Stripe

SegMetrics gives you the ability to analyze your marketing campaign performance by connecting Stripe with other data sources. With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!

SegMetrics takes the spend from your ad platforms and purchases from Stripe then connects them to the email addresses in your CRM.

You don't need to import the orders or tag people in a special way: they just need to be in your Stripe and CRM!

Check out this video to learn more about the benefits of connecting Stripe to SegMetrics:

How to Connect Stripe to SegMetrics

1. Click on the gear icon in the top right corner and then click "Integrations"
2. Once you're on the Integrations page, select the Payments list and click on Connect next to Stripe
3. This will open the Activation window, which is where you will be prompted to connect through OAuth to SegMetrics.

How to Connect Payment Information to CRM Contacts

There is nothing left to do: SegMetrics will match the email addresses in Stripe with those in your CRM and connect the payment data automatically.

However, if you have more than one payment processor, we recommend using whichever can act as the single source of truth.

Historical Data Sync

When you connect a new Stripe data source, all historical data from your Stripe account is synced.

Pro Tip: Once Stripe is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Stripe data in your SegMetrics reports.

How to Use Stripe Data in SegMetrics Reports

Report Types Available:

• Acquisition Reports - NEW customers only
• Nurture Reports - customers who received tags/list additions
• Engagement Reports - customers who interacted with website
• Orders Reports - ALL revenue regardless of status
• Subscriptions Reports - customers who started subscriptions

Note: What SegMetrics considers a subscriber or subscription may vary slightly compared to Stripe's definitions.

Frequently Asked Questions

Q: What time zone is Stripe data synced in?

A: Stripe data is synced in UTC. SegMetrics reports on your data based on the timezone that you set in your Account Settings.

Q: Do I need the tracking pixel to get the data found in my Stripe account?

A: You do not need to create a Tracking Link for SegMetrics to track website purchases.

Q: Can I use Stripe with other payment processors?

A: Yes, but we recommend using whichever payment processor can act as the single source of truth to avoid data conflicts.

Q: What happens if email addresses don't match between Stripe and my CRM?

A: SegMetrics will be unable to match the contact with the conversion, so the conversion will not appear in SegMetrics reports. Ensure email addresses are consistent across platforms for best results.

Q: How often does SegMetrics sync with Stripe?

A: Once connected, SegMetrics continuously syncs data from Stripe and stores it in our database, allowing you to accumulate more historical data over time for better reporting.

Full Transcription:

Hey there. Quick question. Do you actually know which of your marketing channels are bringing in your Stripe revenue or your best subscribers? Well, if you're just staring at your Stripe dashboard looking for those answers, you're only getting half the picture. Today, I'm gonna show you how connecting Stripe to SegMetrics lets you see all of your subscriptions and revenue tied back to the marketing that actually generated them.

Now Stripe is fantastic at processing payments. It's just never been built as a marketing analytics tool. It can tell you that a charge came in, but it can't tell you which ad, email, or landing page actually brought in that customer in the first place.

That disconnect is the real problem. Without it, you're stuck guessing which channels are worth your ad spend and which are just along for the ride.

And if you run a subscription business, that's where it gets even trickier. Stripe can show you a list of payments, but figuring out your MRR, your churn rate, or how well your free trials are converting usually means exporting a bunch of spreadsheets and doing the math by hand.

That's a lot of manual work for numbers you need to look at every single week, and that's exactly where SegMetrics comes in. Connect Stripe and all of that heavy lifting disappears. The full story of your revenue is just sitting right there waiting for you.

All right, let's jump into SegMetrics and I'll show you how this works. Connecting Stripe is easy. Head over to the Integrations page, find Stripe in the list, and authorize the connection. Just like that, all of your Stripe orders and revenue start flowing into SegMetrics automatically, right alongside the rest of your marketing data.

Now, here's where it gets good. Head into the Orders dashboard, and you'll see your Stripe revenue sitting right there. No more looking at it in a vacuum. From here, you can see exactly which channels and sources brought in each of those paying customers. Here we can see that your paid channel is bringing in the bulk of your revenue at one hundred and seventy-four K. The paid channel represents your paid ads from platforms like Facebook, Google, TikTok, LinkedIn, and others. Now click the Other tab to see the revenue breakdown by campaign, source, medium, or other UTMs. Here we can see that the retargeting campaign is pulling its weight with one hundred and fifteen K in revenue. Right now we're looking at full funnel attribution. This awards attribution evenly across all channels. Change that to last touch to see the last touched campaign or channel that sealed the deal for the customer. Yep, retargeting is still your number one campaign. Now let's head over to the advertising dashboard.

We previously saw that the retargeting campaign is doing all the heavy lifting, bringing in the majority of the revenue. Let's double confirm that here. Take a look at the paid ads campaign breakdown right here.

Notice that the retargeting campaign from Facebook is absolutely crushing it. This is where most of your revenue is coming from. Plus, look at that ROI. You've more than doubled your money here. This paints a clear picture of what to do next. Double down on your retargeting efforts and cut back on other campaigns that aren't bringing in the bacon. Next, let's say you run a subscription business. Head over to the subscriptions dashboard, and this is where things get really powerful. Instead of just seeing a list of recurring charges, you get real reporting built specifically for subscriptions. You can see your MRR, that's your monthly recurring revenue, so you always know where your business stands. You can track your churn rate, so you know exactly how many subscribers you're losing and when. And if you offer free trials, you can see your trial conversion rate, so you know how many of those trial users are actually turning into paying customers. Now, there's a ton of valuable information here. Fifty-five hundred dollars in trial MRR. That's the amount of new MRR that you will start collecting once those trials turn into paid customers Be sure to nurture those trials along and stay in contact with those people so you can seal the deal. Churned MRR tells you which of your subscribers have canceled within the date range being viewed. Pull all of those subscribers into a list and see if you can re-engage with them in any way to win them back.

Time until cancel is another valuable metric that you won't get from Stripe. This is the average time that subscribers stay active before canceling their subscription. This can give you invaluable insight into why subscribers fall off after that amount of time. Do you stop engaging with them at that point?

Or your paid content going dry around that time? Lastly, your trial conversion rate gives you great insight into how well you're converting your trial users into actual paid customers. And just like every other dashboard in SegMetrics, you can segment all of this by channel, campaign, or source.

So you're not only seeing what your MRR and churn look like overall, you're seeing which marketing efforts are bringing in your best, longest retaining subscribers, and which ones are quietly adding to your churn.

with Stripe connected to SegMetrics, you're no longer choosing between Stripe's payment data and your marketing data. You get one unified view of your revenue tied directly back to what generated it. That makes it easy to double down on the channels bringing in your best subscribers and fix or cut the ones that aren't. That wraps things up for this episode. We've got lots more videos on the channel and new episodes coming to help you optimize your marketing with SegMetrics.

Don't forget to like and subscribe below. Thanks for watching, and I'll see you next time