Forms and Surveys SMS Verification

Forms and Surveys SMS Verification

July 31, 20242 min read

The SMS Verification feature for the Forms and Surveys module enhances data integrity and provides a seamless user experience by allowing participants to verify their phone numbers directly within the form or survey.

Why This Feature?

The introduction of SMS verification addresses the need for higher data accuracy and reliability in forms and surveys. By ensuring phone numbers are verified, the chances of receiving inaccurate data are significantly reduced, benefiting both data collectors and participants.

How It Works

Step-by-Step Guide

  1. Access Form or Survey Builder: Users access the form/survey builder by going into the sites tab in _CompanyName Platform and create or edit a form/survey.

  1. Enter Phone Number: Users enter their phone number in the designated field of a form or survey.

  1. Verify Phone Button: Upon entering a valid phone number, the “Verify Phone” button becomes visible.

  1. Receive Verification Code: Clicking this button sends a verification code to the user’s phone via SMS.

  1. Enter Verification Code: Users enter this code back into the form or survey to verify their phone number.

Key Features

  • SMS Verification Button: A “Verify Phone” button is displayed next to the phone number input field in forms and surveys.

  • Verification Code: Users receive a unique verification code via SMS, which they need to enter to confirm their phone number.

  • Enhanced Data Accuracy: Ensures that the phone numbers collected are valid and accessible by the users, reducing errors and fraudulent submissions.

  • User-Friendly Process: Designed to be intuitive, guiding users smoothly through the verification process.

  • Verified Phone Field: Introduced a “Phone Verified” field in submissions, marking successfully verified numbers as “Yes.”

  • OTP Billing: Note that OTP messages will be billed.

Benefits

  • Data Integrity: Verified phone numbers ensure that the data collected is accurate and trustworthy.

  • User Experience: The process is seamless and user-friendly, making it easy for participants to complete verification.

  • Fraud Prevention: Reduces the chances of fraudulent submissions, enhancing the overall quality of data.

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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