Auto-Retain

Feature Snapshot

Summary:
TrustedForm Auto-Retain automatically stores TrustedForm Certificates for leads generated on domains you own—without requiring any API calls or technical integration.

Key Benefits:

• Simplifies certificate retention by eliminating the need for manual API integrations
• Reduces technical complexity and accelerates lead processing

Typical Use Cases:

• Automatically retaining certificates from first party lead submissions

How the TrustedForm Auto‑Retain feature works

TrustedForm Auto‑Retain operates in tandem with the TrustedForm Certify Web SDK. Once your domains are registed in the ActiveProspect platform, the feature monitors for form submission events on these sites. When a submission occurs, the corresponding TrustedForm Certificate is automatically captured and stored in your account—eliminating manual API calls and reducing integration overhead.

Step‑by‑Step Instructions

1. Register Your Domains:
   Confirm your domain ownership by following the instructions provided in the Verify Domain Ownership guide. This step is essential to ensure only certificates from approved domains are retained.
2. Open the TrustedForm Application:
   Log into your TrustedForm account and navigate to the Issuing Certificates page. Scroll to the section labeled “Auto‑Retain Confirmed Domains.”
3. Enable Auto‑Retain:
   Toggle the Auto‑Retain switch to “Enabled” next to each of your verified domains. Once enabled, the switch updates, allowing you to later disable it if necessary.
4. (Optional) Verify Subdomains:
   If any subdomains display an “Unconfirmed” status, complete the subdomain verification process as outlined in the Verify Domain Ownership guide.
5. Collect Lead Submissions:
   With Auto‑Retain enabled, every time a user submits a form on one of your registered domains, TrustedForm automatically generates and retains the corresponding certificate.

Expected Result:
After a lead is submitted from a registered domain, the TrustedForm Certificate is automatically stored in your account, typically becoming visible within approximately 15 minutes in the “Recent Stored Certificates” section.

Validation & Monitoring (optional)

• Test the Setup:
  Submit a test lead from one of your verified domains and wait at least 15 minutes. Confirm that the resulting certificate appears in your TrustedForm account.
• Where to Monitor?:
  Monitor your retained certificates on the TrustedForm dashboard under “Recent Stored Certificates” and review account usage analytics to ensure certificates are being stored as expected.

Best Practices

• Always complete domain (and subdomain) verification before enabling Auto‑Retain to ensure accurate certificate retention.
• Store each TrustedForm Certificate URL alongside your lead data in your CRM for future access and audit purposes.
• Periodically review your retained certificates and system usage to catch any discrepancies early.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What is Auto‑Retain?
A: Auto‑Retain is a feature that automatically stores TrustedForm Certificates from your registered domains after a lead submits a form, removing the need for a separate API call.

Q: Why is Auto‑Retain important?
A: It streamlines the retention process by eliminating manual intervention and ensures every lead’s record is stored.

Q: How do I use Auto‑Retain?
A: First, register your domains using the TrustedForm domain verification process. Then, go to the Issuing Certificates page in your TrustedForm account, enable Auto‑Retain for your confirmed domains, and thereafter any lead submission from those domains will automatically trigger certificate retention.

Glossary

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