Connect Stripe

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How to connect your Stripe account to ActiveCampaign

Introduction

The integration of Stripe with ActiveCampaign allows users to sync customer, order, and subscription data seamlessly. This feature is vital for businesses utilizing Stripe for payment processing, as it enables the creation and updating of contacts in ActiveCampaign efficiently. With this integration, you can also trigger automated workflows whenever specific events occur in Stripe, thereby enhancing customer relationship management.

The ability to sync data between these platforms saves time and minimizes errors in data entry, providing a comprehensive view of customer interactions and transactions. Notably, this integration supports the automation of marketing efforts based on user interactions with payments, resulting in improved customer experiences and conversion rates.

How to access this feature

To access the Connect Stripe integration in ActiveCampaign, follow these steps: 1. Navigate to your profile icon in your ActiveCampaign account. 2. Click on Apps from the dropdown menu. 3. Utilize the search bar to look for Stripe.

Once located, click on the Stripe option to advance to the integration setup.

Step-by-step instructions

Follow these detailed steps to set up the integration between your Stripe account and ActiveCampaign:

Step 1: Connect your Stripe account

1. In your ActiveCampaign account, click on your profile and select Apps. 2. Search for Stripe and click on it to open the Stripe app page. 3. Click the Connect Account button. 4. A modal window will appear prompting you to enter your Stripe Secret Key. This key can be found on your Stripe dashboard under Live API Keys. After entering the key, click Connect.

Step 2: Choose Resource and Sync Preference

1. On the subsequent screen, you need to choose a Resource and a sync preference:

  - Click the Choose Resource dropdown and select from the following options: Charge, Customer, Subscription, Invoice, or Checkout Session.
  - Select the Sync type from the dropdown, either syncing historical records along with new records or only syncing new records.

2. Click the Continue button to proceed.

Step 3: Map Fields

1. In this step, you’ll map fields from Stripe to ActiveCampaign. Note that the email address field is required:

  - Select the desired field from the first Stripe dropdown to correspond with the Email address field in ActiveCampaign.
  - Optionally map the Stripe ID field by utilizing the second ActiveCampaign dropdown.
  - If you are mapping the Customer Name field, it will be split into First Name and Last Name automatically in ActiveCampaign.
  - To map additional fields, click the Add field mapping option.

2. Click the Finish button to complete the mapping process.

A confirmation message will notify you that the integration setup is now complete, and the Stripe integration will be visible on the Connected Apps page in your ActiveCampaign account.

Configuration options and settings

Once the integration is complete, there are several configuration options and settings to manage:

• Resource Selection: Choose whether to sync customer data only or also include order/subscription data.
• Webhook Events: The integration supports various webhook events such as:

  - Create Contact
  - Create Order
  - Create Recurring Payment
  These events catalyze various actions in your ActiveCampaign account.

• Mapping Fields: You can customize how data from Stripe maps to fields in ActiveCampaign.
• Tags Management: All synced Stripe customer records will be tagged automatically with stripe-integration and other event-related tags.

Best practices and tips

To make the most of your ActiveCampaign and Stripe integration, consider the following best practices:

• Ensure you thoroughly map all necessary fields, especially the email address, for effective contact management.
• Regularly monitor your integration logs to troubleshoot any issues that may arise.
• Consider segmenting your audience based on interactions captured via the Stripe events, enabling more targeted marketing efforts.
• Utilize the automation triggers provided by the integration to create responsive and relevant email campaigns based on customer actions.

Troubleshooting

If you encounter issues such as error messages during the integration, consider the following tips:

• If you receive the message "There was an error saving your connection," it may indicate that your Stripe account has exceeded the limit of 16 webhooks. To resolve this, log into your Stripe account and deactivate any unused or unnecessary webhooks.
• Ensure that you have entered the correct Stripe Secret Key and have selected appropriate resources and sync types.
• Review your field mappings if information is not appearing correctly in ActiveCampaign.

Related features

For more information and to explore related capabilities, you may want to check out:

• Automation: Learn how to create intelligent workflows based on customer behavior.
• CRM: Manage your customer relationships effectively within ActiveCampaign.
• Segmentation: Tailor your marketing messages according to specific audience segments.

FAQ

1. What is needed to set up the Stripe integration with ActiveCampaign?

You will need an ActiveCampaign account and a Stripe account to complete the integration successfully.

2. Will contacts be added directly to a list in ActiveCampaign?

No, this integration does not directly add contacts to a list in ActiveCampaign.

3. Can I create new fields in ActiveCampaign via the Stripe integration?

No, the integration only allows you to map Stripe fields to existing fields in ActiveCampaign.

4. Are there limitations on the webhook events I can utilize?

Yes, the integration supports specific webhook events, as detailed in the integration setup process.

5. How do I disconnect my Stripe account from ActiveCampaign?

To disconnect, navigate to the Stripe app page, click the Disconnect button, and confirm your choice.

6. Will previously synced data be removed upon disconnection?

No, disconnecting the Stripe account will not remove any previously synced data from your ActiveCampaign account.

7. What should I do if I encounter a mapping error?

Check the field mappings you set during the integration process and ensure that all required fields are appropriately mapped.

By following this guide, you will be able to successfully connect your Stripe account to ActiveCampaign, enhancing your ability to manage customer interactions effectively. ```