SMS verification allows you to verify the mobile number of your subscribers as an additional security measure to the confirmation email feature. Please make sure you have read our FAQ on the confirmation email feature before proceeding. Typically only the email address must be confirmed before the subscriber is considered verified. However, when you use this feature the subscriber must now confirm both email and sms before they are are considered verified. How it works:
User signs up to your campaign entering their email address and phone number
An SMS with a confirmation link is sent to the phone number provided
After the user confirms their phone number a confirmation email is sent.
After the email address is confirmed, the user is verified
Subscribers will be considered verified ONLY when both their phone numbers and email address is verified.
To set up SMS verification follow these steps:
Step 1: Enable the extra field to your form
To send SMS we need a telephone number. You can collect telephone numbers by enabling the "Extra field" in your form.
Go to your campaign dashboard > Edit Campaign > Design > Opt-in form and switch on the Extra field.
Save your changes.
Step 2: Turn on SMS verification
We use Twilio to send SMS, therefore you will need to create a Twilio app and provide us with your Twilio API keys. Follow the instructions below to get your Twilio API keys.
Create a new project and choose "Programmable SMS"
After you create a project Twilio will ask you to create a Twilio phone number. This is the number your SMS will use for the sender number. Take note of it.
Twilio will now show you your API credentials. Take note of your Account SID and Auth token keys.
Now go back to ReferralHero and go to your campaign dashboard > Settings > Anti-fraud and toggle on "Enable SMS verification". Enter the Twilio Account SID, Twilio Auth Token and Twilio number you just got from Twilio and optionally change your SMS message.
The SMS message is the message your subscribers will get when they sign up. It MUST contain the special tag %confirmation_link% (which will be replaced with subscriber's confirmation link).
Save your changes and your widget will be updated automatically!
Resend verification SMS
If your users don't receive the confirmation SMS, they can resend themselves a confirmation SMS by entering their email address in the widget and clicking "Resend verification SMS".
Important things to know
A few things to know when using SMS verifications:
Make sure you select a phone number with global SMS capability. If you don't, some of your users will not receive the SMS.
If your campaign is in Test mode, SMS won't be sent.
The phone number we send the SMS to is taken from the "extra field". Your users should enter their phone number including the country code (eg: +16572206234).
If your Twilio account runs out of funds the SMS will fail to send and your users will not be able to sign up. Make sure your Twilio account has always enough funds.
If 1-click sign-up is enabled, your users who opt-in through 1-click sign-up will not be sent a confirmation SMS nor a confirmation email.
When using the API, if "double_optin" is disabled, your users will not be sent a confirmation SMS nor a confirmation email.