SMS and Email Verification for Forms

This new functionality allows form and survey participants to verify their phone numbers and email address directly within the form enhancing the integrity of the data collected.

Updated: October 08, 2024

• Prospects will enter their phone number in the designated field of a form or survey.
• Upon entering a valid phone number, the “Verify Phone” button will become visible.
• Clicking this button sends a verification code to the user’s phone via SMS.
• Prospects must enter this code back into the form or survey to verify their phone number and/or email address.

How to Add the Verification Buttons

1. In your Vintory account, navigate to Sites > Forms > Builder
   1. You can either update an existing form that requires a phone number and/or email address OR
   2. Start from scratch
2. Once in the form, when selecting the phone and/or email field, you'll find a "validate" checkbox that needs to be checked
   1. You'll now notice a "Verify" button populate next to field.
3. Save your form and you're done!