Getting Started for Lead Sellers with the API

Guide Overview

Summary:
This guide provides lead sellers with step‑by‑step instructions to generate certified leads and retain records of how their leads are generated.

Learning Objectives:

• Register for a TrustedForm account and obtain your unique API credentials.
• Create high quality leads with a reliable record documenting how they were generated.
• Protect yourself in case your buyers fail to follow best practices and you get pulled into litigation.

Quick Start Workflow

1. Sign Up / Log In
2. Register Domains Used to Generate Leads
3. Install TrustedForm Certify
4. Retain TrustedForm Certificates

Step‑by‑Step Instructions

Step 1. Sign Up and Log In

• Goal: Access your ActiveProspect account.
• Context:
  Lead sellers must have an account to use the TrustedForm tools available

Instructions:

1. Visit https://activeprospect.com and click “Get Started Today” to sign up for a new account if you don’t already have one.
2. If you do have an account, visit https://account.activeprospect.com and log in
3. Launch the TrustedForm product. (If this action is disabled visit the features page and enable TrustedForm Certify or contact your customer success manager)

Expected Result:
Your account is accessible and you have viewed the TrustedForm application.

Step 2. Register Domains Used to Generate Leads

• Goal: Establish ownership of the domains you use to generate leads
• Context:
  It is important to make sure that your domains are registered with ActiveProspect so you gain access to reporting/tools and inspire confidence that leads are generated by a reputable buisness.

Instructions:

1. Visit the domains page in your Activeprospect account.
2. Add your domains, then retrieve the unique TXT code for each one.
3. Add this code as a TXT record each of your domain’s DNS registrar. If you will be generating leads from subdomains of this domain, be sure to check the “Confirm ownership of all subdomains” option.

Expected Result:
All of your domains show an ownership status of “Confirmed”.

Install TrustedForm Certify

• Goal: Generate TrustedForm certificates with each of you leads.
• Context:
  Trustedform Certificates are digital records containing pertinent details about lead generation events. These are crucial components to enable your lead buyers to practice consent based marketing.

Instructions:

1. If generating leads on a website, Visit the Certify section in the TrustedForm application, copy the Javascript snippet and follow the instructions detailing how to add it to your forms.
2. If generating leads using a native mobile application, contact tf-product@activeprospect.com to help beta test our TrustedForm Certify Mobile SDK.

Expected Result:
Your generated leads include TrustedForm certificates that can be passed to your lead buyers.

Step 4. Distribute TrustedForm Certificates

• Goal: Allow your buyers to use TrustedForm Certificates.
• Context:
  Lead buyers use TrustedForm Certifcates to store records of lead generation events, audit lead generation practices and optimize their purchases. As a seller they will ask you to provide a TrustedForm Certificate URL to power all of these operations.

Instructions:

1. After installing TrustedForm Certify a certificate URL is appended to the form data submitted by the lead.
2. Send the certificate URL to your buyers along with the form data (e.g. name, email, phone)

Expected Result:
All certificates for your leads are retained and made accessible to you beyond their usual 90 day expiration date.JSON response highlighting key fields such as outcome, certificate details, and timestamps.

Step 5. Retain TrustedForm Certificates

• Goal: Store TrustedForm Certificates so you can access them for the entire period during which legal action may still be brought after a lead is created.
• Context:
  Standard TrustedForm certificates are only available for 90 days unless they are actively retained. To ensure you have long-term access to your proof of consent, especially for compliance and litigation protection, you should retain your certificates.

Instructions:

1. Visit the Certify section in the TrustedForm application
2. Scroll down to the “Auto Retain Confirmed Domain” section at the bottom of the page.
3. Switch the toggle to “Enabled” for all of your domains to retain certificates for all of your leads.
4. Save the TrustedForm Certificate URL for each lead in your CRM system or designated database. This URL is how you will locate the TrustedForm certificate generated for that lead.
5. If using the Certify Mobile SDK, you will have to set up a process to Retain certificates using the Certificate API.

Expected Result:
All certificates for your leads are retained and made accessible to you beyond their usual 90 day expiration date.JSON response highlighting key fields such as outcome, certificate details, and timestamps.

Validate Your Setup

To validate your complete integration:

• Generate a test lead using your lead generation forms
• Retrieve the TrustedForm Certificate URL from your system of record
• Wait ~15 mins and visit the certificate URL in a browser to ensure you can view it and are not prompted to retain it.
• View the session replay and confirm that it matches the actual user experience you witnessed while submitting the test lead.

Troubleshooting

Frequently Asked Questions (FAQ)

Why is my TrustedForm certificate not appearing after form submission?**

Ensure that the TrustedForm Certify script is correctly embedded on your page, that the form uses a standard HTML