ID verification before checkout
Due to specific age restrictions or K.Y.C. compliance requirements, you may require ID verification before the customer can place the order.
Real ID offers a flow that will require ID verification before the customer can enter in their payment details and check out their order - without any code changes to your theme.
Real ID will override the Checkout button on your cart or product pages and replace it with a prompt to complete ID verification until the customer has passed ID verification automatically or a staff member has manually approved it.
To enable ID verification before checkout, open the Settings area and make sure you're on the Automations tab. Then click Enable automated checks.
This will open the different ID check flow options. Select the Before checkout option.
Finally, click Save to apply the check.
Then Real ID will automatically replace your site's checkout buttons with a prompt to verify your ID before purchase for unverified customers.
By default Real ID works with most themes on Shopify and WooCommerce. It searches for common checkout or payment buttons on your entire site and will replace them in real time with the Verify your ID button instead.
However, if the customer is already verified, the checkout buttons will not be affected.
Here's a short list of selectors that Real ID uses to detect checkout buttons on the page:
For Shopify themes:
For WooCommerce themes:
You might have a very custom theme or have a side cart that doesn't render on the page load, when Real ID is searching for buttons that qualify for ID checks.
We can help with that! Contact us for assistance.
How it works
When a new customer starts checkout from the cart, they are prompted to verify their ID first.
After the successfully complete ID verification, they will be able to checkout as normal, and provide their billing and shipping details.
After checkout, their customer account is created as well as their order. Their ID check will be associated with both the new customer account and the order. ID verification tags, notes and metafields will also be added to the customer account and order.
How already verified customers are recognized
Returning customers won't be required to complete ID verification again, but for best results; guide customers to login before they start checking out.
When they login to their customer account, Real ID will be able to recognize that they have already verified their account based on their past completed ID check based on the user's metadata or tags as well as the Real ID database.
Overriding ID check results
Some customers may have extraordinary circumstances that keeps them from successfully passing an ID check automatically.
You can override the ID check requirement for individual customer, to allow them to complete checkout.
When the customer first opens their ID check, they're presented with a form to enter in their name and email address.
Using the customer's name and email address, you'll be able to search for their in progress ID check in the search bar.
Then with the check open, manually approve it to allow the customer to continue.
After manually approving a customer's ID check, they should see they have passed within 10 seconds. However, you can instruct the customer to refresh the page if it's taking longer than expected.
Limiting ID verification to specific products or collections
By default, Real ID will require ID verification for all products if the Before checkout flow is enabled.
You can only require ID verification if the customer's cart only contains one or more restricted products.
Within the Automations area of the Settings page, scroll down the to Filters section to see the products and collections filters:
To enable ID verification on a specific collection for example, click Collections then enable the feature, and search for a collection. Clicking on the collection will require ID verification if the customer's cart contains one or more products from this collection.
As a best practice, we recommend that you create a single collection with the name
ID verification required, and add products to it, and track it with this feature.
Then you can add additional products without having to also update them individually in Real ID.
Adding ID verification to any button
Real ID will automatically recognize normally structured checkout buttons on your product and cart pages. However you may have a custom theme or a custom button that will need to be gated by ID verification.
You can trigger ID verification to any button on your site by adding the
verify-id-prompt class to the button. For example:
Buy it now
This will replace the Buy it now button, with a Verify your ID button instead. Once the customer passes ID verification, the Buy it now button will return and become clickable.
Hiding elements that require ID verification
You can also hide product images, descriptions or any other element that requires a verified ID by adding the class
This product is only available to customers with a verified ID.