Feature Snapshot
Summary:
TrustedForm Add‑On automates the process of querying, retaining, and verifying TrustedForm certificates—documenting consumer consent during lead events without the need for manual API integration.
Key Benefits:
- Simplifies lead processing by automating certificate retention and verification
- Delivers real‑time insights and metadata that help optimize lead quality and make purchasing decisions
Typical Use Cases:
- Retaining and verifying records of lead generation for regulatory compliance
- Automating processes to mitigate compliance risks
- Simplifying integration within LeadConduit workflows to reduce manual coding and error handling
How does the TrustedForm Add‑On work?
Step‑by‑Step Instructions
- Open your LeadConduit flow.
- Add an Add‑On step from the available options.
- Search for and select the “TrustedForm" Add‑On.
- Configure the add‑on settings by choosing which TrustedForm products to use (Retain, Insights, and/or Verify) and additional configurations as needed.
- Click “Finish” and save your flow to activate the TrustedForm Add‑On.
Expected Result:
When a lead is received, the add‑on uses the selected products and appends relevant metadata to the lead for seamless auditing and reporting.
Validation & Monitoring (optional)
- Test the Setup: Submit a test lead through your configured flow and confirm that the TrustedForm certificate is retrieved, validated, and its metadata appended to the lead record.
- Where to Monitor?: Check the TrustedForm dashboard within LeadConduit, review API logs, and monitor lead outcome reports for successful certificate retention and verification.
- Test the Setup: Submit a test lead through your configured flow and confirm that all steps behave as expected.
- Where to Monitor: Monitor the flow’s dashboard and outcome reports for successful certificate retention and verification.
Best Practices
- Always validate that the TrustedForm Certificate URL is correctly formed and not expired before processing the lead.
- Regularly review results in failure/error to confirm that it is the correct outcome given the circumstances.
Troubleshooting
| Symptom / Error | Likely Cause | Resolution |
|---|---|---|
| Invalid or missing certificate URL | The lead lacks a properly generated TrustedForm URL | Confirm that TrustedForm Certify is implemented correctly and the certificate URL field is populated. |
| Failure due to no matches found | The certificate did not record the email/phone associated with the lead | Review the session replay to confirm that the expected email/phone is not displayed. |
| Certificate not found | The certificate has expired or nevert existed | Ensure that eads are processed promptly and not over 90 days old. |
| Network or internal API error | Connectivity issues or unexpected internal errors | Retry the API call after a short delay and check network connectivity; consult TrustedForm support if persistent. |
Frequently Asked Questions (FAQ)
What is the TrustedForm Add‑On?
It is an integrated solution within LeadConduit that automates the use of TrustedForm product offerings.
Why is the TrustedForm Add‑On important?
It streamlines operations by automating technical processes that would otherwise require direct API integration and allows you to use the results to enforce requirements and optimize your lead flow.
How do I use the TrustedForm Add‑On?
Simply add the TrustedForm Add‑On as a step in your LeadConduit flow, configure it to select the specific TrustedForm products (Retain, Insights, Verify) and save your configuration; the add‑on automatically processes and appends certificate data to your incoming leads.
How is using the TrustedForm Add‑On different from using the TrustedForm Certificate API directly?
The add‑on abstracts complex API calls and error-handling into an easy-to‑configure step within LeadConduit. It automates lead matching, certificate retention, verification and data appending, whereas direct API integration requires custom coding, manual error management, and ongoing maintenance.
Glossary
| Term | Definition |
|---|---|
| TrustedForm Certificate | A unique URL generated by the TrustedForm Certify Web SDK that documents a consumer’s lead event and proof of consent. |
| Retain | The process of storing a TrustedForm certificate in your account for long‑term compliance and audit purposes. |
| Lead Matching | A verification process that compares submitted consumer data (e.g., email, phone) with the data captured in the TrustedForm certificate. |
| Insights | A TrustedForm feature that retrieves additional metadata (e.g., page scan results, time on page, device info) about the consumer session. |
| Verify | A TrustedForm operation used to assess whether the consent language and other regulatory requirements have been met for a lead. |
| TrustedForm Age In Seconds | The age of the retainclaim (The time in seconds between the user’s last event on the page and the time the retain/claim was made). |
| TrustedForm Browser | The type and version of the consumer’s browser. |
| TrustedForm Created At | The time the consumer loaded the vendor’s form in UTC. |
| TrustedForm Domain | The domain of the page hosting our JavaScript. |
| TrustedForm Duration | The time in milliseconds the retain/claim took to complete. |
| TrustedForm Email Fingerprint Matched | Boolean indicating whether the email fingerprinting matched. There may be several results, each with an integer index. |
| TrustedForm Fingerprints Summary | Summary of fingerprint outcomes for the retain/claim. (“none”, “some”, or “all”). |
| TrustedForm Ip | The consumer’s public IP address. |
| TrustedForm Is Masked | A Boolean indicating whether the certificate is masked. |
| TrustedForm Location City | Consumer’s city, based on the IP address. |
| TrustedForm Location Country Code | Consumer’s two-letter country code, based on the IP address. |
| TrustedForm Location Latitude | Consumer’s latitude, based on the IP address. |
| TrustedForm Location Longitude | Consumer’s longitude, based on the IP address. |
| TrustedForm Location Postal Code | Consumer’s postal code, based on the IP address. |
| TrustedForm Location State | Consumer’s state, based on the IP address. |
| TrustedForm Location Time Zone | Consumer’s time zone, based on the IP address, per the Olson Database. |
| TrustedForm Masked Cert Url | The URL to the masked certificate version of the retain/claim. |
| TrustedForm Os | A human-friendly version of the Consumer’s operating system. |
| TrustedForm Outcome | The outcome of the retain/claim request. “success”, “failure”, or “error”. |
| TrustedForm Phone Fingerprint Matched | Boolean indicating whether the phone fingerprinting matched. There may be several results, each with an integer index. |
| TrustedForm Reason | Reason why the retain/claim request failed. |
| TrustedForm Scans Found | Required or forbidden text found during page scanning. There may be several results, each with an integer index. |
| TrustedForm Scans Not Found | Required or forbidden text not found during page scanning. There may be several results, each with an integer index. |
| TrustedForm Scans Num Required Matched | “none”, “some”, or “all”. |
| TrustedForm Share Url | Shareable url to view the retained/claimed certificate. See the knowledge base question “How do you share a TrustedForm certificate?”. |
| TrustedForm Time On Page In Seconds | The time in the user took to complete the form. |
| TrustedForm Token | The unique identifier portion of the TrustedForm Cert URL. |
| TrustedForm Url | The URL of the page hosting our JavaScript. Query strings are hidden for privacy reasons. |
| TrustedForm User Agent | The consumer’s browser user-agent. |
| TrustedForm Warnings | Potential problems with the cert or retain/claim. There may be several results, each with an integer index. |
| TrustedForm Website Location | The URI of the page hosting our JavaScript. |
| TrustedForm Website Parent Location | If the TrustedForm Website Location was iFramed, the URI of the parent page. |
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