Conversion Tracking

In this guide, you’ll go through the necessary steps to report back to SheerID the spending by your SheerID verified consumers. After completing this tutorial you will know how to populate the ROI Impact Dashboard in MySheerID and see how using SheerID is helping your business.

Overview

The ROI Impact Dashboard tracks the revenue performance of your gated offer program. It automatically calculates important metrics such as: fraud prevented, new orders and revenue. In this tutorial, we will outline the different implementation options for tracking conversions, ranging in complexity to suit your integration needs.

Getting Started

No matter which implementation method you choose to track conversions, it is a two step process, beginning with a user’s initial verification attempt, and culminating in a conversion.

  • Step 1: Associate user with a verification
  • Setp 2: Record conversion data, i.e., revenue, transaction metadata

Requirements for storing verification data and parameters for transmitting data to SheerID will vary from method to method. This guide will help you determine the best method to use for your implementation.

Terminology

Please familiarize yourself with the terminology in this section before proceeding, as requirements differ from method to method.

Account ID

Certain conversion operations require your SheerID Account ID. You can find your Account ID next to your API token by navigating to Settings »» Access Tokens in MySheerID:

Access Tokens

Tracking ID

A Tracking ID is an ID that you provide along with a verification, to identify a user. Generally, this ID will be a customer ID or other identifier that maps to your internal CRM.

Program ID

Retrieve your programId from your Program tab in MySheerID.

Program ID

Install Page

When we refer to an Install Page in this tutorial and elsewhere, we mean the page on your site where your verification form is installed, and where a verification will be initiated. This is where Step 1 of a conversion tracking will begin.

Post-Conversion Page

A post-conversion page is a purchase receipt page, an account signup success page, etc. This is the page where we will proceed to Step 2 of the conversion tracking process, recording the conversion data.

Install Script

All conversion tracking methods described in this tutorial, with the exception of the REST API method, assume that you have the SheerID JavaScript library installed on the relevant pages, to access our conversion methods. For simplicity, we won’t include the following install script in each example. Be sure to include this script on pages that need to access the JavaScript library.

SheerID Install Script:

<script src="https://cdn.jsdelivr.net/npm/@sheerid/jslib@1.1.0/sheerid.js"
integrity="sha256-vYOinNhpx6yI56me+teQdej7gvWzxQwfjaYSfva/jp4="></script>

Simple Method

This method uses cookies to store the SheerID-supplied verificationId on the user’s device as they progress through your conversion process. It is the simplest to implement but is limited by the fact that if a consumer switches devices between verification and purchase, tracking them will not be possible.

Below are instructions for using the simple method for Lightbox/iFrame installations, both directly and via Google Tag Manager.

Direct Method

If your SheerID program is installed using the Lightbox or iFrame technique you simply need to add 2 scripts to your pages.

Snippet 1 of 2:
Add to your SheerID install page.

<script>
  sheerId.conversion.listenForVerificationId();
</script>

The listenForVerificationId() function will store the user’s verificationId in a cookie for later use upon conversion.

Snippet 2 of 2: Add to your post-conversion page:

<script>
    window.sheerId.conversion.convert({ amount: 1 });
</script>

The convert function will pass the revenue amount from the conversion to SheerID for ROI tracking.

Note: Change amount: 1 to the appropriate purchase value for the verified consumer’s transaction. The default unit is USD, so if the purchase was for $49.99, supply: amount: 49.99

Google Tag Manager

You can also easily implement the simple method described above using Google Tag Manager.

Configure Tag 1 of 2

If you’re using SheerID’s Lightbox or iFrame install method, add tag 1 here. Triggering for this tag should occur on the pages where your SheerID verification form is installed. This tag will implement the listenForVerification function.

  1. In the appropriate workspace, click “Add a new tag,” and click into the Tag Configuration pane.
  2. In the Choose Tag Type window, select Custom HTML and name your new tag “SheerID ROI Impact Tracking” or similar.
  3. Paste the follow code into the HTML field:

     <script>
         sheerId.conversion.listenForVerificationId();
     </script>
    
  4. Click the Triggering panel just below, then select the specific page(s) the step one code should live on. For best results, add this to the verification success and document upload success pages.
  5. Click the Save button in the top right-hand corner and you will be returned to the Workspace.

