Capturing leads from Formidable

Guide overview

Summary:
This guide demonstrates how to capture leads from Formidable forms by integrating TrustedForm Certify so that every submission is accompanied by a certificate URL documenting user consent.

Learning objectives:

• Navigate the Formidable Forms dashboard in WordPress.
• Embed the TrustedForm Certify JavaScript snippet into a Formidable form.
• Validate that a hidden certificate field is injected and populated with the TrustedForm Certificate URL.
• Troubleshoot common issues in the integration process.

Quick start workflow

1. Sign up / Log in
2. Configure basic settings in WordPress and Formidable Forms
3. Embed the TrustedForm Certify script into the form
4. Test and validate the integration
5. Review and troubleshoot as needed

Step‑by‑step instructions

Step 1. Access your Formidable Forms dashboard

• Goal: Open your Formidable Forms dashboard to locate an existing form or create a new one for capturing leads.
• Context: Formidable Forms is a powerful WordPress form builder that allows you to quickly design custom forms for lead generation. Ensure you are logged into your WordPress admin panel and that the Formidable Forms plugin is active.

Instructions:

1. Log in to your WordPress admin dashboard.
2. In the left-hand sidebar, click on the “Formidable” menu to access the Formidable Forms dashboard.
3. Either select an existing form from the list or click “Add New” to create a new form. In the example below, we’re using a simple contact form.
   
   
   

Step 2. Embed the TrustedForm Certify script into your form

• Goal: Integrate the TrustedForm Certify JavaScript snippet into your Formidable form so that a hidden field is automatically added to capture the certificate URL.
• Context: TrustedForm Certify works by generating a unique certificate URL upon page load. This URL—inserted into a hidden field (default name “xxTrustedFormCertUrl”)—provides evidence of user consent and can later be used for compliance and lead validation.

Instructions:

1. In the Formidable Forms editor, make sure you’re under the ‘Build’ page. On the left-hand sidebar, click on ‘</> HTML’ to add a new “HTML” block to your form.
   
   
   
2. Ensure the HTML block is added just above the submit button.
   
   
   
3. Now click on the ‘Custom HTML’ block, and a small ‘Content’ window will appear in the left-hand sidebar, here is where you will paste the TrustedForm Certify Javascript.
4. Log in to your TrustedForm account and navigate to the Certify section to locate your unique JavaScript snippet.
5. Copy the TrustedForm Certify JavaScript snippet provided in your account.
6. Paste the snippet into the ‘Content’ area of the HTML field you added, then click on the ‘Update’ button on the top right corner.
   
   
   
7. (Optional) If you wish to customize the hidden field name, update the snippet’s configuration by changing the “field” variable (for example, from “xxTrustedFormCertUrl” to a custom field name). Make sure this field name is noted for later verification.

Expected result:
After saving the form, the underlying HTML includes the TrustedForm Certify script. When the form page loads, the script automatically injects a hidden field with a certificate URL starting with “https://cert.trustedform.com/”.

Step 3. Save and test your form

• Goal: Verify that the TrustedForm integration is functioning correctly and the hidden certificate field is captured with the lead submission.
• Context: Testing the form ensures that the TrustedForm Certify script properly inserts the hidden field and that the captured certificate URL is transmitted when the form is submitted.

Instructions:

1. Open the live page containing your form in a browser (using incognito mode can help bypass cached versions).
2. Right-click on the page and select “Inspect” to open Developer Tools, then search for the hidden field name (e.g., “xxTrustedFormCertUrl” or your custom name).
3. Confirm that the hidden field exists and its value begins with “https://cert.trustedform.com/”.
4. Submit a test entry on the form and review the submission data to ensure the TrustedForm Certificate URL is included.
5. If integrated with CRM or lead distribution systems, verify that the certificate data is recorded alongside other lead information.

Expected result:
The hidden certificate field is present on the live form and contains a valid URL. A test submission should transmit the certificate URL along with other lead data, confirming successful integration.

Troubleshooting

Frequently Asked Questions (FAQ)

What is TrustedForm Certify?

TrustedForm Certify is a service that generates a unique certificate URL on form pages to document user consent. This certificate URL, added as a hidden field, serves as legal proof of lead consent.

How do I obtain the TrustedForm Certify script for my form?

Log in to your TrustedForm account, navigate to the Certify section, and copy the provided JavaScript snippet. Then paste it into an HTML field in your Formidable form.

Can I change the name of the hidden field that holds the certificate URL?

Yes. You can modify the “field” variable within the TrustedForm script to use a custom field name. Just be sure to update your verification process accordingly.

How can I test if my integration is working properly?

After saving your form and loading the live page, inspect the form’s markup for the hidden certificate field and submit a test entry to ensure the certificate URL is captured and transmitted with the lead data.

What should I do if the TrustedForm Certificate URL is not being captured?

Check the placement and configuration of the TrustedForm Certify script in your HTML field, ensure JavaScript is enabled, disable any ad blockers, and verify that the form submission process captures all injected fields.

Glossary

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