Lead Capture Verification allows you to confirm that a consumer's phone number is real before continuing your experience. This helps ensure the leads you collect are valid, which protects your CRM data quality, reduces fake entries, and helps you gate access to rewards like coupon codes or sweepstakes.
With this feature, consumers receive a one-time passcode (OTP) via SMS. They must enter the code correctly before they can proceed in the experience.
Before you begin
Add a Phone Number form element to a screen.
Add validation
Enable lead validation
Click the form element to open the settings panel.
Under Input Controls select the checkbox Validate phone number.
Ensure that the checkbox for Required is also checked.
A verification modal will appear automatically.
Customize the validation modal's design and content for mobile and desktop.
Note: You can return to this modal later by clicking the Edit validation modal icon in the element settings.
Customize the OTP SMS
Click Customize SMS Text.
A pre-filled SMS template opens.
Update the message text and footer.
Test the experience
Use the Preview or Draft link to test your OTP flow in the experience.
Consumers have 5 minutes to enter their 6-digit code before it expires.
Entering the wrong code shows an error.
Consumers can close the modal and re-enter their phone number to get a new code.
When reCAPTCHA is turned on for the experience, the validation modal will not appear in preview.
Tip: During testing, you can turn off the Validate Phone Number setting to avoid entering a passcode each time. Your modal and SMS content will be preserved when turning this feature on and off.
What does the customer see?
The modal appears after they submit the screen with the phone number form.
They receive the SMS and enter the passcode.
If validated: The consumer continues to the next screen.
If not validated: They are blocked from proceeding. They must re-enter a valid phone number.
If reCAPTCHA is enabled, and the consumer fails the assessment, they will not see the Validation Modal. Their session will be invalid and will not appear in analytics.
Next Steps
(Optional) Set up custom error messaging:
Go to Edit Error Messaging in your Style Guide.
Add a unique error for Validation Code.
If the customer enters an invalid code this error will show.
FAQ
What happens if a consumer fails reCAPTCHA?
When reCAPTCHA is enabled, and the consumer fails the assessment, they will not see the Validation Modal. Their session will be invalid and will not appear in analytics.
Does this affect my analytics?
Customers who fail validation are not counted so this will impact lead capture rates.
In question analytics and attributes a Validated indicator appears next to the submit button.
How long is the OTP valid?
The passcode expires after 5 minutes.