Capturing leads from Landbot

Guide overview

Summary:
This guide explains how to capture leads from Landbot by integrating TrustedForm Certify into your form so that every submission automatically includes a verifiable certificate URL documenting consumer consent.

Learning objectives:

• Retrieve and configure your TrustedForm Certify script.
• Embed the TrustedForm Certificate script within a Landbot form.
• Test and validate that lead submissions include the TrustedForm Certificate URL
• Troubleshoot common integration issues related to the TrustedForm Certify implementation.

Quick start workflow

1. Sign up / Log in
2. Configure basic settings
3. Create or edit your Landbot form
4. Embed TrustedForm script
5. Verify your setup

Step‑by‑step instructions

Step 1. Retrieve your TrustedForm Certify script

• Goal: Obtain the TrustedForm Certify script which generates a unique certificate URL for each page visit.
• Context: Accessing your TrustedForm account provides you with a Javascript snippet that adds a hidden field (by default “xxTrustedFormCertUrl”) to your form. This field captures proof of the consumer’s consent during their session.

Instructions:

1. Log in to your TrustedForm account.
2. Navigate to the Certify tab in your dashboard.
3. Locate the “Javascript Snippet (Web SDK)” and copy the complete script.
4. Note the default “field” variable (typically set to “xxTrustedFormCertUrl”) and adjust it if you wish to use a custom field name.

Expected result:
You have securely copied the TrustedForm Certify script which is ready to be embedded in your Landbot form.

Step 2. Embed the TrustedForm script in your Landbot form

• Goal: Integrate the TrustedForm Certify script into your Landbot form so that it automatically appends a certificate URL to every lead submission.
• Context: Landbot supports the insertion of custom HTML, providing an ideal place for embedding external Javascript snippets.

Instructions:

1. Sign up or log in to your Landbot account.
2. Open an existing chatbot or create a new bot where you could add a form.
   
3. Once the bot has opened, make sure you are in the ‘Build mode’. Click on the blue arrow to hide/unhide the side menu.
   
   
   
4. Create a simple chatbot flow using the ‘Simple’ and ‘Advanced’ components on the left hand side. Make sure to add a form to your flow where you aim to capture user information. A form can be added by clicking ‘Advanced’ > scroll to ‘Questions’ > then click on ‘Forms’.
   
   
   
5. Once your flow is built, click on ‘Design’ at the top, then click on ‘Custom code’. You may need a ‘Starter’ plan to access this feature.
   
   
   
6. Under ‘Add JS (Custom scripts)’, copy and paste the TrustedForm Certify script, then click on the ‘Apply’ button below to save changes.
   
   
   
7. On the top right, click on ‘Share & Publish’.
   
   
   

Expected result:
When you preview your Landbot form, the TrustedForm Certify script runs and automatically inserts a hidden field (e.g., “xxTrustedFormCertUrl”) containing a certificate URL that starts with “https://cert.trustedform.com/”.

Step 3. Test and verify the Landbot integration

• Goal: Confirm that your Landbot form submissions capture the TrustedForm Certificate URL accurately.
• Context: Testing the integration ensures that the TrustedForm script executes properly and that the hidden certificate URL is included in all lead submissions.

Instructions:

1. Publish or preview your Landbot form.
2. Complete the form as if you were a lead and submit the information.
3. Inspect the form submission payload (via your CRM, Landbot dashboard, or webhook receiver) to check for the hidden TrustedForm field.
4. Verify that the field contains a valid certificate URL beginning with “https://cert.trustedform.com/”.
5. Optionally, open the certificate URL in a browser to verify that it displays the consumer’s session data as proof of consent.

Expected result:
Your test submission should include a valid TrustedForm Certificate URL alongside the other form fields, confirming that the integration is working as intended.

Troubleshooting

Frequently Asked Questions (FAQ)

How do I obtain the TrustedForm Certify script?

Log into your TrustedForm account, navigate to the Certify tab, and copy the provided Javascript snippet. This script automatically adds a hidden certificate URL field to your form.

What should I do if the TrustedForm Certificate URL is not captured in my Landbot lead submission?

Verify that the TrustedForm script is correctly embedded in your Landbot form. Also ensure that your browser has JavaScript enabled and that the form fully loads before submission.

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

Yes, by modifying the “field” variable in the TrustedForm Certify script, you can set a custom name for the hidden field if required by your Landbot form configuration.

How can I test that the TrustedForm integration is functioning correctly?

Submit a test lead through your Landbot form and inspect the submission payload to confirm that the hidden field contains a certificate URL starting with “https://cert.trustedform.com/”. You may also click the URL to view the certificate details.

Glossary

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