The purpose of this guide is to help you setup OTP Verification for your Gravity Form.
HOW TO SETUP OTP VERIFICATION FOR GRAVITY FORM.
1. Go to Forms Section in the plugin.
2. Search and Select Gravity Form from the list.
3. Click on Gravity Form.
4. Enable the Checkbox and choose between Email or Phone Verification.
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5. Click on “Click here” to see your list of the Gravity Forms.
6. Select your “Form” and (Note the Form ID).
Click on “Edit” link of your form to add a new field.
7. Add a new Phone or Email field if it doesn’t already exist.
Enter the Name and Description of your new field. Make sure to mark the field as required.
Note the labels of phone/email.
8. Add a single line text field where users will enter the verification code.
Make sure to mark the field as required.
Note the label the verification code.
9. Click on the update form button to save your new field.
10. Go back to the form settings and add the FormID, Email, or Phone field label and Verification Field Label.
You must have obtained these values in Steps 6,7 & 8.
After that click on the Save Settings button.
11. Go to your Gravity form page, fill all the required fields and click on “Click here to send OTP”.
12. Enter the OTP received in the Verification field and click on Submit.
HOW TO CHANGE VERIFICATION BUTTON TEXT.
1. Enter the text you want to show in your verification button.
2. You will get a verification button with your input text.
HOW TO CHANGE OTP LENGTH AND VALIDITY PERIOD.
If you are on the miniOrange Gateway Plan then :
1. Click here to learn how to change the OTP Length that users receive.
2. Click here to learn how to change validity period of the OTP Length.
If you are on the Your Gateway Plan then :
1. Go to OTP Settings Section in the plugin.
2. Look under OTP Properties section in the plugin to set your OTP Length and Validity period.
HOW TO CHANGE THE BODY/TEXT OF THE SMS AND EMAIL GOING OUT.
Yes, it is possible to customize both the Email and SMS OTP Message that goes out to your users. The steps vary depending on the plan you are on.
For miniOrange Gateway Plan:
If you are on the miniOrange Gateway Plan then click here and follow the steps given.
For Your Gateway Plan:
If you are on the Your Gateway Plan then just follow the steps given under the SMS/Email Config Tab of the plugin to customize the message going out in the Email or SMS.
HOW DO TO SHOW A COUNTRY CODE DROP-DOWN ON MY GRAVITY FORM.
1. Go to the OTP Settings Section in the plugin.
2. Under the Country Code section choose your Country which will be set as default.
3. Select the “Show a country code dropdown on the phone field.” option to show a country code drop-down on your form.
For more details and installation process of OTP verification check our plugins page.
For more questions check our FAQ page.
If you still have question feel free to drop an email to otpsupport@xecurify.com