Design and configure a verification program.
Select Consumer Community
Get started creating a custom gated offer by selecting which consumer community you want to target. SheerID can verify many consumer communities, including Military, Student, Teacher, First Responder, and Age verification programs. For this walkthrough, we will choose the Student card.
Define Your Offer
Once you choose the consumer community you wish to target, you will move to the Eligibility step. Here you will provide human-friendly name for your offer and define the communities and regions that are eligible to receive your offer.
Provide a name for your offer, e.g., “Back to School.” This name will be used throughout the SheerID dashboard to identify this offer.
By default, new programs include all applicable sub-segments. Our years of experience have taught us to be as inclusive as possible in the offer definitions. This will both help you reach the broadest possible audience and avoid creating undesired negative consumer sentiment. For example, many veterans become upset and vocal about being excluded from a military offer.
After you provide a name for your offer, you may unselect eligible subsegments for your offer under the “Who is allowed to redeem it?” header.
If for example you wish to only target college students, you can de-select the other sub-segments. Your changes will be saved and the program automatically updates:
- The selectable organizations in the verification form
- The data sources used to instantly verify consumers
- The document review rules applied to your program
After clicking on the Student card you will advance to the Text section in the progress header. In this section, and in the subsequent Theme and Codes sections, you can customize the look and feel of the different verification steps to meet your brand guidelines.
- Collect Info (Collect)
- Success confirmation (Approved)
- Doc Upload (Upload)
- Fill in the text fields in the Collect info step, Approved step, and Upload document step with your desired messaging. Note that as you complete the fields, the form preview on the right side of the screen will update to reflect your changes.
- After you are satisfied with the content, click Next.
In the Theme step, you can upload a logo for your program, select from 7 different web-friendly fonts and customize your lightbox and font colors to match your branding using a color-picker or hex codes.
To upload your logo, click the Upload Logo box, and select a
.gif logo file
that is 1MB or less. You can delete the logo and upload a new one at any time by navigating back
to the Theme section of your Program page.
Preview the Collect, Approved, and Upload experiences by clicking their respective links above the lightbox preview.
For a higher level of customization, click the Custom CSS tab and make changes to the lightbox through CSS. A tooltip is available to give common selectors that can be customized.
Click Next when finished to move on to the Codes step.
Select Promo Codes
The Codes step defines the method by which verified consumers can ultimately redeem your offer. You may choose to provide a discount code for the user to enter, validate the offer via account linking, or use a Shopify-generated code for your Shopify storefront.
In this step, click one of the following options:
A static code is the simplest option, and will be the same for all users, e.g.,
BACK_TO_SCHOOL. This option is the least secure promo code type as it is an easy
target for discount abuse. If you choose to provide a discount code, we recommend
using the next option, Single-Use Codes.
If you choose the Single-Use Codes option, you will be prompted to upload a CSV file containing rows of unique codes. SheerID will issue one unique code per user until all are exhausted.
No Code (Account Linking)
An alternative to a static or single-use discount code is to use a webhook and our API to create an automated, synchronous communication with your customer database.
To use account linking, you must configure some program settings in MySheerID, and
you will need to write some code on your site to initiate a
verificationId for your logged-in user and pass it to a webhook on success.
To learn more about account linking, see:
Shopify Single-Use Codes
If your site is powered by Shopify, we provide a special version of single-use codes that are generated Shopify as needed. Contact our Client Delivery team to enable this method.
Once you have defined your offer code, click Save to finish creating your program and save the program name, offer name, and description. You are now ready to install your program.
You’re almost there. Now it’s time to publish and test out your offer on your website. Head to the Install Program section to continue.