What is TrustedForm?
TrustedForm is a lead certification service that independently captures what happens when a consumer fills out a web form and allows you to watch it later with VideoReplay. It also helps you comply with regulations like the TCPA by documenting consumer consent.
Certificate of Authenticity (e.g ad3314068a85bf685d20a047c0e56ce22e748060) - This certificate was issued by TrustedForm.com from Active Prospects, the independent lead certification authority. It certifies the following information about the lead:
1. When did they visit?
a. Visit Date
b. Visit Time
c. Time on page
2. Where did they visit?
a. Page URL
3. Who visited?
a. Remote IP Address
b. Geographical Location (Approximate)
c. Browser
d. Operating System
4. What did they see?
a. TrustedFrom captures a copy of the website as the consumer saw it. It is called "Snapshot". The Snapshot is a copy of the full HTML and images of the page that is stored on their server. This allows interacting with the page as it existed at the time the consumer completed the form.
To create TrustedForm Plugins, From the Admin page, click on Apps and select TrustedForm.
Click on the Add TrustedForm Plugin button.
Complete the following:
Name - Name of the TrustedForm Plugin
TrustedForm Certificate Field - Field used for TrustedForm. (This is where the link will populate)(Please visit this FAQ link on How to Create a Custom Field)
TalkPro Share - Select the TalkPro Share for Integration (Click here on How to Create TalkPro Share)
Status - Set to Activate or Deactivate the plugin.
Note: The TrustedForm field should be added in the lead layout.
Click on the "Close" button once the plug-in is created.
Go to the Campaign General tab and select the TrustedForm Plugin that you created.
On the Agent side.
Login to the campaign where the plugin is assigned as an agent.
Once the agent received a call, the "Get TrustedForm Certificate" button will appear. (need to wait for about 6 seconds before the button will show).
After clicking the "Get TrustedForm certificate", the agent will get a confirmation button.
An HTTP link will be generated in the TrustedForm field.
Clicking the link or the red button will direct you to the TrustedForm.com that certifies the following information of the lead. In the top part of the form, you can see the Certificate and Video tabs in the top left.
How to delete a TrustedForm plugin.
From the Admin dashboard, click on Apps and select TrustedForm.
On the show plugins section, click on the action button of the TrustedForm and select "Delete"
A dependency window will appear that the TrustedForm plugin is used on other applications. In order to delete the TrustedForm plugin, you need to remove or unassign it from another application.
Click on the "View" button to redirect you to the settings where this TrustedForm plugin is used.
Once the "TrustedForm" is removed from another application, click on the "Refresh" button and it will ask you if you want to continue and delete the plugin.
