In this article, you’ll learn how to add TrustedForm by ActiveProspect to your decision trees…

Learn more about meeting your TCPA compliance requirements using TrustedForm here:

Step-by-Step Instructions:

Step 1: Copy/paste the Trustedform script into the decision tree level, or global level script section.

  • It should be above the </body> tag (Not Head Section)
<!-- TrustedForm -->
<script type="text/javascript">
(function() {
var field = 'xxCertUrl';
var tf = document.createElement('script');
tf.type = 'text/javascript'; tf.async = true;
tf.src = ("https:" == document.location.protocol ? 'https' : 'http') + "://" + new Date().getTime() + Math.random();
var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(tf, s);
<img src="" />
<!-- End TrustedForm -->

Step 2: Create a hidden custom field – “xxTrustedFormCertUrl” and “xxCertUrl”

Step 3: Copy/paste this script into any node-level script section.

  • Can be first node or towards the end of your decision tree. It does not need to be around or near your phone field.
  // starts a loop with interval of 500ms 
  var interval = setInterval(getCertUrl, 500)
  function getCertUrl() {
  	var certUrl = document.getElementById('xxTrustedFormCertUrl_0') &&
    // check if the certificate has been generated
    if (certUrl){
        // assign the generated token to LH custom field
      	DT.setField('xxTrustedFormCertUrl', certUrl);
        // logs the certificate to the console
        // stops the loop

( Note that we want this to fire on enter)

Step 4: Publish and access Decision Tree via the direct link to test.

  • Turn on the browser console
  • You will see once you reach the node that the Trusted Form Certificate URL will display on the console

Step 5: Map / Email / Distribute this URL how you like.

  • The URL will resolve to a valid certificate

Claiming Certificate

Step 1: Add a Webhook Node after the form node where you placed the Trustedform script.

  • You can also add it just right before the results node or add a delay node.
  • It needs enough time for the certificate to generate before claiming.

Step 2: Set the request URL of the Webhook Node to the {xxTrustedFormCertUrl|raw}. This will carry the certificate URL and use it as the request URL

Step 3: Set METHOD to POST and BODY to JSON

Step 4: Add the fields that you used on the form node.

Step 5: Add Accept = application/json to Header

Step 6: Add Authorization = Basic (Base64 Encoded value of API:YOUR_API_KEY)

Encoding value for Authorization

You can encode it here:

Step 1: Add API: then your API KEY

Step 2: Click “Base64 Encode”

Step 3: Grab the Encoded value and add it as a value for your Authorization header after the word Basic

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