Opt-in Type Check

Feature Snapshot

Summary:
Opt‑in Type Check is a TrustedForm Verify feature that programmatically confirms that a lead has provided consent in an approved manner (i.e. clicking a check box, submitting a form with a pre-selected check box, submitting a form with consent language but no check box).

Key Benefits:

• Stengthens compliance with regulatory standards by enforcing active, manual consent
• Reduces risk by filtering out leads with passive or pre‑selected opt‑in methods
• Provides clear, actionable verification results for efficient lead qualification

Typical Use Cases:

• Verifying that leads have actively consented before being contacted
• Automatically filtering out noncompliant leads based on consent criteria
• Supporting risk mitigation strategies for regulated industries

How the Opt‑in Type Check works

Step‑by‑Step Instructions

1. Implement TrustedForm Certify:
    Have your lead vendors integrate TrustedForm Certify on their lead forms so that each submission includes a TrustedForm Certificate URL documenting how consent was captured.

2. Enable the Opt‑in Type Requirement:
    Log in to your TrustedForm verification criteria page and activate the opt‑in type check. Configure you requirements. For example: specifying that only manual, user‑initiated consent (e.g., an unchecked checkbox that must be clicked) is acceptable.

3. Submit a Verify Request via the Certificate API:
    Use the TrustedForm Certificate API to send a Verify request. The API checks the certificate against all enabled criteria—including the opt‑in type requirement—and returns a response with a “success” property.
     * If “success” equals true, the lead has met the requirements.
     * If “success” equals false, one or more checks (potentially including the opt‑in type check) have failed; the “reason” property provides further details.

4. Review the Verification Results:
    Based on the API response, automatically process leads that pass or reject/flag those that fail.

Expected Result:
You receive a Verify response indicating success:true when a lead meets all requirements, and success:false with an explanatory reason if it does not.

Validation & Monitoring (optional)

• Test the Setup:
   Submit test leads from your live forms to confirm that leads using approved manual opt‑in methods return “success”: true, while leads using passive methods return “success”: false.

• Where to Monitor?:
   Review your API logs to monitor the “success” and “reason” values for each Verify request.

Best Practices

• Ensure all lead vendors have properly implemented the TrustedForm Certify Web SDK so that a valid certificate URL is appended to every lead submission.
• Clearly communicate to your vendors which opt‑in methods are acceptable.
• Regularly review Verify API responses and audit any recurring failure reasons to work with vendors on form improvements.
• Note that the Opt‑in Type Check is not supported on certificates generated from Meta Lead Ads or native mobile applications; use alternative methods for these sources.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What exactly is the Opt‑in Type Check?
A: It is a verification step within TrustedForm Verify that allows buyers to assess the type of opt-in used to get the consumer’s consent.

Q: Why is the Opt‑in Type Check important?
A: It ensures that the consent given by leads meets your expectations, thereby reducing compliance risks and protecting your business from regulatory challenges.

Q: How do I use the Opt‑in Type Check?
A: First, integrate TrustedForm Certify on your lead forms. Next, enable the opt‑in type requirement in your verification criteria. Finally, use the TrustedForm Certificate API to submit a Verify request and act based on the “success” response value.

Glossary

• opt-in-type-check-screenshot.png100 KB