OTP Verification - Mobile | Zoho Forms - User Guide

Setting up OTP Verification via SMS

When you configure SMS OTP verification, respondents who access your form via public links will be required to enter their mobile number to receive a One-Time Password and verify it before they can access the form.

To configure mobile OTP verification,
  1. In your form builder, navigate to Settings.
  2. Click OTP Verification from the left menu and click Configure Now.

    Click Configure Now

  3. In the pop-up, select SMS.

    Select SMS

  4. In the OTP configuration, select the SMS Gateway. The list of all the SMS Gateway connections you have created will be listed here. If you have not created a connection yet, click +Add a new connection to create one.
  5. You can change the default OTP message to be sent to the respondents' mobile as required.
  6. OTP expiration time: Set the time within which a respondent is required to enter the OTP verification code in minutes.
  7. Number of OTP resend requests allowed: You can set the number of times a respondent can opt to resend the OTP code to their phone.
  8. Map OTP-verified phone number to a form field: You can pre-fill a phone field in the form with the verified mobile number by selecting the required form field from the dropdown. Make sure to include Country Code in the the Phone field Properties in your form builder.
    Note:
    • The following properties configured for the selected Phone field will be applied to the phone number entered by the respondent for verification:
      • Field Format
      • Allowed Country codes
      • Default Country code
      • Input Range
      • Allow only numbers validation
      • No Duplicates validation
      • Phone input confirmation
    • If you want to restrict your respondent from editing the pre-filled Phone field in the live form, select the Disable Field option under Phone field Properties.   

  9. To add an extra layer of security and prevent spam entries, you can include a Zoho Forms CAPTCHA under Spam Control and evaluate if it is a human or a bot that is filling your form. Learn more

  10. Click Save.
You can check the OTP method, Phone Number, OTP Verification Status, and the number of times OTPs have been re-sent for each submitted entry in the All Entries section of your form under the OTP Verification Details  column.
Note:
  1. Make sure there is sufficient balance in your chosen SMS gateway service to send OTPs; else, the form access may be restricted to your respondents.
  2. The option to configure OTP Verification is available only in our paid plans.
  3. OTP verification cannot be configured if Save & Resume option is enabled in your Form Settings.
  4. If you have changed the ownership of your form, the configuration for mobile OTP Verification may not work as intended. The new owner must reconfigure the OTP Verification via mobile for the form with an authorized SMS Gateway service.

OTP Audit for Non-submitted Records

You can check the status of OTP delivery in your SMS gateway service when:
  1. OTPs were not received
  2. Form entries were not submitted after the OTP was received.
To do this, 
  1. Click the OTP Audit: Non-submitted Records in the top-right corner of the OTP Configuration - SMS page.
  2. Here, you will find the SMS Gateway used, Id, Time of OTP Generation for each phone number entered in the OTP verification page.
  3. Copy the Id from here and use the same in the SMS Gateway service used to check the OTP delivery status.
    Copy the Id
Note: Only records from the last 30 days will be listed under OTP Audit: Non-submitted Records.
You can change the default live form OTP messages under  Settings  tab >  Custom Messages.
If you choose to translate your form into different languages, the OTP verification messages displayed on accessing the form link will also be translated into the respective languages.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Setting up OTP Verification via Email

                                                                                        When you configure Email OTP verification, respondents who access your form via public links will be required to enter their email address to receive a One-Time Password and verify it before they can access the form. To configure Email OTP ...
                                                                                      • Overview

                                                                                        When you share a form publicly, Zoho Forms provides you with various options to ensure that you receive form entries from valid users. One such option is OTP Verification where you can choose to send a verification code (OTP) to your respondents' ...
                                                                                      • Setting up SMS Notifications

                                                                                        Watch a quick video to understand how you can configure to send SMS Notifications on receiving form entries. Help Guide: ​Setting up SMS Notifications
                                                                                      • Sharing a form via email campaigns

                                                                                        You can share your form via email to a large number of people. To do so, use one of the following email campaign products: Zoho Campaigns MailChimp Zoho Campaigns You can send your form to multiple email groups on your Zoho Campaigns account. Know ...
                                                                                      • DomainKeys Identified Mail (DKIM)

                                                                                        DKIM is a security mechanism that validates an email, checking if emails were sent from a valid source and not tampered with during transit. DKIM ensures that emails will be delivered to the inbox of its intended recipient since the validity of the ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources