Session Replay

Feature Snapshot

Summary:
Session Replay is a technology that records a consumer’s visit to a webpage by capturing the page’s underlying structure (DOM) and all user interactions (such as clicks, keystrokes, and scrolling), then reconstituting those events into a visual playback.

Key Benefits:

• Provides time-stamped visual proof of what a user experienced on the webpage
• Serves as evidence of how a lead was generated for legal and compliance purposes
• Facilitates troubleshooting and debugging by replaying the exact sequence of interactions

Typical Use Cases:

• Auditing lead generation to confirm that consent was obtained properly
• Investigating discrepancies between submitted form data and the actual user session
• Demonstrating proof of consumer interaction during legal or regulatory review

How the Session Replay works

Session Replay works by first embedding the TrustedForm Certify Web SDK onto a webpage. When a consumer visits the page, the script immediately captures a snapshot of the page’s Document Object Model (DOM) along with associated assets like images, CSS, and JavaScript. As the consumer interacts with the form—typing text, clicking buttons, scrolling the page—the script logs every event with accurate time-stamps. Once the consumer submits the form or leaves the page, recording stops, and the collected data is associated with a TrustedForm Certificate. When this certificate is later viewed in your TrustedForm account, it re-renders the original webpage layout and overlays the recorded user interactions to create a detailed, video-like playback of the entire session.

Step‑by‑Step Instructions

1. Embed the TrustedForm Certify Web SDK:
   Add the TrustedForm JavaScript snippet into the HTML of the form page early in the page load process.

2. Capture the Page Snapshot:
   As soon as the page loads, the script records a complete snapshot of the DOM along with necessary assets.

3. Record User Interactions:
   During the consumer’s session, every click, keystroke, and scroll is logged with precise timestamps and transmitted to TrustedForm.

4. Terminate Recording on Session End:
   The recording automatically stops when the user submits the form or navigates away from the page, or it can be stopped manually via provided javascript controls.

5. Access the Session Replay:
   Log into your TrustedForm account, locate the corresponding certificate, and click the “Session Replay” tab to view the replay.

Expected Result:
The end-user will see a visual reproduction of the consumer’s session with time-stamped overlays of all interactions, mirroring the original webpage layout.

Validation & Monitoring (optional)

• Test the Setup: Submit a test form on your webpage and verify that the resulting TrustedForm Certificate includes a complete session replay that reflects all consumer interactions.
• Where to Monitor?: Review session replays via the TrustedForm Dashboard under the certificate’s “Session Replay” tab.

Best Practices

• Embed the TrustedForm Certify script as early as possible on the webpage to ensure no user interactions are missed.
• Ensure all webpage assets (images, CSS, JavaScript) are publicly accessible so the replay renders accurately.
• Regularly review retained certificates and session replays to verify that critical consent and interaction data are properly captured.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What is Session Replay?
A: Session Replay is a feature that captures the visual and interaction data of a user’s visit by recording the webpage’s DOM and all user events, then reconstructs it into a playback for auditing, troubleshooting, and compliance purposes.

Q: Why is Session Replay important?
A: It provides indisputable evidence of consumer consent and activity, assists in troubleshooting discrepancies between user behavior and submitted data, and supports compliance with regulations by offering a complete, time-stamped record of the session.

Q: How do I use Session Replay?
A: Simply embed the TrustedForm Certify script on your webpage, allow it to capture the user’s session, and later access the session replay via your TrustedForm account’s certificate interface to review the consumer’s interactions.

9. Glossary

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