How to use Stripe with SalesMind AI White Label Solution

Prerequisites

• A White-Label app configured in SalesMind AI
• Admin access to your Stripe Dashboard
• Basic familiarity with Stripe Products and Prices

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Overview: What You Can Configure

• Enable or disable free trials
• Set trial duration (e.g. 7 days)
• Require or skip credit card validation during trial

The onboarding funnel moves customers through:

Website → Registration → Payment (Stripe)

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Step 1: Set Up a Product and Price in Stripe

Your app uses Stripe metadata to determine how many seats to assign per subscription.

1. Open your Stripe Products dashboard.
2. Create or open a Product.
3. In Product Metadata, add:
   • Key: type / Value: subscription
   • Key: seats / Value: number of seats (e.g. 5)

⚠️ Warning: Without the seats metadata, seats won't be provisioned automatically after payment.

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Step 2: Add a Price to Your Product

Every product needs at least one price. Add it in Stripe, then configure the Price Metadata fields below.

Only products with type = subscription in their metadata will appear on your app's billing page.

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Price Metadata Reference

Use these keys in your Stripe Price metadata to control how plans display in your app:

Field	Type	Description	Example
active	Boolean	Show or hide this price	true
buttonCTA	JSON	Subscribe button text	{ "en": "Subscribe Now", "fr": "S'abonner" }
buttonCTAFreeTrial	JSON	Button text with trial duration	{ "en": "Start {{freeTrial}} Free Trial" }
colored	Boolean	Highlight this plan card	true
features.0	JSON	First feature line	{ "en": "Access to all courses" }
features.1	JSON	Second feature line	{ "en": "Priority support" }
features.2	JSON	Third feature line	{ "en": "Cancel anytime" }
featuresTitle	JSON	Features section heading	{ "en": "What's included" }
group	JSON	Category tab label	{ "en": "Business [Best Deal]" }
groupOrder	Number	Order of groups	1
order	Number	Card order within a group	2
price	JSON	Displayed price text	{ "en": "$199 / month" }
subtitle	JSON	Short plan description	{ "en": "Best for startups" }
title	JSON	Plan title	{ "en": "Business 1 Month" }

👉 Note: All JSON values must be valid. Invalid JSON will break translations. Stripe syncs metadata to your app in real time via Firestore.

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Removing a Metadata Field Safely

Deleting a field incorrectly can leave stale data showing in your app. Follow this order:

1. Edit the price metadata in Stripe.
2. Set the field value to null and save.
3. Edit again, delete the field entirely, then save.

⚠️ Warning: Skipping step 2 may cause the front-end to keep displaying outdated data.

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Use AI to Generate Metadata JSON

You can use any AI assistant to generate multilingual metadata quickly. Use this prompt:

Translate and format the following pricing details into JSON for English (en), French (fr), and Dutch (nl). Return each field separately for easy copying.

Values to translate:
- buttonCTA: [INSERT VALUE]
- buttonCTAFreeTrial (use {{freeTrial}} as placeholder): [INSERT VALUE]
- features.0: [INSERT VALUE]
- features.1: [INSERT VALUE]
- features.2: [INSERT VALUE]
- featuresTitle: [INSERT VALUE]
- group: [INSERT VALUE]
- price: [INSERT VALUE]
- subtitle: [INSERT VALUE]
- title: [INSERT VALUE]

Format: { "en": "...", "fr": "...", "nl": "..." }

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Merging Subscriptions for Mismatched Emails

Sometimes a customer pays with a different email than the one they registered with. This breaks the automatic link between Stripe and your app user. Here's how to fix it.

1. Find the user's UID in your app:

Go to Agents, find the user, and copy their Owner email address.

2. Get the firebaseUID from Stripe:

In Stripe, search for that email, open the customer, and copy the firebaseUID from their metadata.

3. Update the payment customer in Stripe:

Search for the email used for payment. Open that customer and check their metadata.

4. Add the UID to the payment customer:

Edit their metadata and add:

• Key: firebaseUID
• Value: the UID you copied (e.g. 6fA2rj7qoTPeQcs2aVDBWsyRTZQ2)

Save.

The subscription seats are now linked to the correct account.

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What's Next

• Connect your Intercom workspace to add live support to your White-Label app
• Review your billing page in the app to confirm plans are displaying correctly
• Test a full purchase flow in Stripe test mode before going live