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Stripe Integration via Customer Email
Stripe Integration via Customer Email
David Rolenc avatar
Written by David Rolenc
Updated over a month ago

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.

Integration steps

  1. Install Trackdesk app
    Our Stripe app is available here in the Stripe marketplace - https://marketplace.stripe.com/apps/trackdesk
    ​

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

    1. Tenant ID - Your Tenant ID can be found at the bottom of the Settings page

    2. 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
      ​

  3. Set up tracking of clicks
    ​Track clicks by including the following code on every page of your website where you want to track clicks, including all landing pages added to this offer. For best results, position the code as high as possible within the <head> tag of your HTML document.

    <!-- 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 -->

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

  4. Set up a connection of customer email to the click

    Add the following 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.

    <!-- 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 -->

    Make sure to replace YOUR TENANT ID with your actual Tenant ID.
    Make sure to replace YOUR_EXT_CID with the email of the customer.
    Make sure to replace YOUR_REVENUE_ORIGIN_ID with your actual Revenue origin ID. Revenue origin ID can be found at the bottom of the Settings page.

Testing Your Integration

Note that our Stripe app works only for Stripe live mode (not for Stripe test mode).

Note that our Stripe app automatically checks for new conversions once an hour. 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.

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

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


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

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