1"use strict";(self.webpackChunk_verdict_docs=self.webpackChunk_verdict_docs||[]).push([[9482],{8320:(e,t,s)=>{s.r(t),s.d(t,{assets:()=>c,contentTitle:()=>r,default:()=>d,frontMatter:()=>a,metadata:()=>i,toc:()=>l});const i=JSON.parse('{"id":"shopify/tags","title":"Tags","description":"To keep you updated with the latest changes on ID verifications, Real ID synchronizes the ID check statuses of customers & orders in Shopify with tags.","source":"@site/docs/shopify/tags.md","sourceDirName":"shopify","slug":"/shopify/tags","permalink":"/help/docs/shopify/tags","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{},"sidebar":"docsSidebar","previous":{"title":"Billing & Subscription","permalink":"/help/docs/shopify/billing"},"next":{"title":"Notes","permalink":"/help/docs/shopify/notes"}}');var o=s(65723),n=s(13431);const a={},r="Tags",c={},l=[{value:"How it works",id:"how-it-works",level:2},{value:"Available Tags",id:"available-tags",level:2},{value:"Custom tags",id:"custom-tags",level:2},{value:"Limitations on tags",id:"limitations-on-tags",level:2}];function h(e){const t={a:"a",admonition:"admonition",code:"code",em:"em",h1:"h1",h2:"h2",header:"header",img:"img",li:"li",mermaid:"mermaid",p:"p",strong:"strong",ul:"ul",...(0,n.R)(),...e.components};return(0,o.jsxs)(o.Fragment,{children:[(0,o.jsx)(t.header,{children:(0,o.jsx)(t.h1,{id:"tags",children:"Tags"})}),"\n",(0,o.jsxs)(t.p,{children:["To keep you updated with the latest changes on ID verifications, Real ID synchronizes the ID check statuses of customers & orders in ",(0,o.jsxs)(t.a,{href:"https://help.shopify.com/en/manual/shopify-admin/productivity-tools/using-tags",children:["Shopify with ",(0,o.jsx)(t.em,{children:"tags"})]}),"."]}),"\n",(0,o.jsx)(t.p,{children:"These tags are visible in your orders as well as on the customer profiles within the Shopify backend."}),"\n",(0,o.jsx)(t.p,{children:(0,o.jsx)(t.img,{src:"https://res.cloudinary.com/tinyhouse/image/upload/v1681846960/Real%20ID/Docs/CleanShot_2023-04-18_at_15.42.13.png",alt:'Example of a Shopify Order tagged with "ID verification required"'})}),"\n",(0,o.jsx)(t.admonition,{title:"Real ID won't affect other tags",type:"info",children:(0,o.jsxs)(t.p,{children:["Real ID will only change tags related to ID verification. Other tags on your orders and customers will ",(0,o.jsx)(t.em,{children:"not"})," by removed or overwritten by ID verification related tags."]})}),"\n",(0,o.jsx)(t.h2,{id:"how-it-works",children:"How it works"}),"\n",(0,o.jsx)(t.mermaid,{value:"flowchart TD\n id_check_delivered([ID verification required]) -- Customer submits ID photos--\x3e id_check_passed([ID verification completed])\n id_check_delivered -- Customer fails ID check --\x3e id_check_failed([ID verification failed])\n id_check_failed -. Staff member overrides results .-> id_check_manually_approved([ID check manually approved])\n id_check_passed -. Staff member overrides results .-> id_check_manually_rejected([ID check manually rejected])"}),"\n",(0,o.jsxs)(t.p,{children:["When an order qualifies for an ID check through your automatic triggers, it will be tagged with ",(0,o.jsx)(t.code,{children:"ID verification required"}),"."]}),"\n",(0,o.jsxs)(t.p,{children:["Then, when the customer passes ID verification, it will change to ",(0,o.jsx)(t.code,{children:"ID verification completed"}),"."]}),"\n",(0,o.jsxs)(t.p,{children:["However, if the customer fails ID verification, the order & customer's profile will be changed to ",(0,o.jsx)(t.code,{children:"ID verification failed"}),"."]}),"\n",(0,o.jsx)(t.admonition,{type:"tip",children:(0,o.jsxs)(t.p,{children:["These tags will apply to both the ",(0,o.jsx)(t.em,{children:"customer"})," and the ",(0,o.jsx)(t.em,{children:"order"})," within Shopify. The customer tags are used for remembering repeat customers so they only need to verify once."]