Program Settings

Configure advanced program settings such as allowed domains, targeted subsegments, and more.

Navigate to the Settings tab of your Program page to configure the following settings.

Two-Factor Authentication

We understand the need for additional security, both for our customers and for their stewardship of their customers’ data. In addition to our industry-standard security measures, such as encrypted server communications, robust web session management, and automatic logouts, we also provide Two-factor authorization (2FA) for added login security.

Getting Started

In the Settings »» My Profile section of MySheerID, you should see that Two-Factor Authentication is set to Off. Contact SheerID Support to enable the flag for your organization.


Once your account administrator enables the 2FA flag for your company, all users in your org must configure 2FA to sign in to MySheerID.


After 2FA is enabled for your account, you will be prompted to register with our 2FA provider, Duo, when you first attempt to log in to MySheerID:

2FA Setup

  1. Click the Start setup button to begin the process.
  2. Choose from one of the available device options for the 2FA process. We strongly recommend choosing Mobile.
  3. Continue through the enrollment process by adding your mobile phone number, selecting your operating system, e.g., Android, iOS, and using the Duo mobile app to authenticate your device.
  4. After registering and authenticating your device with the Duo mobile app, you are ready to log into MySheerID. Click “Send Me a Push”, and approve the login request from your phone.

2FA Finish

If you encounter any issues with the Duo enrollment process, please consult the Duo Enrollment Guide.

Allowed Domains

Specify one or more domains that are allowed when the SheerID system processes a verification attempt or conversion attempt.

Allowed Domains

On the Allowed Domains card, click the dropdown caret to reveal a form field for your allowed domains.

Enter a comma-separated list of domain names, (e.g.,, and click enter.

That’s it! Now SheerID will only process verification or conversion attempts that emanate from the domains that you have specified for your program.

Eligible Subsegments

Select SheerID verification segments support subsegments, which allow you to narrow the scope of your offer to a subset of the whole group.

For example, for a First Responder program, you can target the following subsegments: Firefighter, Emergency Medical Technician, Police.

On the Eligible Subsegments card, click the dropdown caret to reveal a checkbox grouping for the subsegments available for your program.

Example—Subsegments for a Student offer:

Eligible Subsegments

Upon checking or unchecking a subsegment, your changes will be automatically saved.

Note: Student programs which include the full time + part time college students subsegment have an additional option to add support for students attending Post-Secondary schools. These schools offer an educational program above the High School level but are not higher education institutions which grant degrees and are accredited. This option is included by default on all Student programs launched after June 10, 2020.


Modify your approved and rejected email templates from your Program Settings page.

Note: This feature is available for new progams as of July 10, 2019. Older programs use a different template and are thus uneditable in this section of MySheerID.

Click the dropdown caret on the Emails card to reveal the default email content for approved and rejected verifications. Edit as appropriate.

The styling for the email, including fonts and logo, is inhereted from the styling in your program’s Theme settings.

Approved Email

Once you are satisfied with the content of your emails, click Save. To test the appearance of the emails, see Test Program and generate both approved and rejected emails to verify the user experience.

SMS Notifier

The SMS Notifier feature adds a phone number collection field to your form and sends an SMS to your user when uploaded documents are approved.

Click the dropdown caret on the SMS Notifier card to reveal the text field box and on/off toggle for the feature.

SMS Notifier

If your users prefer SMS to email as a contact method, consider enabling this optional field for your program. If enabled, your form will include a phone number field:

SMS Field

Upon approval of the uploaded documents, users who enter a valid phone number will recieve an SMS with the text you entered into the SMS Notifier setting field.

If you would like to contact end users with marketing messages in the future, activate the Marketing Consent module in you program’s Settings page.

Marketing Consent

On the Marketing Consent card, click the dropdown caret to reveal the three elements of the module.

  1. Click the toggle switch to On to turn on Marketing Consent.
  2. Optionally check the “Marketing Consent is required” box to make consent a required field for getting verified.
  3. Optionally edit the message that accompanies the Marketing Consent option in your verification form. Note that the default {Company Name} template in the text box will pull your company name from your MySheerID account configuration.
  4. Preview your Marketing Consent experience by navigating back to the Program tab and clicking the See Preview button.

Email Opt-In

Metadata Options

If you would like to pass additional key-value pair data with your verification, e.g., "status": "platinum" or "favorite_color": "blue", you may add the key(s) in the Metadata Options card in the Program Settings page.

