TrustedForm

Overview

Document lead generation consent in your form to protect against litigation.

What you need

Background

TrustedForm, offered by ActiveProspect, is a service designed to certify internet leads by providing unbiased, third-party documentation of consent. It's particularly useful for companies that generate or purchase leads online, ensuring compliance with regulations like the TCPA (Telephone Consumer Protection Act) and CASL (Canada's Anti-Spam Legislation) by documenting when, where, and how a consumer submitted a web form. TrustedForm captures detailed information about the lead generation event, including a VideoReplay of the consumer's interaction with the form. This documentation is accessible through TrustedForm certificates, which can be easily shared with third parties to eliminate compliance concerns​.

The service integrates with your lead generation process to provide real-time actionable insights and append data to each lead, such as the outcome of the request, matched email and phone, city, country code, and more, based on the consumer's interaction with the web form​.

Benefits

Using TrustedForm offers several key benefits for businesses that generate or purchase leads online:

  1. Compliance Assurance: TrustedForm provides documentation of prior express written consent, helping businesses maintain compliance with regulations like TCPA and CASL. This significantly mitigates the risk of legal issues related to contacting consumers without documented consent​.
  2. Fraud Prevention: By verifying the authenticity of leads and ensuring that the certificate matches the lead being purchased, TrustedForm helps in preventing fraud. This adds an extra layer of security to the lead generation and purchasing process​.
  3. Dispute Resolution: The service offers shareable session replays, which can be used to quickly respond to complaints or disputes. Having access to a visual representation of the consumer's actions during the lead generation event allows businesses to validate consumer submissions and prevent complaint escalation​.
  4. Lead Quality Improvement: TrustedForm helps optimize purchasing decisions by providing data about leads. This enables businesses to focus on high-intent leads, improving the return on investment (ROI) for lead acquisition efforts. By paying the right price for each lead and avoiding leads that do not meet specified criteria, businesses can capture more leads that align with their target customer profile​.
  5. Market Trust and Credibility: Using a well-regarded service like TrustedForm can enhance a business's reputation in the market. As more buyers expect their partners to have TrustedForm, using the service can strengthen business relationships and ensure compliance standards are met​.

Considerations

Before using TrustedForm, there are several important considerations to keep in mind to ensure it aligns with your business needs:

  1. Integration Compatibility: Assess how TrustedForm will integrate with your current systems, CRM, or lead management tools. Ensure that the integration process is smooth and does not disrupt your existing workflows​.
  2. Regulatory Compliance Requirements: While TrustedForm aids in compliance with laws like the TCPA and CASL, understand the specific compliance requirements of your industry and region to ensure TrustedForm meets all your needs​.
  3. Lead Generation and Acquisition Strategy: Consider how TrustedForm fits into your overall lead generation and acquisition strategy. It's crucial to understand how the service will enhance lead quality and compliance for the leads you generate or purchase.
  4. Cost Implications: Review TrustedForm's pricing structure, which is based on the number of certificates retained each month and storage costs. Ensure the pricing aligns with your budget and the volume of leads you handle​.
  5. Technical Expertise: Determine the level of technical expertise required to implement and manage TrustedForm within your organization. While the service is designed to be user-friendly, having a team capable of managing the integration and utilization of its features is beneficial​.
  6. Lead Certification and Verification Needs: Evaluate your need for independent lead certification and the level of documentation required for legal compliance. TrustedForm's ability to provide unbiased third-party documentation of consent might be crucial for your business operations​.
  7. Data Insights and Lead Quality Optimization: Consider how the data insights provided by TrustedForm can be used to optimize your lead buying strategy and improve the ROI on your lead acquisition efforts​.

By carefully considering these aspects, you can make an informed decision about implementing TrustedForm in your lead generation and management processes.

How to set up

Navigate to the Feathery form that you want to connect to TrustedForm. Click on the Integrations tab.

Open the TrustedForm integration and specify which hidden fields you want to store the generated certificate and ping data into. Make sure you have a TrustedForm account with the domain activated that you're running your forms on. This will allow you to retain your generated certificates.

Click Connect. Your integration is now live and ready to go! TrustedForm certificates will automatically be generated and stored into your hidden field for each submission of at least one step.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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