Create a Challenge Question for Smart Forms

Tip: Challenge Question on Smart Forms

Adding a challenge question field or "math captcha" to your Smart Form can help qualify leads without being a detriment to your form’s aesthetic. Like captchas, challenge question fields act as a bouncer to your database, keeping it exclusive to humans by posing a simple question. By bending ONTRAPORT’s tagging and rule automation to your will, you’ll be able to effortlessly implement this tip into your lead capture process.

How This Works

You’re able to leverage the power of Rules on Smart Forms in ONTRAPORT to segregate the hot new leads from the spambots. What you’ll do is add a new required text Field to your Smart Form that asks leads to submit the answer to a simple math equation. Any contact who fails to answer the question correctly is thereupon tagged as ‘Bad Lead’ and redirected to an error Landing Page where another form fillout is requested for additional verification. If the leads are indeed bad, they’ll be filtered into a group for closer inspection and deletion.

Those contacts who answer the math challenge question correctly will be processed normally and added to your new lead Sequence.

How to Create a Challenge Question/Math Captcha

1. Create a Smart Form
2. Add the Challenge Question field to your Smart Form
3. Click Add Field
4. Click Add New Field
5. Add a Field to whichever Section you desire
6. Name your Field
7. Name it something like ‘Math Captcha’ so you can identify it in the future
8. Under Field Type, select Text
9. Save the Field
10. Save your Contact Fields
11. Select the newly created Field in the Insert Field window
12. Click Insert Field(s)
13. Configure the Field Settings
14. Set the Field to ‘Required’
15. Change the Field Label of the Challenge Question Field to a simple math equation
16. Ex: ‘What is 2+3?’
17. Add Sub Text that explains that briefly explains to anyone filling out the Smart Form that this is a special verification field
18. Sample content: Verify that you are a human by answering the question above
19. Configure your Smart Form’s redirect settings
20. Click the Conditions button
21. Under Redirect on Submit, click + Add Rule
22. Set your first redirect Condition for those who answer the math question correctly to ‘IF What is 2+3 Equal To 5’
23. Set your Outcome to redirect the lead to your ‘Thank You’ Page
24. This can be a Landing Page or a page on your website
25. Set a second redirect outcome for those who fail to answer the question correctly to ‘IF What is 2+3 Not Equal to 5’
26. Set your Outcome to redirect to a Landing Page with this very same Smart Form on it requesting they fill it out again
27. Set your Smart Form Rules to filter out bad contacts
28. Go to your Smart Form’s Settings tab
29. Create a Rule that adds Contacts to your new lead Sequence if they answered the question correctly
30. Set the Rule condition to Field is this value
31. Select the Math Captcha Field you created
32. Set the condition to Equal To
33. Set the value to 5
34. Set the Rule action to Add Contact to Sequence
35. Select your opt-in sequence
36. Set a second action to Remove Contact From Tag
37. Create and select the Tag: Bad Lead
38. Create a Rule that Tags bad leads who answered the math question incorrectly
39. Set the Rule condition to Field is this value
40. Select the Math Captcha Field you created
41. Set the condition to Not Equal To
42. Set the value to 5
43. Set the Rule action to Add Contact to Tag
44. Select the Tag: Bad Lead
45. Save your Smart Form
46. Create a Group for you to sort through and delete bad leads
47. Go to Contacts
48. Click the Manage Groups button
49. Name the Group ‘Bad Leads’
50. Set the Group to include anyone whose Contact Tags contain ‘Bad Lead’
51. Save the Group
52. Post your Smart Form on your web page, WordPress page or Landing Page

Other Important Facts

Challenge questions can also be text entries, such as "What is the third word in this sentence?" with conditions modified by OR for alternate capitalization. Text challenge questions can help identify non-native language "boiler room" submissions, but consequently increase complexity for all prospects.