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Capturing Data With The Stripe Widget

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Overview

When users go through the checkout process via the Stripe widget, LSVT allows you to send the data that’s collected in each step of the process to other applications like a CRM or marketing automation platform like Mailchimp. This data can be helpful for several reasons, especially if you’re wanting to retarget potential clients that abandon the checkout process. In this article we’ll take a look at the steps involved with getting the widget setup to send data somewhere.

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First, you’ll need to set up the Stripe integration for your VT system. If you haven’t done this yet, head on over to our other support article that will take you through the process. https://support.lightspeedvt.com/knowledge-base/stripe/

Next, you’ll need to set up a Zapier account to receive the data and then send it somewhere else. Here is a link to Zapier’s site where you can register. https://zapier.com/

Once you’ve set up an account with Zapier and logged in, you’ll want to create a zap by clicking the “Make A Zap” button. For the trigger, you’ll want to choose “Webhooks by Zapier”

For the Trigger Event, you’ll choose the “Catch hook” option, then click continue

Zapier will provide you with a “Custom Webhook URL” that you will need to copy and then paste into the webhook section of your VT system.

After you’ve copied the webhook url, you’ll need to head on over to your VT system and add it to the list of webhook enpoints. If you’re not sure where this section is, just follow the click path below

Super User Dashboard -> Integration Management [105] -> Webhook Settings -> Choose your system.

Once you’ve arrived, scroll down the the Details section and check the box to “Send Webhooks”, if it’s not already checked. This will enable data to be sent to the webhook endpoints that you specify below.

Next, click the “Add URL” button and give it a detailed name, paste in the webhook endpoint that you copied from Zapier, and check the boxes for “Stripe Checkoutform Fill Step1, 2 and 3”. Once you’ve done that, click the “Submit” button at the bottom then click the “Save and Continue” button.

If you scroll to the top, you will see “Webhook Testing” section that you can use to send test data to the webhook endpoints that you’ve added. The drop down menu on the left, will display all of the events that you can test and the drop down menu on the right will list all of the endpoints that you’ve added.

When using this testing tool, you’ll be able to see the payload that is sent to Zapier. You’ll also get a response (“success” or “fail”) back from Zapier.

Note: Although the widget only has one field for the customer’s name, the name provided is actually split up into first and last name in the data that is sent. If only one name is provided, then the default for the last name will be “None”

And VOILA!! You’re now able to receive the data collected from each step of the widget. Next, you’ll need to set up the action step of the zap. Whatever you choose for the action step is where the data from the widget will be sent to. This can be a CRM, marketing software like MailChimp or just a plain old google sheet. In an abandon cart scenario, you may want to add a user to an “Abandoned Cart” list when they fill out the first step of the widget and then remove them from that list if they hit the third step of the widget because by then, you’ll know that their payment was processed successfully. You may also want to add a customer to a “Newsletter” list after they purchase and hit the third step of the widget.