Product Manual

Your one-stop shop for the details of everything related to our solution.

Extension v2.1 and above

This guide applies to the latest version of our Magento 2 extension, version 2.1.x

Overview

Signifyd’s Magento app enables merchants on Magento 2 to integrate with Signifyd, automating fraud prevention and protecting them in case of chargebacks.

Specifically, Magento merchants can:

  • Automatically send orders to Signifyd for fraud prevention and chargeback protection on all their orders
  • Configure order workflows based on Signifyd’s guarantee decision
  • View the Signifyd guarantee decision and score within the Orders grid

When an order is placed on your Magento store, Signifyd immediately reviews the order in real-time to determine whether it’s a legitimate customer or fraudulent purchase attempt.

How It Works

The Signifyd extension supports updating the Magento order status to ensure that only Guarantee approved orders are shipped and potential fraudulent orders, Guarantee Declined are not.

To enable the Signifyd extension to update the order status you can configure Order Workflow setting enables the extension to update the order status in Magento to ensure you only ship orders Signifyd has Guaranteed. By updating the workflow actions from the extension setting you can configure the extension to place the order “on-hold” and update the order status to Processing when Signifyd’s Guarantee decision is Approved. If an order is declined for Guarantee, the extension will leave the order on hold, allowing you to cancel the order or ship without chargeback protection.

Order Flow with Workflows Enabled

Order Workflow Option Order Workflow Action  Order Status
Approved Guarantee Do nothing Processing
Approved Guarantee Update status to processing “On-Hold” then “Processing”
Declined Guarantee Do nothing If Approved Guarantee action is “Do Nothing” then “Processing”
If Approved Guarantee action is “Update status to processing” then “On-Hold”

Magento Order Grid

The Magento order grid enables you to:

  • View Signifyd’s decision in the order grid (Guarantee Status)
  • View the Signifyd score in the order grid (Signifyd Score)
  • Quickly view the case details and our risk assessment within the Signifyd console by clicking the Guarantee status

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Magento Order Page

From the Magento order page, you can view a history of all the changes Signifyd has made to an order.

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Approved Orders

In this example, the order was submitted and immediately placed on hold. Within seconds, Signifyd approved the order, unheld it, and updated the order status to Processing. The Guarantee Status was updated to Approved.

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Declined Orders

In this example, the order was submitted and immediately placed on hold. Within seconds, Signifyd determined the order to be fraudulent, and left the order on hold. The Guarantee Status was updated to Declined.

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Installation

Successfully setting up Signifyd involves installing and configuring the extension.

To install the Signifyd extension navigate to System > Web Setup Wizard.

*Note: You must first order the extension from the Magento Marketplace. You also need access to the admin dashboard to complete the installation process.

Accessing the Web Setup Wizard menu in Magento 2

From the Magento Setup Tool grid select “Component Manager”.

Accessing the Component Manager in Magento 2

From the Component Manager screen, you will see already installed extensions on your store, new extension updates, and or new extensions ready to be installed. To install the Signifyd extension click on the “Install” link below the “New Purchases” section.

Viewing the Available for Installation Extensions

Find the Signifyd extension from the extension grid and click the “Install” link to begin the installation process.

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Click “Start Readiness Check” which will check if your Magento 2 installation has all of the necessary components required for installation.

Starting a Readiness Check

If your store passes the readiness check you will be prompted to move to the next step. Select the “Next” button to proceed to step 2.

*If your store does not meet a specific requirement the component will be marked in red. You can then view additional details and how to fix the issue by selecting the provided links.

Successfully completing a Readiness Check

We recommend you run a backup before installing any extension. To perform a backup select “Create Backup”. If you have already performed a backup you can de-select the backup options and click on the Next button.

Creating a Backup before the extension install

If you select to create a backup, you will receive a confirmation screen that the backup has been successfully created. Select the “Next” button to proceed.

Completing the Backup creation step

Click on the “Install” button to install the Signifyd extension.

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Once the installation has been completed, you will receive a confirmation and the ability to go back by clicking on the “Back to Setup Tool” button.

Configure the app

Accessing the Settings Page

To access the Signifyd extension select “Stores” from the admin sidebar then “Configuration”.

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While on the configuration page select “Services” to expand the drop-down menu. Then from the drop down menu select “Signifyd” to access the Signifyd settings page.

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Settings Overview

The settings page is broken into 4 areas: General Settings, Order Workflow, Webhook URL, and Logging. Under general settings, you can enable or disable the Signifyd extension for your store. This is also where the API key is configured during the installation process.

Order Workflow

Under advanced settings, you can configure workflow actions to automate order processing based on Signifyd’s guarantee decision. You can select to “update status to processing” for orders that Signifyd provides a guarantee decision of “Approved” automating the fulfillment of Guaranteed orders.

Webhook URL
Webhooks are used to push Signifyd’s guarantee decision back to Magento and enable a two-way sync between Magento and Signifyd.
  • To configure a webhook: copy the URL from the Webhook URL setting. You’ll need this to complete the configuration in the next step.
  • Then navigate to the Signifyd console, settings, and then click on Notifications.
In the Webhooks section, complete the following steps:
  • In the Webhook address field, paste the Webhook URL you copied from your Magento Admin panel
  • In the Team dropdown, select the test team you just created
  • In the Event Type dropdown, select Guarantee Completion
Finally, click Add to save the webhook.
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Logging

Under logs, you can enable the logging of various services. We recommend to always enable logging. In the event of an issue, logging helps our support team troubleshoot and resolve issues quickly.

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