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Product Manual

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

How the app works with Shopify

When a customer places an order on your Shopify store, Signifyd immediately syncs the order details and reviews the order for fraud. The app also includes Signifyd's device fingerprinting solution which enables the collection of device and browser data points to uniquely identify and track devices that transact on your site. This allows us to quickly identify and block known bad devices, allowing legitimate orders and customers through.

We provide a detailed analysis for each order which can be viewed by visiting our console. Learn more about our case queue and console.

In this guide we will cover the following:

How auto-fulfillment works

Note: To use auto-fulfillment you MUST be on a Signifyd Complete Plan.

Shopify merchants can automate their order fulfillment based on Signifyd’s guarantee decision. This allows you to effectively speed up the order fulfillment process and ship good orders faster.

If an order is approved for guarantee, Signifyd can capture payment for the order.

If an order is declined for guarantee, Signifyd can cancel the order, restock the item, and void the payment authorization. (Or do nothing)

Signifyd Shopify
Approve Capture funds.
Decline Cancel order, restock the item and void payment. OR Take no action.

Within the order timeline, you can view a history of all the updates Signifyd has made to an order. We’ll show how Signifyd updates orders, using both an example of an approved order and a declined order.

Approved Orders

In the above scenario, the order was submitted and immediately approved for guarantee. Once Signifyd approved the order, Shopify was triggered to capture payment and update the payment status to Paid.

Screen Shot 2016-06-28 at 11.16.35 AM copy

Declined Orders

In the above scenario, the order was submitted and immediately determined to be fraudulent.

Once Signifyd declined the order, Shopify was triggered to void the payment authorization, cancel the order (with the reason of Fraudulent Order), notify the customer via the default cancellation email within Shopify, and restock the item. (Please note that you can update the content of the default Shopify cancellation email by visiting your Settings tab.)

On the main Orders page, the merchant would see an updated payment status of Voided and a fulfillment status of Restocked.

Screen Shot 2016-06-28 at 11.16.35 AM copy 2

Configuring auto-fulfillment

Setting up auto-fulfillment is a relatively simple two step process that involves:

  1. Updating your settings in Signifyd
  2. Updating your payment settings in Shopify to manually capture payment
Updating your settings in Signifyd

Login to your Signifyd console and navigate to Settings. Select Integrations from the side navigation menu.

You should see the menu below.

Toggle on Capture Payment on Approved Guarantees if you’d like Signifyd to capture payment upon approval for Guarantee.

Toggle on Cancel Orders on Declines Guarantees if you’d like Signifyd to cancel the order and void payment upon decline for Guarantee. (Note: if this is enabled, you cannot resubmit orders declined for Guarantee, as the order will have been cancelled and payment voided. If you want to retain the option to resubmit, don’t enable this feature.)

Once you’ve configured the settings in Signifyd, you’ll need to update your payment settings in Shopify.

Updating your payment settings in Shopify

From within the Shopify admin panel, select Settings from the navigation menu. then Payments from the navigation menu. Scroll down to a section called Payment Authorization.

Select Manually capture payment for orders and click Save.

Automated order fulfillment set-up is now complete.

Accessing Signifyd from Shopify

You can quickly access the Signifyd console directly from the Shopify order page. This allows you to look up key information directly from Signifyd in a single step.

  1. From the Shopify admin panel select Orders
  2. While on the orders page select More actions and click View Signifyd Console from the list of actions

Once selected you'll be navigated to the Signifyd console where you can search for orders, submit a claim, or take other necessary actions on your order.

If you have any questions, please reach out to our support team.