Quick Answer
How does email verification work in Forms and Surveys?
Enable Validate Email on the Email field. The submitter then uses Verify Email to receive an OTP code, enters that code, and completes verification before the email is accepted as verified.
Collecting Accurate Email Data From the Start
Email addresses collected through forms and surveys are not always valid or usable.
BizStackPro lets you validate email addresses at submission time using a one-time password, or OTP.
When verification is enabled, the Email field includes a Verify Email action so the submitter can confirm access to the mailbox before the submission is accepted.
This helps reduce incorrect or fake email addresses and improves the quality of data used for follow-up and communication.
Email Verification at a Glance
Before You Begin
Open the form or survey that contains the Email field you want to verify.
- Make sure the form or survey includes an Email field.
- Plan to preview and test the verification flow before publishing.
Enable Email Validation on a Form
Step 1: Open Sites
Go to Sites in the left menu.
Step 2: Open Forms
Open Forms from the top menu, then create a new form or edit an existing one.
Step 3: Select the Email Field
Click the Email field on the canvas to open its settings.
Step 4: Enable Validate Email
In the right panel, enable Validate Email.
Step 5: Preview and Test
Preview the form and test the email verification flow before publishing.
What to look for in Preview
After enabling Validate Email, look for the Verify Email button on the Email field.
How OTP Verification Works
Step 1: Enter the Email Address
The user enters their email address and clicks Verify Email.
Step 2: Receive the OTP
An OTP code is sent to that mailbox.
Step 3: Enter the Code
The user enters the OTP code. If the code matches, the email is marked as verified.
Step 4: Save the Verification Status
The verified status is saved with the submission for tracking and workflows.
Data integrity
If email verification is not completed, the submission may be rejected. This helps prevent mistyped and fake addresses from being accepted.
Notifications: Reply-To & Custom Values
- Turn on email notifications using the notifications icon inside the builder.
-
Set a Reply-To Email using a custom value, such
as
{{contact.email}}, so your team can reply directly to the submitter. - Include custom fields or values in notifications to provide additional context and help speed up responses.
Tracking & Reporting
- Submissions include a Verified Email field.
- When OTP verification succeeds, the field is marked Yes.
- Use the verification status to filter submissions and report on verified contacts.
- Verification status can also be used with workflows to help maintain cleaner contact data.
Frequently Asked Questions
Can I customize the OTP email content for email validation?
What happens if a client enters an incorrect email address during validation?
Is email validation available for surveys as well as forms?
How does the Reply-to Email field affect the recipient's workflow?
{{contact.email}}, speeding
up support and sales responses.
How can I track which email addresses have been validated?
How does the email validation process improve data accuracy?
Continue Learning
Continue with related Forms guides for submissions, custom fields, and building forms and surveys.
