Connecting Stripe
- Go to Settings → Integrations
- Click Connect next to Stripe
- Authorize Sequenzy to access your Stripe account
- Review the Stripe setup step and save your sync settings
Setup Options
Before the first sync starts, you can control how Stripe data should flow into Sequenzy:- Products to sync: You choose which Stripe products count as relevant. For paid customers, Sequenzy syncs people who made a payment in one of those products.
- Sync users without any payment ever: You can keep Stripe users with a real trial or subscription in sync before their first payment. Customers created from abandoned payment pages stay excluded. If you also selected products, those users still need to be tied to one of the selected products.
- Products to watch in webhooks: You can limit webhook-driven updates to a subset of the synced products. Products removed from sync are automatically disabled here too.
- Extra metadata to carry over: You can pick suggested metadata keys from sampled Stripe customer and subscription records, or add any custom keys you want to copy into subscriber attributes.
Initial Sync
When you connect Stripe, Sequenzy performs a full sync of your entire customer base. This means:- Eligible customers are matched to subscribers by email based on your Stripe setup settings
- MRR and LTV are calculated for each matched subscriber
- Tags are applied based on current subscription status
- Historical data is available immediately—no waiting period
Synced Attributes
When connected, Sequenzy adds these attributes to each subscriber matched by email:| Attribute | Type | Description |
|---|---|---|
mrr | Number | Monthly Recurring Revenue in dollars (normalized from any billing interval) |
ltv | Number | Lifetime Value - total payments minus refunds |
MRR Calculation
MRR is normalized from any billing interval:- Monthly: Used as-is
- Yearly: Divided by 12
- Weekly: Multiplied by 52, then divided by 12
- Daily: Multiplied by 365, then divided by 12
active and trialing subscriptions count toward MRR.
LTV Calculation
LTV sums all successful charges for a customer, minus any refunds. This gives you the true lifetime value accounting for partial refunds.Automatic Tags
Sequenzy automatically applies tags to subscribers based on their Stripe subscription status:| Tag | Applied When |
|---|---|
customer | Has an active or past_due subscription |
trial | Currently in a trial period |
past-due | Payment failed, subscription past due |
cancelled | Subscription set to cancel at period end |
churned | Subscription has ended (no active subscription) |
saas.monthly | On a monthly billing interval |
saas.yearly | On a yearly billing interval |
Using Revenue Data
Complex Segments
With MRR and LTV synced as numeric attributes, you can create sophisticated segments: Revenue-based segments:mrr >= 100— High MRR customersltv > 1000— Lifetime high-value customersmrr >= 50 AND mrr < 200— Mid-tier customers
tag = churned AND ltv > 500— High-value churned customers (win-back targets)tag = past-due AND mrr >= 100— At-risk high-value customers needing attentiontag = trial AND mrr = 0— Trial users who haven’t converted yettag = saas.yearly AND mrr >= 100— Yearly enterprise customers
mrr >= 50 AND opened_emails_last_30_days = 0— Paying but disengaged customersltv > 500 AND clicked_emails_last_30_days > 0— Engaged high-value customers
Automations
Trigger automations when revenue attributes change:- Send a thank-you email when
ltvexceeds a threshold - Trigger a win-back sequence when a subscriber gets the
churnedtag - Notify your team when a high-value customer’s payment fails (
past-duetag)
Manual Sync
To re-sync revenue data at any time:- Go to Settings → Integrations
- Find your connected Stripe account
- Click Sync Revenue
How Matching Works
Subscribers are matched by email address (case-insensitive). A Stripe customer with emailUser@Example.com will match a subscriber with email user@example.com.
If a Stripe customer doesn’t have an email or doesn’t match any subscriber, they’re skipped during sync.
Default Segments
When you connect Stripe, Sequenzy automatically creates three segments to help you get started:- Customers (Low MRR): Subscribers with
mrr < 50who have thecustomertag - High Spenders: Subscribers with
ltv > 500 - Churned High Spenders: Subscribers with the
churnedtag andltv > 500