Email Verification

Created by chris.joinson@airangel.com, Modified on Thu, 8 Sep, 2022 at 4:45 PM by chris.joinson@airangel.com

TABLE OF CONTENTS

Introduction
Create the Service Tiers
- Apply the service tiers
Create the Email Routine
Status Page Configuration
- Enable Status Pages on the Portal
- Create your Email Verification Explainor Messages
  - Not Verified Message
  - Verified Message

Introduction

Email verification is a method of two-factor authentication. When a user enters their email address at login, they are sent an email by the platform (using Marketing Triggers) which contains a link to allow them to authenticate onto the network by confirming their email address. Email verification can be setup by using the marketing tools within the platform in conjunction with service tiers. The instructions below will outline how to setup an email verification routine.

Create the Service Tiers

For the email verification to work correctly, two new service tiers must be created (See Service Tiers). One service tier will be used as the trigger for the email that the guest will use to verify their email address. The second service tier will be accessed via a link within the initial email sent to the user. If they're able to verify their email address, they will be placed on the second service tier and will have normal internet access. See our recommended service tier setup below:

Service Tier 1 (Initial Tier users will enrol onto, limited to 10 minutes to give enough time for users to verify their email.)
Service Tier Attributes	Attribute Values
Name	Not Verified
Session Timeout	10 Minutes
Idle Timeout	10 Minutes
Expire after first login	10 Minutes
Bandwidth Up	1mbit/s
Bandwidth Down	1mbit/s

Service Tier 2 (Accessible via link in the email. Full access with no limitations.)
Service Tier Attributes	Attribute Values
Name	Verified by Email
Session Timeout	24 Hours (Feel free to change to suit your network)
Idle Timeout	15 Minutes (Feel free to change to suit your network)
Expire after first login	N/A
Bandwidth Up	20mbit/s (Feel free to change to suit your network)
Bandwidth Down	20mbit/s (Feel free to change to suit your network)

Apply the service tiers

Service Tier	Where to Apply
Not Verified	Apply to an email authentication method on your portal page. This service tier will allow the user 10 minutes from the point of authentication to verify their email address. Email authentication must be present in order to capture the guests email address.
Verified by Email	Apply to the 'Incentive' in the Email Marketing Routine. See below. Clicking the 'upgrade link' in the email will place the user onto the Verified by Email service tier.

Create the Email Routine

Now that the service tiers are created, you must create the email and the triggers that will determine when the verification email will be sent.

Verification Email Setup

This is the email that will be sent to guests once they've entered their email address on the portal page. They will initially be given a low speed package, which is active for a short amount of time in order for them to click the link in the email which will allow them full, verified access.

Step	Description
1	Navigate to the Marketing page using the left side menu on the Home screen.
2	Click Add Marketing at the top of the page.
3	Name the routine Email Registration and ensure it is tagged to the site that will be making use of Email Verification.
4	Click Save.
5	Select your newly created routine from the Marketing table and ensure it is configured as outlined below.

Verification Email Configuration

Field	Field Type	Required	Description
Name	Text Field	Required	Name already applied - leave as Email Registration.
Portal	Dropdown	Not required - Leave Disabled	Leave unticked.
SMS	Tickbox	Not required - Leave unticked	Leave unticked.
Email	Tickbox	Required	Tick. This will enable email setup.
Subject	Text Field	Required	This is the subject line of the email that will be sent to users. Ensure you give your email a clear subject line.
Content	Text Field	Required - Must include the text '{upgrade-link}'.	This will be the content of the email. Ensure that the text '{upgrade-link}' is present as this will enable the upgrade button to be present in the email allowing guests to be granted full access.
Incentive	Dropdown	Required	Choose the Verified by Email service tier. Once users click the link in the email, this is the service tier they will be enrolled onto.
Save	Button	Required	Save the configuration.

Target Rules

Steps	Description
1	When the email is configured using the setup above, navigate to the Target Rules section of the configuration panel.
2	Click Add Rule.
3	Using the Condition dropdown, select Service Tier.
4	Select the Service Tier: Not Verified.
5	Click Save. This rule will ensure the email is sent only to users who are not verified and must verifiy their email address.

Status Page Configuration

You'll want to alert your users to the fact that you're using Email Verification, and the steps they need to complete. To do this, you can setup status pages to display at two points: once the user has enrolled onto the initial 'holding tier' and then again once the user has verified their email address.

Enable Status Pages on the Portal

Steps	Description
1	Log into the platform
2	Head to the Portals page located in the left side navigation bar.
3	Once in the Portals page, select the portal that will require email verification for authentication.
4	Scroll down to the portal configuration panel.
5	Scroll down to the Post Authentication section and open the tab.
6	In the Client Redirect dropdown box, select either: Show Status Page followed by redirect to initial URL Show Status Page followed by custom URL
7	In the Redirect timeout in seconds input box, type the number of seconds you wish the status page to show prior to authentication.
8	If you selected Show Status Page followed by custom URL, enter the URL you want guests to land on once logged in.
9	Within the Status Page Content box, type a friendly welcome message. This message will most likely not be seen as it will be replaced by the email verification messages. If you have methods of authentication other than email, this page will be seen by guests.
10	Click Save.

Create your Email Verification Explainor Messages

You will need to let your guests and user know how to verify their email address and be granted full access. To do this, we'll create two triggered messages that will display, when:

The user authenticates with their unverified email address, letting them know they will will have verify the email address
When the user has verified their email address and has full access.

Not Verified Message

Steps	Description
1	Log into the platform.
2	Navigate to the Marketing page using the left side navigation menu.
3	Once in the Marketing page, select Add Marketing.
4	Within the Add Marketing pop-up, name your status message Not Verified. Ensure the Tag Type is Site and the Value is set to the site in question.
5	Click Save.
6	The pop-up window will disappear and the table will now contain a Not Verified item. Click it.
7	Underneath the table a configuration panel will appear. Scroll down and open the General tab.
8	Within the Portal dropdown, select Replace Status Content. Click Save.
9	Scroll down to Content and open the tab.
10	Click within the white box to edit the text. Write something informative to your guests, explaining Email Verification and what they should do next. For example: "Please click the link within the email within 5 minutes to continue using the Wi-Fi. Please check your spam folder."
11	Click Save.
12	Scroll down to Target Rules, open the tab and click Add Rule. The Target Rules window will open. Select the Condition 'Service Tier'. Within the Service Tier dropdown, select the Not Verified service tier. This will prompt the message to appear once a guest has enrolled onto the Not Verified service tier.

Verified Message

Steps	Description
1	Log into the platform.
2	Navigate to the Marketing page using the left side navigation menu.
3	Once in the Marketing page, select Add Marketing.
4	Within the Add Marketing pop-up, name your status message Verified. Ensure the Tag Type is Site and the Value is set to the site in question.
5	Click Save.
6	The pop-up window will disappear and the table will now contain a Verified item. Click it.
7	Underneath the table a configuration panel will appear. Scroll down and open the General tab.
8	Within the Portal dropdown, select Replace Status Content. Click Save.
9	Scroll down to Content and open the tab.
10	Click within the white box to edit the text. Write something informative to your guests, explaining they've been verified. For example: "You have Verified your email address."
11	Click Save.
12	Scroll down to Target Rules, open the tab and click Add Rule. The Target Rules window will open. Select the Condition 'Service Tier'. Within the Service Tier dropdown, select the Verified service tier. This will prompt the message to appear once a guest has enrolled onto the Verified service tier.