TrustedForm Dashboard

Feature Snapshot

Summary:
The TrustedForm Dashboard is a centralized, interactive interface that provides real‑time visual insights into your issued and retained TrustedForm certificates, enabling you to monitor lead quality, compliance, and performance trends with ease.

Key Benefits:

• Provides a comprehensive visual overview of certificate issuance and retention across multiple timeframes
• Presents detailed metrics including lead match status, lead age, time on page, and IP address frequencies
• Offers interactive filtering tools to drill down into specific data such as domains by vendor, and form input methods
• Helps identify anomalies and potential issues

Typical Use Cases:

• Monitoring monthly certificate volume and verifying that forms are correctly issuing certificates
• Analyzing retained certificates by match status to ensure lead matching parameters are meeting compliance standards
• Ensuring leads meet predefined expectations such as acceptable lead age and geographic targeting.
• Detecting unusual behaviors or fraudulent patterns via frequently seen IP addresses

How the TrustedForm Dashboard works

The TrustedForm Dashboard aggregates data from retained certificates and displays key trends using various interactive visualizations. It presents charts that show the volume of issued certificates grouped by month, retained certificates by match status, lead age, time on page, frequently seen IP addresses, top domains by vendor, leads by country, form input methods used and masked certificates received. This data is updated within 24 hours providing a snapshot of your leads.

Step‑by‑Step Instructions

1. Log in:
   Open your browser and navigate to https://app.trustedform.com. Enter your credentials to access your TrustedForm account.

2. Access the Dashboard:
   Upon logging in, you are directed to the Home page where the Dashboard is displayed with a series of interactive charts and tables.

3. Review Issued Certificates:
   Examine the bar chart on the left that shows counts of certificates created from your verified domains, grouped by issuance month. Check the adjacent table for examples of certificates recently issued.

4. Examine Retained Certificates by Match Status:
   Investigate large volumes of certificates with a match status of “Not Matched” of “Match not possible”

5. Analyze Lead Age & Time on Page:
   Ask sellers about changes they have made if you notice shifts in lead age or time on page.

6. Frequently Seen IP Address:
   Try to identify the source of IP addresses associated with large volumes of certificates. These could be call centers or instances of form stuffing.

Expected Result:
You should see a dynamic Dashboard that displays multiple charts and tables updating in near real‑time, offering clear insights into certificate issuance, retention, and lead engagement metrics.

Best Practices

• Regularly review the Dashboard to promptly detect trends and potential issues in lead data
• Leverage interactive filters to drill down into specific timeframes, input methods, or match statuses

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What information does the TrustedForm Dashboard display?
A: It shows issued certificate volumes, retained certificates segmented by match status, lead age, time on page, frequently seen IP addresses, top domains by vendor, leads by country, and breakdowns by form input method along with masked certificate statistics.

Q: Why is the TrustedForm Dashboard important?
A: The Dashboard delivers a comprehensive, real‑time snapshot of your lead generation process and certificate retention activity, which helps you verify compliance, optimize performance, and detect anomalies or potential fraud.

Q: How do I use the interactive filters on the Dashboard?
A: Click on the filters at the top of the Dashboard—such as date range or form input method—to refine the data view. Hover over specific chart elements for detailed tooltips.

Q: How frequently is the data updated on the Dashboard?
A: Data is updated 24 hours following certificate issuance and retention, ensuring you have the most current insights available.

Q: Can I view detailed certificate information from the Dashboard?
A: Yes, specific charts and tables allow you to drill down into detailed views that groups the data into intervals.

9. Glossary

• trustedform-dashboard-screenshot.png3 MB