Metadata Options

On the Metadata Options card, click the dropdown caret to reveal the on/off toggle for the metadata feature and the text box where you will enter your key(s).

  1. Click the toggle switch to On to turn on Metadata.
  2. Enter the name of the key you would like to report on, followed by either a space or a comma. Upon entering the space or comma, your key will be saved in your program.
  3. Repeat the above process if you wish to track multiple key-value pairs in your verification reporting.
Note: We recommend using lowercase letters (and optionally underscores) when defining your keys, e.g., utm_campaign. The keys and the corresponding values will be passed to SheerID in the URL of the verification, and are meant to be human-readable when reviewing reporting data. Including special characters in your key may result in avoidable parsing errors.

Metadata Reporting

Now that your metadata keys are defined for your program, they will appear as column headers in your verification reports, alongside other captured fields such as Request ID, Status, and any others you are collecting. Note that verification reports will only include metadata columns for keys currently specified in your settings, e.g., if you had tracked favorite_color for a month, and then removed it, the report will no longer include the favorite_color column.


To submit values for your defined keys, simply pass them as parameters in your verificaion URL. Below are two examples. The first example passes a value of bar for the foo key. The second example passes two values: two and blue for the fish_number and fish_color keys, respectively.
Tip: To test if your metadata is being sent properly, go to your Program tab and get the URL from the code snippet that looks like, append the parameters as in the examples above, and generate a report.

Privacy Policy

If you would like to include a link to your company’s privacy policy from the footer of your verification form you may add the URL in the Edit Privacy Policy Link card in the Program Settings page. When a privacy policy link is present in your Program Settings that policy will be linked from your verification form for that program.

Note: It is not required to link to your company’s Privacy Policy. If this setting is left untouched your form will link to the SheerID Privacy Policy

To add the privacy policy link simply click the dropdown caret to reveal a textbox. Paste the full URL of your company’s privacy policy, including http or https. You will be shown an invalid url error if applicable.

Privacy in Program Settings

To view your form’s footer with the link enabled visit the Program tab for the program and click “See Preview”. This example shows a fictional “ABC Company” which has included a link to their privacy policy in their Program Settings.

Form With Footer


Use webhooks to be notified when a successful verification occurs for your program, in order to continue moving users through your workflow.

You can define an HTTP callback (webhook) when setting up your program. Once set, SheerID will return the user’s verificationId to the provided URL upon a successful verification. You can use the ID to retrieve all the details about a verification, including user- and program-related information such as reward code and email address, etc.

On the Webhooks card, enter the URL that will receive the callback including the verificationId.


To learn more about using webhooks with SheerID, see our Creating Webhooks Tutorial.

Redirect URL

If you would like to pass additional metadata in the Redirect URL , e.g., rewardCode=EXAMPLE-CODE or verificationID=580aa6900cf2c54b4733de9c, you may add the key(s) in the Redirect URL data card in the Program Settings page. When a RedirectURL is present on a program it designates where the user is taken after they click on a button from the approved message on a verification form or from the email sent after a successful verification. For example, the button “Use code now” in this example is linked to the redirect URL.

Metadata In Use Code Now Button

By adding metadata to a redirect URL you can do things like associate a consumer’s accountID with a verificationID from SheerID. Or associate a verification with a particular ad campaign you are tracking using Metadata Options.

Note: Before using this setting, make sure you have a Redirect URL specified in the Customize Text area of your program. Once the Redirect URL setting is turned on in Program Settings the Redirect URL cannot be edited via the Customize Text area. If you have neglected to add a Redirect URL in the Customize Text area of your program you will need to turn off The Redirect URL card, add the URL in Customize Text and then turn the Redirect URL card back on.

Metadata In Redirect URL

On the Redirect URL card, click the dropdown caret to reveal the on/off toggle for the redirect URL feature and the text box where you will enter your key(s) and select their value. Some options for the values will be available automatically: rewardCode, verificationID and any metadata you have set in Metadata Options. To create keys and map them with values follow these instructions:

  1. Click the toggle switch to On to turn on adding metadata to the redirect URL
  2. Enter the name of the key you want included in the URL and choose what value you want included with it
  3. You may repeat step 2 by clicking “Add more” until you reach 10 keys and values. The same value may be associated with different keys if desired
  4. Click Save to commit your changes

To test that your redirect URL contains the values you have selected return to the Program tab, click “See Preview” and test your program. Type in any first name and complete the form to simulate an instant match approval. Once approved click the button on the approval step. You will be directed to a URL containing the values you have selected.