Getting Started for Lead Sellers with the Platform

Guide Overview

Summary:
This guide explains how lead sellers can set up TrustedForm certificate delivery in their LeadConduit flows, invite buyers to benefit from these certified leads, properly configure lead delivery including field mappings, and verify that the entire process works as intended.

Learning Objectives:

• Understand how to integrate TrustedForm certificates into your LeadConduit flow to provide proof of consent.
• Recognize the benefits of inviting buyers to review certificate data for transparency and compliance.
• Configure delivery steps to correctly map and transmit certificate data to buyers.
• Verify through testing that your flow transmits complete and accurate certificate data.

Quick Start Workflow

1. Sign Up / Log In
2. Configure Basic Settings
3. Import or Create Data
4. Verify Your Setup
5. Explore Next Steps

Step‑by‑Step Instructions

Step 1. Deliver TrustedForm Certificates to Buyers

• Goal: Ensure every lead delivered to buyers includes a TrustedForm certificate to document consumer consent and enhance legal and brand protection.
• Context: The TrustedForm Add‑On in LeadConduit automatically retrieves a certificate from TrustedForm’s API. This certificate appends critical data—such as the Masked Cert URL, Share URL, and audit details—to each lead record, providing transparent verification of user interaction.

Instructions:

1. Log into your LeadConduit account and navigate to the flow’s Steps tab.
2. Open the Add to Flow menu and select Add‑Ons as the step type.
3. In the Add‑On selection screen, type “TrustedForm” in the search box, then select it by clicking on it.
4. When prompted, choose the TrustedForm product(s) that suit your needs—such as Retain for compliance, Insights for lead quality analysis, or Verify for one‑to‑one consent validation.
5. Configure any additional settings as required; for example, if using the Page Scan feature, enter the required text strings that must appear (or the forbidden strings).
6. Click Confirm and then Save your flow.

Expected Result:
Your flow now includes a TrustedForm Add‑On step that automatically retrieves and appends a certificate with key fields—such as Masked Cert URL, Share URL, Outcome, and Timestamp—to each lead prior to delivery.

Step 2. Why Invite Buyers?

• Goal: Communicate to buyers the value of receiving leads with attached TrustedForm certificates, reinforcing lead quality and legal compliance.
• Context: When buyers receive leads accompanied by a TrustedForm certificate, they have verifiable proof of consumer consent. This transparency not only enhances brand and legal protection but also builds buyer trust and can lead to better pricing through improved lead quality.

Instructions:

1. Prepare clear, concise communications (via email or presentation) that outline the benefits of TrustedForm certification, emphasizing legal and brand protection and data transparency.
2. Highlight that certified leads provide independent verification of consent, thereby reducing compliance risks associated with TCPA, CASL, and other regulations.
3. Demonstrate how certificate data, such as Masked Cert URL, Outcome, and Timestamp, appear in lead details, using real screenshots from your LeadConduit dashboard.
4. Provide buyers with supporting documentation and training resources to help them interpret and integrate the certificate data into their review processes.

Expected Result:
Buyers understand that TrustedForm‑certified leads provide additional assurances of consent, increasing their confidence in lead quality and compliance. They are motivated to work with you to capitalize on these enhanced performance indicators.

Step 3. Set Up Delivery

• Goal: Configure your lead delivery process so that the TrustedForm certificate data is properly mapped and transmitted to buyers along with the lead information.
• Context: Once TrustedForm certification is integrated into your flow, it is essential to update your Delivery (Recipient) Step field mappings so that key certificate fields—such as the Masked Cert URL, Outcome, and any additional audit data—are sent on to the buyer’s system.

Instructions:

1. In your flow, locate the Delivery (Recipient) Step responsible for sending leads to buyers and click to Edit Field Mappings.
2. Add mappings for the TrustedForm certificate data. For example, map the internal field masked_cert_url to the buyer’s expected parameter (using the proper prefix if using a pre‑built Add‑On or via manual mapping in custom integrations).
3. Ensure that additional certificate fields—such as share_url, outcome, timestamp, and any page scan results—are also mapped according to the buyer’s integration specifications.
4. Verify that each mapped field is correctly referenced in the recipient step settings, and update any transformation or formatting options as necessary (such as URL encoding or date formatting).
5. Save your changes.

Expected Result:
The Delivery (Recipient) Step is configured to send complete lead data along with TrustedForm certificate details. Buyers receive a fully mapped lead record that includes certification data, ensuring transparency and compliance information is available for review.

Step 4. Verify Your Setup

• Goal: Confirm that lead delivery—with TrustedForm certificate data—is working correctly from submission to buyer receipt.
• Context: Verifying your setup ensures that every lead is processed properly through TrustedForm certification, that certificate data is appended accurately, and that buyers receive leads as expected. This step is critical for troubleshooting and compliance validation.

Instructions:

1. Run a test lead submission using one of your lead sources.
2. Navigate to the LeadConduit Events tab and locate the test lead.
3. Inspect the event details to ensure that the TrustedForm certificate data (including Masked Cert URL, Outcome, Timestamp, and any Page Scan results) is present and accurate.
4. Confirm that the Delivery Step mappings have correctly transmitted all certificate fields to the buyer’s endpoint.
5. Optionally, forward the test lead to the buyer’s system and verify that they receive a complete record with the attached certificate and associated data.

Expected Result:
The test lead displays complete TrustedForm certificate data in the events log, and buyers receive leads with fully mapped certificate information. This confirms that your configuration is operational across all stages of the flow.

Validate Your Setup

To ensure your flow is functioning as expected, perform these checks:

• Submit several test leads and confirm that each lead includes TrustedForm certificate data with complete details (Masked Cert URL, Outcome, Timestamp, etc.).
• Verify that the Delivery (Recipient) Step mappings contain all necessary certificate fields as required by your buyers.
• Review the Events tab and your buyer dashboards to verify that certificate data is accurately captured and reflected.
• If buyer feedback is enabled, ensure that any status updates or conversion feedback properly reference the certificate data.

Troubleshooting

Frequently Asked Questions (FAQ)

What is a TrustedForm certificate?

A TrustedForm certificate is a specialized, third‑party record that documents a user’s interaction with a web form. It records consent and relevant session details—including page scan data and timing—which can be used for legal compliance and quality verification.

Why should I deliver TrustedForm certificates to buyers?

Delivering these certificates provides buyers with verifiable evidence of consent, reduces regulatory risk, and enhances lead quality. It also builds trust by offering an independent audit trail for each lead.

Can I use my existing Delivery Steps to include certificate data?

Yes. Simply update your Delivery (Recipient) Step field mappings to include the TrustedForm certificate fields provided by the Add‑On. No need to recreate the delivery process entirely.

How quickly will certificate data appear on a test lead?

Test leads typically display certificate data within minutes. If there are delays, review the TrustedForm Add‑On configuration and ensure that connectivity to the TrustedForm Certificate API is functioning as expected.

What should I do if a test lead does not include a certificate?

Confirm that the TrustedForm Add‑On is correctly configured in your flow, that all necessary certificate fields are mapped in the Delivery Step, and that the test lead meets all trigger requirements for certificate retrieval.

Glossary

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