→ Map any additional information by clicking "Send as Metadata" and typing in your desired key.  

 

 

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4. Uninstall Your Stripe Integration from Referral Factory

 

→ Navigate to the Settings tab of your Referral Factory dashboard.

→ Under the Stripe logo, click Disconnect.