Configure Tag 2 of 2

  1. In the appropriate workspace, click “Add a new tag,” and click into the Tag Configuration pane.
  2. In the Choose Tag Type window, select Custom HTML and name your new tag “SheerID ROI Impact Purchase Amount” or similar.
  3. Paste the follow code into the HTML field:

     <script>
     window.sheerId.conversion.convert({ amount: 1 });
     </script>
    
  4. Click the Triggering panel just below, then select the specific page(s) the step two code should live on. IMPORTANT: Triggering for this tag should occur on your post-conversion page.
  5. Click the save button to return to the Workspace.
  6. Click the Submit button in the top-right navigation.
  7. Enter a Version name and description for this submission’s changes, then click the Publish button.

The codes are now live on your website and will begin sending data to inform your ROI Impact dashboard.

JavaScript VerificationID Method

In this method SheerID provides a verificationId for each user who attempts to verify with our system and you capture this ID, sending it back to us later if that user successfully makes a purchase on your website.

Snippet 1 of 2:
Add to your SheerID install page.. Make sure to capture verificationId and store it in your system so you can provide it in the next step.

<script>
// Existing call to render the form
new sheerId.VerificationForm(document.getElementById('my-form'), myProgramId);
 
// SheerID verificationId-based conversion tracking 1/2
sheerId.addHook({
     name: 'ON_VERIFICATION_READY',
     callback: function(verificationResponse) {
       // save the verificationId somewhere so we can store it for future use
       verificationId = verificationResponse.verificationId; 
     }
 });
</script>

Snippet 2 of 2:
Add to your post-conversion page. This call will record the conversion to SheerID.

<script>
// Example conversion details you would supply:
var conversionDetails = {
  amount: 33.00,
  currency: 'USD',
  tags: [
    'testTag1',
    'testTag2'
  ]
};
 
// SheerID verificationId-based conversion tracking 2/2
sheerId.conversion.convertByVerificationId(
verificationId, // The verificationId you saved in part 1/2
conversionDetails
).then(function(conversionResponse) {
console.log(conversionResponse.id);
});
</script>

JavaScript Tracking ID Method

If you already have an ID you can associate with a user, you can send that to SheerID when the user first attempts verification, and then again once they’ve converted. A user’s unique database ID is an example of a trackingId that might make sense to use.

Snippet 1 of 2:
Send your trackingId when creating your verification form. On the verification page, next to your call to render the verification form, add:

<script>// SheerID trackingId-based conversion tracking 1/2
var myTrackingId = 'userId_123';
// Include the trackingId as the third parameter to VerificationForm()
var myForm = new sheerId.VerificationForm(
  document.getElementById('my-form'),
  myProgramId,
  myTrackingId
);
</script>

Snippet 2 of 2:
On your post-conversion page add a call to record the conversion to SheerID:

<script>
// SheerID trackingId-based conversion tracking 2/2
// Same trackingId provided in part 1
var myTrackingId = 'userId_123';
var accountId = 'xxxxxxxxxxxxxxxxxxxxxxxx'; // provided in my.sheerid.com
var conversionDetails = {
   amount: 33.00,
   // optional currency setting:
   currency: 'USD',
   // optional arbitrary tags to store alongside the conversion:
   tags: [
     'testTag1',
     'testTag2'
   ]
};
 
 
sheerId.conversion
  .convertByTrackingId(accountId, myTrackingId, conversionDetails)
  .then(function(conversionResponse) {
console.log(conversionResponse.id);
  });
 
</script>

REST API Verification ID method

SheerID provides a verificationId for each user who attempts to verify with our system. In this conversion tracking method you will capture this ID and send it back to us later if that user successfully makes a purchase on your website.

To begin, Retrieve Your Program ID.

The first step in tracking a conversion using this method is capturing the verificationID, which is returned when you make a POST request to https://services.sheerid.com/rest/v2/verification.

In this example we are verifying someone as part of a student program.

