This FAQ will show you how to validate the mobile phone number associated with any subscription form on your website. If the feature is enabled, a user will be required to enter a 4-digit code that is immediately sent to the supplied mobile number. Once the correct number is supplied, the form will immediately submit details and redirect to the assigned second page.
Conditional Redirects: If you're sensibly using Conditional Redirects, the 'Second Page' redirection will either be a Phone or Calendar page, with the latter applied when a booking is also made. This method is proven to significantly improved conversions by delivering escalated relevance into the subscription experience... but the success of the method is predicated on the second page continuing to capture the attention of your user.
Many businesses are 'sold' on the concept of SMS-validated leads that are automatically sent to your calendar, and the feature is one that is often touted as something complex. We've provided the feature since 2010 (in a single entry form) but often discourage the use of immediate verification because of the brick wall early in the subscription process. Any roadblock - including SMS verification - is 'often' contrary to the nature of a higher-yield funnel. As we'll detail shortly, you might choose to introduce a user to your funnel and then ask for validation on the 'Second Page'. That said, there are cases when the verification is expected and required, such as the purpose-built 'Appointment Funnel'.
Formly Forms: Our Forms will do on one simple page what others can't do it what is often four pages, and your conversions will objectively be far higher than those of your competitors with all else being equal. Your capacity to convert should not be limited by poor technology or the inclusion of multiple third-party plugins, and the systems that you're now using are far more effective than the mess of generic products floating around the market. The tech we're describing on this page are fully integrated with your website so unvetted plugins are not used.
Telstra: We use Telstra for the purpose of sending SMS messages because of their high security standards and excellent onshore support. The proliferation of 'cheap' offshore services should be discourage because of the significant risk of interception and fraud. Note that a Telstra Application must be created in your company name before this feature may be used.
The Result
We'll look at a video of the user-flow with a basic subscription. Note that we're using a Property Subscription Form in the demo only because it's one case where mobile validation is usually applied, but you can obviously include the validation field on any form.
The verification message will either include the naked code, and possibly - depending on what system you might be using - a string that says 'XXXX is your Verification Code', or if you have specifically defined a verification Text Message with a placeholder, that message will be shown instead.
Enabling Verification on Forms
Verification is enabled in a form with a single toggle when defining the form field profile, all discussed in an FAQ titled "How to Create a Website Lead Form and Assign Automation". The toggle titled "Enable Mobile Verification Code" should be checked to enable the feature, and the toggle titled "Force Mobile Phone Field" should be checked to force the inclusion of the mobile field (unchecked means that the field isn't required and no verification will be applied). In some systems, if the latter is checked then the former forced field will apply (you'll know if this applies to you if you check one field and the other becomes fixed).
Pictured: The toggle titled "Enable Mobile Verification Code" should be checked to enable the feature, and the toggle titled "Force Mobile Phone Field" should be checked to force the inclusion of the mobile field (unchecked means that the field isn't required and no verification will be applied). In some systems, if the latter is checked then the former forced field will apply (you'll know if this applies to you if you check one field and the other becomes fixed).
The form initially presents like any other. As shown in the video, the form will show once submitted, and the user will be recorded in your primary leads table once the verification process is complete. Automation will only apply if verification is complete.
Pictured: The form initially presents like any other. As shown in the video, the form will show once submitted, and the user will be recorded in your primary leads table once the verification process is complete. Automation will only apply if verification is complete.
You may obviously apply the form in a Simple Panel (side-by-side form with a form and other asset, such as an image, video, or general content.
Pictured: You may obviously apply the form in a Simple Panel (side-by-side form with a form and other asset, such as an image, video, or general content.
As mentioned earlier, the verification is recommended on Property Report forms as you won't want to be wasting resources and time on those users that aren't verified as legitimate.
The Method
Our method of Verification is one that is discussed in our practical FAQs. Bottom line: don't do what the leadgen guys are doing, or what many 'digital guys' believe to be a 'feature'. There's craziness in the way many businesses use forms, automation, and verification, with many using multiple plugins and services to perform the single and simple contact or booking task. Each additional page view (such as the Conditional 'Second Page') won't require any of the same details to be repeated as is often the case with dodgy calendar plugins. You're at a serious advantage in the market.
Promotion: The Property example we've provided above is one that has worked tremendously well. At the time of writing (October 2024), those brokers using the 'Report Funnel' as part of a promoted campaign are seeing Refinance conversions under $70 (that's conversions, not leads), so we'd encourage all brokers looking to fill their pipeline to engage with the program (knowing that Facebook leads are rarely the quality sourced from elsewhere).
The 'Funnels' Plugin
The methods we've just described were previously included in our Funnels plugin which is part of the reason why the free product performed better than virtually all paid products on the market (the purpose of the product was to purge mediocrity). The new Funnels product - designed as a plug-and-play solution for immediate Facebook advertising, and made available on any website - includes all the enhanced Formly form features.
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Related Form FAQs
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Note:
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SMS Marketing FAQs
The SMS Marketing module is quite large and includes dozens of features. Review additional functionality below.
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