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Stripe via Customer Email

Written by David Rolenc
Updated this week

Integrating Stripe via customer email is a quick way to set up your affiliate program for your website. After setup, Trackdesk automatically tracks all conversions from your customers. Conversions are automatically updated for billing events, refunds, and cancellations.

This method of integration is used if you are having your customers register or fill a contact form first before entering Stripe and at the same time you do not use Stripe payment links.


1. Before You Start

Please note that for the Stripe via Customer email flow, a developer is needed in most cases. They would create a script/edit on the thank you page (whether after registration or immediately after payment) for automatically filling in the email.


2. Step-by-Step Installation

Step 1: Install the Trackdesk App

  1. Navigate to the Stripe marketplace and install our Stripe app: https://marketplace.stripe.com/apps/trackdesk.

Step 2: Configure the Settings

  1. Fill in all necessary information to the settings of the Stripe app and Save changes.

  2. Tenant ID: Your Tenant ID can be found at the bottom of the Settings page. You can also find your Tenant ID by following the steps in this article.

  3. Personal token: Personal tokens can be found at the bottom of the Settings page, or a new one can be created via the Personal Tokens menu in the Settings. You can also find your Personal token by following the steps in this article.

Step 3: Set up Tracking of Clicks

  1. Track clicks by including the tracking code on every page of your website where you want to track clicks, including all landing pages added to this offer.

  2. For best results, position the code as high as possible within the <head> tag of your HTML document.

  3. Insert the tracking script provided in your account. Make sure to replace YOUR TENANT ID with your actual Tenant ID.

    <!-- Trackdesk tracker begin -->
    <script async src="//cdn.trackdesk.com/tracking.js"></script> <script>
    (function(t,d,k){(t[k]=t[k]||[]).push(d);t[d]=t[d]||t[k].f||function(){(t[d].q=t[d].q||[]).push(arguments)}})(window,"trackdesk","TrackdeskObject");

    trackdesk('YOUR TENANT ID', 'click');
    </script>
    <!-- Trackdesk tracker end -->



Step 4: Set up a Connection of Customer Email to the Click

  1. Add the email connection snippet to a page on your website after you acquire an email of the customer (for example, to a thank you page after a customer is registered or a confirmation page after registration).

  2. Tenant ID: Make sure to replace YOUR TENANT ID with your actual Tenant ID.

  3. External CID: Make sure to replace YOUR_EXT_CID with the email of the customer.

  4. Revenue Origin ID: Make sure to replace YOUR_REVENUE_ORIGIN_ID with your actual Revenue origin ID. This ID can be found at the bottom of the Settings page.

<!-- Trackdesk tracker begin -->
<script async src="//cdn.trackdesk.com/tracking.js"></script>
<script>
(function(t,d,k){(t[k]=t[k]||[]).push(d);t[d]=t[d]||t[k].f||function(){(t[d].q=t[d].q||[]).push(arguments)}})(window,"trackdesk","TrackdeskObject");

trackdesk('YOUR TENANT ID', 'externalCid', {
externalCid: 'YOUR_EXT_CID',
revenueOriginId: 'YOUR_REVENUE_ORIGIN_ID'
});
</script>
<!-- Trackdesk tracker end -->


3. Testing & Troubleshooting

Our Stripe app now works for all Stripe modes - Live mode, Test mode and Sandbox mode.

Testing Your Integration

Please remember to test the creation of clicks and conversions before starting your program. This way, you can verify that tracking has been set up correctly.

  1. You can create a test click and conversion by following the steps described here.

  2. Note that our Stripe app automatically checks for new conversions every 15 minutes.

  3. In order to speed this up, you can do a manual check in the settings of our Stripe app by using the Check Now button.

Troubleshooting

  • If any tracking issues occur, you can go through these Stripe integration troubleshooting steps described here.

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