})}),"\n",(0,o.jsx)(t.h2,{id:"available-tags",children:"Available Tags"}),"\n",(0,o.jsx)(t.p,{children:"Real ID uses the following tags to sync the ID check status:"}),"\n",(0,o.jsxs)(t.ul,{children:["\n",(0,o.jsxs)(t.li,{children:[(0,o.jsx)(t.code,{children:"ID verification required"})," - The order or customer requires ID verification"]}),"\n",(0,o.jsxs)(t.li,{children:[(0,o.jsx)(t.code,{children:"ID verification completed"})," - The customer passed the ID check"]}),"\n",(0,o.jsxs)(t.li,{children:[(0,o.jsx)(t.code,{children:"ID verification failed"})," - The customer submitted their photos required for the ID check, but the system was not able verify them"]}),"\n",(0,o.jsxs)(t.li,{children:[(0,o.jsx)(t.code,{children:"ID check manually approved"})," - A staff member manually approved the ID check"]}),"\n",(0,o.jsxs)(t.li,{children:[(0,o.jsx)(t.code,{children:"ID check manually rejected"})," - A staff member manually rejected the ID check"]}),"\n",(0,o.jsxs)(t.li,{children:[(0,o.jsx)(t.code,{children:"ID expired"})," - The ID was valid at the time of verification, but now it is now expired"]}),"\n"]}),"\n",(0,o.jsx)(t.h2,{id:"custom-tags",children:"Custom tags"}),"\n",(0,o.jsx)(t.p,{children:"You can customize the names of the tags Real ID leaves on orders & customers during the ID verification process."}),"\n",(0,o.jsxs)(t.p,{children:["To customize these tags, open the ",(0,o.jsx)(t.strong,{children:"Settings"})," page, then open the ",(0,o.jsx)(t.strong,{children:"Notifications"})," area, and click the ",(0,o.jsx)(t.strong,{children:"For your Team"})," tab."]}),"\n",(0,o.jsx)(t.p,{children:(0,o.jsx)(t.img,{src:"https://res.cloudinary.com/tinyhouse/image/upload/v1692629980/Real%20ID/Docs/CleanShot_2023-08-21_at_10.58.09.png",alt:"Finding the options to change the Real ID tag left on orders and customers in Shopify based on the ID check status of the customer"})}),"\n",(0,o.jsxs)(t.p,{children:["Then you can customize the tag to your choosing. In this example, the tags have been shortened to ",(0,o.jsx)(t.code,{children:"ID passed"})," instead of ",(0,o.jsx)(t.code,{children:"ID check completed"}),":"]}),"\n",(0,o.jsx)(t.p,{children:(0,o.jsx)(t.img,{src:"https://res.cloudinary.com/tinyhouse/image/upload/v1692630074/Real%20ID/Docs/CleanShot_2023-08-21_at_11.01.06.png",alt:"Changing the tags to custom values"})}),"\n",(0,o.jsx)(t.admonition,{type:"tip",children:(0,o.jsxs)(t.p,{children:["Any changes to tags will ",(0,o.jsx)(t.strong,{children:"not"})," apply to past ID checks. It will only apply to new orders and customers after the changes are made."]})}),"\n",(0,o.jsx)(t.h2,{id:"limitations-on-tags",children:"Limitations on tags"}),"\n",(0,o.jsx)(t.p,{children:"Tags are a useful feature for viewing a customer & order's ID check status at a glance from the Shopify Dashboard."}),"\n",(0,o.jsx)(t.p,{children:"However, Real ID cannot guarantee that tags are 1:1 exactly with the ID verification status of an order or customer because:"}),"\n",(0,o.jsxs)(t.ul,{children:["\n",(0,o.jsx)(t.li,{children:"Real ID tags can be altered by any other app"}),"\n",(0,o.jsx)(t.li,{children:"Real ID tags can be altered via the Shopify dashboard by any staff with orders access"}),"\n",(0,o.jsx)(t.li,{children:"Real ID tags can by altered by Shopify Flows, Zapier, Make, Mechanic or any other automation tool connected to your store"}),"\n"]}),"\n",(0,o.jsxs)(t.p,{children:["If it is critical for your business to hold orders based on ID verification, please consider our ",(0,o.jsx)(t.a,{href:"/help/docs/api/webhooks",children:"Webhooks feature"})," for automating actions to your fulfillment system."]})]})}function d(e={}){const{wrapper:t}={...(0,n.R)(),...e.components};return t?(0,o.jsx)(t,{...e,children:(0,o.jsx)(h,{...e})}):h(e)}},13431:(e,t,s)=>{s.d(t,{R:()=>a,x:()=>r});var i=s(22155);const o={},n=i.createContext(o);function a(e){const t=i.useContext(n);return i.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function r(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:a(e.components),i.createElement(n.Provider,{value:t},e.children)}}}]);
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