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customer_portal:integration:configurestripesubscriptions [2022/07/14 04:27]
phil |
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| ======Configure Stripe Subscriptions ====== | |
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| <HTML><ol style="list-style-type: decimal;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>**Configure the Stripe integration**<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-alpha;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>For the most up to date instructions, go to<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-roman;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>https://stripe.com/docs/keys<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Copy and paste the public key and secret key in the relevant field and press save<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>If saved correctly, a pop-up will say that the configuration has been successfully updated and saved.<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>You are now ready to start copying your products from POS to Stripe<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>**Product Configuration**<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-alpha;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>You will notice that the page is empty, so let’s add our first product<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>click add:<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-roman;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>{{:media/image1.png?311x149}}<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Select one of your subscription products<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-roman;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>{{:media/image2.png?306x130}}<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Configure the product accordingly<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-roman;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Select the frequency<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>the redemption product<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Select if you want to create a new product in stripe or link it to an existing product<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>{{:media/image3.png?308x172}}<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>For this example, we are creating a new product,<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-roman;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Once configured, Press Create<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>{{:media/image4.png?290x181}}<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Once saved, you will get confirmation that it is saved<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-roman;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>{{:media/image5.png?291x126}}<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Configuring the form<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-alpha;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Each form consists of panels of elements.<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>The panels must be first configured with the elements that you want to display with headings, divider and product elements<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-roman;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>{{:media/image6.png?286x206}}<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Once the panels you want are configured, you are now ready to configure your form<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-roman;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>To create a new form, press the add button<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>This will generate a new form id (please do not change)<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Enter the forms name<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: decimal;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>This enables yourself and others to easily identify the menu (ie. QLD Form)<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Setting the title of the form will change the forms title<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Select either a Tabbed display or Non Tabbed display<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: decimal;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>If you choose a non-tabbed display, the panels will scroll down the page<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Select the panels that you want the form to display<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Select Save<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>{{:media/image7.png?209x185}}<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>You can now select the form that you want stores to use, in the case of multiple stores, this enables you to select the form that you want to show the customer for any selected site.<HTML></p></HTML> | |
| <HTML><ol style="list-style-type: lower-alpha;"></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>Once you have selected the form for the site, you can preview how it looks.<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>The default form is shown if no site is selected, enabling you to display your own message or elements.<HTML></p></HTML><HTML></li></HTML> | |
| <HTML><li></HTML><HTML><p></HTML>{{:media/image8.png?294x238}}<HTML></p></HTML><HTML></li></HTML><HTML></ol></HTML> | |
| <HTML></li></HTML><HTML></ol></HTML> | |
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| With everything configured, the integration guide can be used to generate how you would like to use the integration. For single sites, we would recommend locking the form to one store to make it easy for customers to sign up. | |
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