With the Stripe app, you can easily import your Stripe users to Intercom and create attributes from their Stripe data (like price plan, monthly balance and more).
You can also quickly upgrade your customers’ subscriptions or start new subscriptions as you chat in the Inbox. Here’s how to get started:
Install the Stripe app
First, go to the app store, select the Stripe app and click ‘Install now.’
You can connect multiple Stripe accounts with Intercom, just click ‘Add new account’.
Once connected, you should enable ‘sync’ to import your Stripe customer data into Intercom. You’ll then be able to use this data to filter and segment your users, and send targeted messages based on account balance, plan, monthly price, and more.
Intercom imports the following set of attributes from your Stripe customer base to store as custom data on your Intercom users.
stripe_id — the customer ID in Stripe.
stripe_delinquent — Delinquency status in Stripe (true/false).
stripe_plan_interval — Plan interval in Stripe (e.g. monthly).
stripe_plan_interval_count - Plan interval count in Stripe (e.g. 3).
stripe_plan — Name of the current plan in Stripe.
stripe_subscription_period_start_at — Date when subscription period started.
stripe_card_expires_at — Expiration date of stored credit card.
stripe_card_brand — e.g. Visa.
Several events such as invoice_created, created_subscription, charged, charge_refunded, charge_failed, and deleted_subscription are also sent to Intercom.
Check subscriptions as you chat
You can easily view subscriptions during conversations, by adding the Stripe app to your inbox. Just click ‘Customize’ then ‘+ Add more’ and select Stripe from the list:
Once added, you’ll be able to quickly check your customer’s Stripe details, active subscriptions, and the three most recent payments, without needing to leave the conversation.
To see more info, just click on their name, subscription, or any of their payments. You’ll then see an expanded view, so you can quickly resolve common payment or account balance queries.
Help customers upgrade
If a free user wants to sign up for a paid account, or if a paying user is ready to upgrade, you can easily allow them to upgrade straight from your conversation. And it’s quick and easy for them to confirm payment for their new plan too.
Just click ‘Create new customer’ or ‘Lookup in Stripe’.
Then, click ‘Send a subscription’ and choose one or more plans for the customer to choose from.
If your customer has an existing plan with you, it will be automatically selected. If you don’t want the existing plan to appear in the overall cost of the plan, you’ll need to deselect it.
Next, apply a discount coupon, or skip this step. Finally, click ‘Send to customer’.
You’ll then see a preview of the plan or plans you choose in the message composer.
Once shared, your customers will see the following details in the Messenger:
The detailed cost of your plan.
Any discounts you’ve added.
The total cost for their first payment, and the cost of future payments.
Your call to action to confirm the transaction.
Once they confirm that they’d like to pay for the new plan, they’ll be prompted to input their payment details.
After your customer clicks ‘Pay’, they’ll see confirmation that the payment has been successful.
If you don’t want your teammates to send subscriptions your customers, you can disable this in your Stripe app settings:
To uninstall the Stripe app go to the app store, select Stripe and click ‘Uninstall’.
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