TrustedForm Verify

What is TrustedForm Verify?

TrustedForm Verify is a product feature that programmatically inspects a TrustedForm certificate generated during a lead event to determine whether the consumer provided express written consent. By making a simple API call with a TrustedForm Certificate URL, Verify checks that the consent language shown to the consumer meets your legal and compliance requirements. It validates key aspects such as the approved consent wording, clarity and conspicuity of the language, and—when configured—the one-to-one consent requirement, ensuring that the certificate both documents and supports compliance with regulations like the TCPA.

Why is TrustedForm Verify Important?

TrustedForm Verify is critical because it automates the validation process for consumer consent, reducing manual review and mitigating regulatory risks. With stringent marketing regulations and lawsuits on the rise, Verify gives businesses confidence that only leads with properly documented consent are processed.

It protects your company by:

• Ensuring the consent language is exactly what you have approved.
• Providing an objective, API-driven outcome (“success,” “failure,” or “error”) that can be used in automated lead routing.
• Allowing additional checks such as font size, contrast, and one-to-one consent to verify that the consumer explicitly agreed to be contacted.
  This automation enhances campaign quality, minimizes legal exposure, and offers a scalable solution to the challenges of lead verification.

How It Works

Ask your lead vendors to implement TrustedForm Certify and send a TrustedForm Certificate URL along with the leads you purchase from them. Then use our Certificate API to make a request to verify your lead and send the results to the system you use to make purchasing decisions. The API response will inform you if the certificate meets the requirements you have set. If not, you may want to immediately reject the lead, flag it for a manual review, or use non-regulated contact methods. If your requirements are met make sure to retain the certificate so that you have proof of the consent you have verified and you can confidently purchase the lead and contact the consumer

Verify makes the following checks available to enforce the requirements you have set for your leads:

• Approved Language Check
• Font Size Check
• Contrast Ratio Check
• Opt-in Type Check
• 1:1 Consent Check

What Data is Available as Part of TrustedForm Verify?

TrustedForm Verify returns detailed information that supports compliance and risk management. The data set includes:

• An outcome property indicating whether the certificate meets your defined criteria (“success,” “failure,” or “error”).
• A reason property that explains why a certificate may have failed verification (such as missing or mismatched consent language).
• Details of the consent language captured from the certificate, which can be compared to your approved versions.
• Optional verification data such as visual parameters (font size and contrast ratio) that help ensure the consent language was presented in a clear and conspicuous manner.
• If configured, a one-to‑one consent check result under the “one_to_one” property that specifies if the consumer’s consent was given specifically to your company, and opt-in type check, which determines in what manner the consumer opted-in.
• Additional metadata (form submission):
  • The form_submitted field is returned in the Verify API response for every request. A boolean value that indicates whether a consumer successfully submitted a form (true) or abandoned it before submission (false), providing clear insight into lead behavior.
  • This field influences the one_to_one check result but does not affect the overall Verify outcome.
  • This field aligns with the “submitted form” event in the TrustedForm certificate event log.

By leveraging this data, you can set precise acceptance criteria, configure filters in your lead routing system, and maintain complete documentation for any legal or compliance audit.

Verify – Error & Failure Outcomes

Common Questions about TrustedForm Verify

Q: How do I get access to TrustedForm Verify?
A: New customers should contact sales@activeprospect.com, while contracted customers must reach out to their account manager. Self‑service customers can enable the feature in the Features Hub.

Q: Does Verify automatically reject non‑compliant leads?
A: No. TrustedForm Verify only returns an outcome based on the evaluation of the certificate. It is up to your lead management system to decide whether to reject, flag, or process a lead based on the result.

Q: Can Verify perform a one-to‑one consent check?
A: Yes. When enabled and properly configured with your company’s legal name and consent tags on your forms, Verify will check that the consumer granted consent specifically to your advertiser account.

Q: What happens if the certificate’s consent language does not match the approved language?
A: The outcome will be “failure” and the API response will include a reason (for example, “Consent language not detected in the certificate”), allowing you to flag the lead for review or reject it according to your workflow.

Q: How should I communicate the requirements I have set in Verify to my lead vendors?
A: TrustedForm Verify can be used to enforce requirements and check them in an automated fashion. However, communication of these to your vendor must still be handled independently of TrustedForm. We recommend you document your requirements, send them to your vendors and get confirmation that they have made any necessary changes before you begin rejecting leads that fail your acceptance criteria.

Q: How do I use the Verify API?
A: Verify is available as part of the TrustedForm Certificate API once your account has been given access to it. You must have a development team that is able to build a custom solution using the verify operation or a lead distribution software that has integrated with TrustedForm Verify. If your current software does not support this reach out to their team to request it or consider using ActiveProspect’s LeadConduit which stays up to date with all of TrustedForm’s newest features and product offerings.

Q: Can Verify be used with masked certificates?
A: Yes. Masked certificates obscure the source from which they were generated. Verify does not inherently reveal any information directly about the source so it can be used with a masked certificate. If information about the source of a website is revealed in it’s consent language then it is the publisher’s responsibility to make any necessary edits to their consent language to prevent this in the future.

Q: Is there a way to set up different criteria for different sources, locations or types of leads?
A: TrustedForm Verify does not have this capability directly, but this possible using ActiveProspect’s LeadConduit. LeadConduit gives users the flexibility to build flows with steps that only run under certain conditions. By taking advantage of this you can customize your Verify request using any of the data available with your lead.