Overview of customization options

Here at SheerID we have put a lot of effort into building a core verification engine that is both simple and powerful. When you create a program as part of setting up your offer, it is ready to go and pre-configured with all of our best practices. Simply follow the steps outlined here to upload discount codes, publish it on an offer landing page, and launch. 

For our customers who wish to modify the program configurations to more precisely fit their unique needs, we offer a range of options. These can be used alone or in combination:

1. Self-service editing in MySheerID program builder
   1. Modify program behaviors
   2. Edit words - in any language - in the verification form and emails
   3. Style the form and emails
2. Developer resources
   1. REST API for programmatically sending and receiving data
   2. Javascript Library for self-assembling elements of the verification journey
3. Professional services, for customers on a Business or Enterprise plan

Customization supported in MySheerID

The following features and functionality are available for use by all SheerID customers in the MySheerID program builder.

Category	Topic	Summary
Offer definition	Eligible subsegments	Define which sub-segments are eligible for your offer.
Offer definition	Redemption limit	Define how often the same individual person can redeem your offer.
Offer definition	Limiting or turning off your offer	Set your program to automatically turn itself off when certain conditions are met.
Verification journey	Editing form text	Update some of the words in the verification form, to match your brand's tone of voice.
Verification journey	Editing email text	Update the subject line and body content of the email types that are used in the verification process.
Verification journey	Adding a redirect URL to success step	Continue the journey for verified individuals by leading them where you want them to go next.
Verification journey	Adding SMS notifiers	Collect phone numbers from users when verifying. For anyone who needs to go through document review, an SMS notification will be sent when the review is approved.
Verification journey	Linking to your brand's privacy policy	Add a link to your brand's privacy policy in the footer of the verification form.
Brand	Updating form and email styling	Update how the form (and emails) look.
Marketing	Editing marketing consent	Remove or edit marketing consent language.
Marketing	Tracking UTM or custom metadata	Save information alongside a verification.
Integration	Adding webhooks	(Advanced) Set up webhooks that will be triggered at significant events in the verification journey.
Integration	Account tagging	(Advanced) After a person is verified, tag their customer record in another platform.
Integration	Conversion tracking	(Advanced) When a verified person completes a purchase, send that event back to SheerID.
Security	Allowed domains	(Advanced) Specify one or more domains that are allowed when the SheerID system processes a verification attempt
Security	Offer Protections	Work with SheerID to balance stopping offer abuse while keeping the verification process lightweight for most customers.

If there is something you're hoping to do, but don't see information about it here, please reach out to SheerID Product Support.