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Connecting Stripe lets Referral Factory automatically qualify leads when a referred customer makes a payment in Stripe. You can also sync your Stripe customers as referrers.
Connecting Stripe
Go to Integrations and API in the left sidebar, then select the Payment tab. Click Connect on the Stripe tile.
A modal will appear asking you to select which mode you want to connect:
Click Connect Stripe to proceed.
You will be redirected to Stripe's OAuth page. Enter your email address and click Continue. If you have multiple Stripe accounts, you will be asked to select which account you'd like to connect to Referral Factory.
Once authorised, you are returned to the platform with Stripe showing as Connected (along with a Test Mode badge if you connected in test mode).
- Connect Live Mode — connects your live Stripe account for processing real payments
- Connect Test Mode — connects your Stripe test environment for testing the integration before going live
Configuring qualification rules
Once Stripe is connected, the Qualify Leads Automatically using Stripe section appears directly on the Payment tab. This automatically qualifies referred users when they make purchases through Stripe.
Configure the following settings:
For more details, see How to qualify leads automatically via Stripe.
- How much must the referred user spend, in order to become qualified? (USD) — Set a minimum spend amount in your chosen currency (e.g. $5)
- How many days does the referred user have to spend this amount? — Set a time window in days (e.g. 90)
- Toggle ON if you want to unqualify users that request a refund — When enabled, if a qualified user requests a refund through Stripe, their qualification status will be reversed
Syncing Stripe customers as referrers
Go to Referrers → Add Referrers → Sync → Stripe to pull your existing Stripe customers into the campaign as referrers. For step-by-step instructions, see How to sync referrers from Stripe.
Disconnecting Stripe
To disconnect Stripe, click the Disconnect button on the Payment tab. A confirmation dialog will appear warning that this will remove the integration connection and all associated settings will be lost. This action cannot be undone.