How do I integrate with Stripe?

With the Stripe integration, you can synchronise data from your Stripe account to your MailBlue account. By doing this, you can create and update contacts in your MailBlue account, enabling you to trigger automations when an event occurs in your Stripe account.

Please note!

  • You need a MailBlue account and a Stripe account to set up the integration.
  • This integration does not directly add contacts to a list in MailBlue.
  • You can only link Stripe fields to existing fields in MailBlue. This integration will not create new fields in your MailBlue account.
  • Only data from Stripe customers can be synchronised with contacts in MailBlue. Data regarding payments, subscriptions, invoices, or orders are not available for linking.
  • This integration does not support the one-time payment feature.

Parts of this article:


 

How does the linking work?

When setting up the linking, you will be asked to select a Stripe 'source' and a 'source event'. Every time the selected 'source event' occurs in your Stripe account, contact details will be synchronised with your MailBlue account.

You can choose to synchronise data when:

  • A payment is successful or refunded
  • A customer is added or updated
  • A subscription is created, updated, cancelled, or the trial period ends
  • An invoice is created or updated
  • A payment fails or succeeds
  • An upcoming payment is scheduled (direct debit)
  • An order is created or updated

Synchronised contacts from the Stripe linking

All contacts synchronised with MailBlue via a 'source event' will have the following two tags on their contact records:

  1. Stripe integration
  2. Stripe integration-EVENT-NAME

Stripe automation triggers

Once the integration is successfully completed, a new Stripe automation trigger will be added to your MailBlue account.

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The automation trigger is then located in your MailBlue account under the 'CX Apps' tab. You can use this trigger to create automations, such as sending emails after each purchase or a review email after a few days.

Please note: The automation triggers available here are determined by the 'source event' you selected when setting up the integration.

How do you connect your Stripe account to MailBlue?

In this section, you will learn how to link your Stripe account to your MailBlue account, how to select the Stripe 'source event' for synchronising contacts to MailBlue, and how to match Stripe fields to MailBlue fields.

1. In your MailBlue account, click on 'Apps'.

2. Use the search field in the top right corner and type 'Stripe'.

3. Click on the option to open Stripe.

4. The Stripe app will now load. Click on the 'Connect Account' button.

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5. A window will now appear. Enter your Stripe 'secret API key' in the designated field and then click the 'Connect' button.

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Please note: the API token is available in your Stripe account. Go to your dashboard and choose 'Live API keys' then 'Secret key'.

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6. On the next screen, you need to choose both a 'resource' and a 'source event' that triggers a synchronization between Stripe and your MailBlue account.

To do this, click on 'Choose Resource' and select the 'resource' you want to use. You can choose from: Charge, Customer, Subscription, Invoice, or Order.

Click on the dropdown list next to 'Resource Event' to select the 'source event' you want to use. You will see the options related to the selected 'Choose Resource' or 'resource' above.

Then click 'Continue' to proceed to the next screen.

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7. Now you can assign the fields of your Stripe account to your MailBlue account. Please note that assigning the email address field is required.

Click on the first dropdown field and select the field you want to synchronise with the 'Email address' field in your MailBlue account.

Assign the Stripe ID field by clicking on the second MailBlue dropdown list and selecting the field you want to assign to.

When assigning the 'Customer Name' field from Stripe, please note that the values will be dynamically separated into 'First Name' and 'Last Name' in your MailBlue account.

Assign additional fields by clicking on the 'Add Field Mapping' option.

Click 'Finish' as the final step.

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A confirmation message will now be displayed in your MailBlue account to inform you that the integration is complete.

From this page, you can:

  • View the email address of your connected Stripe account
  • View the connection status
  • View the source name
  • View the synchronization logs
  • Add another Stripe account
  • Add a new source
  • Unlink a 'source event'
  • Unlink your Stripe account

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The Stripe integration is now also listed under your 'Connected apps' in your MailBlue account.

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How do you edit fields?

You can update the assigned fields for your Stripe 'source' at any time. Once the change is updated, all future submissions will reflect the new mapping rules. It will not change fields for contacts synced before this update.

To update the mapping for your Stripe fields:

  1. Go to your Apps > Connected apps > Stripe in your MailBlue account.
  2. Click on the 'source' for which you want to update the mapping.
  3. Find the desired field you want to update and use the dropdown list options to make a new selection.
  4. Click 'Finish'.

How do you unlink a Stripe source from MailBlue?

When you unlink a Stripe 'source', your MailBlue account will no longer receive data from your Stripe account when a 'source event' occurs. You can always re-link the source to your account in the future if needed.

Please note: If you remove the source, previously synchronized data will not be deleted from your MailBlue account.

To unlink your Stripe source:

  1. Go to your Apps > Linked apps > Stripe in your MailBlue account.
  2. Click on the trash can icon next to the source you want to unlink.
  3. A confirmation message will appear. Then click on 'Remove'.

The source will be removed from your Stripe app page in your MailBlue account. After doing this, your Stripe account will still be linked to your MailBlue account.

How do you unlink your Stripe account from MailBlue?

You can unlink your Stripe account from your Mailblue account at any time. When you do this, it means that your Stripe account will no longer be displayed under your 'Linked apps' in your MailBlue account and the data will no longer be transferred from your Stripe account.

Please note: previously synchronized data will not be deleted from your MailBlue account.

To unlink your Stripe account:

  1. Go to your Apps > Linked apps > Stripe in your MailBlue account.
  2. Click on the 'Disconnect' button.
  3. A confirmation message will appear. Then click on 'Disconnect'.

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Your Stripe account is now disconnected from your MailBlue account. You can re-link the integration at any time and reassign fields for the 'source events' you would like to use.

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