This table summarizes SheerID's key implementation best practices. This resource is intended to be used in conjunction with the account tagging implementation checklist to ensure a smooth, secure, and effective program implementation. Each item below provides high-level best practice guidance at-a-glance, with links to articles that further explain the reasoning and additional details regarding each recommendation.
| Key Term / Feature | Best Practice summary | Link for additional information |
| Account tagging | Account tagging is the recommended reward method to best protect programs, as coupon codes are more susceptible to offer abuse. | Account tagging |
| Associate override | The associate override feature should be used for the best in-store experience. | SheerID InStore programs and verification |
| Coupon code format | Coupon codes should be alphanumeric, with 8 characters + 2 words, with a static 3 letter prefix (prefix optional). | Creating offer codes |
| Coupon codes | Unique, single-use codes are a more secure form of reward delivery than utilizing a static code for all consumers. | Designing a program |
| Document review | To ensure every qualified consumer can successfully receive their offer, all programs should include secure, manual document review paths for those who cannot be instantly verified. | Steps in the verification journey |
| Localization & copy | SheerID programs should be localized into the same languages that your website is localized into. | Countries and languages |
| Login (account tagging, consumer experience) | Consumers should login/sign up for an account before beginning the verification process. | Passing a consumer's account ID |
| Organization matching | Use of SheerID's comprehensive organization lists will provide the best and most accurate verification experience. | |
| Redemption limits (account tagging, military) | For programs that include multiple military segments (e.g. active duty and veterans), we recommend a "once ever" redemption limit to honor their lifelong veteran status. | |
| Redemption limits (account tagging, non-military) | A redemption limit of 1 in 330 days is recommended to allow time for reverification. | Best practices for reverification |
| Redemption limits (coupon codes) | A redemption limit of 1 in 30 ays is the recommended setting. | Redemption limits |
| Restart verification flow | Your verification flow should include a button that allows a consumer to restart the verification process at any time. | Steps in the verification journey |
| Reward delivery method | SheerID recommends utilizing our account tagging solution for the reward delivery, for the best protection of your gated offer. | Designing a program |
| Reward pools | There should be one unique reward pool per program. | |
| Webhooks (client handling emails) | Webhooks should be fired on all emailable events. | Setting up webhooks |
| Webhooks (full CRM integration) | Webhooks should be fired on success, max failure, and expiration. | Setting up webhooks |
| Webhooks (success) | To simply link an account to a successful verification, webhooks should be fired on success only. | Adding a success URL |