Integrations: Stripe - How to automatically send a SocialGlow group invitation to a new subscriber
Consider the following situation:
Say someone signs up for a subscription or product of yours, which includes access to your SocialGlow group. Instead of having to manually send them your group code, you can automate this action instead.
This is done by connecting your SocialGlow account to Zapier, and integrating with Stripe (a popular payment processing app).
Within Zapier, you can set up a series of triggers-and-actions. In this example, once your trigger is engaged (the purchase of your subscription), Zapier communicates that to SocialGlow and your action (an email invitation to your SocialGlow group) will be immediately dispatched.
What is Zapier?
Zapier is a sort of mediator between over 5,000 apps, the glue connecting your different web integrations together. This is where you can create your Zaps, which is what Zapier calls those triggers-and-actions mentioned above.
For the purposes of this article, we will assume you have a Zapier account that is connected to your SocialGlow.
- If not, you'll want to follow the steps in this article before proceeding.
We will also presume you have set up your product within your Stripe account.
- If not, you log into your Stripe account, then create your product(s).
Locate your Product ID
First, we'll need to locate the Product ID of the exact product/subscription you're wanting to set up an automation for.
- Select the Products tab at the top of your Stripe dashboard
- All of your products will be listed here, click on the name of the product you want to work with.
- In the top right corner, the Product ID will be shown. You will need to use this ID later in this article, so you'll want to copy this, or keep this page open to reference.
Create a Zap
Next, you'll be creating the trigger-and-action (or, Zap).
- Log in to your Zapier account, and click Create Zap.
Trigger
- Under the Trigger heading, search for the Stripe app
- Under Event, choose New Subscription, then click Continue.
- Beside Connect Stripe, use the Sign In button. A new box will pop up with a series of steps to link your Stripe and Zapier accounts. Once your accounts are linked, click Continue.
- Zapier will now want to test out the trigger you had just created. click the Test Trigger button.
- From the dropdown box, select one of your subscriptions. Then click Continue.
Action
- Click the Filter icon. You may need to scroll down a bit to see this feature listed.
- On this next step, we're setting up the exact conditions in which you want your action to be triggered. In this case, you'd want to be certain to choose:
- Plan Product
- (Text) exactly matches
- In this third box, paste the Product ID you had copied from Stripe earlier
- Click Continue
- Stripe will ask you to test that action. If the testing is successful, you should receive a screen similar to the one below, indicating that Zap would have continued. Click Continue.
- Next you'll be asked to select the app you're wanting your action to take place in. Search for and select SocialGlow (all one word, no spaces).
- From the Event dropdown box, select Invite Member, then click Continue.
- If your SocialGlow account doesn't already show connected here, click Sign In and follow the prompts to connect your SocialGlow account. Then click Continue.
- Under Member Email:
- First, select New Subscription in Stripe
- Then, select Customer Email
- Under Group Code, enter the Group Code of the SocialGlow group you want your new subscribers to be invited to. Click **Continue. **
- Zapier will want to give this one final test. Click **Test Trigger. **
- If the test was successful, you will receive confirmation that the Member was sent an invitation.
- Here is a sample of how that email will appear. they will be able to click the Join button from there:
Updated on: 03/04/2023
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