Leveraging Marketing Cloud for OTP Generation and Verification
Salesforce Marketing Cloud (SFMC) is a comprehensive platform for orchestrating and optimizing customer engagement using personalized campaigns, automated processes, and more features to enhance marketing effectiveness.
Its sizable feature set includes an SMS feature enabling SFMC users to send SMS to their customers from within the platform. And, though this feature makes sending SMS easy as pie, not everyone opts for it. Several SMBs, based on their requirements and budgets, explore 3rd-party solutions like Twilio for sending SMS to their customer. These 3rd party messaging solutions require integration with the Salesforce Marketing Cloud platform.
At V2Force, we have developed a seamless solution that makes this integration easy. Let’s consider a use case of User Authentication via SMS/Email. This use case can be implemented via a Custom Activity in the Salesforce Journey Builder. With this feature, you can generate a 6-digit OTP, send it via email and SMS, and verify it.
Here’s how you can implement this feature in your SFMC environment –
Marketing Cloud features involved in this setup
- Web Studio (cloud pages): It requires two cloud pages. One will register the email address, and one will verify the OTP.
- Email Studio (Email): It includes one email containing the link to the OTP verification page.
- Contact Builder (Data Extension): This includes one Data Extension that will store important information.
Video Walkthrough of the OTP Process
We have a video presentation showcasing the OTP generation and verification process for both email and SMS. Additionally, the blog offers a comprehensive description of the procedure.
Procedure to Generate OTP for Email and SMS Verification
Step 1: First Cloud Page
Setting up the first cloud page using Web Studio is a crucial step in the process. First, you’ll need to create a cloud page to generate a 6-digit OTP. Once the OTP is generated, a journey is triggered using API calls and all the important data is automatically stored in the Random Otp Send Data Extension.
In a live project, the email address can be sent to Marketing Cloud’s Code resource to generate the OTP and send the email. For this use case, we have one Email input box and one Number input box.
Step 2: Email OTP
After the data is stored in the Data Extension, enter your email address in the input box. Once the email address is successfully validated, you will receive an OTP. Copy the received OTP to proceed.
Step 3: Second Cloud page
After the email is successfully validated, an OTP will be sent, and you’ll be redirected to the OTP verification page. Enter your email address on this page and paste the OTP you received. Once you click the “Verify” button, your status will be displayed as verified if the OTP is correct.
The image below displays the fields for entering the Email address and OPT.
Verification of Email OTP
Conclusion
Following these steps, you can effectively set up and manage an email verification process in Salesforce Marketing Cloud.
V2force, has been a trusted Salesforce partner for over a decade, delivering exceptional results across various industries. With a rich history of successful implementations, configurations, and integrations, our expertise in Marketing Cloud stands out. Our certified professionals design tailored solutions that not only meet client requirements but also align with the latest industry trends, ensuring our clients stay ahead of the competition. The addition of OTP generation for email and SMS authentication further enhances customer security, providing a robust layer of protection and reinforcing our commitment to innovation and excellence.
Connect with us today to enhance your Marketing cloud ecosystem with beneficial features.