Feature Snapshot
Summary:
Bot Detection is a feature that leverages ActiveProspect’s proprietary algorithm to analyze signals captured during the TrustedForm certificate process to determine whether a lead was generated by an automated bot instead of a human.
Key Benefits:
- Protects lead quality by identifying and flagging non-human submissions
- Prevents wasted marketing spend on fraudulent or invalid leads
- Enhances regulatory compliance and reduces legal risk by identified invalid records created by a bot
Typical Use Cases:
- Filtering out web form submissions generated by automated scripts
- Preventing bot traffic from skewing lead quality and conversion metrics
- Integrating with lead distribution systems (such as LeadConduit) to automatically reject or route leads flagged as bots
How Bot Detection works
Bot Detection evaluates a visitor’s execution environment, on-page display characteristics, and behaviors for patterns that are highly correlated with automated tools. We look for signals that indicate an automation-specific browser context, inconsistencies between a device’s claimed type and its display or interaction patterns inconsistent with human use to determine if a bot was used. The checks are lightweight, privacy-conscious, and continually updated. The outcome is provided as a property named “bot_detected” having a Boolean value (true/false) or null for unsupported certificate types.
Step‑by‑Step Instructions
Integrate Bot Detection via the Certificate API
-
Make the API Request:
Include “bot_detected” in the list of properties requested when making an API call to TrustedForm Insights. -
Review the API Response:
Examine the returned value of “bot_detected”:- If true, the certificate resulted from automated activity.
- If false, no bot activity was detected.
- If null, bot detection is unsupported for this certificate type.
Integrate Bot Detection via LeadConduit
-
Implement in LeadConduit:
a. Open your LeadConduit flow and navigate to the “Steps” tab.
b. Add a TrustedForm Add-On step configured for Insights and select the Bot Detection data point. -
Apply a Filter:
Optionally, introduce a filter step to automatically reject or route leads where “bot_detected” is true. -
Save and Test Your Flow:
Save your configuration and submit a test lead to verify that the “bot_detected” property is correctly captured and triggers the intended filtering action.
Expected Result:
The API response and appended lead data will include a “bot_detected” field indicating true if bot-like behavior is detected (leading to a rejection or alternate routing) and false if human behavior is confirmed. For unsupported certificate sources, the field will return null.
Best Practices
- Automatically filter or flag leads where “bot_detected” is true to maintain high lead quality and mitigate compliance risk.
- Alert partners if you notice a high or increased rate of bot generated leads
Troubleshooting
| Symptom / Error | Likely Cause | Resolution |
|---|---|---|
| “bot_detected” field missing in response | The API call did not include the “bot_detected” parameter | Ensure that the “bot_detected” property is added to the insights API request parameters. |
| “bot_detected” returns null | Certificate source does not support bot detection (e.g., Meta Lead Ads) | Recognize that bot detection is unavailable for certain certificate types and adjust rules accordingly. |
Frequently Asked Questions (FAQ)
Q: What does it mean if “bot_detected” is returned as true?
A: It indicates that the algorithm has identified signals that indicate the lead was generated by automated processes.
Q: Why might “bot_detected” return null?
A: A null value means bot detection was not performed, typically because the certificate originates from sources like Meta Lead Ads or native mobile applications where detection is unsupported.
Q: Can sophisticated bots bypass this detection mechanism?
A: While Bot Detection is designed to minimize false positives, highly advanced bots might occasionally mimic human behavior well enough to evade detection.
Q: How do I integrate Bot Detection into my existing lead processing system?
A: The steps to do this will vary based on the system you are using. Reach out to the system operator for help.
Glossary
| Term | Definition |
|---|---|
| Bot | An automated software agent that interacts with web forms, often generating fraudulent or low-quality leads. |
| Bot Detection | The process of analyzing user interaction signals to determine if a certificate was generated by non-human (bot) activity. |
| Certificate API | The API provided by TrustedForm to capture and return certificate data and associated insights, including bot detection. |
| Insights | A TrustedForm product that extracts behavioral and metadata information from a certificate for analysis and compliance. |
| LeadConduit | A lead routing and integration platform that allows users to append, filter, and process lead data using various add-ons. |
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