The subscription eCommerce industry has grown by leaps and bounds in the last decade. While traditional businesses suffered significant setbacks in 2020, subscription and membership-based businesses have continued to grow.
That’s great news if your business follows the recurring revenue model, but can be scary if you’re unprepared to leverage massive growth spurts.
When you think of signing up to a platform that will manage your business’s revenue, you need to think beyond one-size-fits-all eCommerce platforms and strapped-on recurring billing solutions. Industry best practices suggest using software with the ability to customize your offerings, one that’s flexible enough to integrate with other popular tools your company is already using.
What is Stripe?
In the world of eCommerce, there is no platform better known for processing online payments than Stripe, notably known for their technologically sophisticated platform, their flexible APIs, and transparent fees.
Stripe is a tech company that builds economic infrastructure for online businesses. It’s a major player in the industry, serving companies ranging from startups to well-established ones like Salesforce, Amazon, and Facebook to run technically sophisticated financial operations in more than 100 countries.
Pelcro’s Stripe Integration:
Your recurring revenue is your company’s lifeblood; that’s why it’s of the utmost importance that you can seamlessly process your payments. As such, we’ve simplified our Stripe integration process into three steps.
When you create your Pelcro account, you’ll receive a popup message at the top of the page prompting your Stripe integration by linking it to your Pelcro account.
2. Click on the “Connect to Stripe” button to be redirected to a new page where you’ll see:
3. From there, you’ll have two options:
Sign in with an existing Stripe account
Create a new Stripe account by Signing up
With that, you’ve completed your Pelcro-Stripe integration. Now that you have your Payment system set up let’s move on to setting up and understanding Pelcro’s customer interface.
Customer
The customer object is where it all starts. You can create a customer by either adding them from the platform or the customer registers to your services through a website or mobile app.
The “Customer” will be the primary record containing the rest of the platform’s features and functionalities.
When logged into Pelcro’s platform, you can create, view, edit, and delete customers. These actions can be performed under the “Customers” tab.
How to: Create a new Customer
From the toolbar, go to “Customers > Customers”.
This will redirect you to the main page where, as a user, you can view all existing customers and create new ones.
To create a new customer, click on the “New” button on the top right-hand side, which will lead you to a page where you can enter the customer’s data.
If you have the customer’s information but are missing their shipping address, you can create a record of said customer based on entering the necessary details like their first and last names, as well as their email address.
Scenario 1: Create a customer without an address
You’ll need to populate the following mandatory fields:
First Name
Last Name
Then, enter the email address.
Scenario 2: Create a new customer with the shipping address information
You’ll need to fill in the first section ( mentioned above) then add the address details
First Name
Last Name
Address
City
Province
Country
ZIP/Postal code
Phone Numer
Click on “Submit” to create the new customer record.
Clicking the button will redirect you to the “Customer Record” page, in view mode, which will grant access to the following customer-related information:
Subscriptions
Addresses
Payments
Payment Methods
Activity
Invoices
Tickets
Recipients
How to: View an existing Customer
From the toolbar, go to “Customers > Customers”. You’ll be redirected to the main page where you can view all existing customers and/or search for existing ones.
Click on the magnifying glass at the top right-hand side and enter the customer’s name you’re looking for. You can search for the existing customer by using the following fields:
First Name
Last Name
Email
Address
**Note: you can search for existing customers by either fully or partially entering the information related to the existing customer
When you find the customer you were looking for, click on “View Customer” to access all customer-related information:
Subscriptions
Addresses
Payments
Payment Methods
Activity
Invoices
Tickets
Recipients
How to: Edit an existing Customer
From the toolbar, go to “Customers > Customers”. You’ll be redirected to the main page where you can view and search all existing customers.
If you want to edit a customer, click on “View Customer.” Doing that will redirect you to the main customer page, where you’ll be able to edit the information by clicking on the three dots “…” followed by the “Edit Customer” button, which is on the right-hand side of the page under ‘Actions’.
Click on the “Edit Customer” button to edit the customer’s information.
How to: Delete an existing Customer
From the toolbar, go to “Customers > Customers”. You’ll be redirected to the main page where, as a user, you can view and search all existing customers. If you wish to delete a customer, click on View Customer. You will be redirected to the main customer page, where you can delete a record by clicking on the “Delete Customer” button, which is on the right-hand side of the page. There will be another warning pop up to make sure you want to delete the customer.
Food for thought
At Pelcro, we’re always striving to push our boundaries to ensure that our clients have all the tools they need to manage their subscription, membership, and eCommerce needs.
Pelcro is a subscription and membership management software that provides all of the tools and insight necessary to drive subscriptions, memberships, donations, and much more. In other words, Pelcro is a one-stop-shop to help your company manage its eCommerce platform and drive its recurring revenue.
Get started with a free trial, or schedule a demo call with one of our experts and find out exactly what Pelcro’s platform can add to your business.
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