Excluding orders from triggers

You can exclude orders from triggers in the Exceptions area of the settings. Exceptions filter out orders before your automatic triggers are applied, giving you more control over which orders require ID verification.

tip

If the exceptions below don't quite fit your needs, you can build a Shopify Flow workflow with our create an ID check action for a more customized trigger. For other platforms, use the REST API to build custom logic.

Excluding already verified customers

Real ID will exclude orders from ID verification if the customer has already been verified once before.

Learn more about how verified customers are remembered.

Excluding in-store pick up orders

Real ID can exclude orders for in-store pickup from ID verification. Enabling this rule will exclude all pickup orders from triggering an ID check. This might be helpful if you have a process for ID checking in person.

Excluding orders by shipping line

Real ID can also exclude orders from automatic verification by the shipping line code. For multiple shipping lines, separate them by commas. For example, to exclude both Standard and Express shipping codes, enter Standard,Express.

If you need help finding the shipping line code for a given order, please contact us with an example order number and we'll be able to help you find the shipping code.

Exclude orders by payment gateway

You may want to exclude orders paid through specific gateways because the gateways provide merchant protection.

To exclude multiple payment gateways, separate them by commas. For example, to exclude both PayPal and Cash on Delivery payments, enter PayPal,Cash On Delivery.

If you need help finding the payment gateway name for a given order, please contact us with an example order number and we'll be able to help you find the payment gateway name.

Exclude orders by channel

You may want to skip ID verification for orders that come in through certain sales channels, like Shopify Collective or a marketplace app that imports Amazon or Walmart orders.

Turn on Exclude orders from ID verification by channel. Real ID lists the channels your recent orders came from, with how many orders each one sent. Check the ones to exclude, then save.

Point of Sale orders are always excluded

Orders placed through Shopify POS never trigger automatic ID verification, so Point of Sale is always checked and can't be changed. To verify customers at the register, use the Real ID POS app.

Each channel shows its source name under the label, for example pos or shopify-collective-automatic-payments. This is the value Shopify records on the order, and it's what Real ID matches against. It doesn't always look like the channel's display name, which is why picking from the list is more reliable than typing a name.

Adding a channel that isn't listed

The list only shows channels from your recent orders. To exclude a channel before its first order arrives, type its source name into Add a source name and click Add. Matching ignores capitalization and extra spaces.

Common source names:

Channel	Source name
Online Store	web
Draft orders	shopify_draft_order
Shopify Collective	shopify-collective-automatic-payments

Other apps often use their own name or a numeric app ID. If you're not sure which source name an app uses, place a test order through it and it will appear in the list.

note

Loading the list requires permission to view orders. If you see a notice instead of the list, ask a store owner to open the settings, or add source names manually.