Integrating Trackdesk coupons into your Stripe purchase flow allows you to automatically attribute sales to affiliates when a customer uses a specific promo code at checkout. This integration supports both one time charges and recurring subscription payments while ensuring your data stays accurate through automated refund management.
⚠️ Important:
Recurrence Limits: For subscriptions, the number of charges attributed to an affiliate depends on the Recurrence limit configured within your Trackdesk Offer settings.
Code Matching: The promotion code created in Stripe must exactly match the coupon code created in Trackdesk for the tracking to function correctly.
Automated Refund Tracking: This feature is enabled by default within the Trackdesk Stripe app. We use the Stripe Charge ID (stored as the "External ID" in Trackdesk) to identify conversions. When a refund is processed in Stripe, the app automatically locates the matching ID and updates the conversion status to Refunded.
1. Before You Start
Before beginning the integration, ensure you have the following:
An active Trackdesk account with at least one Offer configured.
The Trackdesk app installed in your Stripe Dashboard.
A clear coupon code string you intend to use (e.g., "SAVE20").
2. Step-by-Step Instructions
Step 1: Create the Coupon in Trackdesk
First, create or copy the coupon that your affiliates will use to promote your products or services, you'll need it in the next steps. You can find more details about the coupon creation process in this article.
Step 2: Enable Coupon Tracking in Stripe
You must activate the coupon tracking feature within the Trackdesk app settings inside Stripe.
Log in to your Stripe Dashboard.
Navigate to Settings > Installed apps > Trackdesk.
Locate the Coupon tracking switch and toggle it to On.
Step 3: Create Promotion Codes in Stripe
Now, create the corresponding coupon and promotion code within the Stripe ecosystem.
In Stripe, go to Product catalog > Coupons.
Click + New to create a coupon.
After creating the coupon, add a Promotion code.
Important: Ensure the Promotion code field matches the Coupon Code you created in Trackdesk exactly.
3. Testing the Integration
Perform a Test Purchase: Use your Stripe payment link and apply the promo code during checkout.
Verify in Stripe: Go to the payment details in Stripe and open the Trackdesk side modal. You should see the affiliate information associated with the purchase.
Check Trackdesk Reports: Click the Check the report on Trackdesk link in the side modal, or go directly to your Trackdesk Conversions report to see the recorded conversion with the applied coupon.
