Feature Snapshot
Summary:
TrustedForm Decisions in Real-Time Bidding integrates TrustedForm Insights data directly into your LeadConduit flows, enabling real-time, data-driven decisions about which leads to bid on, how to adjust pricing, and when to apply volume caps—all without requiring a separate TrustedForm subscription.
Key Benefits:
- Enhances lead quality evaluation by appending detailed certificate data (such as lead age, domain, and time on page) to each lead record.
- Enables dynamic, real-time adjustments of bid prices and volume caps based on trusted, actionable insights.
- Streamlines compliance and decision making by filtering out leads with outdated or invalid certificates before further processing.
Typical Use Cases:
- Bidding only on leads with recently captured certificates to ensure freshness and higher conversion potential.
- Dynamically adjusting lead purchase prices according to trusted data points like time on page or originating domain.
- Blocking or applying stricter criteria to leads that fail to meet preset quality or compliance thresholds based on TrustedForm validations.
How the TrustedForm Decisions in Real-Time Bidding works?
TrustedForm Decisions operates by leveraging TrustedForm Insights data that is appended to each lead as it is captured. When enabled on your LeadConduit flow, this feature evaluates key certificate attributes—such as lead age, browser, domain, and time on page—against configurable decision rules. Based on these evaluations, your system dynamically determines whether to bid on the lead (assigning a specific purchase price) or to halt processing via a delivery failure event if the certificate is invalid or too old.
Step‑by‑Step Instructions
-
Enable TrustedForm Decisions:
Contact your client success manager to have TrustedForm Decisions enabled on your LeadConduit account.
Expected Result: You receive confirmation that TrustedForm Decisions is active and accessible in your flow settings. -
Configure Your Decision Logic:
Using the appended TrustedForm Insights fields, configure your flow’s decision rules—including acceptance criteria, pricing rules, and volume cap limits. For example, set a rule to bid only on leads where the certificate age is under 20 minutes or the domain is on an approved list.
Expected Result: Leads meeting the criteria will trigger a bid with an assigned price, while those failing the criteria will return a failure outcome or a $0 bid.
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Test and Validate Your Setup:
Submit test leads with varying TrustedForm certificate data (for example, differing certificate ages or domains) to ensure that your decision rules evaluate correctly.
Expected Result: The Lead Events viewer displays “success” outcomes with corresponding bid prices for eligible leads and “failure” outcomes—with clear rejection reasons—for leads that do not meet the TrustedForm Decisions criteria.
Validation & Monitoring (optional)
- Test the Setup: Validate by submitting test leads with a mix of certificate qualities (fresh versus expired, approved versus unapproved domains) and verifying that the decisions (bid price or failure) align with your rules.
- Where to Monitor?: Check the Lead Events viewer and the TrustedForm shield indicator in your flow editor, and review your bidding and pricing reports to ensure the returned bid amounts reflect your decision logic.
Best Practices
- Regularly review and update your decision criteria based on evolving lead patterns and market conditions.
- Document which TrustedForm Insights fields are used for each decision rule (e.g., lead age threshold, approved domain list) so that adjustments can be made quickly when needed.
- Test extensively with a variety of data inputs to ensure that your pricing, acceptance, and volume cap rules are correctly calibrated.
- Collaborate with your client success team to share learnings and update thresholds in response to overall lead quality trends.
Troubleshooting
| Symptom / Error | Likely Cause | Resolution |
|---|---|---|
| $0 bid or no bid returned | TrustedForm Insights data did not meet the configured decision criteria (e.g., certificate too old) | Verify that the TrustedForm Insights fields are correctly captured and adjust the decision rules accordingly. |
| Unexpected bid price assignment | Decision rules may be misconfigured or referencing incorrect data fields in TrustedForm Insights | Review your decision logic and ensure that the correct TrustedForm Insights fields (such as Age and Domain) are used accurately. |
| Leads proceeding despite failing TrustedForm criteria | “Delivery failure” event not configured after the TrustedForm Decisions step | Add an explicit “delivery failure” filter step immediately following the TrustedForm Decisions step to prevent further lead processing. |
Frequently Asked Questions (FAQ)
What is TrustedForm Decisions in Real-Time Bidding?
It is a LeadConduit feature that integrates TrustedForm Insights data into your lead flow, enabling real-time, data-driven decisions—such as setting bid prices, imposing volume caps, or determining lead acceptance—based on detailed certificate information.
Why is TrustedForm Decisions important?
By leveraging detailed certificate insights like lead age, domain, and time on page, TrustedForm Decisions helps ensure you bid only on high-quality, fresh leads. This not only improves conversion rates but also minimizes wasted spend and enhances regulatory compliance.
How do I use TrustedForm Decisions?
First, contact your client success manager to enable the feature. Then, configure your decision logic (for acceptance criteria, pricing rules, and volume caps) using the insights fields, and finally test your setup with various test leads to ensure it works as intended.
Do I need a separate TrustedForm subscription to use TrustedForm Decisions?
No, TrustedForm Decisions is fully integrated into LeadConduit and is billed through your existing LeadConduit account.
Glossary
| Term | Definition |
|---|---|
| TrustedForm Decisions | A LeadConduit feature that uses TrustedForm Insights data to dynamically determine lead acceptance, pricing, and volume caps in real-time bidding scenarios. |
| TrustedForm Insights | A collection of certificate-derived data points (e.g., Age, Domain, Time on Page) that provide additional context about a lead’s web session. |
| Retain Window | The period during which a TrustedForm certificate remains valid for API use and retention. |
| Delivery Failure | An event configuration that stops further lead processing when a lead fails to meet TrustedForm Decisions criteria. |
| Ping | A lightweight request sent in real-time to assess lead eligibility and return a bid price before full lead submission is executed. |
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