Program Readiness Checklist

  • Updated

This checklist helps you review your SheerID program before you go live. Use these steps to make sure your program is professional, accurate, and ready for your customers.

Please note that these recommendations are for standard programs only. We designed this guide to be as comprehensive as possible. However, every use case is unique, and this list may not cover every specific scenario.

If you have any questions, please reach out to Product Support.

BEST PRACTICE

Test your program before you share it with customers. Testing ensures that your program appears as planned. This step helps you find and fix any issues with your styling, messaging, or CTAs. A smooth experience builds trust with your audience and leads to higher conversion.

General setup

Review these items for every program you create.

  • Offer audience: Verify that the program is configured for the correct audience, such as students or educators
  • Eligible status: Confirm that the correct eligible status types are available for your users. Note that Age programs do not have eligible statuses, but an age range
  • Country: Check that you have selected the correct countries for your audience
  • Language: Make sure that all needed languages are available for your program(s)
  • Copy: Review all text for clarity. Particularly check:
    • Success page and success email: The copy should have clear next steps for your consumers so they are able to return to your website and convert
    • Verification form: Review overall copy, but particularly the header and button copy
  • Translations: If your program uses more than one language, confirm that the translations are accurate and easy to understand. If you have updated copy, be sure that the new translations came through properly
  • Theme: Check that the colors, fonts, and logos match your brand identity
  • Redirects: Click all links and buttons during testing to be sure everything leads where it should. Specifically check the success redirect URL:
    • Ensure you have added a success redirect URL in the program builder
    • Click the success URL during your testing process to be sure you are taken to the appropriate place
  • Customer FAQs: Read your customer-facing help pages. Ensure the eligibility rules listed there match the settings you chose in the SheerID program
  • Privacy policy: A valid link to your privacy policy should be included in the program builder
  • Redemption limit: The redemption limit (the number of times someone with the same PII may be approved for an offer in a given time period) for your program should be set at your desired rate

Copying programs

If you have copied your program from an existing one of the same or different audience, please read this section. If you have created a new program, you may skip this section.

When you copy an existing program, remember that not all settings move to the new one. A full, thorough review of the copied program should be performed to make sure it is correct.

Specifically, if your original program contains any of the following settings, review and update them on the copied program:

  • Webhooks: Any webhooks from the existing program will not be copied. Re-enable and add in your webhooks on copied programs
  • Non-standard verification methods: Programs that are copied revert to the standard verification methods for the selected audience. If you are duplicating a program of the same audience and have changed the available verification methods on the parent program, be sure that you make the same changes on your new program, if applicable
  • Offer protections: If the existing program has any custom offer protections in place, these will not be copied to the new program. If you are unsure if the original program has any custom offer protections in place, please reach out to Product Support for a quick review of your program
  • Custom messaging: Any custom messaging changes carry over across programs when copied. This is applicable especially when copying programs across audiences, but overall, check to be sure that messaging within the copied program still aligns with the new audience or program goals
  • Redemption limits: The redemption limit on the copied program will reset to the default for the selected audience type
  • Reward pools: Reward pools do not copy from one coupon code program to another

If you have worked with our Professional Services team in the past, your programs may include custom features built specifically for your needs. When you copy an older program, these custom elements might not transfer to the new version automatically. If you are copying a custom program, please reach out to the Product Support team for a quick review. They will ensure your custom settings are active and working correctly before you go live.

Optional features

  • Marketing consent:
    • Did you enable marketing consent, if desired?
    • Is it a required field?
      • If not required, consider data synchronization and compliance matters. Users may select a different consent choice on the SheerID form than what is in their existing profile in your system. Your system must decide which answer takes priority
  • Custom metadata:
    • Check that the keys are active and passing data correctly
    • Check that each key is correctly designated as either optional or required
  • Offer Runs Out: If configured, this setting allows you to choose the messaging the customer sees when the offer is no longer available
  • Limited Offer: If configured, this setting will show a message to the user when the number of available single-use codes drops below a threshold

Coupon codes

If your program gives customers a discount code, review these points.

  • Code type: Confirm if you are using a single "static" code for everyone or unique "single-use" codes for each person
    • Single-use codes are preferred to protect your offer from unauthorized sharing. While static codes remain a valid delivery method, they are more commonly used in Test Mode. If you use a static code during your testing phase, please ensure you swap to unique codes before the program goes live
  • Inventory: If you use single-use codes, check that you have uploaded enough codes to your account to meet your expected demand

Account tagging

If you are using account tagging to track your customers, review these points.

  • Platform connection: Ensure your SheerID account is correctly linked to your marketing or CRM platform
  • Tag accuracy: After your system receives a verificationId via webhook, call the API to retrieve the verification details. You should then check that the segment returned matches the specific community you intend to tag, such as student or educator
    • Webhook is sending
    • When signal is received, the tag is applied to the associated account properly
    • If you have changed your endpoint(s) when moving your program from test status to live status, be sure that the live accounts tag as expected
  • Data Flow: Run a test verification to see if the tag appears in your customer database as expected
  • Redirect URL:
    • Add a redirect URL to the success step
    • Add any necessary parameters to the redirect URL

Verification tracking

If you generate your own verification IDs in advance to track user progress, please read this section. If you do not generate your own verification IDs, you may skip this section. If you aren't sure whether or not you generate your own verification IDs, ask your developer team to confirm.
  • SheerID verification IDs: Even if you generate your own verification IDs to start the process, there are times where your system should accept verification IDs generated by SheerID
    • Try again: When a verification reaches certain non-success terminal states, the verification form offers a "Try Again" CTA that allows the end user to start a new verification. Be sure your system is able to accept this

Launch

After you are satisfied with your program, and you are ready to go live and launch to the public, review these points:

  • Test your program: It is very important to test your entire program before you go live. Please review our testing articles
  • Push your program live: Once testing has been completed, your team may push your SheerID programs live. The Go Live button is located on the overview screen for each program
  • Live test: Complete a final test post launch by turning on 'Live Testing.' Our Testing Allow List feature allows you to designate specific email addresses that will trigger "test" behaviors even when a program is live
  • Status updates: You can subscribe to platform status updates on our SheerID platform Status Page

 

Was this article helpful?

/