Feature Snapshot
Summary:
Optimization Hub is a centralized quality alert system in TrustedForm that surfaces lead quality and compliance issues, helping users identify risks and take corrective actions using TrustedForm Insights and TrustedForm Verify.
Key Benefits:
- Surfaces lead quality and compliance issues directly within the TrustedForm Home dashboard.
- Provides actionable alerts based on data from retained TrustedForm certificates.
- Guides users toward corrective actions using TrustedForm Insights and TrustedForm Verify.
- Helps reduce compliance risk by identifying issues such as missing consent language or bot traffic.
Typical Use Cases:
- Identifying opportunities to filter out undersirable leads to improve your overall ROI.
- Surfacing issues that negatively impact the quality or presence of documented consent for you leads.
How the Optimization Hub works
Optimization Hub adds a component to the TrustedForm Home page that highlights potential issues found in retained certificates.
Alerts are generated based on metrics calculated from the previous calendar month, and the values are refreshed on the 1st of each month.
Alert Categories
The Optimization Hub can display the following alerts:
- Bot Detection – Percentage of retained certificates detected as bots.
- Submissions Outside the U.S. – Percentage of leads originating from outside the United States.
- Consent Language Contrast – Percentage of retained certificates with consent text contrast below a 3:1 ratio.
- Consent Language Font Size – Percentage of retained certificates where consent text is smaller than 10px.
- Consent Language Missing – Percentage of leads where consent language could not be detected.
Alerts are hidden automatically when the metric falls below 0.5% of retained certificates for the previous calendar month.
Step-by-Step Instructions
1. Open the Optimization Hub
- Log in to your TrustedForm account.
- Navigate to the TrustedForm Home dashboard.
Expected Result:
A list of alerts appears showing potential lead quality or compliance issues (if any).
2. Select an Alert
- Review the alerts listed in the left panel.
- Click any alert to view details.
- Review the alert information displayed on the right panel.
Each alert card includes:
- Banner text describing the issue.
- Metric text showing the percentage of impacted leads.
- Metric description explaining the risk or compliance impact.
- Video thumbnail that opens an instructional video in a modal.
- Prompt to Enable a new feature or recommended next steps .
Expected Result:
The selected alert expands to show additional context and recommended actions.
3. Review Recommended Actions
If the related feature is not enabled, the alert displays a button to enable the feature.
Examples:
- Add Bot Detection with Insights
- Add Font Size Check with TrustedForm Verify
If the feature is enabled, the alert displays recommended next steps such as:
- Rejecting or flagging bot generated leads.
- Adjusting verification thresholds (for example, minimum font size or contrast ratio).
Expected Result:
Users can quickly enable relevant features or take action to improve lead quality.
4. Enable a Recommended Feature
Behavior depends on the account type.
Self-Service Customers
- Click the enable button on the alert card.
- A new tab opens the appropriate feature enablement page.
Managed Customers
- Click the enable button.
- A modal appears prompting contact with Customer Success.
- Selecting Contact Customer Success launches an email to: customersuccess@activeprospect.com.
Expected Result:
The feature becomes enabled for the account after activation or contract updates.
Best Practices
- Review Optimization Hub alerts regularly to identify lead quality risks.
- Enable recommended Insights or Verify features to prevent problematic leads from entering your system.
- Investigate alerts with higher percentages first to prioritize remediation.
Troubleshooting
| Symptom / Error | Likely Cause | Resolution |
|---|---|---|
| Alert not visible | Alert metric below 0.5% threshold | Wait for the next monthly refresh if the issue increases |
| There is no option to enable a new feature | Feature already enabled | Review recommended actions instead |
Frequently Asked Questions (FAQ)
Q: Where are Optimization Hub alerts displayed?
A: Alerts appear at the top of the TrustedForm Home page.
Q: How often are alert metrics updated?
A: Metrics reflect the previous calendar month and refresh on the first day of each month.
Q: Why do some alerts disappear automatically?
A: Alerts are hidden when the associated metric falls below 0.5% of retained certificates.
Q: Can I dismiss alerts?
A: Yes. Each alert includes a three-dot menu that allows users to dismiss the alert for 30 days.
Glossary
| Term | Definition |
|---|---|
| Optimization Hub | A TrustedForm feature that surfaces alerts related to lead quality and compliance. |
| Quality Alert | A notification highlighting potential issues detected in retained certificates. |
| TrustedForm Insights | A product offering that analyzes lead data such as bot activity or geolocation. |
| TrustedForm Verify | A product offering that validates consent language and form compliance. |
| Retained Lead | A lead whose TrustedForm certificate data has been stored using the Retain product offering. |
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