Email Validation: easiest approach

  • Profile Image
    rtolmach
    Asked on January 01, 2018 at 01:48 PM

    Hi

    When visitors submit a form on most websites, the validation process is easy for them:

    1. The site sends the visitor an email with a link.

    2. The visitor opens the email and clicks the link.

    3. The visitor gets a 'thanks' message.  All done.


    As I understand it, the normal way to validate a submission in jotform is more difficult for the visitor. We use it here:  https://form.jotform.com/73577684784174 

    1. Jotform sends the visitor an email with an edit link.

    2. The visitor opens the email and clicks the edit link.

    3. The form has a Condition so that if the URL contains 'edit', then visitor sees a checkbox confirmation box. 

    4. Visitor checks the confirmation box.

    5. Visitor scrolls down and hits Submit button.

    Those extra steps and the need to scroll past all the data they entered are likely to overwhelm or lose some visitors.


    Can we do the following to make the experience easier and more like the norm?

    1. Jotform sends the visitor an email with an edit link.

    2. The visitor opens the email and clicks the edit link.

    3. The form has a Condition so that if the URL contains 'edit', then the value of 'Confirm' field is automatically changed to yes, and visitor does not have to check it. (Does jotform have that functionality?)

    4. Is there a way that the form can be auto-saved when 'Confirm' field is automatically changed to yes, so visitor does not have to hit the Submit button? Does jotform have that functionality?) Just clicking the link in the email is all they have to do, just like on most sites' validation process?

    5. To save the visitor from being overwhelmed by all the data they entered and from having to scroll down, perhaps we can also have a field that asks "do you want to review or edit your submission?". That only appears if URL contains 'edit'.  If that field is empty (that is, until the visitor checks it) AND if URL contains 'edit', then all the other fields, aside from the confirmation field (and the submit button if #4 above is not possible) are hidden. So if this works, then the person who clicks the link in the email sees just a very short form with:

     - a notice that they are verified

     - a checkbox to indicate if they want to review or edit their submission, which would then show all the hidden fields

     - a submit button if #4 above is not possible


    Thanks for all the great support. You folks are awesome!



  • Profile Image
    aubreybourke
    Answered on January 01, 2018 at 02:22 PM

    If you are mainly concerned with validating a user via email then you should use the email validator widget.

    https://widgets.jotform.com/widget/e-mail_validator

    The user simply enters their email address, and gets sent a code via email. Then they enter the code on the form which allows them to submit.

    At this stage if you require the user to edit their form you could send an email with an edit link.

    How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    And If you want to temporarily save the form prior to submission you could use the autofill feature

    How-to-Enable-Auto-Fill-on-Forms