Click To Retain

Feature Snapshot

Summary:
Click To Retain is a one‑click, manual method that allows you to instantly store a TrustedForm certificate in your account without the need for API integrations.

Key Benefits:

• Eliminates the need for complicated technical API integrations.
• Provides a fast and user‑friendly way to store certificates.
• Acts as a backup retention method when automated processes are unavailable.

Typical Use Cases:

• Quickly retaining a certificate to test TrustedForm Certify implementation.
• Manually storing a certificate when automated retention fails or is temporarily deactivated.
• Storing certificates obtained outside of your normal lead intake processes.

How the Click To Retain feature works

TrustedForm certificates are generated when a consumer interacts with your webpage using the TrustedForm Certify Web SDK. Once the certificate is fully displayed in your browser—with all relevant details such as session replay and metadata visible—you simply click the prominent green “Retain Certificate” button. This manual action immediately flags the certificate to be stored permanently in your account for long‑term compliance and auditing purposes.

Step‑by‑Step Instructions

1. View the Certificate:
   Log in to your TrustedForm account and open the TrustedForm certificate URL in your browser.

2. Click “Retain Certificate”:
   Locate and click the green “Retain Certificate” button prominently displayed on the certificate page.

3. Confirm Retention:
   View the certificate and its session replay.

Expected Result: The retained certificate is visible in your account for future access and review.

Validation & Monitoring (optional)

• Test the Setup: Run a test form submission and then visit the certificate URL. Click the “Retain Certificate” button appears and confirm all parts of the certificate are now visible.

Best Practices

• Automate your standard process: Click To Retain should be used when automation is not available. Avoid relying on this to retain certificates for all of your leads.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What exactly is “Click To Retain”?
A: It is a simple, manual feature that allows you to store a TrustedForm certificate in your account by just clicking a button—no coding or API integration required.

Q: Why is it important to use Click To Retain?
A: It ensures you have a record of how a lead was generated, which is crucial for compliance and audits, especially when automated integration is not feasible.

Q: What happens after I click the “Retain Certificate” button?
A: The certificate is flagged for retention and stored in your account, allowing you to access and review it later as proof of consent.

Q: Can I use Click To Retain on all my TrustedForm certificates?
A: You can use Click To Retain on any valid TrustedForm certificate but you should integrate with the TrustedForm Certificate API to automate this to create a more reliable process.

Q: Who should use Click To Retain?
A: Any marketer or compliance professional utilizing TrustedForm solutions can use this feature to manually secure certificates for auditing and legal purposes.

Glossary

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