Using Stripe in Ortto

Overview

This page helps you discover how you can get the most out of your Stripe integration with Ortto’s filters, reports, and campaigns.

Learn more about connecting Stripe in Ortto.

Filters

When connecting Ortto to Stripe, activities and person fields are automatically generated for this data source. These can be used in filters across campaigns, audiences, CDP segmentation, as well as in reports and dashboards.

Examples of how to use Stripe activities and fields in filters:

• You can recover expired Trials from your Stripe account automatically by creating a journey campaign with a series of email and SMS messages.

• Create a journey or playbook campaign to automatically notify an audience when a new invoice is available by leveraging the Stripe integration is using the Invoice activity.

Reports

You can use Ortto’s powerful reports to gain insight into your Stripe customers' subscription status, invoices, and trials.

Examples of how to use Stripe in Ortto reports

• Visualize the impact of your advertising campaigns on revenue:
  1. On the Reports page, click New report.
  2. Under New report, choose a Pie type, then click Next.
  3. For the Metrics:
     1. add Attributed and Aggregate by Sum of attribute.
     2. choose Group by attribute Campaign name.
  4. Edit any of the default settings a required, then click Create to view your report.
• Find out how many people made a successful charge after an invoice was generated:
  1. On the Reports page, click New report.
  2. Under New report, choose a Funnel type, then click Next.
  3. For the Metrics, add Invoice and Charge for Stripe.
  4. Edit any of the default settings a required, then click Create to view your report.

Learn more about reports in working with reports.

Stripe-specific merge tags

Merge tags let users customize content based on individual, accounts (previously organizations), custom fields, or activity attributes. When integrating with Stripe, this allows you to use merge tags related to Stripe fields and activity attributes.

For example, you can send reminder notifications informing customers when their trial is about to end. Insert the merge tags for the Stripe New trial activity and select the Expires at attribute to specify the trial end date.