Enabling Phone Verification for Better Data Collection

Table of Contents

• Overview
• Benefits of Phone Verification
• How to Enable Phone Verification
• Best Practices

Overview

To enhance the accuracy of phone numbers collected through your website, Real Geeks provides a Phone Verification feature. This functionality requires leads to input a phone number that includes a valid area code prior to submitting their information. By activating this feature, you can decrease the number of invalid phone numbers entering your CRM, thereby improving your capacity to follow up with genuine prospects.

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Benefits of Phone Verification

• Ensures leads provide a valid phone number upon sign-up
• Reduces fake or incorrect phone entries in your CRM
• Increases the quality of contactable leads for follow-up

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How to Enable Phone Verification

1. Go to your website backend by adding /admin to the end of your website domain (e.g., www.website.com/admin)
2. Click Site Settings
3. Select the Advanced Site Settings tab
   
   
4. In the Require Valid Phone On Signup field, select True
5. Click Save

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Best Practices

• Monitor Lead Quality: Regularly check the phone numbers being collected to ensure they are valid and usable. If you notice persistent issues, review your lead capture settings.
• Use CRM Automation for Immediate Follow-Ups: Set up automated workflows to send a text or email confirmation to leads after they sign up to verify their contact details and encourage engagement.
• Combine with Lead Source Tracking: Identify which lead sources tend to produce invalid numbers and adjust your marketing strategies accordingly.
• Test the User Experience: Periodically test the sign-up process as a lead to confirm that the phone verification setting works smoothly without discouraging sign-ups.
• Managing Bad or Incorrect Contact Information: Even with phone verification enabled, some incorrect contact details may still enter your CRM. For best practices on identifying and managing invalid phone numbers, emails, and other lead details, check out our guide: Managing Bad or Incorrect Contact Information in Real Geeks.

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