Stripe Customer Portal Setup
Stripe Customer Portal Setup
If you want to provide your customers the ability to self manage their recurring donation, membership payment, or streaming video subscription then this is the solution you have been looking for.
In your Stripe Dashboard, you can configure additional settings for the communications that you want sent out to your customers from Stripe on your behalf. Expiring credit card, failed subscription payment, and 3D secure notifications are all great examples of communications that Stripe can manage to save you time tracking down and managing payments. You have better things to do!
Below, we have provided instructional videos with recommendations. Additionally, we have provided links to your Stripe dashboard so you can get started. As always, for the links to work, you must be logged into your Stripe account with the appropriate permission level to view the configuration options.
Step 1: Configuring Stripe Branding
Customize how your brand appears globally across the Stripe products your customers use.
Watch The Video (2 Min)
Do It Yourself
Link to your Stripe account
Brand elements for any Stripe communications
Step 1a (optional): Email domain
Customize the domain used when sending emails to customers.
Watch The Video (1 Min)
Read More About It
Link to the Stripe documentation
https://stripe.com/docs/email-domain
Do It Yourself
Link to your Stripe account
https://dashboard.stripe.com/settings/emails
Step 2: Customer Emails
Email Customers about payment and refunds
If you are using Tessitura for your receipts. You probably don't want to enable "eMail customers about Successful Payments". This would double up the receipts your customers receive. If you have questions about this please contact support for additional assistance.
Watch The Video (1 Min)
Do It Yourself
Link to your Stripe account
Custom Domain Sending & Customer Emails
Step 3: Subscriptions & Emails
Here you can configure messaging for your Subscriptions.
- 3a) Manage free trial messaging
Use these settings to help your business comply with card network requirements for free trials.
Watch The Video (1 Min)
- 3b) Prevent failed payments
Configure whether you'd like to email customers to keep their payment information up to date.
(You will click the preview icon in this sections to add the link that we provide for your customer portal )
Watch The Video (1 Min 30 Sec)
- 3c) Manage failed payments
Configure the steps you'd like to take when charging a customer's payment method fails
(You will click the preview icon in this sections to add the link that we provide for your customer portal)
Watch The Video (1 Min 30 Sec) - 3d) Manage disputed payments
Configure the steps you'd like to take when a dispute is opened on a recurring card payment.
Watch The Video (1 Min)
- 3e) Manage payments that require 3D Secure
Configure how you'd like to handle 3D Secure, an authentication step required for some European cardholders.
Watch The Video (2 Min 30 Sec)
Do It Yourself
Link to your Stripe account
Subscriptions & Emails
Step 4: Configure your customer portal
Let your customers manage their subscriptions and payment methods using a Stripe-hosted portal.
Watch The Video (4 Min)
Do It Yourself
Link to your Stripe account
Configure your customer portal