Sharing Best Practices

Maximize verification completion rates with these best practices for sharing verification links with your users.

Communication Channels

Choose the right channel based on your use case and user preferences:

Email

Best for: Non-urgent verifications, detailed instructions, audit trails. Include clear subject lines.

SMS / Messaging

Best for: Immediate verification needs, mobile-first users. Users can send via their own SMS, WhatsApp, or preferred messaging app.

In-App Message

Best for: Existing users in your app, contextual prompts, higher trust environment.

QR Code

Best for: In-person verification, kiosks, printed materials, easy mobile scanning.

Message Templates

Email Template

Subject: Action Required: Verify Your Identity

Hi [First Name],

To complete your account setup with [Company Name], we need to verify your identity. This is a quick, secure process that takes less than 2 minutes.

What you'll need:
• A valid government-issued ID (passport, driver's license, or national ID)
• A device with a camera

Click here to verify your identity →

This link expires in 7 days.

Questions? Reply to this email or contact support@yourcompany.com.

Best,
The [Company Name] Team

SMS/Messaging Template

Template for when you send the link via your own SMS or messaging platform:

[Company]: Verify your identity to complete sign-up. Have your ID ready: verify.owl-eyes.com/v/abc123 (expires in 24h). Reply HELP for assistance.

Timing Recommendations

ScenarioRecommended TimingExpiration
New user onboardingImmediately after signup24-48 hours
Financial transactionBefore transaction approval1-4 hours
Account recoveryImmediately when requested1 hour
Periodic re-verificationBusiness hours preferred7 days
Employment verificationDuring application process7-14 days

Improving Completion Rates

Do
  • Explain why verification is needed
  • List what documents are accepted
  • Provide time estimate (usually 1-2 minutes)
  • Include support contact for questions
  • Send reminders for incomplete verifications
  • Use mobile-friendly links (short URLs)
Don't
  • Send links without context
  • Use suspicious-looking shortened URLs
  • Set unreasonably short expiration times
  • Send too many reminders (max 2-3)
  • Use threatening language about deadlines

Reminder Strategy

For incomplete verifications, follow this reminder cadence:

  1. First Reminder (24 hours)

    Gentle reminder that verification is still pending. Resend the original link with the same context.

  2. Second Reminder (48-72 hours)

    Emphasize the benefit of completing verification. Offer help if they encountered issues.

  3. Final Notice (Day before expiration)

    Clear message that the link is expiring soon. Mention they'll need to request a new one after expiration.