Capturing leads from 123FormBuilders

Guide Overview

Summary:
This guide demonstrates how to capture leads from 123FormBuilders by integrating TrustedForm Certify into your online form, ensuring that each submission is accompanied by a certificate URL documenting consumer consent and activity.

Learning Objectives:

• Understand how TrustedForm Certify works and how to retrieve your unique JavaScript snippet
• Learn how to access and edit your 123FormBuilders form to embed the TrustedForm script
• Configure and validate the integration so that each lead submission includes a verifiable certificate URL
• Test and troubleshoot common issues related to the integration

Quick Start Workflow

1. Sign Up / Log In
2. Configure Basic Settings
3. Add the TrustedForm Certify Script to your 123FormBuilders Form
4. Verify Your Setup
5. Test the Form Submission

Step‑by‑Step Instructions

Step 1. Obtain Your TrustedForm Certify Script

• Goal: Secure your unique TrustedForm Certify JavaScript snippet which captures consumer interactions and generates a certificate URL.
• Context: TrustedForm Certify runs behind the scenes when a page loads; it collects browser and environmental data and then returns a certificate URL that gets added as a hidden field to your form. This proof of consent helps ensure regulatory compliance.

Instructions:

1. Log in to your TrustedForm account.
2. Navigate to the Certify (Web SDK) tab.
3. Copy the provided JavaScript snippet unique to your account.

Expected Result:
You have a fully configured TrustedForm Certify script ready for embedding.

Step 2. Open Your 123FormBuilders Form Editor

Instructions:

1. Log in to your 123FormBuilders account.
2. Select the form you want to use for capturing leads or create a new form.
   
   
   
3. Click on the ‘Set up’ tab:
   
   
   

Expected Result:
The form editor displays your lead capture form with editable sections.

Step 3. Embed the TrustedForm Certify Script into Your Form

Instructions:

1. Once on the ‘Set up’ tab, click on ‘Advanced’ on the left-hand sidebar.
   
   
   
2. Then click on the ‘Form’ tab. Then select ‘Add a JS script to your form’.

• Here we will be entering the URL of a .js file which holds the TrustedForm script.
• To do that, first create a JS file that holds our TrustedForm script, then upload the JS file on a trusted web server or your own and use the URL where the file is located (e.g. https://mydomain.com/my-javascript.js). There are web services that host JavaScript files for you, but they represent certain risks, such as data corruption or service retirement. That’s the reason why it is best to host them on a web service where you have administrative access.

3. Once you have entered the URL of the JS file, click on ‘Save’, as follows:
   
   
   

Expected Result:
The TrustedForm Certify script is successfully embedded in your form, automatically inserting the hidden certificate URL field upon page load.

Step 4. Save, Preview, and Validate the Integration

• Goal: Confirm that the TrustedForm Certify integration is active and that the hidden certificate URL field is correctly populated on your form.
• Context: Previewing the live form and using developer tools (e.g., the browser’s Inspect feature) provides a way to verify that the script is executing properly and that the certificate URL field contains a valid URL.

Instructions:

1. Save your changes within the form editor.
2. Click the “Preview” button to launch your form in a new browser window.
3. Use your browser’s “Inspect” tool to locate the hidden field (e.g., “xxTrustedFormCertUrl” or your custom field name) and check that its value begins with “https://cert.trustedform.com/”.

Expected Result:
The form preview loads successfully, displaying all intended form fields while the hidden TrustedForm field is present and populated with a certificate URL.

Validate Your Setup

To confirm that the integration is working correctly:

• Preview your live form and use the browser’s Developer Tools to inspect the form’s hidden fields, ensuring that the TrustedForm certificate URL is present and properly populated.
• Submit a test lead and review the data in your backend or CRM to verify that the certificate URL is included along with all other captured fields.
• Optionally, click the certificate URL to view the full TrustedForm certificate and session replay in your TrustedForm account.

Troubleshooting

Frequently Asked Questions (FAQ)

What does TrustedForm Certify do when integrated into my form?

TrustedForm Certify runs on your webpage to capture consumer interactions, then generates and inserts a hidden certificate URL field that documents consent and other session data.

Can I customize the name of the hidden certificate URL field?

Yes, you can modify the “field” variable in the TrustedForm script to set a custom field name. Just ensure that your backend system is configured to capture data from that custom field.

How do I verify that my TrustedForm integration is working?

Preview your form, use your browser’s inspect tool to check for the hidden certificate URL field, and submit a test lead. The submitted data should include a valid URL starting with “https://cert.trustedform.com/.”

What should I do if I don’t see the TrustedForm certificate URL in my submitted data?

Confirm that the TrustedForm script is properly embedded in an HTML block within your form and that your backend system is set up to capture dynamic hidden fields. Also, check for any browser restrictions such as disabled JavaScript or active ad blockers.

Glossary

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