Ecommerce
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Setting Up BlueCheck's Shopify...
Installing BlueCheck With Checkout Extensions (Before Checkout)
5 min
important these instructions are for doing the verification before checkout this is only possible for stores that are on the shopify plus plan if you would like to use the after checkout extension or are on a different shopify plan, please use the https //docs bluecheck me/installing bluecheck with checkout extensions after checkout installing bluecheck in checkout extensions for before checkout 1 ) first navigate to your https //admin shopify com/settings/checkout in the customer information section make sure you are requiring first and last name we are unable to perform the verification without the customer's full name 2 ) then navigate to your https //admin shopify com/settings/checkout in the checkout customization section you should see the checkout that you are using on your store click the customize button to make changes 3 ) next click on the "apps" tab of the far right hand sidebar you should see the bluecheck app listed under the all tab click on the "+" and then add the app block to the payment , the order status , and the thank you pages it is important to add the app to each of these pages for best performance 4 ) next click on the "added" tab in the apps sections and select the bluecheck app block make sure that the "allow app to block checkout" checkbox is checked for the extension that is installed on the checkout page you can also choose to enable the app block in shop pay if you would like to here at this point the setup should be complete if you click on the "sections" tab of the far right sidebar, you should see the app block within your checkout flow you can now move to the optional customization section this section contains different settings that might be useful for stores but aren't needed for bluecheck to function optional customization now that you have installed bluecheck, you can take various steps to customize your bluecheck installation these will help you get the most out of bluecheck depending on your business needs https //docs bluecheck me/adding the optional consent checkbox before checkout this will add a consent checkbox to your checkout that users will need to agree to before being verified https //docs bluecheck me/cancelling refunding and restocking orders you can configure bluecheck to automatically cancel, refund, and restock orders that have been placed and have failed verification https //docs bluecheck me/configuring bluecheck for accelerated checkout this will allow you to verify orders placed with accelerated checkout solutions (apple pay etc) before the order is placed it is highly recommended if you are using accelerated checkout solutions https //docs bluecheck me/customizing your notification settings bluecheck allows you to customize both when notifications are sent to your customers and the content of those notifications https //docs bluecheck me/customizing the bluecheck modal add you logo to the bluecheck verification window https //docs bluecheck me/pre approve users for verification on shopify send a list of your existing customers so that they will automatically pass verification without you being charged additional verification fees testing the installation in order to test you will need to activate the app from within the bluecheck app page in your shopify store this will start your free trial we recommend testing your setup on a test store first, as once you activate the app it will begin verifying the orders that are being placed on the installed store to test place an order on your store using real information you should be able to place the order without issue, and when you go to your order dashboard the 'age verified' tag should be applied to your order next, place an order using fake information that will not generate an automatic match when you go to checkout, you should be prompted that age verification is required and be asked to enter your dob after submitting your dob, you should be prompted by bluecheck to complete the verification
