Install and Demo Guide
The below instructions can be used for demo purposes and for live transactions you can consult with our team for optimal setup with Radar rules.
Last updated
The below instructions can be used for demo purposes and for live transactions you can consult with our team for optimal setup with Radar rules.
Last updated
Note: If using test mode/ sandbox mode please enable the mode into the Stripe connect page
Sign in to your Trust Swiftly tenant
Navigate to (Replace [company] with your specific tenant)
Enter in the your account username and password
Click Log In
Install the Trust Swiftly Stripe App
Navigate to the Connect Stripe App page.
Follow the instructions to install the app by going to Stripe's Marketplace and finding the Trust Swiftly app in the compliance category.
Copy and paste your domain into the settings
After the app is installed on your Stripe account click the verify install button if not automatically updated.
Configure Stripe App Options
Select a value for the Default Verification Template field for one setup in your account.
Enable the toggles for Approve Reviews Automatically and User Email Notifications
Click Update Settings to save.
Configure Stripe Radar to send payments to review
Scroll to the Review rules section and click the Add Rule button
Click Test rule and save the rule.
Any future payments that are sent to review will automatically be verified by Trust Swiftly.
Create a test payment that is put in review
Add a new product called Test Review with a value that will be triggered by your rule. For demo purposes you may need to create a unique rule based on email.
Check the option for Require customers to provide a phone number
Click Create Link button in top right corner.
Copy the payment link and open a new incognito browser window so your other Trust Swiftly session is not impacted with the test.
Populate the payment fields with phone number, email address, and credit card details and click the Pay button.
Complete the Trust Swiftly verification
Check the email you used for the test payment and click the Verify button to start.
Next on the dashboard click Verify now
Next click the Send SMS/Call Code.
Enter the code to complete the verification.
Navigate to Stripe Radar rules.
Create a review rule to send any payment over $500 and risk_score > 50 to review or create your own logic when you are ready for production. Need help setting up Stripe Radar? for a Stripe Radar rules optimization service.
Navigate to payment links in Stripe and create a test payment link
Now navigate to the Radar review queue to verify the payment was placed in the list
Finally navigate to the Radar review queue to see if the payment was approved. If it was approved it should no longer be viewable here:
