TrustedForm Glossary

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In Series: Getting Started with the Knowledge Base


_Ashley Thomas_

Updated November 15, 2023. Published December 6, 2022.

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TrustedForm Glossary

TrustedForm terms and what they mean

Claim or Retain [a TrustedForm certificate]	Claim, also called Retain, is the action required to save a TrustedForm Certificate (for a default 5 years) in your ActiveProspect account for later use. This action is taken by API or LeadConduit on the full certificate URL of 69 characters in the format https://cert.trustedform.com/<cert_token>.
Extend [a TrustedForm certificate]	Managed customers can extend the Claim Window for a certificate to be claimed to 90 days by API, or it may be done automatically by Auto Extend. The Extend API is available by special permission arranged by your AP team for managed customers.
Claim/Delete Window	A TrustedForm certificate can be claimed/retained for a limited window of time after certificate creation. This amount of time is displayed when a claimable TrustedForm Certificate URL is viewed in a web browser. For example, a certificate that can be claimed for the next 12 weeks might display ""Unless claimed, this certificate will be deleted in: 12 weeks.""
Auto Extend	When a TrustedForm certificate is created, if a submit event can be identified, the Claim/Delete window is automatically extended to 90 days.
Auto Retain	Register your web site so that TrustedForm automatically claims/retains the TrustedForm Certificate to your ActiveProspect account.
TrustedForm Certify Web SDK	The javascript snippet is embedded on a web site in order to generate the TrustedForm certificate, which can be configured to your specifications in the Certify screen of any TrustedForm account.
TrustedForm Consent	The Consent subscription allows you to verify consent language, check email and phone fingerprints against your lead, and retain/claim the certificate for future use.
TrustedForm Insights (Metadata)	The TrustedForm Insights subscription provides metadata characterizing the consumer session captured in the TrustedForm certificate, for use in validation decisions.
Fingerprints	When making a claim (i.e., retaining) a certificate,  the email and phone numbers included with a lead will be hashed (encrypted) as ""fingerprints"" and checked against the email and phone recorded by TrustedForm during the consumer web session.
Page Scan	When making a claim (i.e., retaining) a certificate, you can specify text that must be included, or must not be included, in the consumer session.
Event Log	On a tab of the TrustedForm Certificate, the Event Log documents the consumer keystrokes, scrolling, and button presses.
Session Replay	On a tab of the TrustedForm Certificate, the Session Replay allows you to view the customer interaction with the web site.  The Session Replay is a visual reconstruction of the consumer session built from web site images, keystrokes, mouse movements, and scrolling events.

For a complete introduction to TrustedForm, please see our developer pages.

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Scott McKee

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URL: https://community.activeprospect.com/posts/5196535-trustedform-certify-sdk-sending-the-trustedform-certificate-url-with-your-lead Page Title: TrustedForm Certify SDK: sending the TrustedForm Certificate URL with your lead Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-0b01bb87-8c9f-4120-a0fb-1d2f84608f79.png Scraped At: 2025-05-30 00:16:31.141


_Ashley Thomas_

Updated November 15, 2023. Published October 23, 2023.

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TrustedForm Certify SDK: sending the TrustedForm Certificate URL with your lead

When implementing the TrustedForm Certify SDK, web site implementers have to include the TrustedForm Certificate URL value with the lead data.

Background: When added correctly, the TrustedForm javascript snippet (Certify Web SDK) will create a new, unique certificate each time a browser loads the page. Then, the web site will send the TrustedForm Certificate URL  along with the lead data as documentation of that consumer visit to the page.

By default, the javascript snippet--as initially presented on the Certify screen of the TrustedForm app-- records a full certificate URL starting with ""https://cert.trustedform.com/"" in the ""xxTrustedFormCertUrl"" field.

This is the value you'll need to send as a field in your lead when the consumer submits the form.

But what if your web form doesn't automatically discover and send the xxTrustedFormCertUrl field?

If you are using a site builder platform and your web form doesn't automatically discover the xxTrustedFormCertUrl field, you'll need to create a field for the certificate URL value. To set the value in your new field to what is generated in the TrustedForm javascript, first consult the documentation for your web site platform for any tips for including values from an external script.  Then, in light of what is suggested, you can also try these tips.

1. Inspect your site for the field name for a field you've created, and change the TrustedForm javascript accordingly.  For example, let's say your web form package uses ""custom-field-25"" as the name of the new field you created; you'll want to substitute this name for ""xxTrustedFormCertUrl"" in the script. This instructs the script to write to the field you've created. You can do this under ""Script Configurations"" on the Certify screen:

2.  TrustedForm provides a callback function that can be used to return the TrustedForm Certificate URL value. Please see the documentation giving an example of the callback function for more information. Many platforms today such as React sites will require this function in order to discover the TrustedForm Certificate URL.

For related and supporting information and instructions, see the articles included in these series:

Implementing TrustedForm Web Certify SDK

Implementing the TrustedForm Certificate Web SDK in a Form Page

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In Series: TrustedForm Publisher FAQ


_Ayesha Akhtar_

Updated August 17, 2023. Published August 17, 2023.

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Will the TrustedForm JavaScript slow down my site?

No, for several reasons:

• The script is designed to operate in the background. If properly installed it will not begin communicating with the TrustedForm service before the page has loaded.
• Initial and ongoing communications between the browser and TrustedForm are very lightweight, occur in the background, consume very little network bandwidth and almost no user CPU/memory load.
• The transmission of user actions between the browser and TrustedForm occurs only after the user action has occurred. During the user action there is no TrustedForm activity or load.
• TrustedForm retrieves remotely-hosted page assets independently, not via the user's machine, and begins that process after the form has been submitted.

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In Series: Getting Started with the Knowledge Base


_Kami Berge_

Updated February 24, 2025. Published October 26, 2020.

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Searching the ActiveProspect Knowledge Base

The community search engine is a powerful tool for finding information.

Access the search functionality from any page in the knowledge base

On the homepage, the search bar is located at the very top of the page.

If you scroll down the homepage, or if you are on any other page in the community, you'll see a magnifying glass in the top right corner.

From either location, simply click to enter your search query.

Search suggestions

As you are typing in the search bar, you will see recommended queries pop up based on titles of content in the knowledge base and/or queries entered by other users. You can hit enter/return to submit your query, or click on one of the suggested queries.

Search results page

After entering your query, you will see the results for your search. When you find the contribution you are looking for, select the contribution to open it.

You can click Share to send these search results to another community member, or you can click Back to return to the previous page.

If you didn’t find what you were looking for, you can adjust your search results using the following options.

1. Select the filters on the left side to narrow down your search results. Click Clear All Filters to remove those filters, if needed.
2. Submit a new search query. If any filters are selected, they will apply to the new search query that you enter.
3. Toggle your view of the search results to card view or list view.
4. Choose if you want to see Contributions on this page, or other Members of the knowledge base.
5. Re-sort the contributions on this page. The default is to sort by relevance, but you can sort content by popularity, published date, etc.

Using Boolean operators

The knowledge base search engine uses a default operator of OR instead of AND. For example, if you enter ""TrustedForm Sandbox Mode"" as your search query, it searches for contributions that contain ""TrustedForm"" OR ""Sandbox"" OR ""Mode"" and your search results will therefore show contributions that contain any of those words. You can use Boolean operators in your query to make the results of your search more specific.

The following Boolean operators are supported.

• + to use AND operation (example: coffee + tea)
• “ “ to search for a phrase (example: ""cat coffee mug"")
• | for an OR operation (example: coffee | tea)
• - for removing a term from your search; spaces must be included on either side of the dash in order for this to work (example: coffee - decaf)
• ( ) to group terms logically (example: (strong +coffee) | (green +tea))

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In Series: TrustedForm Publisher FAQ


_Ayesha Akhtar_

Updated August 17, 2023. Published August 17, 2023.

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What's the advantage of using TrustedForm?

By participating in this program you are showing your advertisers that you are a trusted partner and support transparency with regard to the origin of your leads. This will give new advertisers confidence in trying your leads and may even allow you to charge more per lead. Best of all, it's free for you to implement the JavaScript and provide Certified Leads.

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URL: https://community.activeprospect.com/posts/5066720-introducing-trustedform-certificate-api-v4-0 Page Title: Introducing TrustedForm Certificate API v4.0 Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-3206fbca-becd-4d43-9224-c7d58503193f.png Scraped At: 2025-05-30 00:16:22.617


_Christopher Williams_

Updated September 5, 2024. Published May 18, 2023.

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Introducing TrustedForm Certificate API v4.0

TrustedForm Certificate API v4.0 is the latest and recommended version when using the TrustedForm product offering. As part of this release we are highlighting changes below that are relevant to our community to help you understand what's new and update your integrations with our platform.

For full details please visit our developer portal.

Are you a self-service customer? View How to use API version 4.0

General Announcement and Updates

New Product: TrustedForm Retain

TrustedForm Retain is the newest product to join the TrustedForm product offering. It is a streamlined version of past products, TrustedForm Claim and TrustedForm Consent, used to store TrustedForm certificates in your account. Enjoy the latest version of our session replay technology with advanced navigation controls and more prominent placement of the most useful data to audit your certificates. This also includes several bug fixes to ensure that each certificate is the most accurate representation of the lead events captured within them and protection against incurring charges for repeated attempts to store a single certificate. If you become a managed customer and verify ownership of your domains you can unlock special discounts for your first party leads.

Lead Matching

As published in the ActiveProspect blog, starting July 5th TrustedForm with enforce a new data security enhancement which limits access to TrustedForm Certificate session replays to parties who already have access to the consumer data contained within them. Due to this, the new API version requires lead matching to be performed when storing a certificate. This ensures that all parties involved in the lead generation process are better protected.

Page Scanning

The page scan feature has historically be available in every API based product TrustedForm has offer. Searching for specific text can be a great way to learn more how a lead was generated and gauge its quality. As such, it is most aligned to the TrustedForm Insights product and will now exclusively be available as a part of it.

Breaking Changes

Operations

TrustedForm Certificate API v4.0 introduces the concepts of operations. Operations are the actions that can be performed via the TrustedForm Certificate API. In order to use the API you must now include the operations you would like to run in your request. This allows you to specify exactly which operations you want to perform so that you can use them in isolation (ex. store a certificate without retrieving insights) or create whatever combination of operations you need. Most operations align with TrustedForm products so it was important for us to give you full control over when they are performed rather than bundling them together. This allows you to better manage your usage and the costs incurred.

Insights Data Points

Many customers don't yet need all of the data points available in the TrustedForm Insights product and don't want to manage data they aren't using. In order to accommodate this we have changed the structure of requests for insights to require that you pass the specific data points you would like to be returned in the response. This ensures that you get exactly what you want and can follow data minimization principles.

API Schema

With TrustedForm Certificate API v4.0 comes an entirely new API schema. This mostly changes how properties are organized to make it more readable and easier to understand. In order to adopt this new schema you must create completely new parsing logic as the changes are too drastic to simply modify any former logic. Please view the new schema in the full API documentation.

Deprecations

Programatic Retrieval of Share URLs

The Share URL response property was deprecated in TrustedForm Certificate API v3.0, but it is important to highlight this again as v2.0 is still in use. Share URLs are special URLs that allow anyone to view a TrustedForm certificate without authenticating within the TrustedForm application. These are very convenient to use when responding to demand letters or as evidence during litigation. We found that returning these URLs in the API response was a cavalier decision due to the sensitive nature of TrustedForm certificates. Therefore we have decided to stop this and only allow Share URLs to be retrieved when viewing a TrustedForm certificate to encourage more secure practices.

The following will be sunset in the near future:

• TrustedForm Certificate API v2.0
• TrustedForm Certificate API v3.0
• TrustedForm Claim
• TrustedForm Ping API
• TrustedForm Consent

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ActiveProspect Knowledge Base

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TrustedForm Series

**Introduction to TrustedForm** \\ \\ \\ \\ post by **_Christopher Williams_** Published December 8, 2022  \\ \\ 2039\\ \\ 0\\ \\ 1\\ \\ 4

Series of 3 contributions **TrustedForm Overview** \\ \\ \\ \\ series by **_Lavinia Bonamassa_** Published December 4, 2022  \\ \\ 467\\ \\ 0\\ \\ 0\\ \\ 4

**Introducing TrustedForm Certificate API v4.0** \\ \\ \\ \\ post by **_Christopher Williams_** Published May 18, 2023  \\ \\ 1474\\ \\ 0\\ \\ 1\\ \\ 3

**TrustedForm: How to use API version 4.0** \\ \\ \\ \\ post by **_Christopher Williams_** Published June 28, 2023  \\ \\ 2315\\ \\ 0\\ \\ 0\\ \\ 4

**Verify Domain Ownership** \\ \\ \\ \\ post by **_Caitie Clarke_** Published March 29, 2022  \\ \\ 4452\\ \\ 0\\ \\ 0\\ \\ 4

**TrustedForm Retain** \\ \\ \\ \\ post by **_Christopher Williams_** Published March 2, 2023  \\ \\ 885\\ \\ 0\\ \\ 0\\ \\ 2

**How to retain an individual TrustedForm certificate** \\ \\ \\ \\ post by **_Ashley Thomas_** Published December 7, 2022  \\ \\ 2183\\ \\ 0\\ \\ 1\\ \\ 7

**Retaining a TrustedForm Certificate Via the API** \\ \\ \\ \\ post by **_Christopher Williams_** Published December 3, 2020  \\ \\ 5834\\ \\ 0\\ \\ 1\\ \\ 6

**TrustedForm API Retain Errors** \\ \\ \\ \\ post by **_Ashley Thomas_** Published January 29, 2021  \\ \\ 1456\\ \\ 0\\ \\ 0\\ \\ 4

**TrustedForm Retain: Using the Auto-Retain method to store certificates for first party leads** \\ \\ \\ \\ post by **_Christopher Williams_** Published September 20, 2022  \\ \\ 2505\\ \\ 0\\ \\ 1\\ \\ 4

Series of 12 contributions **TrustedForm Publisher FAQ** \\ \\ \\ \\ series by **_Christopher Williams_** Published December 17, 2020  \\ \\ 1035\\ \\ 0\\ \\ 1\\ \\ 4

LeadConduit Series

**Introduction to LeadConduit** \\ \\ \\ \\ post by **_Scott McKee_** Published December 8, 2021  \\ \\ 996\\ \\ 0\\ \\ 1\\ \\ 3

**Building a Simple LeadConduit Flow** \\ \\ \\ \\ post by **_Scott McKee_** Published November 30, 2021  \\ \\ 322\\ \\ 0\\ \\ 1\\ \\ 2

**Adding Sources to a Flow** \\ \\ \\ \\ post by **_Scott McKee_** Published December 2, 2021  \\ \\ 412\\ \\ 0\\ \\ 0\\ \\ 3

**Using Gravity Forms in WordPress to Submit to LeadConduit** \\ \\ \\ \\ post by **_Scott McKee_** Published January 11, 2021  \\ \\ 1006\\ \\ 0\\ \\ 0\\ \\ 2

**Introduction to LeadConduit Rules** \\ \\ \\ \\ post by **_Scott McKee_** Published December 7, 2021  \\ \\ 253\\ \\ 0\\ \\ 0\\ \\ 2

Series of 2 contributions **Retaining TrustedForm Certificates with LeadConduit** \\ \\ \\ \\ series by **_Scott McKee_** Published December 20, 2020  \\ \\ 725\\ \\ 0\\ \\ 0\\ \\ 3

**Required Permissions to Integrate Facebook Lead Ads with LeadConduit** \\ \\ \\ \\ post by **_Brianna Forbes_** Published March 5, 2024  \\ \\ 252\\ \\ 0\\ \\ 1\\ \\ 1

**SuppressionList + LeadConduit Use Cases** \\ \\ \\ \\ post by **_Scott McKee_** Published December 22, 2020  \\ \\ 347\\ \\ 0\\ \\ 1\\ \\ 3

**LeadConduit 101: Submission Instructions** \\ \\ \\ \\ post by **_Scott McKee_** Published June 27, 2022  \\ \\ 630\\ \\ 0\\ \\ 0\\ \\ 2

Series of 4 contributions **LeadConduit Pro Tips** \\ \\ \\ \\ series by **_Scott McKee_** Published January 19, 2022  \\ \\ 165\\ \\ 0\\ \\ 0\\ \\ 2

**Setting Up Facebook Lead Ads** \\ \\ \\ \\ post by **_Scott McKee_** Published November 2, 2020  \\ \\ 4250\\ \\ 0\\ \\ 3\\ \\ 3

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**Step by step guide on how to create a Bridge** \\ \\ \\ \\ post by **_Claudia Melis_** Published May 15, 2023  \\ \\ 1717\\ \\ 0\\ \\ 1\\ \\ 5

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**Getting Started with Facebook Custom Audiences** \\ \\ \\ \\ post by **_Claudia Melis_** Published June 20, 2023  \\ \\ 341\\ \\ 0\\ \\ 0\\ \\ 4

**Common Issues with Facebook Lead Ads** \\ \\ \\ \\ post by **_Claudia Melis_** Published May 29, 2023  \\ \\ 1467\\ \\ 0\\ \\ 0\\ \\ 4

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**Why aren’t leads synced in real-time from Facebook Lead Ads to my CRM?** \\ \\ \\ \\ post by **_Claudia Melis_** Published May 24, 2023  \\ \\ 5421\\ \\ 0\\ \\ 0\\ \\ 4

**How do I build a bridge with Facebook Conversion Leads?** \\ \\ \\ \\ post by **_Claudia Melis_** Published May 29, 2023  \\ \\ 4058\\ \\ 0\\ \\ 0\\ \\ 4

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URL: https://community.activeprospect.com/posts/4121595-connecting-activecampaign Page Title: Connecting ActiveCampaign Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-6cbd7626-e067-4890-969f-62c62756a154.png Scraped At: 2025-05-30 00:15:58.873


_Scott McKee_

Updated January 4, 2021. Published January 4, 2021.

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Connecting ActiveCampaign

Log in to your ActiveCampaign account.

From the ActiveCampaign UI, type API into the search menu and select ActiveCampaign API from the options.

The Account Name is the first part of the URL.

Example: https:// activeprospect47.api-us1.com

The API Key is directly below the URL.

More details are available in the post ""ActiveCampaign: Marketing Automation."

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URL: https://community.activeprospect.com/posts/4122402-connecting-constant-contact Page Title: Connecting Constant Contact Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-f5fcef79-f8f9-46e7-ad82-229a83da793c.png Scraped At: 2025-05-30 00:16:00.003


_Scott McKee_

Updated January 5, 2021. Published January 5, 2021.

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Connecting Constant Contact

First, you'll need a Constant Contact API Key. Their developer site has extensive instructions for how to get started with the Constant Contact API (and get an API key).

Once you have an API Key, you will need to generate an Access Token, using the Constant Contact API Tester.

More details are available in the post ""Constant Contact: Email Marketing"".

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URL: https://community.activeprospect.com/posts/5062321-step-by-step-guide-on-how-to-create-a-bridge Page Title: Step by step guide on how to create a Bridge Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-1d36f2b8-98ff-4828-82ed-c30238b5f6e6.png Scraped At: 2025-05-30 00:16:11.434


_Claudia Melis_

Updated April 7, 2024. Published May 15, 2023.

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Step by step guide on how to create a Bridge

Step by step guide on how to create a bridge

If you are starting now on using LeadsBridge, this guide is for you: you will see how to build a Simple Bridge step by step.

Step 1: Click on the ‘ Create new Bridge’ button

Step 2: Choose the apps you want to connect.

LeadsBridge offers integrations with more than 300 integrations. Please note that some integrations are available only starting from the Pro Planand also that some of them are available only as a Source and others only as Destination.

https://leadsbridge.com/pro-plan-pricing/ ""https://leadsbridge.com/pro-plan-pricing/""">Here you have a full view of the Pro plan pricing table. Also, check this articleto learn more about our Pro plan features.

In this example, we have chosen two widely used Integrations: Facebook Lead Ads and Google Sheet.

Step 3: Select Source and Destination

Define which specific assets you want to connect to LeadsBridge as Source and Destination. A dialog box will be opened with the specific integration you have chosen in order to authorize LeadsBridge to access these assets of your interest.

Step 4: Choose the assets involved in the sync

After the Authentication,you are able to re-define every asset involved in the Bridge. The example below shows how to create a new Lead Ad form in case you don’t have any yet on the Page you’ve selected. Otherwise, the dropdown menu will show you the available forms.

This step needs to be done also on the Destination side, as shown in the example. Once you have done with both the Source and Destination, you are ready to proceed to the next step.

Step 5: Map the fields

The Fields mapping Step will allow you to set where the data coming from the Source will be synced to your destination. You can leave empty the fields you don’t need to map, such as ‘Campaign’ and ‘Created time’ in the example on the next step.

Alternatively, if you need to map the additional fields that are not visible on the step, you can click Show unmapped fields near the search option to get the full visibility of your destination fields and proceed with mapping.

Step 6: Test and Publish

Once you’ve mapped all the fields you need, you are now ready for the final steps you can decide if to run a test or publish the Bridge straight away.

If you decide to test the Bridge, you will have the chance to insert test info that you’ll be then able to retrieve easily into your destination.

Once the test has been successful, you are now ready to Publish the Bridge.

Step 7: Well done, you’ve published your first Bridge

You can now proceed with the creation of another Bridge or go back to the main dashboard

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In Series: Advanced options when implementing the TrustedForm Certify Web SDK


_Christopher Williams_

Updated July 24, 2024. Published November 9, 2020.

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Flagging Sensitive Data with TrustedForm Certify

Overview

Per the TrustedForm EULA, the TrustedForm service may not be used to capture sensitive consumer data. Examples of sensitive data include credit card numbers, bank account numbers, social security numbers (SSNs), and driver's license numbers. If you use TrustedForm Certify to collect sensitive data, you must flag these fields as sensitive.

How Do I Protect Fields with Sensitive Data Flagging?

TrustedForm Certify allows you to flag any part of a form that contains sensitive data. When this feature is used, we apply a cryptographic hash to the flagged fields making it infeasible for anyone, including us, to store, retrieve, reverse-engineer, or utilize the data that was volunteered by the end-user in that flagged data field.

When a TrustedForm session replay is viewed, the data in a flagged field will be seen only as a series of asterisks or removed completely. In order for you to protect sensitive data and still have a recognizable certificate for compliance, we recommend only flagging fields that truly collect sensitive data.

Implementation

Flagging Individual Fields as Sensitive Data

By default, field data collected in form inputs are not considered sensitive by TrustedForm Certify. If you use it as provided and do not flag any fields as sensitive, it will capture any fields filled out while it is active.

Sensitive Fields in a TrustedForm Certificate

To protect the value of a field flag it as sensitive using the below attribute:

data-tf-sensitive=""true""

Example: Sensitive field

<input type=""text"" name=""ssn"" data-tf-sensitive=""true"" />

Note: Checkboxes and widgets such as date-pickers will have their value protected but will still show visual indication of what the consumer clicked. To hide this completely please flag their parent element as sensitive.

Flagging Content as Sensitive Data

By default, all content on the page is captured as part of the session replay. If you wish to hide more than the field value you may use the data-tf-sensitive=""true"" attribute on a content tag(e.g. div, img, p, span) to obscure that tag and all of its child elements. The content will be replaced by a placeholder that indicates it has been hidden by you.

Sensitive Content in a TrustedForm Certificate

Example: Sensitive image

<img src=""graphic.jpg"" data-tf-sensitive=""true"" />

Example: Sensitive div containing a checkbox

<div data-tf-sensitive=""true"">

  <input type=""checkbox"" />

</div>

Treating All Fields as Sensitive Data

TrustedForm also supports the ability to treat all fields as sensitive data. When this option is selected, you can flag individual fields that you don't want to be treated as sensitive.

In order to switch to this option, toggle the invertFieldSensitivity variable in the TrustedForm Certify Web SDK to true.

When the invertFieldSensitivity variable toggle is enabled, you must explicitly mark fields you want the TrustedForm Certify to capture:

<input type=""text"" name=""phone"" data-tf-sensitive=""false"" />

Note: This only applies to standard input tags. Other elements you use to collect user input will not be treated as sensitive.

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_Scott McKee_

Updated April 12, 2024. Published December 8, 2021.

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Introduction to LeadConduit

LeadConduit 101: What does it do? Who needs it and why?

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Introduction to LeadConduit

Introduction to LeadConduit

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URL: https://community.activeprospect.com/posts/4122585-connecting-speak2leads Page Title: Connecting Speak2Leads Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-a8b214c4-222a-4f9d-8c2b-bbd3eeceac90.png Scraped At: 2025-05-30 00:15:59.566


_Scott McKee_

Updated January 5, 2021. Published January 5, 2021.

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Connecting Speak2Leads

When you sign up for Speak2Leads, they will follow up with Posting Instructions, including an Account ID.

The Speak2Leads UI does not reveal your Account ID. You will have to follow up with Speak2Leads Support if you have lost track of your Account ID.

More details are available in the post ""Speak2Leads: Call Center"".

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URL: https://community.activeprospect.com/posts/4812756-trustedform-auto-retain-for-first-party-lead-certification Page Title: TrustedForm Retain: Using the Auto-Retain method to store certificates for first party leads Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-884cd464-de4b-4e7d-8f3c-4ba07d30b8b6.png Scraped At: 2025-05-30 00:16:18.874


_Christopher Williams_

Updated May 27, 2025. Published September 20, 2022.

Details

TrustedForm Retain: Using the Auto-Retain method to store certificates for first party leads

Automatically retain your TrustedForm Certificates generated from your verified domains without making an API request

Are you struggling to set up an integration to retain TrustedForm Certificates for the leads you generated? Do you wish that you could simply store all the certificates for leads from your websites? If so, then you should use TrustedForm's new solution designed to help you store proof of consent for first-party leads.

Traditionally, our users have always had to make an API request to retain TrustedForm Certificates. This gave technical users a lot of flexibility to integrate this step however they want but created a challenge for those who don't have the experience or resources to develop a process to do this. TrustedForm Auto-Retain seeks to make it easy for anyone to retain proof of consent for the leads they generate.

How It Works

TrustedForm Auto-Retain works in conjunction with the TrustedForm Certify Web SDK to recognize when a lead is submitted on your website and automatically stores that lead's TrustedForm Certificate to your account. You can set up this process in a just a few steps:

1. Verify your domains

In order to know which certificates we should retain in your account, you must prove you own the domain they are generated from. Simply follow the instructions in the Verify Domain Ownership guide so that you will have the ability to enable TrustedForm Auto-Retain for them.
2. Open the TrustedForm application

Auto-Retain can be enabled on the Issuing Certificates page of the TrustedForm application. Scroll to the bottom, and you will see a section marked ""Auto-Retain Confirmed Domains.
3. Enable Auto-Retain Toggle the Auto Retain switch to 'Enabled' next to each of your verified domains to confirm that you would like to retain all certificates for the leads generated from them. Once Auto Retain is enabled, the switch will update to give you the option to disable it if needed.

If your account has not been configured to use Auto-Retain, you will see a message with instructions on how to proceed so that you can be provided access.

(New Update) If the 'Subdomain Ownership Status' is 'Unconfirmed', follow the instructions in Verify Domain Ownership to complete the subdomain verification process (optional). Once the status is set to 'Confirmed' and Auto-retain is enabled, then auto-retain will be enabled for the root domain and all associated subdomains.

Frequently Asked Questions

1. How do I know that Auto-Retain is working?

After a lead is submitted* to your website, wait at least 15 minutes and then visit the TrustedForm Certificate URL for that lead. If you are able to view the full certificate, it has been successfully retained your account. It will also appear in your recent stored certificates. You should also monitor your usage on the TrustedForm home page as any sudden increases/decreases could indicate an issue. Reach out to support@activeprospect.com if your certificates are not being retained.

*Please note there must be a form submission for auto-retain to work.

2. Do I have to store the TrustedForm Certificate URL with the lead?

Yes, we always recommend storing the TrustedForm Certificate URL in a CRM or similar system alongside all other lead data. In the future, we will release features to help you find certificates without knowing the URL, but it is always a best practice to maintain a record of it.

3. Will Auto-Retain be included in my current allotment/volume?

No, Auto-Retain is tracked separately from other methods of storing certificates. Please consult your specific pricing specifications for details.

4. If I use Auto-Retain will my lead buyers be able to access/view my certificates?

No, in order for your lead buyers to gain access to view your certificates you must first provide them with the TrustedForm Certificate URL. Then they will have to use the TrustedForm API to retain the certificate in their own account.

5. If I already use other TrustedForm products, is there an additional cost to use Auto-Retain?

Auto-Retain is a feature of the Retain product offering. Usage of it will be billed as Retain First Party on your invoice based on your rate.

6. Will the certificates retained via the Auto-Retain product be used when generating the dashboard that appears on the TrustedForm home page?

Yes, the TrustedForm home page shows aggregate information pertaining to all the certificates retained in your account regardless of which product was used to do so.

7. If I use Auto-Retain how can I also use TrustedForm Insights on these certificates?

TrustedForm Insights is an API product which operates separately from TrustedForm Auto-Retain. Although the two can be used in conjunction, TrustedForm Insights requires its own setup with your development team or through a third party integration. Read the TrustedForm Insights article for more information.

8. What happens to my certificates where TrustedForm Certify doesn't detect a form submission event?

Any certificates where a form submission is not detected will not be stored to your account as this normally indicates the consumer did not become a lead and does not want to be marketed to. They will expired 3 days after creation and be deleted. If you believe an error has occurred and desire to retain these certificate you will have to do so using the TrustedForm Certificate API.

9. How does TrustedForm Certify detect form submission events?

TrustedForm Certify listens for events that explicitly indicate a form has been submitted or are associated with elements on a page that behave like a submit button. The script is expected to accurately capture these submit events from any webpage using a standard 

 tag with a submit button embedded inside of it.

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URL: https://community.activeprospect.com/posts/4124323-troubleshooting-batch-file-delivery-errors Page Title: Troubleshooting Batch File Delivery Errors Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-312aec58-7c70-42ca-a4fd-d48ce3b71173.png Scraped At: 2025-05-30 00:15:58.447


_Scott McKee_

Updated January 7, 2021. Published January 7, 2021.

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Troubleshooting Batch File Delivery Errors

Error: Not delivered due to error: Message length is more than 10485760 bytes long: 'XXX'.

Resolution:

1. Enable .zip file deliveries by checking Compress delivered files into .zip files under the Advanced setting in File Settings.
2. After saving the settings, click ""Resend"" under Processed Files and select the option to use new settings.

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Error: Not delivered due to error: Message rejected: could not be delivered to 'xxx@xxx.xx'

Note: If no action is taken, leads will be included in the next scheduled delivery.

Resolution:

1. Please ensure that delivery@yourlead.info is whitelisted
2. Ensure all email addresses the batch file is being delivered to are active and not responding with bounce notifications - this includes both Permanent bounces (account issues) and transient bounces (typically an Out of Office notification).
   • Optional: Edit Batch File Delivery to remove out of office emails from the delivery.
3. After ensuring that there are no bounce notifications, click ""Resend"" under Processed Files.

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Error: Not delivered due to error: Error establishing initial connection to SFTP: getaddrinfo ENOTFOUND

Resolution:

1. Please ensure that domain/subdomain that you are trying to deliver to exists and is publicly accessible.
2. Ensure all the domain is spelled correctly in the the batch file configuration.

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URL: https://community.activeprospect.com/posts/5138442-the-field-i-need-doesn-t-exist-in-standard-fields-can-i-create-a-custom-field Page Title: The field I need doesn't exist in Standard Fields. Can I create a custom field? Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-029394c4-f9bb-4bc7-9f0a-a308b219f317.png Scraped At: 2025-05-30 00:15:58.593


_Scott McKee_

Updated August 16, 2023. Published August 16, 2023.

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The field I need doesn't exist in Standard Fields. Can I create a custom field?

LeadConduit has hundreds of Standard Fields that include built in type verification (like email, phone number, zip/postal code, etc.) but sometimes you have a unique use case and that's what Custom Fields are for.

Because custom fields are unique to your LeadConduit account, LeadConduit requires you to define a custom suffix that will be used in all your custom fields' parameter names.

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URL: https://community.activeprospect.com/posts/4123734-step-components Page Title: Step Components Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-00373f33-8a54-4955-a82f-7787b09d829c.png Scraped At: 2025-05-30 00:15:58.631


_Scott McKee_

Updated January 7, 2021. Published January 7, 2021.

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Step Components

Steps have a variety of options, depending on what kind of step they are.

Rules

Only Filters can have rules. Rules define the requirements wherein you want to stop a lead from processing further. This can be as basic as ""Stop when the previous step failed"".

In this example, the filter will stop the lead flow if the outcome of the My Personal CRM step is anything other than Success (Errors, Failures, and Skips will all stop the flow).

Feedback

Only steps with an option to deliver data to a destination can have Feedback. Read more about this in our post on Feedback.

Step Criteria

Similar to Acceptance Criteria, Step Criteria define the conditions when a step should execute.

Field Mappings

Some steps require configuration (e.g. a Posting URL, an API key) , some steps just you need to connect the field names between LeadConduit and the service you are delivering to, and some steps require no field mappings at all. Whatever the case, LeadConduit will warn you if you need additional configuration.

Warning: When you get a warning, open the step to see more about what's missing.

Notes

If a step has complicated configurations, you can make a note to help remember what or why you did what you did. Read more about this in our post on Step Notes.

Disable a Step

You may want to disable a step instead of deleting it. Read more about this in our post on Disabling a Step.

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URL: https://community.activeprospect.com/posts/4124312-managing-a-batch-delivery Page Title: Managing a Batch Delivery Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-bfd3b01e-26e0-4b02-a6e9-9340a6494d4f.png Scraped At: 2025-05-30 00:15:58.866


_Scott McKee_

Updated January 7, 2021. Published January 7, 2021.

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Managing a Batch Delivery

In the top LeadConduit menu under Libraries, you'll find the account level view of all Batch File deliveries.

From the Batches section you can:

• Edit
• Enable / Disable
• Deliver Pending Leads
• Make a Copy
• Delete
• Resend Previously Delivered Files

Edit a Batch File Delivery

There are two ways you can edit a batch file delivery:

1: Within the Flow

Click the cog on the Batch File Delivery Step in the flow and then Edit Step.

2: From the Batches section under Libraries

Enable / Disable Batch Deliveries

Disabling Deliveries does not prevent the collection of lead data. The batch files simply won't be delivered until the delivery is re-enabled.

Deliver Pending Batch Files

Sometimes you'll need to deliver a batch file ahead of schedule. You can do so from the Batches section of the library.

By default, any leads delivered in a batch file are cleared from the queue. However, you have the option to deliver the leads from this out of sync batch in the next scheduled delivery as well.

Make a Copy

Making a copy will start the Batch File Delivery Wizard, but starts with the configuration from the file you're copying, instead of a blank slate.

Delete a Batch File Delivery

Before you can delete a Batch File Delivery you must remove it from all flows referencing it to prevent errors.

Download / Redeliver a Batch File

When you need to download or redeliver a file you can do so from the Processed Files tab.

NOTE: While you cannot redeliver files from a batch you've deleted, you can still download the original file.

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URL: https://community.activeprospect.com/posts/4125183-pixel-tracker Page Title: Pixel Tracker Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-cba2fa6c-a638-4dde-bf58-d1b2d1d3f2dd.png Scraped At: 2025-05-30 00:15:59.051


_Scott McKee_

Updated January 8, 2021. Published January 8, 2021.

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Pixel Tracker

Sometimes you'll need to fire a web beacon (also commonly known as a tracking pixel) for a third-party service (e.g. Google Analytics, HasOffers). You can use LeadConduit's built-in Pixel Tracker integration to call the service.

In the Steps section of the Flow editor, choose Add Recipient and select the Pixel Tracker integration from the options.

Once the Pixel Tracker is added to your flow you need to add the URL of the web beacon you want to call with the appropriate parameters.

Let's say you want to call Google Analytics Tracking Pixel and use the LeadConduit Lead ID as the unique identifier.

Here are the base URL and Parameters we'll use as a reference point:

Base URL:

http://www.google-analytics.com/collect

Parameters:

• v=1
• tid=UA-XXXXXXX-YY
• cid= LEAD-ID-GOES-HERE
• t=event

You click on Edit Field Mappings button for the Pixel Tracker step, then copy + paste your URL into the URL field.

Next, add a few lines and map the Name+Value pairs as shown below:

Then click Ok and Save your flow. You're good to go!

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URL: https://community.activeprospect.com/posts/5145461-how-far-back-does-my-leadconduit-data-go Page Title: How far back does my LeadConduit data go? Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-d1b8df47-f669-48b9-848b-8fb25b5980a6.png Scraped At: 2025-05-30 00:15:59.384


_Scott McKee_

Updated August 24, 2023. Published August 24, 2023.

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How far back does my LeadConduit data go?

LeadConduit event data is available to review, report, and export for 3 months.

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URL: https://community.activeprospect.com/posts/4082998-lead-pricing Page Title: Lead Pricing Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-82ae8268-edf3-471f-b71a-82c436f90a4b.png Scraped At: 2025-05-30 00:15:59.933


_Caitie Clarke_

Updated November 24, 2020. Published November 12, 2020.

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Lead Pricing

LeadConduit offers powerful, flexible, rules-based lead pricing. You can price both the ""purchase"" side (what leads cost you i.e what you will pay the lead source for a successful lead) and the ""sale"" side (what revenue you will gain from a successfully delivered lead i.e. what a lead's buyers will pay you).

Purchase (Source) Pricing

To set up purchase-side pricing in a flow, go to the flow's Sources tab.

You can set purchase prices for each source, for the flow, or both. Source-level pricing overrides flow-level pricing.

Sources can also submit their own ""price"" field with the lead. Here's how that field appears in the source's Submission docs:

You have the option at the flow and source-levels to either set up your own rule-based prices or to accept the source-submitted price as part of the lead data. Rule-based pricing blocks source-submitted prices and vice versa. You must use one or the other at each level or source, but you can accept submitted prices for one source while using rule-based prices for another source.

You can set multiple prices using LeadConduit's powerful rules. You can create rule sets and nested rules, too.

Sale Pricing

You can add Sale pricing (what the buyer will pay you) to any Delivery step.

Similar to Purchase pricing, you can set your own rule-based price or, for leads delivered to another LeadConduit flow, accept the price the buyer provides in their response. Rule-based pricing blocks Buyer-provided prices and vice versa.

You have the same ability to set multiple, rules-based sale prices as you do for purchase pricing.

Here is what a step response with a Buyer-provided price looks like, seen in the step's Technical Details:

You can also see pricing information for a particular lead by expanding its detail from the ""Events"" tab.

Reports

On the Reports tab you'll find a default Stats Report by Source and Purchase Price:

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URL: https://community.activeprospect.com/posts/4082137-reporting Page Title: Reporting Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-8904e246-598f-4d77-b416-433f67a9f748.png Scraped At: 2025-05-30 00:15:59.950


_Caitie Clarke_

Updated November 25, 2020. Published November 12, 2020.

Details

Reporting

Statistical reporting (the counts of lead events and their outcomes over time) is accessed via the “Reports” tab:

The column on the left presents the list of both custom and default reports. Click on a report’s name to view it.

Creating a New Report

1. Navigate to the Reports page, then click the “Create New Report” button
2. Select the columns, filters, and any groupings that you wish to report on
3. Click “Run Report” to review the report
4. Rename the report by clicking the existing name or the edit icon
5. Click Save Changes to save the report

Edit an Existing Report

1. Navigate to the Reports page, then click the dropdown menu next to the report you wish to edit and click “Edit”
2. You may edit the columns, filters, and groupings, as well as rename the report

Delete an Existing Report

1. Navigate to the Reports page, then click the dropdown menu next to the report you wish to delete and click “Delete”
2. Click the “Delete” button to confirm that the report will be deleted

Copy an Existing Report

1. Navigate to the Reports page, then click the dropdown menu next to the report you wish to copy and click “Copy”
2. You may edit the report name, columns, filters, and groupings
3. Click “Save Changes” to save the report

Share a Report

1. Navigate to the Reports page, then click the dropdown menu next to the report you wish to share. Select the “Generate a Share URL” option. This will immediately take you to the shared report’s URL which you can copy, paste, and share.
2. Shared reports are identified by the shared icon on the report:

Change a Shared Report’s URL

1. Navigate to the Reports page, then click the dropdown menu next to the report which has the URL you would like to change. Select the “Change Shared URL” option. If you successfully changed the URL, you will see a green banner with a link to view the new report URL.
2. Copy, paste, and share the new URL with anyone you want to give permission to access the report.
3. The next time anyone tries to access the old URL, they will receive a message that states no report exists at this URL.

Stop Sharing a Report

Navigate to the Reports page, then click the dropdown menu next to the report you would like to stop sharing. Select the “Stop Sharing Report” option. If you successfully stopped sharing the URL, you will see a green banner with a message indicating this fact.

Choosing a Date Range

In the upper right corner, select the date range for the report from among the provided presets, or customize using the configurable options.

Time Zones

All dates and times use your computer’s time zone. If your computer’s clock is configured for one time zone but you want to generate a report based on a different time zone, temporarily set your computer clock to the desired time zone, refresh the Reports page, then reselect the report’s time limits.

Exporting a CSV File of a Report’s Table

You can download a CSV text file of a report’s stats as-displayed by clicking the “Export CSV” button.

Nested Report and Group By

For reports that are grouped by multiple indexes, i.e. “Source and Flow”, Expand or contract the subgroups by clicking on the right-carets.

You can change the order the group hierarchy is displayed by using the “Group By” button.

Sorting

You can sort the report by any column and toggle between ascending or descending order by clicking on the column header. For grouped reports, column sort operates on the primary index. Sub-group items are not sorted.

Flow Links

Clicking on a flow name will take you to the flow’s main page.

Note that deleted flows are represented by the Flow ID strings (a lowercase alphanumeric string) rather than a “friendly name”. Clicking on the link for a deleted flow will result in an error.

Events Tab Links

Clicking on numeric table item will take you to the Events tab, preconfigured with a query matching the report parameters for the clicked item.

Data Persistence

Data older than your account’s data retention period are not included in any reports. See your LeadConduit subscription’s settings for data retention information.

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URL: https://community.activeprospect.com/posts/4125039-infusionsoft-create-contact Page Title: Infusionsoft: Create Contact Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-033aaa39-1c80-4d10-ade9-f3c3fe9a5578.png Scraped At: 2025-05-30 00:15:59.993


_Scott McKee_

Updated January 8, 2021. Published January 8, 2021.

Details

Infusionsoft: Create Contact

ActiveProspect integrates with Infusionsoft to offer the Create a Contact action of the Infusionsoft service directly through LeadConduit.

InfusionSoft is found in the list of Recipient Integrations:

Finding What You Need

The UI will prompt you for the following:

• An Infusionsoft account

The integration will prompt you for your Infusionsoft credentials.

Log in and the integration will take care of the rest!

Making a Decision

A filter must be added after the step in order to make any decision based on the outcome of the delivery. Usually, you'll want to stop the flow when the outcome of the delivery is anything other than Success. A filter that catches Failures, Errors, and Skips will do the trick. Here's what that looks like:

Save the Flow and you're done!

Automatically Mapped Fields

The following fields will be mapped automatically, meaning you don't need to do anything to send them to Infusionsoft:

• First Name
• Middle Name
• Last Name
• Name Suffix (Jr. Sr. Esq. etc.)
• Email
• Phone 1
• Phone 2
• Phone 3
• Address 1
• Address 2
• City
• State
• Postal Code
• Website
• Comments
• Title (Job Title)
• Date of Birth (DOB)

Manually Mapped Data

The following data can be mapped manually in the field mapping section:

• Address Type: Default is BILLING
• Contact Type: Infusionsoft contact type
• Lead Source ID: Infusionsoft Lead Source ID
• Owner ID: Infusionsoft Owner ID
• Preferred Locale Infusionsoft Preferred Locale
• Source Type: Infusionsoft Source Type
• Custom: Any other fields not listed here

Integration Fields Returned

• Outcome: Integration outcome (success, failure, or error)
• Reason: The reason if the outcome is Error, Failure, Skip

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URL: https://community.activeprospect.com/posts/4109610-disabling-a-flow-step Page Title: Disabling a Flow Step Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-e822e4f8-9457-4f2d-ab69-1b20ad5065f3.png Scraped At: 2025-05-30 00:16:00.327


_Scott McKee_

Updated December 14, 2020. Published December 14, 2020.

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Disabling a Flow Step

To Disable a flow step, click the gear icon of the step you want disabled and select the appropriate option:

If any downstream steps have Step Criteria (Filters, Enhancements, or Deliveries) related to this step, a Warning prompt will appear. As the warning says, flow behavior will be unpredictable, especially if these downstream steps rely on appended data from the Disable Step.

After disabling a step, that step will be marked, along with any subsequent affected steps:

To Enable a step, use the same menu and choose the appropriate option:

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URL: https://community.activeprospect.com/posts/4124761-constant-contact-email-marketing Page Title: Constant Contact: Email Marketing Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-083a1d91-7538-42be-a625-52ddcb7f0e24.png Scraped At: 2025-05-30 00:16:01.287


_Scott McKee_

Updated January 8, 2021. Published January 8, 2021.

Details

Constant Contact: Email Marketing

ActiveProspect partners with Constant Contact to offer sections of the Constant Contact API directly through LeadConduit.

You can use the LeadConduitConstant Contact Integration to Add a Contact to an existing List.

What you'll need to get started:

• A Constant Contact account
• An API Key
• An Access Token
• A List ID

The documentation below will show you where to find the List ID and how to generate an API Key.

Finding What You Need

First, you'll need an API Key from Constant Contact. They have extensive online documentation for how to generate a Constant Contact API Key.

Once you have an API Key, you will need to generate an Access Token, using the Constant Contact API Tester.

Finally, use the Contact List endpoint to determine the List ID. Unfortunately, Constant Contact does not reveal the List ID in the UI so you must use the API to determine the appropriate list ID.

Configuring Constant Contact in LeadConduit

From your selected Flow, choose Edit, scroll to the bottom of the Steps tab, select the Add Delivery option, and search for/scroll to Constant Contact and select.

Next, you'll need to provide some information so LeadConduit can communicate with Constant Contact.

The email you collect with the lead will automatically be sent to theConstant Contact API and you don't need to manually map it in the field mapping section.

At a minimum, this is all that is required to add an email to your Constant Contact list. Congrats!

Click Ok and Save the flow.

Advanced Configuration Options

The following Optional fields are also supported:

• First Name
• Last Name
• Middle Name
• Salutation
• Phone 1
• Fax
• Address 1
• Address 2
• Postal Code
• Country
• Country Code: The Country Code
• State: The State Code
• City: The City
• Company Name: The Consumer Employer Name
• Company Phone: The Company phone number
• Title: The Job title
• Company Address: The Company Address
• Company Address 2: The Company address 2
• Company City: The Company Address City
• Company Country Code: The Company Address Country Code
• Company State: The Company Address State Code
• Company Postal Code: The Company Address Postal Code

These field values are available from the Right-Hand menu in the MailChimp field mapping section.

Interpreting the Results

A success response means that the lead was successfully added to the list.

Failure response means that the lead was not successfully added to the list. It could have been a duplicate. You can check the reason logged in LeadConduit to determine the exact reason.

The integration returns the following fields:

• Outcome: Integration outcome (success, failure, or error)
• Reason: If the outcome is an error, the error reason
• Contact ID: The ID of the contact that was added to the contact list
• Contact Status: Contact Status
• Source: How the contact was added, from an application, web page, etc. e.g. API
• Confirmed: If the contact has confirmed their email subscription
• Email Address: Email address added to the list
• Email Address ID: ID of Email address added to the list
• List ID: Constant Contact List-Id
• List Status: Constant Contact List Status
• Opt-In Date: Email Address(Constant Contact) Opt-in Date
• Opt-In Source: Email Address(Constant Contact) Opt-in Source
• Source Details: Name of the application used to add contact, if added using the API

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URL: https://community.activeprospect.com/posts/4106032-filtering-for-profanity-using-suppressionlist Page Title: Filtering for Profanity Using SuppressionList Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-0700bd92-10a8-4f85-8d91-ee9f86fb00ae.png Scraped At: 2025-05-30 00:16:01.655


_Scott McKee_

Updated December 9, 2020. Published December 9, 2020.

Details

Filtering for Profanity Using SuppressionList

Some users want to reject leads that contain profanity words because they consider those leads to be unreliable. Configuring your LeadConduit flow to reject leads with profanity words only takes a few steps.

Step 1. Formulate a list of words you would like to include on your profanity list. Store those words in a .csv file.

Step 2. Create a new list in your SuppressionList account, and upload your profanity words file to it. See our knowledge base for ""Creating a New List Using the UI"" and ""Bulk Adding or Replacing List Entries With the UI and Deleting a List"".

Step 3. Include a SuppressionList query step in your LeadConduit flow to check if the field contains a word on your profanity list. Include a filter after this step to stop the flow if you find a profanity word.

Here are two examples of step configurations that WILL work:

Example 1.

Example 2.

If you want to check both first name and last name, you'll need to set up two separate steps for each SuppressionList query, along with filters that will stop the flow if the query item is found.

Important Note: Most users are interested in checking to see if the lead's first or last name contains a profanity word. The temptation is to configure your SuppressionList step to check against both first and last name in one step. This won't work.

Here are two examples of step configurations that will NOT work:

Example 1.

Example 2.

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URL: https://community.activeprospect.com/memberships/7557576-caitie-clarke Page Title: Caitie Clarke Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-bcab4043-6853-428a-997c-b675c7d374a1.png Scraped At: 2025-05-30 00:16:06.458

Caitie Clarke

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URL: https://community.activeprospect.com/series/4113140-trustedform-publisher-faq Page Title: TrustedForm Publisher FAQ Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-7ba119ef-6be4-43e1-97a1-b71debba2df6.png Scraped At: 2025-05-30 00:16:09.492


_Christopher Williams_

Updated March 20, 2025. Published December 17, 2020.

Details

TrustedForm Publisher FAQ

Are you a publisher looking for information on TrustedForm? Click on a question below to see the answer or check out our full product page: https://activeprospect.com/products/trustedform-for-publishers/

Who owns the TrustedForm service?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 1\\ \\ 

What's the advantage of using TrustedForm?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 2\\ \\ 

What information does TrustedForm make available to lead buyers?_Paul Matzelle_\\ \\ Published on August 17, 2023\\ \\ 3\\ \\ 

Does the TrustedForm Certify Web SDK collect information about traffic sources?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 4\\ \\ 

How do I know what data is being collected by the TrustedForm Certify Web SDK? Should I be concerned?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 5\\ \\ 

Why can't I just pass the data without using TrustedForm?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 6\\ \\ 

Does the TrustedForm Certify Web SDK vary from advertiser to advertiser?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 7\\ \\ 

Can I implement TrustedForm with dynamic forms?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 8\\ \\ 

Do I have to implement TrustedForm multiple times for multiple offers on the same page?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 9\\ \\ 

Do I need to generate a different TrustedForm certificate for each lead buyer?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 10\\ \\ 

Will the TrustedForm JavaScript slow down my site?_Ayesha Akhtar_\\ \\ Published on August 17, 2023\\ \\ 11\\ \\ 

I can't see xxTrustedFormCertUrl when running the TrustedForm javascript on my web site_Ashley Thomas_\\ \\ Published on February 13, 2024xxTrustedFormCertUrl is the TrustedForm Certificate URL created on your web site when the TrustedForm script runs. But what if you can't see it added to the HTML/DOM?\\ \\ 12

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URL: https://community.activeprospect.com/posts/4541251-adding-sources-to-a-flow Page Title: Adding Sources to a Flow Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-447ff66d-d3e8-45c5-893c-bbbb8819fb16.png Scraped At: 2025-05-30 00:16:09.769


_Scott McKee_

Updated April 12, 2024. Published December 2, 2021.

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Adding Sources to a Flow

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00:00

04:27

2\_0\_Sources.mp4

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URL: https://community.activeprospect.com/series/4114377-retaining-trustedform-certificates-with-leadconduit Page Title: Retaining TrustedForm Certificates with LeadConduit Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-e8125f7d-2416-46d6-8b19-4770958f4ea7.png Scraped At: 2025-05-30 00:16:09.874


_Scott McKee_

Updated August 21, 2023. Published December 20, 2020.

Details

Retaining TrustedForm Certificates with LeadConduit

Retaining TrustedForm Certificates in LeadConduit_Ashley Thomas_\\ \\ Published on December 3, 2020ActiveProspect account holders with TrustedForm and LeadConduit subscriptions can easily retain TrustedForm certificates by adding a TrustedForm Add-on step to their flow.\\ \\ 1\\ \\ 

How to Retrieve Your Retained TrustedForm Certificates_Christopher Williams_\\ \\ Published on December 20, 2020The TrustedForm Certificate URL is your key to future protection.\\ \\ 2\\ \\ 

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URL: https://community.activeprospect.com/posts/4062063-setting-up-facebook-lead-ads Page Title: Setting Up Facebook Lead Ads Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-66d6711b-0ef3-4bd4-a7fc-dbdbf0d66c5e.png Scraped At: 2025-05-30 00:16:09.986


_Scott McKee_

Updated July 24, 2024. Published November 2, 2020.

Details

Setting Up Facebook Lead Ads

The LeadConduit Facebook Router integration gives Facebook page owners control over which LeadConduit flows receive leads in real-time.

Setup Requirements

To connect a Facebook page to LeadConduit, you have to access three different settings interfaces on Facebook, based on how your Facebook leads are managed:

1. Business Manager settings for you (if you have a Facebook Business Manager set up): you must be a full admin with access to the pages and CRMs for the pages, among other permissions.
2. Business Manager settings for the page (if you have a Facebook Business Manager set up).
3. Business Integrations under Settings on your personal Facebook page. Setting permissions here is necessary because you are using your personal credentials to connect LeadConduit to the page that contains your lead ads.

Your Facebook account needs to have, and authorize, "" Manage your ads,"" "" Show a list of the Pages you manage"", "" Access Leads for your pages"", "" Manage accounts, settings, and webhooks for a Page"", "" Create and manage ads for your Page"", "" Read content posted on the Page"" (formerly all included in ""Manage your Pages"").

These permissions ensure that LeadConduit can subscribe to your Lead Ads events, process incoming leads and generate a TrustedForm for Facebook Certificate. Disabling any of these permissions may cause LeadConduit to lose access to your leads, or may cause ""Malformed Certificate"" errors when attempting to view or retain/claim TrustedForm for Facebook certificates.

Connect a Facebook Page to LeadConduit (or Connect More Pages)

1. Open your flow editor to the Sources tab. If this is a new flow, please make sure to click the Save button now.
2. Click the Add Source button.
3. From the Select a Source or Integration section search for Facebook and choose the Facebook Lead Ads Inbound Routed integration.
4. Follow the prompts to connect LeadConduit to Facebook.
5. A list of possible pages to connect will be provided.
6. Pages connected to a different flow will include a yellow dot adjacent to the connect button.
7. If you choose to connect a page to a flow that was previously connected to a different flow, the previous connection will be broken in favor of this new connection.
8. Please Note: While one Facebook page can only be connected to a single LeadConduit flow, a single LeadConduit flow can have connections to many Facebook pages.
9. Make your connection choices and select Next.
10. You'll be prompted to confirm your changes.
11. Remember to save changes to your flow!

Disconnect a Facebook Page from LeadConduit

1. Follow the same steps as connecting a Page, except unselect the Connected page
2. Acknowledge you are about to disconnect the page
   • Please Note: The Facebook Source will not be removed from the flow
3. Save the changes to the flow

Standard Facebook Form Fields

LeadConduit handles most Standard Facebook form fields automatically, meaning you can connect your Facebook pages to LeadConduit and start receiving leads immediately. The two exceptions are: work_email and relationship_status. If you collect either of these fields, use the Custom Field instructions below.

If you collect any of the following fields, you only need to add them to your LeadConduit flow:

• Phone 2 (Work Phone)
• Company Name
• Country
• DOB
• Gender
• Marital Status
• Military
• Platform (Facebook, Instagram, etc.)

Custom Facebook Form Fields

When one of your Facebook forms includes a Custom Field, there is one extra step you must take to connect the dots between Facebook Field ID and a corresponding LeadConduit Field.

The easiest way to get the Custom Field ID is to submit a test lead after connecting your Facebook page to LeadConduit.

Once you've submitted the test lead, find it in LeadConduit, open the Technical Details section, and search for facebook_field_data_apros. For the following example, the Custom Field label is ""how many ads do you run in a month?"

"facebook_field_data_apros"": ""[{\""name\"":\""how_many_ads_do_you_run_in_a_month\"",\""values\"":[\""three\""]},{\""name\"":\""email\"",\""values\"":[\""support@activeprospecct.com\""]},{\""name\"":\""full_name\"",\""values\"":[\""HULK SMASH\""]}]"

Next, you'll open the flow editor to the Sources tab, find the Facebook Lead Ads source, and click the corresponding button under the Field Mappings header.

The left-hand value will be the LeadConduit Field receiving the lead data and the right-hand value will be the custom Facebook Field ID. Using the above  facebook_field_data_apros as an example, this Source mapping will capture the value three to the ""Ad Type"" field for this lead:

Paste the custom Facebook Field ID into the right-hand value field and click the Insert {Field ID} button.

Finally, save your flow and resubmit the lead in LeadConduit. You will now see the custom field with the rest of the lead data.

If LeadConduit is still not properly processing the custom field(s), you can chat with support within LeadConduit during business hours to resolve any field mapping issues.

Routing Leads at a Form or Ad Level

The Facebook Router RUI only supports Page Level routing. Once a lead is received by a flow, Form and/or Ad level routing can be accomplished using flow rules.

Disconnected Pages

LeadConduit will be automatically deauthorized from receiving leads when the individual who connected the Facebook page:

• Changes their password
• Has their access to the page revoked

To reauthenticate, you'll have to disconnect and then reconnect any affected pages, according to the instructions provided above.

A Note on Using Facebook Business Manager

If your Business Manager has a customized Leads Access configuration, you will need to grant LeadConduit access in the CRM settings.

1. Go to Business Manager Settings
2. Scroll to the bottom of the page and in the left-hand field list, click Integrations, then click Lead Access
3. Locate your page in the list of pages and click it
4. Click People and confirm that you have Access
5. Click on the CRMs option and select LeadConduit Lead Ads Integration
6. Click Assign Access

More detailed instructions can be found at the Facebook Advertiser Help Center.

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URL: https://community.activeprospect.com/posts/4885100-how-to-retain-an-individual-trustedform-certificate Page Title: How to retain an individual TrustedForm certificate Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-e5022ff8-a23b-4b0a-9259-0245dfce68c9.png Scraped At: 2025-05-30 00:16:10.174


_Ashley Thomas_

Updated July 24, 2024. Published December 7, 2022.

Details

How to retain an individual TrustedForm certificate

As part of your lead management process, you will want to automate the retention of TrustedForm certificates via the TrustedForm API or via ActiveProspect's LeadConduit product. But every once in awhile, or as you're preparing your automated process, you may need to retain a certificate manually.

The quick method to retain: Click ""Retain Certificate"

By far the easiest method to retain the certificate for future viewing is to

• Display the certificate in your browser, and
• Click ""Retain Certificate,"" the green button displayed prominently on the certificate.

Manually Retain and Perform Lead Matching

You might want to perform lead matching to make sure you confirm the email and phone that should be retained in the certificate. In order to do this, retain the certificate via one of the following methods.

To retain a certificate manually, in both of the examples given below, substitute your API key from the TrustedForm Settings instead of ""9e46a3b3c2456f33bec5ec51b7cb68"", the TrustedForm Certificate URL instead of ""https://cert.trustedform.com/b3220852042971a00f5d05766254e6b0747e24dc"", the lead's phone number instead of ""5555555555"" and the lead's email instead of ""example@gmail.com"".

A. On MacOS X:

1. Open the ""terminal"" app.

2. At the command line, substituting for the API key and TrustedForm Certificate URL, enter this and press Enter:

/usr/bin/curl-XPOST-H'Content-type:application/json'-H 'Accept: application/json' \

-u'API:9e46a3b3c2456f33bec5ec51b7cb68' -H 'api-version: 4.0' \

--data '{""retain"":{}, ""match_lead"":{""phone"":""5555555555"", ""email"":""example@gmail.com""}}' \

https://cert.trustedform.com/b3220852042971a00f5d05766254e6b0747e24dc

Please note that the above request uses api-version of 4.0. If you have 3.0 (and please check your TrustedForm Settings to determine this) you will need to change the format slightly, making the same substitutions for email, phone, and the TrustedForm Certificate URL you want to retain:

/usr/bin/curl-XPOST-H'Content-type:application/json'-H 'Accept: application/json' \

-u'API:9e46a3b3c2456f33bec5ec51b7cb68' -H 'api-version: 3.0' \

--data '{""phone"":""5555555555"", ""email"":""example@gmail.com""}' \

https://cert.trustedform.com/b3220852042971a00f5d05766254e6b0747e24dc

B. You can use Postman’s web client on any browser and do the following:

1. After signing in, navigate to the “My Workspace” page.

2. Select the import button on the left side panel and import the Postman collection that matches your API version.

   • Version 3.0 Collection

   • Version 4.0 Collection

3. Expand “TrustedForm Certificate API” collection and select the “Retain Certificate” POST request below.

4. Enter the TrustedForm certificate URL into the labeled field next to POST.

5. Enter the lead's phone number and/or email in the labeled fields in the body section (if applicable).

6. Select the authorization tab, and enter your API key into the Password field.

7. Click the Send button to retain the certificate.

For more information:

• Consult our developer articles on the TrustedForm Retain operation.

• Consult our community articles on retaining TrustedForm certificates via LeadConduit.

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URL: https://community.activeprospect.com/posts/4986362-trustedform-retain Page Title: TrustedForm Retain Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-c12a20ef-121d-4c16-814a-90cb66d51c33.png Scraped At: 2025-05-30 00:16:10.227


_Christopher Williams_

Updated July 25, 2024. Published March 2, 2023.

Details

TrustedForm Retain

Retain is a TrustedForm product that allows you to view and store TrustedForm certificates that can be used to prove what took place during a lead event. Use this to perform manual audits of lead generation or as evidence during lawsuits. Make sure your certificates show prior express written consent was obtained properly. If not, demand that your suppliers change their practices and only provide leads with certificates that do. All you need is a TrustedForm Certificate URL to make a simple API call that will retain the certificate in your account. If you are generating certificates you also have the option to use the Auto-Retain feature and make the process even easier. Use TrustedForm Retain to do the following:

• Prove how leads were created

• Audit lead generation practices

• Visually see a recreation of lead events

• And more!

How it Works

Ask your lead vendors to use TrustedForm Certify and send a TrustedForm Certificate URL along with the lead. Then immediately use the TrustedForm Certificate API to make a request for the certificate to be retained in your account. This requires that you provide the email and/or phone number of the lead associated with the certificate in order to perform lead matching in attempt to make sure that the two belong together. Make sure to store the Certificate URL in your CRM or wherever your lead data is stored so that you can retrieve the correct certificate for any lead later on. Once retained, you can access that certificate from it's URL for 5 years.

Frequently Asked Questions

1. How do I get access to TrustedForm Retain?

If you are a managed customer contact your account administrator or sales@activepropsect.com for purchase. If not TrustedForm Retain will be available to by signing up for a self service plan with ActiveProspect.

2. Will this allow me to view and retain TrustedForm certificates?

Yes, by default certificates are retained in your account for 5 years. During that time you will be able to view them at will. Once that time period pass the certificate will be deleted and unable to be recovered. If you would like to modify the amount of time certificates are retained in your account you must be a  managed customers and reach out to your account administrator.

3. How long am I able to use TrustedForm Retain to store a TrustedForm certificate?

Until the TrustedForm certificate's retention period expires. For most certificate this will be 90 days from its creation, however if we are unable to confirm that a consumer expressly submitted their information to become a lead the certificate will be deleted in only 3 days. Once you have used Retain to store a certificate, your copy will be available for as long as your account's storage period is configured to last. By default this is 5 years but can be extended or shortened upon request.

4. If I have multiple TrustedForm products how do I use Retain in isolation?

Visit the API documentation for details on how to only perform each operation available in the latest version of the API.  Only pass the parameters listed in the Retain section to avoid using other products.

5. How can I retain certificates in bulk?

Bulk operations are not supported. Certificates must be retained individually.

6. How long do I have to wait to view certificates that I have retained?

Certificates that you have retained or viewed recently are generally available immediately. If the certificate has been moved to long term storage it will take 3-5 hours for it retrieved and made available to view.

7. Why 5 years and can I change how long I'll have access?

By default we choose to store 5 years to ensure it is available for the full time period establish by the statue of limitation set by the Telephone Consumer Protection Act (TCPA), the most common use case for storing TrustedForm certificates. If you have another use case that requires a different time period and are a managed customer you can reach out to your account administrator to explore other options.

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URL: https://community.activeprospect.com/posts/5090365-getting-started-with-facebook-custom-audiences Page Title: Getting Started with Facebook Custom Audiences Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-f0fb3f85-32a9-44c3-8ae2-9bdb47242c67.png Scraped At: 2025-05-30 00:16:10.275


_Claudia Melis_

Updated December 1, 2023. Published June 20, 2023.

Details

Getting Started with Facebook Custom Audiences

LeadsBridge’s Custom Audience Sync is a tool to create retargeting audiences between your CRM/platform and Facebook. It gathers information, such as email addresses and phone numbers, and keeps them always updated.

Create better Ads targeting people with specific interests and behavior. Set and forget campaigns, and use audiences mirrored with every stage of your funnel.

Custom Audience Overview

Custom Fields

By accessing more information from your CRM/platform, Facebook can create more profiled Custom Audiences and Lookalike Audiences to target with advertising, improving the efficiency of the Ads.

Not only you can sync basic information such as email and phone number, but also the First and Last name, Birthday, Country, Zip code, State, City, and Gender. Map as many fields as you want to achieve higher-performing data matching to people on Facebook.

Customer Lifetime Value

Include the Lifetime Value of your clients/leads to create a value-based Lookalike Audience. That Lookalike Audience will then be made up of the people most similar to your highest-value customers, while a regular Lookalike Audience can only find people similar to all your clients/leads.

The LTV allows Facebook to focus on an audience similar to the clients who spend more money in the long run.

Source Filter

Segment contacts by filtering them based on certain conditions. This is useful when you have big lists, or rather when you’d like to retarget only a group of people, excluding other contacts that don’t match the filter’s conditions added.

Learn more on how to use the Source Filter option.

Audience Manager

Along with the Custom Audiences Sync, we introduced our manager with powerful additions:

• See the last audience size synced
• Check the History of the sync processes
  • See the last execution date and time, contacts synced, added, or removed.
  • See the last error received
  • Download the CSV report of the sync
• Simulate the next run

LeadsBridge automatically detects and tries to fix errors like wrong date format, wrong column format, or wrong API responses for some specific records.

You can reap the benefits of the Custom Audience Sync in all of our plans.

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URL: https://community.activeprospect.com/posts/5090366-how-does-leadsbridge-count-facebook-custom-audiences-contacts Page Title: How does LeadsBridge count Facebook Custom Audiences contacts? Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-2d0e8533-0534-4d22-9033-f4f222f5246e.png Scraped At: 2025-05-30 00:16:10.550


_Claudia Melis_

Updated August 4, 2023. Published June 20, 2023.

Details

How does LeadsBridge count Facebook Custom Audiences contacts?

To count the contacts collected via Facebook Custom Audience Bridge in LeadsBridge, we sum all the contacts synced, removed, and deleted. Let’s see an example..

You have 8000 subscribers on your Autoresponder/CRM, and you sync all of them via Facebook Custom Audience Bridge

The following day you collect additional 1000 subscribers and 200 unsubscribed from your lists.

So the total number of contacts synced via LeadsBridge is 8000 + 1000 – 200 = 8800 contacts

LeadsBridge won’t sync unsubscribed or deleted leads.

How many contacts can I sync with LeadsBridge?

The contacts allowed to be synced from your LeadsBridge account depend on your subscribed plan.

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URL: https://community.activeprospect.com/posts/4126647-using-gravity-forms-in-wordpress-to-submit-to-leadconduit Page Title: Using Gravity Forms in WordPress to Submit to LeadConduit Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-322da732-4f44-4957-93fb-19ea559ec1d8.png Scraped At: 2025-05-30 00:16:11.044


_Scott McKee_

Updated November 13, 2023. Published January 11, 2021.

Details

Using Gravity Forms in WordPress to Submit to LeadConduit

Learn how to send leads to LeadConduit from Gravity Forms on your Wordpress site.

1\. Install Gravity Forms on WordPress and create your form

After obtaining your Gravity Form license, install Gravity Forms on WordPress by following the instructions on their website.

Create a form by first clicking on ""Forms"" on the left pane of your WordPress Dashboard's Home page and then click Add New.

2\. Configure Gravity Forms to send leads to LeadConduit

To send lead data into LeadConduit, you will need to use the “Forms” plugin. This step will only set LeadConduit as the location to send data; we will map the actual data being sent in the next step.

To install Forms, mouse over the Plugins button on the left pane of your WordPress site and select Add New. Type in “forms 3rd Party” and you will find the “Forms: 3rd-Party Integration” in the list. Install and activate the plugin.

3. Set the location to which the Forms integration will send lead data.

Mouse over Forms and click on 3rdparty Services in the expanded menu. In the 3rd-Party Service: Forms Test section, find the Submission URL box. This is where you will enter your LeadConduit posting URL, found in your Submission Docs.

4. Map your Gravity Form fields to LeadConduit fields

Gravity Forms now knows where to send the lead data, but the form fields must still must be properly mapped, so you will need to map the Gravity Form fields to send data to LeadConduit fields.

Scroll down and find the Mapping subsection. Here you will map the form’s fields (the Form Submission Field) to LeadConduit flow field labels (3rd-Party Field). The LeadConduit flow field labels can be found in your Submission Docs.

Keep in mind that the third-party plug-in is only capable of sending data if the form element’s input name has a single “_” prefix. For example, where `input_18` would be acceptable, `input_18.1` would not be. For this reason, we suggest the use of form element types like “Single Line Entry” and “Radio Button,” as their input names follow the acceptable syntax.

Your Gravity Form is now ready to send lead data to LeadConduit. If you’d like to configure more than one form for lead submission to LeadConduit, click the “Add Another Service” button at the bottom of the mapping menu and repeat this process.

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URL: https://community.activeprospect.com/posts/4649879-verify-domain-ownership Page Title: Verify Domain Ownership Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-1f8c4dbf-7877-4e53-a3bc-704ecd2378a0.png Scraped At: 2025-05-30 00:16:11.183


_Caitie Clarke_

Updated May 14, 2025. Published March 29, 2022.

Details

Verify Domain Ownership

Verify your domains in your ActiveProspect Account to start gaining domain specific insights.

Why Verify?

As a site-owner generating TrustedForm certificates, we want to provide you insights into domain specific certificate volume and give you credit for TrustedForm certificates claimed from your domains. To do that, all you have to do is verify you are the domain owner.

Verifying ownership of domains and sub-domains where you have implemented the TrustedForm Script, lets us positively verify that you created a lead associated with the TrustedForm Certificate.

Once your domain is added, no other account can claim ownership of that domain.

Verification Process

The process of verifying your domains is simple; we generate a unique code per domain that you add to your domain's dns record and we check for a match in the background.

1\. Add your domains to ActiveProspect Account

1. Navigate to the Domain section in My Account (if you do not see a Domains, please talk to your admin, this is a permission setting)
2. Select Add Domains
3. List all domains you want to verify
4. If you are verifying subdomains, you can individually add and verify subdomains. Or you can just add the root domain and you'll have an option in step 2 to verify all subdomains.

2\. Get your verification code from ActiveProspect Account

1. Under Actions, select the Verify Ownership link for the domain you are ready to verify
2. Copy the unique code

3\. Add a TXT record in your domain's DNS registrar

1. In a second browser window or tab, sign in to your domain's DNS registrar/host
2. Go to your domain’s DNS records. The page might be called something like DNS Management, Name Server Management, Control Panel, or Advanced Settings.
3. Select the option to add a new TXT record
4. If you're verifying an individual subdomain, you'll want to add the TXT record to the root domain in your DNS. If you're verifying multiple subdomains for one root domain, your root domain should have multiple TXT records.
5. In the TXT record, set the unique code as the value/answer/destination (the field names vary based on your registrar).

4\. (Optional) Verify all subdomains - NEW

If you're verifying a root domain, you'll see an option to also verify all subdomains (STEP 3). If this is selected and auto-retain is enabled for the root domain, auto-retain will also be enabled for all subdomains.

This will also be reflected under the 'Auto Retain Confirmed Domains' section in TrustedForm Certify tab, as follows:

Subdomain Ownership Statuses Explained:

• Confirmed: This status appears when the option to also verify all subdomains is checked for the given domain. Ownership of subdomains is confirmed.
• Unconfirmed: This status appears when ownership of subdomains has not been confirmed (the option to also verify all subdomains is not checked).
• N/A: This status appears when the domain itself is a subdomain. Subdomain ownership confirmation is not applicable here because the option to verify subdomains only applies to root domains.

5\. Tell ActiveProspect Account to check your verification code

1. Navigate back to your ActiveProspect Account tab, and select Begin Verification. Once selected, we will star the process of verifying your domain.

2. Refresh the page to check for updated ownership status

Do you have a CNAME record on the domain you want to verify?

CNAME records are common for subdomains and TXT records can't be added to domains with CNAME records. If you're verifying a subdomain, add the TXT record to the root domain. If you're verifying multiple subdomains, your root domain can have multiple TXT records (one for each subdomain).

Domain Statuses

Once you have initiated the verification process, we will continuously check and update the domain status until you remove the domain.

Ownership Status:  represents the current status of the domain. Refresh the page to see the most up-to-date ownership statuses.

Last Checked: timestamp of the last time we checked the verification status of the domain (every time we attempt a verification)

Last Verified:  timestamp of the last successful verification of the domain

Ownership Status Reasons Explained

• Verified: You have proved ownership of the domain! We successfully matched the unique code with your domain's dns record
• Unverified: We have not proved ownership of the domain.
  • Ownership not yet verified: you have not started the verification process for this domain
  • Verification pending: you have initiated the verification process but we have not yet verified ownership
  • Code Not Found: you have begun the verification process but no code is found on the dns record.
  • Connection error: there has been a timeout. If an already verified domain receives a connection error, then we will retry verification 10 times using exponential backoff. After 10 connection errors, the domain will be marked as unverified.
  • Domain not found: Domain doesn't exist
  • Code not found: We successfully checked the domain, but there was not a TXT record with the correct code

Troubleshooting Tips:

• We run a domain verification check in the background at different cadences once you have started the verification process for a specific domain
  • We check unverified domains every 5 minutes.
  • We check verified domains once a day at midnight (Central Standard Time)
• If the ""Last Checked"" and ""Last Verified"" timestamps are different, the verification has failed.  Meaning, we did not receive a successful verification when last checked.
• A domain is marked unverified if it hasn't been verified in three days.
  • The ownership status will stay verified for a 3 day grace period, if after 3 days of attempts to reverify the ownership status successfully, the verified status will change to unverified with a reason. This grace period is to provide time for you to make planned updates to your domain records and not have your ownership status impacted.
• The Ownership Status - [reason] will provide information for you to investigate possible causes of the change in verification status.
• Domains rarely become unverified, common reasons that ownership status changes from verified to unverified;
  • the code is deleted from the TXT record answer
  • loss of ownership of the domain
• If you delete the code in the TXT record answer, all you need to do is re-add the same code back in. No need to generate a new domain code in your ActiveProspect Account.
• Make sure to verify your sub-domains if you wish to auto claim from those domains.
• Only users with the permission, ""Manage user and domains for this account"" will be able to see and manage domains. If you need permissions, please contact your account admin or support@activeprospect.com

FAQ

1. Can I use the `verify all subdomains` checkbox if I’ve already verified some subdomains individually?
   • Yes. If you have already verified subdomains and then use the `verify all subdomains` checkbox on your root domain, it will be duplicative, but that's alright. You can choose to delete the individual subdomains and the related TXT records from your DNS, but it’s not required.
2. Does the TXT record now only need to exist on the root domain?
   • The TXT record used to confirm ownership, whether for the root domain or a subdomain, should be placed on the root domain in your DNS. But now, with the `verify all subdomains` checkbox, you only need to add your root domain, grab the single TXT record, and add it to the root domain’s DNS entry. This avoids having multiple TXT records on the root domain for different subdomains.
3. Will the `verify all subdomains` checkbox include verification of sub-domains of a sub-domain?
   • Yes, it should confirm ownership of all subdomains under the root domain. For example, if the root domain is example.com, then both blog.example.com and shop.blog.example.com would be covered.
4. If I’ve already verified my root domain, do I just need to check the box to `verify all subdomains`, or is there more to it?
   • That’s correct, you just need to enable the `verify all subdomains` checkbox and save. No additional steps are required.

Type something

URL: https://community.activeprospect.com/posts/4812756-trustedform-retain-using-the-auto-retain-method-to-store-certificates-for-first Page Title: TrustedForm Retain: Using the Auto-Retain method to store certificates for first party leads Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-2c84e166-bc58-4ec3-9700-bfb9b3250426.png Scraped At: 2025-05-30 00:16:11.262


_Christopher Williams_

Updated May 27, 2025. Published September 20, 2022.

Details

TrustedForm Retain: Using the Auto-Retain method to store certificates for first party leads

Automatically retain your TrustedForm Certificates generated from your verified domains without making an API request

Are you struggling to set up an integration to retain TrustedForm Certificates for the leads you generated? Do you wish that you could simply store all the certificates for leads from your websites? If so, then you should use TrustedForm's new solution designed to help you store proof of consent for first-party leads.

Traditionally, our users have always had to make an API request to retain TrustedForm Certificates. This gave technical users a lot of flexibility to integrate this step however they want but created a challenge for those who don't have the experience or resources to develop a process to do this. TrustedForm Auto-Retain seeks to make it easy for anyone to retain proof of consent for the leads they generate.

How It Works

TrustedForm Auto-Retain works in conjunction with the TrustedForm Certify Web SDK to recognize when a lead is submitted on your website and automatically stores that lead's TrustedForm Certificate to your account. You can set up this process in a just a few steps:

1. Verify your domains

In order to know which certificates we should retain in your account, you must prove you own the domain they are generated from. Simply follow the instructions in the Verify Domain Ownership guide so that you will have the ability to enable TrustedForm Auto-Retain for them.
2. Open the TrustedForm application

Auto-Retain can be enabled on the Issuing Certificates page of the TrustedForm application. Scroll to the bottom, and you will see a section marked ""Auto-Retain Confirmed Domains.
3. Enable Auto-Retain Toggle the Auto Retain switch to 'Enabled' next to each of your verified domains to confirm that you would like to retain all certificates for the leads generated from them. Once Auto Retain is enabled, the switch will update to give you the option to disable it if needed.

If your account has not been configured to use Auto-Retain, you will see a message with instructions on how to proceed so that you can be provided access.

(New Update) If the 'Subdomain Ownership Status' is 'Unconfirmed', follow the instructions in Verify Domain Ownership to complete the subdomain verification process (optional). Once the status is set to 'Confirmed' and Auto-retain is enabled, then auto-retain will be enabled for the root domain and all associated subdomains.

Frequently Asked Questions

1. How do I know that Auto-Retain is working?

After a lead is submitted* to your website, wait at least 15 minutes and then visit the TrustedForm Certificate URL for that lead. If you are able to view the full certificate, it has been successfully retained your account. It will also appear in your recent stored certificates. You should also monitor your usage on the TrustedForm home page as any sudden increases/decreases could indicate an issue. Reach out to support@activeprospect.com if your certificates are not being retained.

*Please note there must be a form submission for auto-retain to work.

2. Do I have to store the TrustedForm Certificate URL with the lead?

Yes, we always recommend storing the TrustedForm Certificate URL in a CRM or similar system alongside all other lead data. In the future, we will release features to help you find certificates without knowing the URL, but it is always a best practice to maintain a record of it.

3. Will Auto-Retain be included in my current allotment/volume?

No, Auto-Retain is tracked separately from other methods of storing certificates. Please consult your specific pricing specifications for details.

4. If I use Auto-Retain will my lead buyers be able to access/view my certificates?

No, in order for your lead buyers to gain access to view your certificates you must first provide them with the TrustedForm Certificate URL. Then they will have to use the TrustedForm API to retain the certificate in their own account.

5. If I already use other TrustedForm products, is there an additional cost to use Auto-Retain?

Auto-Retain is a feature of the Retain product offering. Usage of it will be billed as Retain First Party on your invoice based on your rate.

6. Will the certificates retained via the Auto-Retain product be used when generating the dashboard that appears on the TrustedForm home page?

Yes, the TrustedForm home page shows aggregate information pertaining to all the certificates retained in your account regardless of which product was used to do so.

7. If I use Auto-Retain how can I also use TrustedForm Insights on these certificates?

TrustedForm Insights is an API product which operates separately from TrustedForm Auto-Retain. Although the two can be used in conjunction, TrustedForm Insights requires its own setup with your development team or through a third party integration. Read the TrustedForm Insights article for more information.

8. What happens to my certificates where TrustedForm Certify doesn't detect a form submission event?

Any certificates where a form submission is not detected will not be stored to your account as this normally indicates the consumer did not become a lead and does not want to be marketed to. They will expired 3 days after creation and be deleted. If you believe an error has occurred and desire to retain these certificate you will have to do so using the TrustedForm Certificate API.

9. How does TrustedForm Certify detect form submission events?

TrustedForm Certify listens for events that explicitly indicate a form has been submitted or are associated with elements on a page that behave like a submit button. The script is expected to accurately capture these submit events from any webpage using a standard 

 tag with a submit button embedded inside of it.

Type something

URL: https://community.activeprospect.com/posts/5073005-common-issues-with-facebook-lead-ads Page Title: Common Issues with Facebook Lead Ads Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-628e43a0-ebd4-41ee-b8a2-6167665107f2.png Scraped At: 2025-05-30 00:16:11.424


_Claudia Melis_

Updated July 2, 2024. Published May 29, 2023.

Details

Common Issues with Facebook Lead Ads

When using Facebook integration on LeadsBridge, you may come across some known and easy-to-fix errors. We’ll explain how to troubleshoot these and get everything back on track.

**Custom Audience Facebook Error (TOS)**

To fix it, it's necessary to accept the TOS by clicking on the Accept TOS button inside LeadsBridge.

You’ll then be redirected to Facebook Custom Audience GUI to accept them, or you can follow this link: https://www.facebook.com/ads/manager/audiences/manage/

Please note that the TOS should be accepted for every Facebook Ads account separately.

**LeadsBridge App Permissions**

LeadsBridge should have all of the app permissions enabled to work properly on your account. To make sure they’re enabled, just follow the steps below:

1. Log into your Facebook Account
2. Go to Settings » Business Integrations
3. Click on View and edit under LeadsBridge to modify its permissions

Make sure to give all the permissions to the LeadsBridge App and click on Save.

**Multi Hashes**

This is an error message that comes directly from Facebook and it says:

“Failed to update the custom audience: This audience was created from data source FILE_IMPORTED.MULTI_HASHES, which does not support data source FILE_IMPORTED.HASHES_OR_USER_IDS.”

It means that the creation method of the Audience doesn’t match the update method on LeadsBridge. Basically, this error comes up when you try to update an Audience previously created from another platform or with a manual upload on Facebook.

To fix this, you should create a new Custom Audience inside LeadsBridge, which will then be automatically updated. If you wish to use an already created Custom Audience as well for your advertisement, you may select both of them when setting up your campaigns.

The Facebook test didn’t come into my CRM

The test@fb.com is a fake lead that is not accepted by a lot of autoresponders/CRMs and this could be the reason why you don’t see it inside your platform.

Please follow these steps to insert a lead with real data:

1. Click here https://developers.facebook.com/tools/lead-ads-testing.
2. Choose your Facebook Page where you want to insert the test lead
3. Click on the Delete lead button
4. Click on Preview form (DO NOT CLICK ON Create lead BUTTON)

5. Insert any valid email and data

6. Click on Submit

Basically, you need to use the **Lead Ads Testing Tool** provided by Facebook to insert a test lead that you will use to verify that everything works great.

Error validating access token: user changed the password

The following error shows up when the password for the account has been changed, as it stops LeadsBridge from accessing it:

• “Api [190] “(FacebookResponseException) [190] Error validating access token: the user has changed the password”
• “(FacebookResponseException) [10] (#10) To use ‘Page Public Content Access’, your use of this endpoint must be reviewed and approved by Facebook”

To fix this you should Reauthorize the Ad Account from which you have changed the password.

Check this guideline on How to reauthorize your Facebook Ad Account.

**Lead not pushed in real-time from Facebook Lead Ads**

There’s a well-known issue with the Facebook Business Manager. The following guideline will help you set the correct permissions inside the Business Manager: https://community.activeprospect.com/posts/5070199-why-are-leads-not-pushed-in-real-time-from-facebook-lead-ads-to-my-crm

**(FacebookResponseException) \[100\], \[200\] or \[278\]**

If you get one of the following error messages:

• “( FacebookResponseException) [100] Unsupported get request. Object with ID ‘….’ does not exist“
• “ (FacebookResponseException) [200] (#200) To subscribe to the leadgen field, one of these permissions is needed: leads_retrieval“
• “(FacebookResponseException) [278] (#278) Reading advertisements requires an access token with the extended permission ads_read”

You should check which is the Ad Account that returns this error by going to the Ad Accounts section of LeadsBridge.

It could be that the Ad Account has expired or some information has been changed on the Facebook side.

To fix this, you should Reauthorize the Ad Account involved. Check this guideline on How to reauthorize your Facebook Ad Account.

Why do I have to enable Two Factor Authentication?

If you get the following error message:

• Facebook Permission Error. The Facebook Page you’re trying to connect has Two Factor Authentication enabled.

This means that the Facebook Page, or the Business Manager to which the Page belongs, has Two Factor Authentication enabled. In order to solve this issue, you should enable Two Factor Authentication in your Ad Account and then follow the Reauthorization process. Check this guideline on How to reauthorize your Facebook Ad Account.

Why my Facebook Page isn’t showing up inside the bridge?

If you can’t see the Facebook Page inside the bridge setup, it means that your connection is outdated. In order to update it, you should re-authorize your Facebook Ad Account following this guideline.

Once done, your Facebook Page will show up on the drop-down.

Why can’t I see my Facebook Form under the Facebook step?

To be able to manage Ad Forms and related leads, the Facebook Page containing the Ad Forms must be managed by at least one Business Manager.

Users also have to be managed within the Business Manager of the Facebook Account that is being used. The Page that is used should also be assigned to that user.

If you aren’t able to see the list of Ad Forms inside LeadsBridge as shown below, you could have one of the following cases:

1. The Facebook Account isn’t associated with a Business Manager
2. The Facebook Page isn’t associated with a Business Manager
3. The Facebook Account’s user ( People) isn’t associated with the Facebook Page inside the Business Manager

To troubleshoot the above issue, we suggest following these steps:

1. Create a Business Manager associated with your Facebook Account
2. Add the _Page_ to at least one Business Manager
3. Connect your _Account_( People) to the Facebook Page within the Business Manager

The Page that you want to manage inside LeadsBridge needs to be included in at least one Business Manager associated with the Facebook Account. The same Page should also be assigned to the Account which is used inside the Bridge.

Why can’t I see my Facebook Campaign Name?

First of all, make sure your Campaign is activated on the Facebook side. The Delivery column of the Ads Manager is where you can check the status of your Campaigns and find information about any problems.

When your Campaign is active, you’re able to see more information about its delivery (it's active when the toggle switch is blue). When your Campaign is deactivated, it shows as Off status in the Delivery column, and the Campaign Name won't be triggered in LeadsBridge.

**Why do I receive the Campaign ID instead of the Campaign Name?**

If you receive the Campaign ID instead of the Campaign Name is because the Ad Form connected to the bridge is associated with a Campaign owned by another Ad Account and not by the one connected to the bridge.

This happens because the Campaign is associated with a single Ad Account, while the Ad Form could be visible from different Ad Accounts because the Ad Form is related to a Facebook Page.

In this case, the best practice is to use a single Ad Account for a Campaign and Ad Form.

If you are using the Facebook Account connection with LeadsBridge, please ensure your Facebook Business Account is connected to the correct Facebook Ad Account.

Please refer to our community article to authorize my Facebook Ad Account.

If you have any questions about Facebook, contact Support for further assistance.

Type something

URL: https://community.activeprospect.com/posts/4738143-leadconduit-101-submission-instructions Page Title: LeadConduit 101: Submission Instructions Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-63647ba7-d332-4306-b7d4-19f04b055446.png Scraped At: 2025-05-30 00:16:11.429


_Scott McKee_

Updated February 13, 2024. Published June 27, 2022.

Details

LeadConduit 101: Submission Instructions

Overview

LeadConduit automatically generates instructions for sending lead data for each source in a flow. The instructions are called Submission Instructions and they are unique to each source. Submission Instructions  provide details on where to send the information (a Posting URL) and a list of fields the flow will accept. It also provides some insight into what kind of leads the flow will and won’t accept, as well as an interactive example.

