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Customer 2 factor auth validation

  • November 26, 2024
  • 2 replies
  • 18 views

Hi,

Is there a way to build 2FA into the form when a customer enters their email address? Ideally a code sent to their email address that they can then input into the form?

If not, what is the best way to achieve verification of a customer?

We would like to use this for returning customers without them having to repeat the whole form again.

Many thanks

Gary

john.desborough
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@garywaller10 - if they are passing a code back into the form, you are going to use logic rules to determine if it is valid. 

depending on the number of customers you have that could be a lot of work in putting in the list of valid codes to match: 

  • if v_code = 1234 or v_code = 2345 or….. then go to next  page. 

alternatively when you send them the code, you include the url of a ‘short typeform’ that asks them to input their code and hit submit. Then you could use webhooks/API to pass that input to an external database/google sheet to do the validation. the external lookup process would then use the API to return the user to a second typeform that allows the authenticated user to continue in the form.

des


Hi John, many thanks for the answer (as always).

The 2nd option looks more viable as we hope to have a lot of users so sending individual codes would be time consuming, but just to run the process by you (to see if it can be optimised)….

  • customer enters their email address and on the next page states they are an existing customer
  • built in logic uses their email address (with an extension, possibly Zapier, gmail) to send them an email with a different short typeform questionnaire
  • they click the questionnaire (therefore verifying them from their email account) and complete.

Will the short questionnaire reset for each individual user, i.e I can sedn the same short questionnaire link multiple times to different users?


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