Request:

POST /rest/v2/verification HTTP/1.1
Host: services.sheerid.com
Content-Type: application/json
 
{
	"programId": "5cc3302131ce7e06e3689eff"
}

Response:

HTTP/1.1 200 OK
Content-type: application/json
 
{
    "verificationId": "5c884a8fc7e5d8109070bf3f",
    "currentStep": "collectStudentPersonalInfo",
    "submissionUrl": "https://services.sheerid.com/rest/v2/verification/5c884a8fc7e5d8109070bf3f/step/collectStudentPersonalInfo",
    "errorIds": [],
    "segment": "student",
    "subSegment": null
}

In order to return the verificationID to SheerID when this student makes a purchase you will need to store it in a cookie or database. After the purchase workflow is complete make a POST request to https://services.sheerid.com/rest/v2/conversion/verification/<verificationId> so we can store the purchase amount for this verification. In this example, assume the student you started to verify above was successfully verified and spent $49.99.

See our API reference for details on the Verification Conversion endpoint.

Request:

POST /rest/v2/conversion/verification/5c884a8fc7e5d8109070bf3f HTTP/1.1
Host: services.sheerid.com
Content-Type: application/json

{
    "amount": 49.99, // Numeric amount of the transaction
    "currency": "USD", // The currency units (Optional; default: US Dollars)
    "tags": [ "10001", "10002", ... ] // List of tags (optional)
}

Response:

HTTP/1.1 200 OK
Content-type: application/json

{
    "id": "1234-abcdef-09876" // a unique ID for the conversion
}

Successful requests communicate that the verificationID you supplied was valid and the body was formatted correctly. It means that we are storing the purchase amount supplied with the verification and this purchase will be counted towards the values you can see in the ROI Impact Dashboard.

Invalid Request Error Responses

If your request includes an invalid amount, you may see a 400 error response:

HTTP/1.1 400 Bad Request
Content-type: application/json

{
    "systemErrorMessage": "Invalid amount"
}

Other Common Error Responses

Common errors will result in a standard error response with no body. For example:

502 Bad Gateway
503 Service Unavailable

REST API Tracking ID method

Similar to the JavaScript tracking ID method above, in this method you will provide us with a tracking ID with the initial verification. We will store the tracking ID with the verification ID, and refer to it when you send it again with the conversion request.

To begin, Retrieve Your Program ID.

Send the trackingId in the initial verification POST request along with your programId.

Request:

POST /rest/v2/verification HTTP/1.1
Host: services.sheerid.com
Content-Type: application/json
 
{
    "programId": "5cc3302131ce7e06e3689eff",
    "trackingId": "userId_123"
}

Response:

HTTP/1.1 200 OK
Content-type: application/json
 
{
    "verificationId": "5c884a8fc7e5d8109070bf3f",
    "currentStep": "collectStudentPersonalInfo",
    "submissionUrl": "https://services.sheerid.com/rest/v2/verification/5c884a8fc7e5d8109070bf3f/step/collectStudentPersonalInfo",
    "errorIds": [],
    "segment": "student",
    "subSegment": null
}

After the purchase workflow is complete, make a POST request to https://services.sheerid.com/rest/v2/conversion/account/YOUR_ACCOUNT_ID/trackingId/YOUR_TRACKING_ID so we can store the purchase amount for this user. In this example, assume the student you started to verify above was successfully verified and spent $49.99.

See our API reference for details on the Conversion by Tracking ID endpoint.

Request:

POST /rest/v2/conversion/account/your_account_id/trackingId/user_123 HTTP/1.1
Host: services.sheerid.com
Content-Type: application/json
 
{
    "amount": 49.99,
    "currency": "USD",
    "tags": [
        "tag_1",
        "tag_5"
    ]
}

Response:

HTTP/1.1 200 OK
Content-type: application/json

{
    "id": "1234-abcdef-09876" // a unique ID for the conversion
}

Successful requests communicate that the trackingID you supplied was valid and the body was formatted correctly. It means that we are storing the purchase amount supplied with the trackingID and this purchase will be counted towards the values you can see in the ROI Impact Dashboard.

Invalid Request Error Responses

If your request includes an invalid amount, you may see a 400 error response:

HTTP/1.1 400 Bad Request
Content-type: application/json

{
    "systemErrorMessage": "Invalid amount"
}

Other Common Error Responses

Common errors will result in a standard error response with no body. For example:

502 Bad Gateway
503 Service Unavailable