Cloudflare Turnstile + Gravity Forms

Setting Up Cloudflare Turnstile for Gravity Forms and WPForms S.O.P.

1. Procedure Title

Name of the Process:  Setting Up Cloudflare Turnstile for Gravity Forms and WPForms

2. Purpose

Brief Description: To configure Cloudflare Turnstile as an alternative CAPTCHA solution for Gravity Forms and WPForms, enhancing user experience while ensuring protection against spam submissions.

3. Scope

Involved Areas: Web Development

4. Responsibilities

Roles and Responsibilities:

• Web Developer
• Responsible for configuring and testing Cloudflare Turnstile.
• Ensures the integration is functioning properly on the site.
• Monitors and maintains the configuration for continued effectiveness.

5. Definitions and Key Terms

Glossary:

• Cloudflare Turnstile: A CAPTCHA alternative provided by Cloudflare for preventing spam submissions.
• Gravity Forms/WPForms: Popular WordPress plugins used for creating and managing forms.
• Site Key: A public key used for embedding Turnstile in forms.
• Secret Key: A private key used for server-side validation of Turnstile.

6. Procedure Details

6.1. Preparation and Prerequisites

• Access to the Cloudflare dashboard.
• Admin access to the WordPress site.
• Installed and active Gravity Forms and/or WPForms plugin.

6.2 Timeline for Task Completion

• Estimated Time:
• Initial Configuration: 30-45 minutes.
• Testing and Verification: 20-25 minutes.
• Frequency: Performed once during setup or when changes are needed.
• Review Schedule: Annually or as needed for updates.

6.3. Step-by-Step Procedure

Step 1: Configure Cloudflare Turnstile

Steps:

1. Log in to your Cloudflare dashboard.

2. Select the Account where Turnstile will be used.
   

3. Navigate to the Turnstile section: From the left-hand menu, go to Turnstile.

4. Click Create a Turnstile Site Key.
   

5. Fill in the required details:

   – Site Name: Provide a recognizable name for your site (e.g., “Contact Form Turnstile”)Hostname: Enter your WordPress site’s domain (e.g., example.com).

   • Widget Type: Select Managed (Recommended) for automatic configuration.

   • Additional Options: Adjust settings if needed (e.g., appearance or callback behavior).

6. Click Create to generate the Site Key and Secret Key.

Justification:

• The Site Key will be embedded in your forms, while the Secret Key is used for server-side validation, ensuring secure spam prevention.

Step 2: Set Up Cloudflare Turnstile in Gravity Forms

Steps:

1. Log in to your WordPress admin dashboard.

2. Go to WP Dashboard>Plugins>Add New Plugin. Upload and Install Gravity Forms Cloudflare Turnstile Add-on

3. Go to Forms > Settings > Cloudflare Turnstile

4. Enter the Site Key and Secret Key from Cloudflare.

5. Save the settings.

Add Turnstile to a Form:

1. Edit the Gravity Form where you want to add Turnstile.

2. Add a new field by selecting the Turnstile CAPTCHA field from the list of available form fields.

3. Position the CAPTCHA field appropriately in your form.

4. Save the form.

Justification:

• Configuring Turnstile directly in Gravity Forms ensures compatibility and seamless integration.

Step 4: Test and Verify

Steps:

1. Open the forms on a page where Turnstile CAPTCHA has been added.

2. Submit the form to ensure Turnstile loads correctly and validations are working.

3. If errors occur:

   • Check the Site Key and Secret Key for accuracy.

   • Ensure the domain in Cloudflare Turnstile matches your site’s URL.

4. Monitor form submissions for any issues or spam to validate Turnstile’s effectiveness.

Step 5: Monitoring and Maintenance

Steps:

1. Regularly review the Turnstile Analytics in the Cloudflare dashboard to monitor CAPTCHA usage and effectiveness.

2. Update the Site Key and Secret Key if you make changes to your domain configuration.

3. Keep the plugins updated to maintain compatibility.

 

6.4. Tools and Resources

• Cloudflare dashboard access.
• WordPress admin access.
• Gravity Forms and/or WPForms plugins.
• Gravity Forms Cloudflare Turnstile Add-on.

7. Safety and Compliance Measures

Applicable Regulations:

• Ensure data security by using encrypted connections for Site Key and Secret Key.
• Adhere to organizational policies for protecting user information.

8. Quality Control and Evaluation Metrics

Performance Indicators:

• Forms load and function correctly with Turnstile configured.
• No significant increase in spam submissions.
• Regular monitoring of Turnstile’s effectiveness through analytics.

9. Exception and Problem Handling

Common Issues and Solutions:

1. Errors During Form Submission

   • Cause: Incorrect Site Key or Secret Key.

   • Solution: Recheck and correct the Site Key and Secret Key.

2. CAPTCHA Fails to Load

   • Cause: Domain mismatch or plugin conflict.

   • Solution:

     • Ensure the domain in Cloudflare matches your site’s URL.

     • Temporarily deactivate other plugins and retest.

3. Spam Submissions Persist

   • Cause: Misconfigured Turnstile settings.

   • Solution: Adjust Turnstile settings in the Cloudflare dashboard for stricter validation.

10. Documentation and Record Keeping

Documentation Requirements:

• Maintain a log of Site Key and Secret Key changes.-
• Document testing outcomes and any issues encountered during setup.
• Store relevant screenshots for reference.

11. Procedure Review and Update

Review Frequency:

• This procedure should be reviewed annually or whenever updates are released for Cloudflare Turnstile or the related WordPress plugins.