When you integrate Stripe with SendX, every payment automatically appears in your customer profiles, giving you instant visibility into who your most valuable customers are. Instead of manually tracking purchase data, SendX automatically captures payment information from Stripe and adds it to each contact's lifetime revenue total.
This guide will show you how revenue flows from Stripe payments into SendX contact profiles and where to find this data so you can start making data-driven decisions about your email marketing.
Before You Begin
Before revenue can flow from Stripe to SendX, make sure you have:
Stripe integration completed: Your Stripe account must be properly connected to SendX through the integrations settings.
Active Stripe account: With the ability to create and process invoices or payments.
Understanding of your customer data: Know that revenue will be attached to contacts based on the email addresses used in Stripe.
Access to both platforms: Ensure you can view both your Stripe dashboard and SendX contacts section.
4. Step-by-Step Instructions
Once the integration is complete, revenue will start flowing from Stripe to SendX. Every transaction and payment received on Stripe will be processed through SendX.
Create and Send an Invoice on Stripe
Navigate to your Stripe dashboard.
Create an invoice for a customer.
Send the invoice to the customer.
Process the Payment
Once the invoice is sent, proceed to pay the invoice. After the payment is made, the payment data will flow from Stripe to SendX.
Verify Payment Data in SendX
Go to SendX and check the payment data associated with the contact for the respective customer.
If the contact does not exist in SendX, it will be automatically created, and the revenue will flow from Stripe to SendX.
Tips & Best Practices
Here are some helpful ways to make the most of Stripe revenue integration:
Verify integration before major campaigns: Test the revenue flow with a small payment to ensure data is transferring correctly.
Keep customer emails consistent: Use the same email addresses in Stripe that your contacts use in SendX for accurate data matching.
Use lifetime revenue for segmentation: Create contact segments based on total spending to target high-value customers differently.
Check currency consistency: Ensure your Stripe payments and SendX revenue tracking use compatible currency settings.
Review automatic contact creation: When new customers make purchases, verify that their contact profiles are being created properly in SendX.
Troubleshooting Common Issues
Revenue integration involves two platforms working together, so here are solutions to common sync problems:
Problem: "Revenue from my Stripe payments isn't showing up in SendX contacts."
Solution: First, verify that your Stripe integration is properly configured in SendX settings. Check that the payment was successful in Stripe and give the system a few minutes to sync the data.
Problem: "A new contact wasn't created automatically when someone made a purchase."
Solution: Ensure the customer's email address in Stripe is valid and properly formatted. The integration creates contacts based on email addresses, so invalid or missing emails will prevent automatic contact creation.
Problem: "I can see the lifetime revenue total but not the detailed payment information."
Solution: Click on the "Info" button for the contact and navigate to their timeline. The detailed payment information from Stripe, including customer ID, amount, currency, and timestamp, should appear in the timeline view.
Related Articles
Now that revenue is flowing from Stripe to SendX, here are ways to use this data effectively:
How to integrate Stripe with Sendx: A Step-by-Step Guide: Learn the complete process of setting up the Stripe integration if you haven't done so already. Here's the guide.
How to Use Revenue API to Add Revenue For A Contact: Check out this guide to know how to manually add revenue data or integrate other payment systems using SendX's Revenue API.
Email Segmentation: Use your Stripe revenue data to create sophisticated customer segments based on purchase behavior and lifetime value. Learn more about segmentation best practices here.