Integrate Stripe with Upzelo
Start by clicking the
Connectbutton underneath the Stripe card. The card will then transform into a form with fields for you to enter your Live mode and Test mode Secret/Restricted keys.
Follow the instructions on the form and confirm your keys work correctly by pressing
Upzelo imports data from your Stripe account so that it can be used to create audiences. This allows you to create Flows that can be tailored specifically to a segment of your customer base. This means that a new sign-up can receive a Flow different from a customer that you consider to be valued.
- Subscription Age
- Billing Interval
- Subscription Metadata
- Subscription Status
- Customer Location
- Active Coupon
The Actions section of Upzelo will create coupons inside of your Stripe account which can then be used inside of Flows.
Actions created in test mode are only available for test mode flows.
When a customer is presented with a Flow, Upzelo takes care of all of the billing updates for you. Some of the Actions that you create are billing related and we will go through those in a bit more detail below.
Upzelo automatically creates webhooks so that it is always up to date with your customer's subscriptions.
Upzelo uses Stripe's built-in pause feature. How this works, is we update the subscriptions
pause_collection[behavior]and set it to
mark_uncollectible. We also set
pause_collection[resumes_at]to now plus the time period specified in your Action (e.g. 2 months).
You can create different types of discounts in the Actions section. When a customer accepts a discount (money off, percentage, or even a "free period"), we will apply the coupon to the subscription ID that has been provided.
When a customer accepts an Action that is for changing Plans, we follow the best practices as set out in the Stripe documentation. Switching subscription plans is configurable in that you can choose if there should be prorations for the time used on their original plan.
Upzelo handles cancelling subscriptions for you. The behaviour of this can be configured so that the subscription either ends immediately or at the end of the current period. This is configurable on each Flow that you offer.
Upzelo can also extend trials for you, this is achieved by updating the
trial_endparameter on the subscription.
When creating an API key on Stripe, certain permissions are required for Upzelo to function correctly.