Email and Phone Verification

Summary

This page expands on the information capture described here but for email, with added support for Uniqueness and Verification options.

OTP Verification verifies the validity of an email or phone provided by a customer by sending a One Time Password (OTP to ensure it is a functional and active email/phone. This helps prevent errors in customer communication and ensures that customer data is accurate.

Uniqueness ensures that each customer has a unique email address in each project environment to prevent duplicates.

Usage

To enable Email and Phone OTP Verification and/or Uniqueness, follow these steps:

1. Navigate to the Log in & User Profile page of the developer dashboard.
2. In the Email & Phone Number Selection, toggle both on and click the gear icon to the right of each one.
3. Check the boxes for either or both OTP Verification and/or Uniqueness to enable them.
4. Click the ‘Save Changes’ button to save your changes.

Note: If Email or Phone Verification is enabled, Email Uniqueness will also be mandatory.

🚧 Caution when toggling verification/uniqueness on Live mode

When enabling/disabling Email Verification and/or Uniqueness on live sites, be aware that such actions can result in data inconsistencies. If testing is necessary, it is recommended to conduct the tests on a Sandbox environment and to avoid frequently changing the fields on a live environment.

Twilio Credentials for enabling additional countries

Specifically for your phone number, Dynamic by default uses its own Twilio credentials and has the United States and Canada on by default. If you wish to enable additional countries, then you will need to add your own Twilio credentials. To do so:

1. Click on the configure button and turn off the Use Dynamic's credentials Toggle
2. Enter your Twilio Credentials
3. Add the additional countries you would like to support. a. It’s important you also enable the same countries in your Twilio account. We do not have access to see what countries you have enabled so you must ensure they are both configured the same.