Promo Code Referral Tracking with Stripe

Promotion codes are a powerful tool for incentivizing new customers (referees) to make a purchase by offering discounts.

• Promotion Codes for Referrers & Affiliates: These codes are an easy way for customers, influencers, affiliates, and others to refer new customers to your business through word-of-mouth marketing. Example:

  • "I just tried the XOXO product, and it's amazing! You should give it a go too. Use my code at checkout for an exclusive discount and enjoy the benefits!"

• Tracking Referrals: When a referral code is applied during checkout, Referral Rocket automatically tracks the referral, ensuring the process is effortless for both you and your customers.

Step 1: Enable Promo Codes in Stripe Dashboard

To allow customers to use promo codes during checkout, you first need to enable promotions on Stripe-hosted checkout pages, such as those in Payment Links or Pricing Tables.

1. Enable Promo Codes for Stripe Payment Links (Buy button):

   1. Log in to your Stripe Dashboard.

   2. Navigate to your Payment Links section and click Edit for the link you wish to modify.

   3. Scroll to Advanced Options and check the box labeled Allow promotion codes.

      

      

2. Enable Promo Codes for Stripe Pricing Tables:

   1. Go to the Pricing Table section and click Edit.

   2. In the Payment settings section, check the box for Allow promotion codes.

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Step 2: Setting Up Referral Rocket for Campaigns

To effectively track promotions, ensure your campaign is configured as Double-Sided, meaning both referrers (affiliates) and referees (new customers) will receive rewards.

Note: The Double-Sided campaign subtype only allows a positive (non-zero) reward for referees.

1. Create Your Campaign:

   1. Log in to Referral Rocket and create a new campaign if you haven't done so already.

   2. Choose the Double-Sided campaign type:

      • Reward Type: Select whether you want to offer a percentage or monetary reward.

      • Referee Reward: Set a reward value for the new customer. This will reflect in the coupon as well.

      • Click Save to create your campaign.

   3. Integrate Stripe with Referral Rocket:

      1. After saving your campaign, connect your Stripe account with Referral Rocket.

      2. A unique coupon code will be automatically generated for your campaign and will appear in your Stripe Dashboard.

      3. When a participant joins the campaign, Referral Rocket will generate a promotion code linked to the coupon.

      4. Affiliates and referrers can then share this code with others. When the code is applied during Stripe Checkout, the referral will be automatically tracked by Referral Rocket.

Step 3: Testing Your Integration

Testing your Stripe integration and referral tracking with promotion codes ensures everything is functioning correctly. Follow these steps to verify the setup:

1. Set Up a Test Affiliate/Referrer:

   1. Open the Referral Rocket Campaign Widget (or the embedded version on your website).

   2. Sign up as a test participant using a test email address. This mimics how affiliates or referrers would join your campaign.

2. Generate a Referral Code:

   1. After signing up, Referral Rocket will generate a referral/affiliate link.

   2. Locate the unique code appended at the end of the link (e.g., ...?ref=UNIQUECODE).

   3. This unique code is used by Referral Rocket to generate the corresponding promotion code in the campaign coupon on Stripe.

3. Test the Checkout Process:

   1. As a new customer, click on your Stripe Buy or Subscribe Button (e.g., Buy Button, Payment Link, or Pricing Table) and proceed to checkout.

   2. Use a different test email for the referee/customer.

   3. Enable Stripe Test Mode to simulate the transaction without real charges.

   4. Apply the test promotion code at checkout.

4. Verify the Results:

   1. Complete the test payment.

   2. Log in to your Referral Rocket Dashboard and verify the following:

   3. The referral is accurately recorded under the Participant Details section.

   4. The reward is assigned correctly in the Rewards Section for both the referrer and referee.

This testing process ensures your integration is functioning as expected and provides confidence in the referral tracking system before launching your campaign.

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Managing Coupons

Coupon Deletion

Important: Avoid deleting active campaign coupons in the Stripe Dashboard. Doing so will disable Referral Rocket's tracking for that campaign.

Coupon Updates

Any updates to campaign rewards (e.g., value changes) will trigger Referral Rocket to generate a new coupon, ensuring future referrals reflect the updated terms.