NS8 User Guides

Settings

An overview of the Settings page.

The Settings page is where you can modify certain functions and settings of NS8 Protect.

Timezone for Reports

This setting allows you to select which timezone is used when displaying reports. Use the drop-down menu to choose the timezone that suits you best.

Order Intercept (Shopify users only)

This setting allows you to choose whether NS8 Protect will intercept the payment authorization and capture process from Shopify and where NS8 Protect will exist in the payment workflow. This is important because it determines how NS8 Protect interacts with your store's payment capture settings and when NS8 Protect reviews orders as they are processed.

Within NS8 Protect's Settings, you may choose between three options:

Intercept between Payment Authorization and Payment Capture: After the order is submitted and payment has been authorized, NS8 Protect will hold orders for review. Once the NS8 Order Status changes to Approved, payment is captured automatically and the order will continue to fulfillment. In order for this option to function properly, Shopify's payment authorization must be set to "Manually capture payment for orders."

Intercept between Payment Capture and Order Fulfillment: After the order is submitted and payment has been captured, NS8 Protect will hold orders for review. Once the NS8 Order Status changes to Approved, the order will continue to fulfillment. In order for this option to function properly, Shopify's payment authorization must be set to "Automatically capture payment for orders" and Shopify's order processing must be not be set to "Automatically fulfill the order's line items."

Manual Mode: NS8 Protect will continue to score users and orders, but merchants must continue capturing and fulfilling orders manually through Shopify. In other words, once the NS8 Order Status changes to Approved, payment capture and fulfillment will not be automatically initiated in Shopify.

For more information about configuring Order Intercept, see our guide.

Email Notifications

This settling allows you to choose whether customers will receive an email notification when their order has been canceled by NS8 Protect. You can customize the content of this message through Shopify's settings.

Valid vs. Suspicious Sessions Threshold

This setting allows you to select the EQ8 Score threshold that determines whether a session is valid or suspicious. By default, scores 200 and above will be categorized as valid sessions, and scores of 199 and below will be marked as suspicious. You can customize this setting by dragging the slider to raise or lower the threshold. Sessions below the selected threshold will appear on the Suspicious Sessions screen.

A session's level of suspicion is separate from an order's risk level. All sessions are scored for suspicion, but only customers who purchase an item and complete the checkout process are scored for order risk. However, the EQ8 Score encompasses both sessions and orders, and a user who places an order will have a single EQ8 Score for both their order and session. Depending on the way your settings are configured, a user's EQ8 Score may indicate a high level of order risk but a low level of session suspicion.

Assign NS8 Risk for Orders

This setting allows you to select the EQ8 Score thresholds that determine whether an order is High Risk, Medium Risk, or Low Risk. By default, scores between 0 and 200 are categorized as High Risk, scores between 201 and 600 are Medium Risk, and scores above 601 are Low Risk. You can customize this setting by dragging the sliders to raise or lower each threshold.

An order's risk level will not automatically affect the way it is processed within NS8 Protect unless you have configured an Order Rule to specifically handle orders based on risk.

NS8 Extensions

This setting allows you to manage the extensions offered through NS8 Protect.

Extensions may incur extra usage charges, which will be added to your monthly bill. Consult your billing plan for additional information.

Whitepages Pro

This setting allows you to choose whether NS8 Protect will automatically run a Whitepages Pro Identity Check on orders within a certain EQ8 Score range. Identity Checks can still be performed manually on any order, even orders that fall outside of this selected range. To enable or disable automated checks, simply toggle the setting on or off using the button in the upper right corner. Turning off this setting will not impact your ability to manually perform identity checks.

You can customize this setting by dragging the sliders to raise or lower each threshold. Orders with extremely low EQ8 Scores may not warrant an identity check, since their chances of being legitimate are minimal, and orders with sufficiently high EQ8 Scores may be trustworthy without additional verification. Select a range that suits your own needs and security level.

Verifi

This setting allows you to configure the Verifi Cardholder Dispute Resolution Network extension. Clicking "View Settings" will take you to a page where you can configure Verifi for NS8 Protect.

Customer Verification

Customer Verification is used to verify a customer's identity by sending them a secret confirmation code. This can be helpful for medium-risk orders where it is unclear whether or not an order is fraudulent. The Settings screen allows you to configure the way NS8 Protect will respond to Customer Verification checks.

This setting will not dictate when NS8 Protect runs Customer Verification, only what happens after the process is complete. To automatically initiate the Customer Verification process for certain orders, create an Order Rule for the relevant trigger.

1: Successful Customer Verification

The top drop-down menu changes what happens to the NS8 Order Status of an order once the customer has confirmed their purchase. You can choose to have the Order Status remain unchanged, or set it to "Approved," "Merchant Review," or "Canceled."

The bottom drop-down menu changes what happens to the NS8 Risk of an order once the customer has confirmed their purchase. You can choose to have the Order Risk remain unchanged, or set it to "Low," "Medium," or "High."

2: Failed Customer Verification

The top drop-down menu changes what happens to the NS8 Order Status of an order once the customer has cancelled their purchase. You can choose to have the Order Status remain unchanged, or set it to "Approved," "Merchant Review," or "Canceled."

The bottom drop-down menu changes what happens to the NS8 Order Risk of an order once the customer has cancelled their purchase. You can choose to have the Order Risk remain unchanged, or set it to "Low," "Medium," or "High."

3: Verification Email Content

These fields allow you to change the subject line and message body of the email that will be sent during the Customer Verification process.

Google Analytics Integration

This setting allows you to confirm or change the Google Analytics ID associated with NS8 Protect. You can also change your Google Analytics remarketing threshold by dragging the slider to your desired value. By default, any users with an EQ8 Score below 200 will be excluded from remarketing campaigns.

For more information on NS8 Protect's integration with Google Analytics, consult our guide on authorizing your Google Analytics Account.

Settings


An overview of the Settings page.

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