Forms and Surveys: Email Verification

Overview

Email verification helps ensure that every email address collected through your forms and surveys is real, valid, and accessible. By requiring verification, you prevent fake or mistyped addresses, improve deliverability, and ensure your follow-up communications reach the right people.

Steps to Enable Email Validation in Forms

1. Navigate to Sites

   • Go to the Sites tab in the left navigation menu.

2. Open Forms

   • Select Forms from the top menu.

3. Create or Edit a Form

   • Click + Add Form to create a new form, or choose Edit on an existing form.

4. Edit the Email Field

   • Inside the Form Builder, click on the Email field.

5. Enable Email Validation

   • In the settings panel on the right, toggle Validate Email to ON.

   • This adds a Verify Email button to the form.

How Email Verification Works for Users

1. A visitor enters their email address.

2. They click Verify Email.

3. An OTP (One-Time Password) is sent to their inbox.

4. They enter the OTP in the form.

5. Once validated, the email is marked as Verified.

If an email is not validated, the form/survey submission will not be accepted.

Enhanced Notification Features

Custom Fields & Values in Notifications

• Include custom fields or values in notifications to make follow-ups more personalized.

Reply-To Email Field

• Set the Reply-To Email dynamically so your team can respond directly to the submitter.

• Example: use {{contact.email}} to make replies go straight to the lead’s inbox.

How to Enable:

1. Open Notification Settings (bell icon).

2. Turn on Email Notifications.

3. Locate the Reply-To Email field and select your custom value.

Benefits of Email Verification

• Cleaner Data – Blocks fake or mistyped emails.

• Higher Deliverability – Only verified addresses get stored.

• Better Lead Quality – Verified leads are more responsive and reachable.

• Streamlined Communication – Reply-to settings make it easier for your team to engage quickly.

FAQs

Q1: Can I customize the OTP email content?
Currently no — the OTP is standardized for consistency. Customization may be added in future updates.

Q2: What happens if the user enters a wrong email?
They won’t be able to submit the form until they validate the correct address.

Q3: Is email validation available in surveys too?
Yes. Email validation works in both forms and surveys.

Q4: How does Reply-To Email improve workflow?
It lets your team reply directly to the lead’s email address, avoiding manual copy-paste.

Q5: Where can I see which emails are verified?
Check the Submissions tab — validated emails are marked as Verified: Yes.

Q6: How does this improve data accuracy?
By requiring verification with a code, you filter out fake or mistyped emails and improve overall communication effectiveness.