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ID Verified Customer Segments

With Shopify's powerful Customer Segments feature, you can create reports on your verified customer base.

Once this customer segment is set up, you can get the latest metrics like:

  • Total number of verified customers
  • Total spend of all verified customers
  • Total order volume from verified customers

How to create a Verified Customers segment​

First, you'll need to open the Segments section under your Customers in your Shopify dashboard:

Open the customer segments section in Shopify

Then, click the New Segment button in the top right to start with a new segment:

Opening the new customer segment button in the Shopify admin dashboard

Now you should see an empty new segment. Click the filter link in order to start designing this segment:

Creating a new segment based off of a custom filter in the Shopify Customer Segment dashboard

A new panel should appear on the right hand side of your screen, here you can create filters to specify which types of customers should be included in this new segment.

In this case, we can use Real ID's real time tags on customer profiles in order filter customers based on their verification status:

Selecting the Shopify customer tags as the property to filter our customer base on based on their ID check status

The query in the center of the page should now show conditions to filter based on. Select the CONTAINS condition, so we can include customers into this segment based on their ID verification status:

Selecting the condition to apply to the filtering query, in this case we want "CONTAINS" so we can filter the customers based on their ID verification status tags left by Real ID

Now you can select an individual tag. If you want to build this report based on verified customers, then select the ID verification completed tag:

Selecting an individual tag based on the condition for the report. We're selecting the ID verification completed tag which means the customers was automatically verified by the Real ID system

Other segments are possible

You can also create other segments based off of customers that are still pending verification or have failed verification by changing the tag.

Now you have a customer segment that is all automatically verified customers. You can include manually approved customers by adding an OR condition to the segment and including the ID check manually approved tag:

Adding an OR condition to the query so we can include both manually approved and automatically approved customers based on their drivers license, passport or national ID document

After adding both for manually approved and automatically approved customers, your customer segment query should look like this:

The complete Shopify Segment query for including both automatically verified and manually approved ID verified customers

Now you're ready to run the query. Shopify will automatically filter out unverified customers and only keep verified ones in the end segment:

Running the query after designing it

Metafields supported as well

Real ID also updates customer metafields in real time during verification as well. If you prefer you can use metafields instead, which aren't as likely to be edited by staff directly from the orders page.

Exporting a report for this segment​

After the segment is designed and you've run the report, you can export the results to a CSV or Excel spreadsheet for review.

In the top right, click the More actions dropdown, and in the pop up make sure your report only includes the results from the query:

Specifying to only include the query results in the final report

In this pop up, you can also choose to export a CSV or an Excel file, the CSV is the default.

Shopify will email the report to you directly. Within the report will contain a row for each customer, and will include their total number of orders as well as their total account spend.

You can use functions in your spreadsheet editor like SUM to compute the total over value of all verified customers.