Forms and Surveys Email Verification

You have the capability to validate clients' email addresses directly within forms and surveys. This feature ensures that the email addresses entered by users are accurate and valid, which is crucial for maintaining data integrity and ensuring effective communication.

Steps to Enable Email Validation in Forms

1. Navigate to the Sites Tab

•     Navigate to the Sites tab on the left menu bar.

2. Go to Forms

•     Select the Forms option from the top menu.

3. Add a New Form or Edit an Existing One

•    Create a new form or choose to edit an existing form.

4. Edit the Email Field

•     Click on the email field within the form editor.

5. Enable Email Validation

• In the right-side menu or settings panel, locate the option to "Validate Email".
• Enable this option to activate email address validation for the field. This will display a Verify Email button on the email field.

Once clients enter their email address in the email field, they will see an option to verify their email. When they click on it, an OTP (One-Time Password) will be sent to their email inbox. After they enter the OTP, their email will be verified.

Enabling email validation ensures that the email addresses entered by users are checked for proper format (e.g., presence of "@" and correct domain structure), helping to maintain data accuracy and reliability in your forms.

6. Custom fields and values in email notifications

Support has been extended to include custom fields and custom values in email notifications. This allows for more tailored and specific information, enhancing the relevance and effectiveness of communications.

Reply-to-Email Field 

A "Reply-to-Email" field has been added for email notifications. This feature enables the form creator to set a reply-to email address using a custom field, such as {{contact.email}}. When a form is submitted, the recipient can directly reply to the customer's email, streamlining communication and enhancing response times.

 How to Access:

• Click on the notification icon located in the left corner.
• Turn on email notifications.
•  Locate the "Reply-To Email" option.

FAQs 

1. Can I customize the OTP email content for email validation?

Currently, the validation email is standardized to ensure consistency and reliability. However, future updates may include options for customization.
2. What happens if a client enters an incorrect email address during validation?
If a user does not complete the email validation process, their submission may not be accepted. This ensures that only submissions with validated email addresses are collected, maintaining the integrity of your data.

3. Is email validation available for surveys in addition to forms?
Email validation can be enabled for both forms and surveys, ensuring accurate email collection across all tools.

4. How does the "Reply-to Email" field affect the recipient's workflow?
The "Reply-to Email" field simplifies communication by allowing recipients to directly reply to the customer's email address, eliminating the need to manually copy and paste email addresses for responses. This feature is especially useful for improving efficiency in customer support workflows.

Q6: How can I track which email addresses have been validated?

The system includes a “Verified Email” field in the form and survey submissions. When an email is successfully validated, it will be marked as “Yes” under this field, allowing you to easily identify verified email addresses.

Q7: How does the email validation process improve data accuracy?

By requiring users to validate their email addresses through a unique code sent to their inbox, you can confirm that the provided email addresses are real and accessible. This reduces the chances of collecting inaccurate or fake email addresses, leading to more precise and effective marketing efforts.