Hey, I want to create a scenario where when someone books a 14-day free trial of our product initiated through stripe, I need to create a subscriber in MailChimp, and when the free trial is done and they pay for our subscription, another tag.
So I don’t know which triggers and modules of Stripe to use for this, please let me know how I can do it.
The logic for the separate path (free vs paid) should be based on the results of your “list payment” module. If the number of bundles is 0 then the user is on a free plan. If the number of payments is greater than 0 then it is a paid client (make sure to add a filter so only the first bundle goes through, otherwise if the client has several payments that branch will run once for each bundle).
Regarding the workflow to add a tag at the end of the 14 days you can probably use the event “customer.subscription.updated” or “customer.subscription.trial_will_end” (this one will trigger 3 days before the end of the trial)
Alternatively, you could schedule a task to check the status of the user subscription in Stripe after 14 days using a system like explained in this blog post that I wrote a while back: Schedule Tasks with Integromat
So the webhook is when a “new customer is added”
then 2nd module gets customer id, email, name etc.
3rd module gets the payment bundles info
4th module “set multiple variables” split full name to first and last name.
Then two filters are there,
first one checks if payment bundle=0, if yes then add a tag “In trial”
the second one check if payment bundle=or>1, if yes then add a tag “monthly”(ie. not a trial user and is already a subscriber)
I would like to know if I did it all right, can you please let me know if this is correct
Hi, the only issue I see is the filter for paid plans. Make sure you set the filter to Bundle position = 1 not > 0. If you have > 0 you might have more than one bundle go through.
I recommended using a test environment so you can make sure everything works as intended before to go live. The devil is in the details and it’s rare to get everything right the first time. Testing is crucial.
So how will tell the system when the trial ends, do this.
what output from the above Json above should I use or what filter?
Btw, I need the customer ID to use the “Retrieve a customer” module so I get the email id to add a tag in Mailchimp, the 1st module’s output doesn’t have it as you can see in the screenshot, what can I do in this situation.
Thanks a lot for still helping me despite me being annoying and asking a lot of questions, I am trying to learn this tool and I am learning quite a bit from doing this and chatting with you.