Link your Stripe account to enable automated review requests via SMS when a new customer completes your Stripe Checkout.
Automation Configuration Steps
- On the left panel, click on "Automate."
- In the Automate settings page, go to "Your Automations" -> "Automations."
- Click on "New Automation" to initiate the setup process.
- Rename the automation as you prefer, for example, "Stripe SMS Request."
- Add a trigger: Choose an app (in this case Stripe) to send your data and select an event to initiate your automation. (See "Add a Trigger" below for more details)
- Add an action: Choose an app (in this case Online Reviews) to receive your data and specify an action to perform automatically. (See "Add an Action" below for more details)
Add a Trigger
- Choose Stripe as the app to send your data.
- Select the "Checkout Session Completed" event to trigger your automation.
- Connect your Stripe account. This connection is essential for the automation to retrieve and send data to your Stripe account. The provided key grants access to your Stripe system, enabling seamless data utilization in the automation.
- After you click on "Select Stripe account connection," click on "Add a connection." If your Stripe account is already connected skip this step.
- If the connection is successful, you will see the message "Connection successfully created." Click on "OK, thank you."
- Click on "Add a trigger" to save.
- You can skip the webhook settings.
Once the trigger setup is complete, add a filter to ensure requests are only sent to customers who complete the checkout session on a specific payment link.
- Click the filter icon, then select "Add a condition."
- Set the condition as follows:
- Save the condition changes.
Additional Actions and Features
- Additionally, you can enhance your automation by adding more actions or using tools to introduce features such as time delay. Time delay postpones an action for a period determined by the user, allowing the flexibility to schedule the next step in the automation.
How to Set Up Time Delay:
- Click on "Tool" to open the tool selection menu.
- Scroll down and select "Automation delay (minutes)."
- Set your delay period in minutes between 1-10080 minutes (e.g., 120) and save.
Adding an Action
- Click on "Add action." In the Add Action Settings Pop-up:
- Choose an app (in this case, Online Reviews) to receive the data.
- Choose an action (in this case, Send SMS) you want to perform.
- Connect your Online Reviews account; leave this option as it is.
- Click "Add an action" to save the changes.
- Afterward: An "Online Reviews: Send SMS" pop-up will appear. Match the fields with their corresponding fields in Stripe as shown in the image below.
The automation setup is complete. Click on "Start" to launch it.
The below confirmation message will be shown indicating your automation is complete and on. You can either go to the main screen or check the automation logs.