Submission Docs Access

If this is your first time opening a third party partners Submission Docs, you will be prompted to either log in or create a free account. Upon login or account creation, you will be redirected to your Submission Docs.

Submission Instructions Sections

At the top right of the page is a ""share"" button and an ""Import Leads"" button for the leads provider to get started. Before they do that, though, they should review the individual sections on this page, as there is important information about what is accepted, how it is accepted, etc. These sections are hyperlinked on the left under ""Table of Contents"", so clicking on a section header will jump them directly to that section.

Overview: Explains how to use the Submission Doc and who to contact if there are issues.

Submission URL: Provides the URL for that customer's specific LeadConduit flow.

Fields: Provides a list of fields that can be submitted along with examples.

Acceptance Criteria: Explains what criteria is needed for the lead submission to be considered a success. If the criteria isn't met, the lead will be returned as a failure.

HTTP Method: Provides instructions on how to submit the leads, such as with GET or POST (recommended), using JSON or XML, etc., as well as what types of responses to expect (success, failure, or error) and in what format they will be provided. Selecting the Method in the dropdown will change the examples shown below.

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How to Redirect: Provides a redirect URL when customers are generating first party leads on a webform and want the user to be sent to a specific web page after submitting the form.

Interactive Examples: Allows the user to select their HTTP method from the dropdown, select test data on the left side, and click the ""Continue"" button at the bottom. This will generate an example request and response in the selected HTTP method format on the right side.

2021-02-25_14-21-31 - TechSmith Screencast

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Type something

URL: https://community.activeprospect.com/posts/5090371-how-to-setup-facebook-conversion-api Page Title: How to setup Facebook Conversion API? Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-57d78eb3-93ec-43f8-ae43-a5391488a4cf.png Scraped At: 2025-05-30 00:16:11.681


_Claudia Melis_

Updated November 7, 2023. Published June 20, 2023.

Details

How to setup Facebook Conversion API?

Facebook Conversions API (or Server-Side API) is designed to help businesses maintain data privacy while delivering personalized experiences to their customers without relying on browser-based tools like cookies.

Additionally, Conversions API provides businesses:

• Full funnel visibility: it offers businesses the ability to share a wider array of data with us currently captured by Pixel. This gives businesses full-funnel visibility.

• Accurate data sharing: data sharing through Conversions API is more accurate than other methods; businesses don’t have to worry about data getting lost because of a browser crash or an ad blocker.

• Data control: Conversions API gives businesses more control over what they share. That means businesses that implement the Conversions API can decide what to share and when to share it.

LeadsBridge will send anonymized data to Facebook using the SHA-256 algorithm. By design, LeadsBridge will not store any sensitive data in its database.

LeadsBridge only acts as a “hub” or “middle-ware” that retrieves the information from your data warehouse (e.g. CRM, etc.), validates the information, and push to Facebook using their API.

In this guide, you’ll learn how to create a Bridge between your Facebook Conversions API and your CRM.

A Bridge is a word we use to describe a connection between a Source, in this case, your CRM, and a Destination, in this case, your Facebook Conversions API.

Facebook Conversions API lets you:

• Measure customer actions in more ways. For example, you can share delayed values, user scores, or lead scores and use them for optimization in our other business tools.

• Improve reliability to send events for measurement and optimization when used along with the pixel. The Conversions API will help capture events that you may lose due to poor network connectivity or long page load times.

• Control the data you share. You can include more meaningful data about your users, such as their user scores, alongside the event data you share with Facebook via the Conversions API.

This can help you better understand the ROI of your advertising and allows you to optimize for the outcome that matters most to your business.

After you finish your Bridge setup, LeadsBridge will start automatically syncing your data, retrieving them from your CRM, and keeping them synced with your Facebook account.

Conversions API step-by-step setup

**1\. Select the source**

This is the first part of the Sources step; in this step, you should select the CRM or Platform from which LeadsBridge will retrieve your data.

For these guidelines, we will use Salesforce and create a new Salesforce Integration. Still, you can use any of the hundreds of integrations available in LeadsBridge (e.g. SFDC, HubSpot, SFTP, Database, CSV files).

After we have selected our Integration, we can select the Destination settings.

**2\. Integration setup**

This is the Integration step; in this step, you will create the connection with your CRM by clicking Create a new integration, in this case, Salesforce. You can click on Authorize to set the connection between Salesforce and LeadsBridge.

Since we are using Salesforce, you set set some integration options such as Use sandbox?

If you have already created your Integration, you can jump to the next step.

The parameters may vary according to the Integration you’re using. You should type your Integration name and confirm it. So, you will be redirected to the bridge.

**3\. Source setup**

This is the second part of the Sources step; in this step, you can select the type of segmentation concept you want to use while retrieving the selected Source objects. For example, if you choose Salesforce, LeadsBridge will retrieve your List Views, which is a Salesforce segmentation concept.

After that, in the Manage ”Objects“ as dropdown, you should choose the kind of object you want to retrieve from Salesforce. If, for instance, your business uses the Salesforce Opportunity, please select that option in the dropdown. Otherwise, if you want to keep the Leads or Contacts from your websites synced, choose those kinds of objects.

Then, in the Use ”Segment“ as dropdown, you should choose the type of segmentation concept you would like to use when retrieving your Integration objects. Since we are using Salesforce, we may select List Views as a segment to receive the contacts that belong to a specific List. For instance, let’s say that you have a specific List View that contains all the contacts that showed Interest when being reached by your call center.

**4\. Account information**

This is the Destination step; in this step, you need to select the System User you want to connect to. When the Bridge is ready, LeadsBridge can periodically sync and update your CRM data with your Facebook Conversions API.

Initially, you’ll need to connect to LeadsBridge the Facebook Ad Account that you’ll be using in your Campaigns, and create a System User.

1. Select the System User that you previously created from the dropdown. Alternatively, click on the Create a new Integration button and select the Business Manager you want to create the System User. LeadsBridge will attempt the System User creation for you.

2. Now, on the Facebook side, follow these steps:

3. Go into Business Manager Settings: [https://business.facebook.com/settings](https://business.facebook.com/settings ""https://business.facebook.com/settings"")

4. Select your Business Manager

5. From the left menu, select Data Sources and then Pixels

6. Select the Pixel you want to connect to CAPI (e.g. “My Facebook Pixel”) and click on the Add People button

7. Select LeadsBridge_SystemUser (which has been created at the end of step 5 above) and tick Manage Pixel

8. Click Assign to save and submit


Now that you have connected the Facebook Ad Account and created the System User, we can proceed with the bridge configuration steps.

**5\. Pixel settings**

This is the first part of the Settings step; in this step, you should select the Pixel to which you want to send your data.

1. In the Pixel dropdown, choose between creating a new Conversions API or select one that you’ve previously created.

2. Under the Sync Each dropdown, you should define the Sync frequency you would like to use; we recommend using the 24-hour sync frequency.

3. Then, in the Start Sync At dropdown, you may choose at which specific time of the day you would like to start the syncing process; we advise you to leave it as Automatically Detected.

4. If you are ingesting conversions without a specific value, we suggest flagging the default conversion value to 1 and the default conversions currency to USD.

5. In this last selection option, you may set your Bridge on Live Sync and start sending your data into your Facebook Pixel, or set it as Simulation and allow LeadsBridge to elaborate and validate your source data, excluding the syncing process. Thanks to this latter option, you will be able to double-check the information sent to Facebook when you set the Bridge on Live Sync mode.

6. Finally, click on the Continue button

**6\. Source Filter**

Also, if you click on Add Filter for Incoming Leads, you will define Conditions on which you can set further segmentation filters for your contacts. In this way, you may allow contacts to be sent into your Facebook Pixel based on some conditions like, for instance, a filter that will only allow the syncing of contacts that have been assigned a specific State or Stage in your CRM.

After you have selected your Segmentation and optionally assigned your Source Filter, you can click on Save Changes to continue with the following step.

**7\. Fields Mapping**

This is the Fields Mapping step, and it is the most important part of the Bridge creation. In this step, LeadsBridge will ask you to do the mapping between the fields requested by Facebook to recognize the Pixel with your CRM data.

Notice that Facebook doesn’t need to receive your contact's Email address, Phone number, and so on, but this kind of mapping between Facebook and the source CRM fields will increase the Matching Rate.

Facebook allows advertisers to send multiple pieces of information to recognize their users.

You can map 1st party data (e.g. email, phone, etc) or additional data (e.g. lead_id, browser agent data, fbclid, etc) to allow the Facebook platform to properly match your data with the Facebook platform data.

For sure, the more data you will send to the Facebook platform, the higher will be the matching rate, and the more accurate will be the attribution rate.

Here you can find a list of full matchable data [_https://developers.facebook.com/docs/marketing-api/server-side-api/parameters_](https://developers.facebook.com/docs/marketing-api/server-side-api/parameters ""https://developers.facebook.com/docs/marketing-api/server-side-api/parameters"")

Make sure to map every mandatory value marked with a blue star. Usually, Action Source, Event Name, and Event Time are mandatory values, so you should map them accordingly.

You may also want to map fields such as Event Value or Event Currency if, for instance, you’re syncing your opportunities, which usually have a specific amount.

Once you have mapped all the required and optional fields, you can click on Continue to activate your Bridge.

That’s it. When the sync period begins, your Bridge will start the elaboration and validation of your Source data and, if you have set your Bridge on Live Sync, LeadsBridge will sync the data to your Facebook Pixel.

So, once the first sync process ends, you’ll be able to see your matched CRM contacts inside your Facebook Events Manager.

Type something

URL: https://community.activeprospect.com/posts/5073035-how-to-enable-facebook-leads-ads-and-audiences-tos Page Title: How to enable Facebook Leads Ads and Audiences TOS? Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-f1f31b58-e4c1-4727-a30b-259255eb1fc6.png Scraped At: 2025-05-30 00:16:12.463


_Claudia Melis_

Updated May 14, 2025. Published May 29, 2023.

Details

How to enable Facebook Leads Ads and Audiences TOS?

In order to use Facebook Lead Ads and LeadsBridge, you need to accept:

1. The Facebook Ads TOS
2. The Lead Ads TOS

Note that the TOS must be accepted at the Page level

Facebook prohibits a specific action once the lead is collected, such as creating a username and password inside the Lead Ads form.

LeadsBridge offers you custom integration and solutions, but we are not responsible for a potential ban or violation of Facebook Inc. TOS and policies.

You are responsible for your own action, even if you create a custom integration through LeadsBridge.

LeadsBridge is free to terminate your account if you fail or ignore to comply with the Facebook TOS and policies.

**Privacy Policy in your Lead Ad**

Facebook, moreover, requires you to have a clear Privacy Policy in your Lead Ads form. Please refer to your Ad account manager to get more information, or visit this page to generate a Lead Ads privacy policy (maintained by Iubenda).

If you are unsure about which Privacy policy is provided in your Lead Adverts, please call your Accountant or your Layer for further information.

**Custom Audiences TOS**

In order to use Facebook Custom Audiences with LeadsBridge, you need to accept the following:

1. The Facebook Custom Audiences Terms
2. The Facebook Terms For Conversion Tracking, Custom Audiences From Your Website, and Custom Audiences From Your Mobile App

Moreover, while syncing your Custom List Custom Audiences with your CRM/ESP, you have to accept our TOS and state that the data housed in your own CRM have been legally collected from reliable sources and that you have permission to use them for marketing purposes.

Importing data on Facebook without the express permission to use them may violate the law and result in the suspension of your Facebook advertising account and your  LeadsBridge account as well.

How to accept Facebook Custom Audience TOS?

If you're experiencing an error while setting up Facebook Custom Audiences on your LeadsBridge account, it might be related to the Custom Audience Terms of Service (TOS), which need to be accepted on Facebook.

1. Go to the Facebook Ads Manager and select your Facebook Ad Account. Open the hamburger menu and go to the Audiences section. On the top of the screen, a blue bar will appear, asking you to accept the TOS for the Ad Account.
2. As an alternative, you can also click on the Accept TOS link that shows up in the error message on LeadsBridge . This will send you to a new page where you can accept the TOS.

Please note that the TOS should be accepted for every Facebook Ads account separately.

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URL: https://community.activeprospect.com/series/4881972-trustedform-overview Page Title: TrustedForm Overview Screenshot URL: https://service.firecrawl.dev/storage/v1/object/public/media/screenshot-065a5743-c1ed-4a9c-a5a4-282f79b9618d.png Scraped At: 2025-05-30 00:16:12.866


_Lavinia Bonamassa_

Updated November 3, 2023. Published December 4, 2022.

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TrustedForm Overview

TrustedForm overview and basic info

(NOT AVAILABLE) Hands-on With TrustedForm

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TrustedForm API Overview_Kami Berge_\\ \\ Published on December 16, 2020\\ \\ 2\\ \\ 

TrustedForm Glossary_Ashley Thomas_\\ \\ Published on December 6, 2022TrustedForm terms and what they mean\\ \\ 3\\ \\ 

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