Capital promotion componentPrivate preview
Show promotional content about a connected account's Capital financing offer and launch a Capital application.
The Capital promotion component allows your eligible connected accounts to complete a financing application in your platform’s website or application. Connected accounts can select their offer amount and terms, view contractual details, and submit their application. This component displays educational and promotional content about the Capital program as the starting point in the application process.
Alternate components
- For a smaller version of this component, see the Capital promo tile component
- To exclude education and promotional information about the Capital program, see the Capital application component
Before you begin
- Embedded components are only available to display to connected accounts in the US and UK.
- Before you go live, you must enable automatic offers and submit your integration to Stripe for review.
- When you render the component, it links out to Stripe content by default. You can replace the link for Privacy policy and How Capital for platforms works with your equivalent documentation.
Install Capital embedded components
Install a beta version of the Stripe SDKs to create account sessions for private preview components:
- Ruby
>=15.5. 0-beta. 1 - Python
>=12.5. 0b1 - PHP
>=17.6. 0-beta. 1 - Node
>=18.5. 0-beta. 1 - .NET
>=48.5. 0-beta. 1 - Java
>=29.5. 0-beta. 1 - Go
>=82.5. 0-beta. 1
Use the beta version of the Stripe’s client-side libraries to render private preview components:
Set up Connect.js
If you don’t already use Stripe embedded components in your application, initialize Connect.js before you integrate the application component.
Create an Account Session
In your create an Account Session request, specify capital_ in the components parameter.
Render the component
Render the Capital promotion component in the front end:
Set the display state
Add the promotion component on your platform’s home page, or a dedicated Financing page in your platform’s website or app. The application component displays content dynamically based on the connected account’s financing status:
No active financing: If the connected account doesn’t have active financing, the component displays generic information about eligibility and the lending program.
With active offer: If the connected account is eligible for an offer, the component shows full offer details with a Start application button.
Offer in review: After an eligible connected account accepts and applies for a financing offer, use this state to display an application status tracker. Listen to the
onApplicationStepChangeevent to track their offer’s progress. This event is emitted when the connected account advances to the next step or navigates back to a previous step or page in the Capital application process. The name of the next step is provided to the handler you provide in the step field. These steps can appear in any order and repeat. You can modify, add, and remove the step names at any time.Only use the
onApplicationStepChangeobject for analytics purposes, such as tracking the average page completion time or pages with the most drop off. Don’t use theonApplicationStepChangeobject to trigger operational or support workflows, such as sending emails to connected accounts who stopped application progress at a specific page.Submitted offer: After a connected account submits their financing application, the component renders an empty screen. Listen to the
onApplicationSubmittedevent to display a confirmation screen instead.Active financing in progress: The component doesn’t render (returns null).
The onApplicationStepChange type
The onApplicationStepChange type is defined in connect.js. Every time the connected account navigates from one step to another in the Capital application process, the step change handler receives a onApplicationStepChange object with the following property:
Name | Type | Example value |
step | string (must be a valid step name) | business_ |
The unique reference to an onboarding step. | ||
Step Names
Each page in an onboarding flow has one of the following step names.
| Step name | Description |
|---|---|
stripe_ | Handles user authentication using a Stripe-hosted window to verify identity and secure the financing workflow. |
offer_ | Introduces connected accounts to the financing application, providing an overview of the offer and the financing. |
offer_ | Displays a detailed summary of the financing offer, including key terms and conditions. |
business_ | Collects detailed information about the connected account’s business, such as business address, industry, and operational specifics. |
business_ | Gathers documentation and information that verifies the existence and legitimacy of the connected account’s business entity. |
business_ | Provides a review of all business-related information submitted during onboarding, allowing the connected account to confirm or update details. |
owners | Collects information about the beneficial owners of the business applying for financing. |
directors | Gathers details about the directors of the business, if applicable. |
executives | Collects information about key executives associated with the business. |
representative_ | Collects information about the individual representing the business in the financing application. |
representative_ | Allows the connected account to upload supplementary documents verifying the representative’s identity or authority. |
representative_ | Collects a government-issued ID or equivalent document that verifies the identity of the business representative. |
person_ | Provides a review of all person-level information (owners, representatives, executives) submitted, allowing for updates or corrections. |
offer_ | Collects information regarding the connected account’s annual revenue to assess financing eligibility and terms. |
offer_ | Requests additional financial documents and data necessary for underwriting and approval of the financing offer. |
offer_ | Prompts the connected account to provide or update missing contact information relevant to the financing application. |
offer_ | Collects payment and payout details to facilitate disbursement of financing funds to the connected account’s bank account. |
lending_ | Provides connected accounts with agreements specific to financing offers sourced through Stripe’s Lending Network for review and acceptance. |
offer_ | Presents the legal agreements and terms related to the selected financing offer for review and acceptance by the connected account. |
offer_ | Confirms that the financing offer has been submitted and the application process is complete. |
Step Restrictions
- The StepChange object is only for analytics.
- Steps can appear in any order and can repeat.
- The list of valid step names can change at any time, without notice.
Submit the component for review
To use any of the Capital components in live mode, Stripe and our financial partners must review and approve all customer-facing content that references Stripe Capital:
- Create a test offer in a sandbox, and set the offer status to
delivered. Use this test offer to preview the application component in your platform’s website or dashboard. - Capture a preview of the sandbox offer and how the embedded component displays in your platform’s UI (such as screenshots or a recorded video).
- Submit the preview to Stripe. After approval, Stripe enables you to use the component in live mode.
OptionalAdditional embedded components
The promotion component is one of several embedded components available for Capital for platforms. For example, you can embed the Capital financing component, which allows your connected accounts to manage their payments and view transaction history.