TrustedForm Certify and Multi-step Forms

Feature Snapshot

Summary:
TrustedForm Certify works with multi-step forms as long as the publisher can add custom HTML and JavaScript, with specific considerations depending on how the form steps are implemented.

How TrustedForm Certify Works with Multi-step Forms

TrustedForm Certify works with both multi-page and single-page multi-step forms. The key consideration is how certificates are created and what information they include.

Multi-step Forms with Separate Web Pages

• A TrustedForm certificate can be created for each web page.
• Most customers retain one certificate per lead, typically created on the page where consumer consent is collected.
• If consumer data (such as name or phone number) is collected earlier, it should be shown again on the consent page so the consumer can confirm it.
• If actions from previous steps must appear in the same certificate, use a single-page application (SPA) so all steps are captured within one web page and one certificate.

Multi-step Forms on a Single Web Page

• All steps are normally captured in a single certificate.
• If some steps contain information that should not be shared with lead buyers or other certificate recipients, use the Certify for Offer Paths implementation with TrustedForm Next to separate steps into multiple certificates.

Best Practices

• Create certificates on the page where consumer consent is given.
• Re-display previously collected consumer data at the point of consent when applicable.
• Use SPAs when earlier-step actions must be included in the same certificate.
• Use Offer Paths with TrustedForm Next to control which steps appear in each certificate.

Frequently Asked Questions (FAQ)

Q: Can TrustedForm Certify be used with any multi-step form?
A: Yes. It works with any form as long as custom HTML and JavaScript can be added.

Q: Do I need a certificate for every step?
A: No. While certificates can be created per page, most customers use a single certificate per lead, created on the consent page.

Q: How can I prevent certain steps from being shared with buyers?
A: Use Certify for Offer Paths with TrustedForm Next to split steps into multiple certificates.

Glossary