Add Email OTP Verification in Bit Form

Email OTP Verification in Bit Form lets you verify a user’s email address before the form is submitted. The user receives a one-time code by email, enters the code in the form, and can submit the form only after successful verification.

Before You Start

Make sure these are ready before adding Email OTP Verification:

• Bit Form Pro is installed and activated.
• Your form has an Email field.
• Your SMTP setup is working properly.
• Your domain email security records are configured, such as SPF, DKIM, and DMARC. (Optional)

If SMTP is not working, the OTP email will not be sent.

To reduce the chance of OTP emails going to spam, use a proper SMTP setup and configure your domain authentication records. You can use the Bit SMTP plugin to set up SMTP on your WordPress site.

Step 01: Add the Email OTP Field to Your Form

Go to Bit Form from your WordPress dashboard. Open the form where you want to add email OTP verification. For example, you can add it to a contact form with these fields:

• Name
• Email
• Message

In the form builder, search for Email OTP from the field panel. Drag the Email OTP field into your form. Place it after the Email field so users can verify their email address before submitting the form.

Step 02: Edit the Email OTP Field

Click on the Email OTP field. The field settings will open on the left side. From here, you can edit:

• Label
• Subtitle
• Icon
• Basic field settings

You can keep the label as Email OTP or change it based on your form. Example subtitle:

A verification code will be sent to your email address.

Step 03: Select the Receiver Email

Open the Receiver Email section. Select Dynamic (Email Field). Then choose the Email field from your form.

This tells Bit Form where to send the OTP code. The OTP will be sent to the email address entered by the user.

Step 04: Set the OTP Code Length and Resend Delay (Optional)

Open the OTP Code Length setting. Enter your preferred OTP length. Allowed range: 4 to 8 digits. Example: 6

This will send a 6-digit verification code to the user. Open the OTP Resend Delay (Seconds) setting. Enter how long the user must wait before requesting a new OTP. Example: 60

This means the user can request another OTP after 60 seconds.

Step 05: Edit the OTP Email Template

Go to the Email Template section. Click the Edit icon. The OTP email template editor will open. You can edit the email subject and message from here.

You can also use available placeholders:

• {bf_otp_code} for the OTP code
• {bf_expiry_minutes} for the OTP expiry time

You can also add smart tags if you want to include dynamic form information in the OTP email.

After editing the OTP email template, click Save. Bit Form will now use this template when sending OTP emails.

Preview the form. Enter the form details, including a valid email address. Click the OTP send button. Bit Form will send the verification code to the selected email address.

Step 06: Check the OTP Email

Open the email inbox.

The user should receive an email with the OTP code.

If the email does not arrive, check:

• SMTP configuration
• Spam or junk folder
• SPF, DKIM, and DMARC records
• Email template settings
• Receiver Email field selection

Copy the OTP code from the email. Enter it into the OTP field on the form. After successful verification, the form will show this message:

OTP verified successfully!

After the OTP is verified, the user can submit the form. This confirms that the email address belongs to the person submitting the form.

Before using it on a live form, test the full process once. Make sure SMTP is working, the OTP email is delivered properly, and the verification message appears after entering the correct code.