Getting Started for Lead Buyers with the Platform

Guide Overview

Summary:
As a lead buyer, your main objectives are acquiring high-quality leads, ensuring compliance, optimizing your spending, and maximizing your return on investment (ROI). This guide explains how lead buyers can quickly get started on the ActiveProspect platform —including inviting sellers, retaining TrustedForm Certificates, and rejecting unwanted leads.

Learning Objectives:

• Create your first flow
• Invite Sellers or Configure First-Party Lead Sources
• Map incoming lead fields and set acceptance criteria for high‑quality data
• Set up filters to automatically reject unqualified leads
• Retain TrustedForm certificates for legal compliance and fraud prevention
• Store TrustedForm certificate URLs in your CRM system for later verification
• Integrate optional add‑ons for enhanced data validation and enrichment
• Configure lead delivery processes to external systems
• Ensure TrustedForm Certificates are sent to your crm for quick access

Quick Start Workflow

1. Create your First Flow
2. Set Up Lead Sources
3. Map Fields & Set Acceptance Criteria
4. Retain TrustedForm Certificates
5. Reject Leads with Filters
6. Set Up Lead Delivery
7. Optional Add‑Ons Configuration

Step‑by‑Step Instructions

Step 1. Create your First Flow

A Flow is a comprehensive, sequential pipeline used in LeadConduit to capture, validate, enhance, and deliver leads. What is a flow?

Instructions:

1. Navigate to the flows section
2. Select Create Flow, select the TrustedForm Retain Template
3. Name your Flow based on the campaign or leads
4. Save your flow

Expected Result:
New flow is created

Step 2. Set Up Lead Sources

• Goal: Set up and verify the lead sources from which you will receive data.
• Context: Lead sources represent your lead channels. Configuring these correctly ensures that leads are tracked, attributed, and managed efficiently.

Instructions:

For leads purchased from partners:

1. Select ‘Add to Flow’ then ‘Sources’
2. Invite your vendors by selecting ‘Create New Source’ and sending an invite to their business email address
3. Click “Send Invitation” to deliver the onboarding details to your vendors.
4. Ensure that your lead sellers provide the TrustedForm Certificate URL as part of the lead data. This URL is a standard data point alongside other lead information like name, phone, and email.
   If they are not familiar, ask them to sign up for TrustedForm Certify and implement it on all their sources.

For first party leads generated on your own properties:

1. Select ‘Add to Flow’ then ‘Sources’
2. Add any first party lead source using our library of integrations(LEARN MORE SOURCE PLACEHOLDER)

Share this Implementation Guide with your Lead Vendors.

Expected Result:
Your flow is ready to receive leads from all your sources.

Step 3. Map Fields & Set Acceptance Criteria for each Source

• Goal: Ensure incoming lead data is correctly aligned with your CRM or backend system by mapping fields and defining acceptance criteria.
• Context: Proper field mapping, combined with robust acceptance criteria, guarantees that and only leads that meet the defined minimal quality rules (such as having non‑blank required fields) are accepted to enter the flow.

Instructions:

1. In Flow Set Up, slect ‘Fields’ and enable desired fields from our standard library and/or create new fields if needed
2. Map each incoming lead field (e.g., Email, Phone, First Name, Last Name) to the corresponding field in your CRM.
3. For each critical field, set an acceptance rule such as “is not blank” or specify allowed value lists (e.g., “State is included in [CA, NY, TX]”). This rule will reject leads that dont meet your criteria.
4. Save your mapping and criteria settings after verifying that all necessary rules are in place.

Expected Result:
Your flow displays mappings between standardized fields and their external names. When leads are submitted, the system translates incoming fields for consistent processing and only accepts leads that meet your minimum quality requirements (e.g., required fields are not blank).

Step 4. Retain TrustedForm Certificates

• Goal: Enable the retention of TrustedForm certificates for every lead to document how it was generated and protect against fraud.
• Context: TrustedForm certificates capture session details and form data interactions. Retaining these certificates is essential for compliance and dispute resolution.

Instructions:

1. Because you used a Template, the TrustedForm Retain step was automatically added for you!

Expected Result:
Every lead processed that meets your acceptance criteria will have an associated TrustedForm certificate retained, providing a clear record of the lead event and form interaction details.

