Capturing Leads from GravityForms

Guide overview

Summary:
This guide explains how to capture leads on your WordPress site by integrating Gravity Forms with TrustedForm Certify—ensuring that each form submission is accompanied by a certificate URL that documents consumer consent.

Learning objectives:

• Learn how to add the TrustedForm Certify script to a Gravity Forms form.
• Understand best practices for positioning and customizing the HTML field for TrustedForm integration.
• Verify that the TrustedForm Certificate URL is generated, injected, and transmitted with each lead submission.
• Troubleshoot common issues encountered during the integration process.
• Ensure regulatory compliance by documenting consumer consent.

Quick start workflow

1. Sign up / Log in
2. Configure basic settings
3. Embed TrustedForm Certify
4. Verify your setup
5. Explore next steps

Step‑by‑step instructions

Step 1. Add an HTML field to your Gravity Forms form

• Goal:
  Prepare your form to host the TrustedForm Certify script so that a certificate URL is generated on page load.

• Context:
  TrustedForm Certify works by injecting a hidden field (typically named “xxTrustedFormCertUrl”) into your form. Positioning this field immediately above the submit button ensures the script executes in time to capture consumer interactions before submission.

Instructions:

1. In your WordPress dashboard, navigate to Gravity Forms and open the desired form or create a form (‘Add New’). In the example below, we’re using a contact form.
   
   
   
2. From the “Add Fields” on the right-hand side panel, drag an “HTML” field into the form layout.
3. Position the HTML field immediately above the submit button for optimal script execution.
4. Click the HTML field to edit its content and prepare it for the TrustedForm script insertion.
   
   
   

Expected result:
An HTML content block appears in your form, ready to embed the TrustedForm Certify script so the hidden certificate URL field is dynamically generated for each visitor.

Step 2. Retrieve and paste your TrustedForm Certify script

• Goal:
  Embed the TrustedForm Certify JavaScript snippet into your form to automatically generate and populate a hidden certificate URL field.

• Context:
  Log into your TrustedForm (ActiveProspect) account, navigate to the Certify tab, and copy the provided JavaScript snippet. By default, the script inserts a hidden field named “xxTrustedFormCertUrl” into your form; you may customize this via the “field” variable if needed.

Instructions:

1. Log into your TrustedForm account and navigate to the Certify section.
2. Locate the “Javascript Snippet (Web SDK)” and copy the TrustedForm Certify code.
3. Return to the Gravity Forms editor and click on the HTML block you added previously. On the right-hand side panel, expand the ‘General’ section.
4. Paste the TrustedForm Certify script into the ‘Content’ area of the HTML field.
   
   
   
5. If necessary, modify the “field” variable within the script to match any custom field naming conventions.
6. Save your form to ensure the changes are applied.

Expected result:
The TrustedForm Certify script is embedded into the form. When a visitor loads the page, the script executes in the background, generating a certificate URL and inserting it into the hidden field before the form is submitted.

Step 3. Preview and verify the TrustedForm integration

• Goal:
  Confirm that the TrustedForm Certificate URL is generated and correctly injected into your form to ensure that each lead submission is properly documented.

• Context:
  Verification involves checking that the hidden field (e.g., “xxTrustedFormCertUrl”) is present in the Document Object Model (DOM) and populated with a valid certificate URL that begins with “https://cert.trustedform.com/”. This step is essential for ensuring compliance and accurate lead documentation.

Instructions:

1. Preview your Gravity Forms page on your live WordPress site.
2. Open your browser’s developer tools (typically by right-clicking and selecting “Inspect”) and examine the form’s HTML for the hidden certificate URL field.
3. Verify that the hidden field is populated with a URL starting with “https://cert.trustedform.com/”.
4. Optionally, submit a test entry to confirm that the hidden field’s value is transmitted along with the rest of the form data.
5. Cross-check your TrustedForm account dashboard to verify that a certificate was generated for the test submission.

Expected result:
A hidden field (usually named “xxTrustedFormCertUrl”) appears in the form’s HTML with a valid certificate URL. This confirms that the TrustedForm integration is successfully capturing consumer interactions and consent.

How to adjust the SDK to insert the certificate URL into your Gravity Forms hidden field

1. Insert a hidden field into your form within Gravity Forms.
   
   
   
2. Save the form, and then note the ID assigned to your hidden field by checking the hidden field settings in the top-right corner. In our example, the ID is 6. This ID is used to name the hidden field, and it will typically be formatted as input_ID, so in this case, it will be input_6.
   
   
   

• You can also obtain this information by following these steps:
  • Visit your website and open the page you want to inspect using your browser’s developer tools.
  • Locate the hidden field in your form, which should have a class of “gform_hidden”.
  • Take note of the input name assigned by Gravity Forms (e.g., input_6)
    
    
    

3. Go to the certify tab of your TrustedForm account to edit the field names used in the Javascript Snippet (SDK). Navigate to the Script Configurations section, then update the “Field” blank to match the input name assigned to your hidden field by Gravity Forms. As you update the ‘Field’, the Javascript Snippet below gets updated too.
   
   
   
4. Now copy the modified Javascript Snippet (SDK) and insert it into your Gravity Forms, in the same place you added the SDK previously. After this, the TrustedForm Certificate should be inserted into the hidden field you created.

Validate your setup

To ensure your Gravity Forms integration with TrustedForm Certify is fully operational:

1. Submit a test entry via your form.
2. Use developer tools to inspect the form data and confirm that the hidden TrustedForm Certificate URL field is included.
3. Log into your TrustedForm account to check that a corresponding certificate was generated.
4. Verify that the certificate URL begins with “https://cert.trustedform.com/” and accurately reflects the consumer’s session details.
5. Use this information to confirm that the integration complies with regulatory documentation requirements.

Troubleshooting

Frequently Asked Questions (FAQ)

What if I do not see the hidden TrustedForm Certificate field in my form?

Confirm that you’ve added an HTML field immediately above the submit button and that you pasted the TrustedForm Certify script correctly. Use your browser’s “Inspect” tool to verify the field, and ensure that JavaScript is enabled and not blocked by any ad blockers.

Can I customize the name of the hidden TrustedForm Certificate field?

Yes. You can modify the “field” variable within the TrustedForm script to specify a custom field name. Be sure to update any related server-side processing to match this change.

How can I test if the TrustedForm Certificate is generated correctly?

Preview your form, use the browser’s developer tools to inspect the hidden certificate URL field, and submit a test entry. Then, check your TrustedForm account to confirm that a certificate was created with a URL beginning with “https://cert.trustedform.com/”.

Does the placement of the HTML field affect the script’s execution?

Yes. Positioning the HTML field immediately above the submit button ensures that the TrustedForm script executes before the form is submitted and that the certificate URL is generated properly.

What could cause the TrustedForm script not to work as expected?

Common issues include disabled JavaScript, ad blockers, misplacement of the HTML field, or conflicts with other scripts. Ensure your browser is up to date and test in different environments if problems persist.

Glossary

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