Overview

The Stripe integration allows you to track recurring payments and rebills in Everflow, giving you a complete view of the customer lifecycle. When customers make initial and subsequent payments through Stripe, this integration automatically records these transactions in Everflow and attributes them to the correct marketing partner.

Now, the integration goes a step further by also tracking refunds, allowing you to automatically see refunded transactions from Stripe within your Everflow reports. By connecting these systems, you can accurately measure the long-term value of customers acquired through your partners and calculate commissions based on the full revenue generated, not just the initial sale.

Step-By-Step Guide

Step #1

• You will need to track the initial conversion or event to Everflow using either a cookie based method or using server to server tracking.
• These can be accomplished using our JavaScript SDK or Server Postback URL.
• You must pass the email to our system first so that we can match that email up for subsequent Stripe purchase events (initial or rebill). This email must be passed in the &email= spot when using a server postback and in the email: spot when using the JavaScript SDK.

Step #2

When adding or editing an Offer for a Stripe integration, be sure of the following:

• Email Attribution is enabled, and the re-bill is selected as the Associated Event.
• ‍Allow Duplicate Events is enabled.

Step #3

• Navigate to Integrations > E-Commerce, then click Add next to the Stripe integration.

Step #4

• Click Add.

Step #5

• From the Stripe Account drop-down, select + Add Stripe Account.

Step #6

• Login to your Stripe account and navigate to Developers - API Keys.

Step #7

• Click + Create Restricted Key.

Step #8

• Name the key, and then enable access as follows:

Charges : Read

Customers : Read

Orders : Read

SKUs : Read

Refunds : Read

Webhook Endpoints : Write

• Click Create Key, and then copy your new API key.

Step #9

• Go back to Everflow, enter an Account Name and paste your new API key from Stripe, then Save.

Step #10

• Select the Offer and Event, then click Add.

• You can also select Advertiser as the Target using a Global Advertiser Level Event.

A Note on Refunds

What happens when a customer requests a refund? Manually reconciling that data in your performance reports can be a headache for you and your partners, leading to inaccurate revenue numbers.

With the updated Stripe integration, this process is now automated. Once you've enabled the 'Read' permission for 'Refunds' (as shown in Step #8), any refund you process in Stripe will be automatically captured in Everflow.

You can find this data in your Refund Report (navigate to Reporting -> Refunds). This gives you a complete and accurate picture of your net revenue, ensuring partner commissions are adjusted accordingly without any extra work from your team.