Step 5. Reject Leads with Filters

• Goal: Automatically stop the processing of leads that do not meet quality standards by implementing filter steps.
• Context: Filters validate enhanced data and complex conditions after the lead enters the flow; using them prevents costly processing on low‑quality leads.

Instructions:

1. Select ‘Add to Flow’ then ‘Filter’
2. Create filter rules that identify unqualified leads, such as:
     – If phone validation returns “invalid” or if email validation outcome is “invalid”

• For this example let’s set a rule to reject any leads where the TrustedForm Retain process errored, meaning you dont have a certificate for the lead

4. In the filter rules, set TrustedForm Outcome is equal to error
5. Save the filter step and run tests to confirm that leads failing the criteria are rejected immediately.

Expected Result:
Leads that do not satisfy the defined quality conditions are rejected early in the flow, ensuring only qualified leads continue processing.

Step 6. Set Up Lead Delivery to your CRM

• Goal: Configure the final delivery of filtered, enriched, and documented leads to your external systems.
• Context: Once a lead passes through all validations and filters, it is ready to be sent to its destination, whether that’s a CRM system, buyer portal, or another endpoint.

Instructions:

1. Select ‘Add to Flow’ then ‘Integration’
2. Choose the appropriate lead destination from our integrations library, such as Salesforce, HubSpot, or a custom endpoint.
3. Configure the necessary field mappings to ensure all relevant data.
4. Ensure the included TrustedForm certificate URLs are stored with the lead data by mapping the field designated to hold TrustedForm certificate URLs (e.g., “TF Certificate URL”) to the corresponding custom field in your CRM.
5. Save the delivery configuration and run test submissions to verify that leads are reaching the destination with complete data.

Expected Result:
Every purchased lead is delivered seamlessly to your CRM with a TrustedForm certificate URL, enabling your team to later audit consent details with ease.

Step 7. Optional Add‑Ons Configuration

• Goal: Integrate optional add‑ons to enhance lead data through advanced validation services such as phone validation, email scoring, and data appending.
• Context: While not required for basic processing, add‑ons provide extra layers of validation and enrichment that can boost lead quality and conversion rates.

Instructions:

1. In the Flow Editor, click “Add to Flow” and select “Add-on”.
2. Choose from available add‑on services (e.g., advanced phone validation, address verification, identity checks).
3. Follow the on‑screen instructions to enter your credentials or select preset configurations.
4. Configure any service‑specific options (such as threshold values or scoring ranges).
5. Save your settings and run a test to ensure the add‑on integrates seamlessly with your flow.

Expected Result:
Optional enhancements are activated and integrated, enriching lead data before it is delivered, which can improve downstream conversion metrics.

Validate Your Setup

To confirm your configuration:

1. Submit a range of test leads that include all necessary fields and TrustedForm certificate data.
2. Check your CRM and dashboard to ensure only leads meeting all criteria are delivered.
3. Review the flow’s event logs to verify which leads were filtered and the corresponding rejection reasons.
4. Confirm that the TrustedForm certificate URLs appear for all successful leads and can be viewed (meaning they were successfully retained).
5. Run periodic tests to ensure that any updates to sources or integrations do not disrupt the flow.

Troubleshooting

Frequently Asked Questions (FAQ)

How do I know which sellers to invite?

Focus on sellers with a proven record of quality lead submissions and ensure they meet any specified qualifications in your invitation criteria.

What if a lead fails acceptance criteria?

The lead is rejected immediately and does not enter the flow; the source receives an error message detailing which criteria were not met.

Can I update the length of time TrustedForm certificates are stored after going live?

Yes, managed customers can modify certificate retention periods by contacting their customer success manager.

Do I need optional add‑ons for effective lead processing?

While not strictly necessary, add‑ons can greatly improve data quality by validating phone numbers, emails, and other data points before delivery.

How does filtering by TrustedForm Verify result work?

TrustedForm Verify is one of the Add-Ons you have the option of using. You can configure what is checks for in your verification criteria and add a filter to reject leads that fail.

Glossary

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