Stripe

Automatically apply Stripe coupons, credits, or trial extensions as rewards.

Note: The Stripe integration is only available to users on a LoyaltySurf paid plan.

Even if the Stripe customer's email address changes, LoyaltySurf will track those changes to ultimately ensure the Stripe coupon, credit, or trial extension gets applied to the right Stripe customer.

How to Set Up

You must first select a default currency for your LoyaltySurf campaign in order to use Stripe. Your default currency determines whether Stripe coupons, credits, or trial extensions can be applied to your Stripe customers or subscriptions. For example, if your default currency is USD, then the coupon, credit, or trial extension you set up can only be redeemed for Stripe customers or subscriptions using USD.

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

Step 2: Once connected, press the 'Connect A Reward' button and select your reward.

Step 3: Click on either coupon, credit, or trial extension. 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.

Advanced feature tip: Issue different reward amounts by using dynamic rewards

Dynamic rewards let you offer different reward values based on specific attributes of the participant (such as the pricing plan they signed up for).

For example, you can issue $50 in credits for normal users and $100 in credits for VIP users.

Learn more →

Note: By default, coupons are recommended. However, if you want rewards to be stackable (e.g., $10 off for every loyalty action, 100% off for one month), you have two options:

1. Select "Coupon" and make sure you apply coupons to Subscriptions instead of Customers.

   
2. Alternatively, you can choose to apply a "Credit" (instead of "Coupon").

If 'Credit' is selected, enter the credit description and amount applied to the customer's promotional credits every time this reward is unlocked.

If 'Trial extension' is selected, specify the number of days to extend the trial period.

Step 4: After clicking Save, a Stripe coupon or credit will be applied to the Stripe customer or subscription linked to the LoyaltySurf participant's email address whenever they unlock a reward. Please note that the trial extension is only applicable to a subscription.

Test Mode

Our Stripe integration comes with a test mode that allows you to test coupons, credits, and trial extensions. When you toggle Test Mode on, LoyaltySurf will only apply coupons, credits, and trial extensions to your Stripe account in test mode.

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 to while Test Mode is enabled are completely separate from those you connect to in live mode. For more details on Stripe Testing, see here.

Important note: When you go live with your campaign, please make sure to switch back to live mode. Otherwise, rewards will not be issued in live mode while test mode is enabled.

Troubleshooting Tips

If there is an issue with applying Stripe coupons, credits, or trial extensions, LoyaltySurf 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 LoyaltySurf 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 LoyaltySurf 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 reward 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 LoyaltySurf relies on Stripe sending out a webhook event which notifies LoyaltySurf of the Stripe customer's new email address, but if there is not at least a few minutes before the reward event, LoyaltySurf 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/trial-extension integration.
• If you have manual reward approval enabled for your campaign: Stripe coupons, credits, and trial extensions will only be issued to the winner(s) after you approve the reward.

• If the loyalty action 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 LoyaltySurf admin dashboard. During this time, the data displayed for the participant's reward may not be accurate.