How to Setup TrustedForm by ActiveProspect

Introduction

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:

https://activeprospect.com/products/trustedform/

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') + "://api.trustedform.com/trustedform.js?field=xxTrustedFormCertUrl&ping_field=xxTrustedFormPingUrl&l=" + new Date().getTime() + Math.random();
var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(tf, s);
})();
</script>
<noscript>
<img src="https://api.trustedform.com/ns.gif" />
</noscript>
<!-- 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.

<script>
  // starts a loop with interval of 500ms 
  var interval = setInterval(getCertUrl, 500)
  function getCertUrl() {
  	var certUrl = document.getElementById('xxTrustedFormCertUrl_0') &&
        document.getElementById('xxTrustedFormCertUrl_0').value;
    // 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
        console.log(certUrl);
        // stops the loop
    	clearInterval(interval);
    }
  }
</script>

( 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: https://mixedanalytics.com/knowledge-base/api-connector-encode-credentials-to-base-64/

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