Stripe

Referral Trigger

Description

When you connect your Stripe account to your GrowSurf campaign and enable Referral Trigger, GrowSurf will automatically detect and trigger referrals on new Stripe charges.

GrowSurf will check if the Stripe customer's email address matches a GrowSurf participant's email address. If a match is found, then a referral will trigger, giving referral credit to the referrer and unlocking any rewards, if applicable. If a referral has already been triggered (and referral credit already was awarded), then nothing else will happen because referral credit can only be awarded once.

Even if the Stripe customer's email address changes, GrowSurf will track those changes to ultimately ensure the referral trigger ties back to the referrer.

Here's how to set up Stripe referral triggers:

How to Set Up

Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to Stripe button

Step 2: Once connected, GrowSurf will have Referral Trigger enabled by default.

(Optional) Step 3: You can add a referral trigger hold period by toggling the Show advanced settings section.

Stripe Metadata

GrowSurf will also update metadata for Stripe customers who trigger referrals.

Test Mode

Our Stripe integration comes with a test mode that allows you to test triggering referrals without using live payments. When you toggle Test Mode on, GrowSurf will also process all test mode payments made in your Stripe account.

For more details on Stripe Testing, see here.

Troubleshooting Tips

• When testing out the Stripe Referral Trigger integration, make sure to view participants' activity logs for details that can help you troubleshoot any issues.

• If you were expecting a referral to be triggered in live mode, double-check that you do not have test mode enabled.

• If your Stripe customer changes their email address and then makes a payment in Stripe (which triggers a referral), there needs to be at least a few minutes between those events, or else the referral trigger will not register. This is because GrowSurf relies on Stripe sending out a webhook event which notifies GrowSurf of the Stripe customer's new email address.

Coupons/Credits

Description

When a GrowSurf participant unlocks a reward, apply a coupon or credit to a Stripe customer.

Even if the Stripe customer's email address changes, GrowSurf will track those changes to ultimately ensure the Stripe coupon/credit gets applied to the right Stripe customer.

How to Set Up

Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to Stripe button.

Step 2: Once connected, click the Coupons/Credits tab and connect a reward(s) to Stripe by clicking the Connect a Reward button.

Click on either Coupon or Credit. If coupon is selected, enter the details of the coupon including the name, type, and discount. You can also click Show advanced coupon settings to view more customization settings.

If credit is selected, enter the details of the credit including the description and credit amount, which is applied to the customer's balance every time this reward is unlocked.

Then hit Save. Now, anytime this reward is unlocked by a winning participant, a Stripe coupon or credit will also be applied to the Stripe customer or subscription associated with the GrowSurf participant email address.

Once you save the reward, you should see a green dot, indicating that the Stripe Coupons/Credits integration is enabled.

Stripe Metadata

GrowSurf will also update metadata for the Stripe coupon with information.

Test Mode

Our Stripe integration comes with a test mode that allows you to test coupons/credits without using live coupons/credits. When you toggle Test Mode on, GrowSurf will apply coupons/credits only to your Stripe account in test mode. It is important to note that Stripe coupons/credits created in test mode will only apply to Stripe customers and Stripe Subscriptions that exist within your Stripe account when test mode is toggled on.

To enable test mode, toggle the Test Mode switch at the bottom-right, then connect a reward(s).

Please note that the rewards you connect while Test Mode is enabled are completely separate from the rewards you connect while in live mode.

Troubleshooting Tips

If there is an issue with applying Stripe coupons or credits, GrowSurf will send out a notification email to the campaign owner. The issue will also be stated in the participant's detail page when you view their reward or when you view the participant's activity logs.

Here are some common reasons why there may be failures:

• The customer with the associated GrowSurf participant email address does not exist in Stripe (please make sure to check live or test mode depending on if you have toggled on Test Mode in the GrowSurf Stripe integration)

• If dynamic reward rules are enabled for the Stripe reward, there may have been no matching rule found.

• If you were expecting a coupon/credit to be applied in live mode, double-check that you do not have test mode enabled.

• If your Stripe customer changes their email address right before the Stripe reward gets applied, they may not receive it. This is because GrowSurf relies on Stripe sending out a webhook event which notifies GrowSurf of the Stripe customer's new email address, but if there is not at least a few minutes before the reward event, GrowSurf will not know about the Stripe customer's email change.

If there was a failure, you will need to manually issue the Stripe reward from your Stripe dashboard.

Other notes:

• Only companies based in the following 135+ countries can use the Stripe coupons/credits integration.

• If you have manual reward approval enabled for your campaign: Stripe coupons/credits will only be issued to the winner(s) only after you approve the reward.

• If the referral was triggered recently (or if the reward was approved recently), please allow for a few minutes of server processing before viewing the participant's reward from your GrowSurf admin dashboard. During this time, the data displayed for the participant's reward may not be accurate.