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Quick Start Guide

Get up and running with Tether in 10 minutes. This guide walks you through five essential steps: create your account, connect Stripe, connect your database, configure health scoring, and activate campaigns.

What You'll Need

  • A Stripe account for payment data
  • A Supabase project for your database
  • 10 minutes to complete setup

Step 1: Create Your Account

Sign up for Tether to get started. We use email-only signup—enter your email, check your inbox for a confirmation link, then set your password.

  1. Go to usetether.io/signup
  2. Enter your email address
  3. Check your inbox and click the confirmation link
  4. Set your password to complete account creation

Smart default

Your first product workspace is created automatically. You can add more products later from the dashboard.

Customize: After signup, visit your profile settings to add your company name, logo, and notification preferences.

[Screenshot: Signup flow — email input, confirmation email, password set]

Step 2: Connect Stripe

Connect your Stripe account so Tether can sync payment data, subscriptions, and customer information. This powers health scoring and churn prevention.

  1. From the Tether dashboard, go to Settings → Integrations
  2. Click Connect Stripe
  3. Authorize Tether in the Stripe OAuth flow
  4. Select the Stripe account (or create one) to connect

Use test mode first

Start with Stripe test mode keys to safely experiment. Switch to live mode when you're ready to process real payments.

Tether automatically syncs customers, subscriptions, and payment events. For manual setup or webhook configuration, see the full Stripe integration guide.

Customize: Configure which Stripe events trigger sync in Settings. By default, we subscribe to customer and subscription lifecycle events.

1# Events synced by default (no config needed):
2# - customer.created, customer.updated, customer.deleted
3# - customer.subscription.created, updated, deleted
4# - invoice.paid, invoice.payment_failed
[Screenshot: Integrations page with Stripe Connect button]

Step 3: Connect Your Database

Connect your Supabase project to store customer data, health scores, and engagement metrics. Tether uses your database as the source of truth—you own and control all data.

  1. Go to Settings → Integrations
  2. Click Connect Supabase
  3. Enter your Supabase project URL and keys (from app.supabase.com)
  4. Tether will verify the connection and create required tables if needed

Smart default

We provide a one-click schema setup. Tether creates the customers, health_scores, and related tables automatically. No SQL required.

Customize: If you have existing tables, see Supabase setup for schema migration and custom column mapping.

1# Required environment variables (from Supabase Dashboard → Settings → API)
2NEXT_PUBLIC_SUPABASE_URL=https://your-project.supabase.co
3NEXT_PUBLIC_SUPABASE_ANON_KEY=your_anon_key
4SUPABASE_SERVICE_ROLE_KEY=your_service_role_key
[Screenshot: Supabase connection form with URL and keys]

Step 4: Configure Health Scoring

Define what makes a customer healthy for your business. Tether calculates a 0–100 health score for each customer based on the metrics you choose.

  1. Go to Settings → Health Score
  2. Review the default metrics: Login Activity, Feature Usage, Payment Status
  3. Adjust weights (percentages) to match your business priorities
  4. Save your configuration—scores will start calculating within minutes

Smart defaults

We ship with proven weights: 40% login activity, 35% feature usage, 25% payment status. These work well for most B2B SaaS. Tune later if needed.

Customize: Add custom events (e.g., API calls, feature adoption) or change time windows (e.g., last 14 days vs. 30 days). See Platform Overview for how health scores are calculated.

[Screenshot/Diagram: Health score config with sliders for Login Activity 40%, Feature Usage 35%, Payment Status 25%]

Step 5: Activate a Campaign

Choose from pre-built retention campaigns that run automatically based on customer health. No copy-pasting—templates are ready to use.

  1. Go to Campaigns in the sidebar
  2. Browse templates: Re-engagement, Trial Ending, Failed Payment, Win-back
  3. Select a campaign and click Activate
  4. Review the default trigger (e.g., health score < 40) and email copy
  5. Enable the campaign—it runs automatically for matching customers

Smart default

Re-engagement campaigns trigger when health score drops below 40. You can change the threshold or add multiple campaigns for different segments.

Customize: Edit email copy, add conditions (e.g., MRR > $50), or create custom campaigns. See Managing Customers for segmentation and targeting.

[Screenshot: Campaign template library with Re-engagement, Trial Ending, Failed Payment, Win-back]

Verify Everything Works

After completing all steps, verify your setup by checking the health endpoint and dashboard.

1# Check API and connection status
2curl https://your-domain.com/api/health

A healthy response confirms Stripe, Supabase, and Tether are connected. See Health Endpoint for response details.

Next Steps

Pro tip

Start with test mode in Stripe and a small customer set. Once you're comfortable with health scores and campaigns, switch to live mode and scale.