How to Set Up Active Prospect Consent Tracking on Your Form

Step 1: Creating Your Form

1. Start Simple: Begin by designing your form within your CRM system, adding the fields your customers need to fill out.

2. Add a Custom Field:

• Create a new custom field, label it as xxTrustedFormCertUrl, and set it as a short text field.
• Drag and drop this field just above the form’s submit button.

3. Save the Form: Once the field is placed in the correct location, save the form.

Step 2: Adding Active Prospect Script

1. Access Form Integration Settings:

• Click the "Integrate Form" button and then select the “Link” tab.
• Open the form in a new browser tab (preferably Chrome).

2. Insert the Custom Script:

• Copy and paste the script provided below into your form:

html
Copy code
<script type="text/javascript">

(function() {

    var field = 'xxTrustedFormCertUrl';

    var provideReferrer = false;

    var invertFieldSensitivity = false;

    var tf = document.createElement('script');

    tf.type = 'text/javascript'; tf.async = true;

    tf.src = 'http' + ('https:' == document.location.protocol ? 's' : '') +

      '://api.trustedform.com/trustedform.js?provide_referrer=' + escape(provideReferrer) + '&field=' + escape(field) + '&l='+new Date().getTime()+Math.random() + '&invert_field_sensitivity=' + invertFieldSensitivity;

    var s = document.getElementsByTagName('script')[0];

    s.parentNode.insertBefore(tf, s);

})();

function trustedFormCertUrlCallback(certificateUrl) {

    document.getElementsByName('FORMID')[0].value = certificateUrl;

    document.getElementsByName('FORMID')[0].dispatchEvent(new Event("input"));

}

</script>

<noscript><img src="http://api.trustedform.com/ns.gif" /></noscript>

• In the form builder, go to the "Quick Add" tab and drag an HTML field below the submit button.
• Click on the HTML field, select "Edit Script," and paste the script you just copied.

3. Replace the Form ID:

• In Chrome, right-click your form and choose "Inspect."
• Hover over the custom field (xxTrustedFormCertUrl) to reveal its form field name. Copy the identifier string.

• Return to your form builder and replace the placeholder FORMID in the script with the string you copied.

4. Save Your Changes: After making the necessary updates to the script, save the form.

Step 3: Hiding the Consent Tracking Field

1. Apply Custom CSS:

• Use the following CSS code to hide the tracking field:

css
Copy code
.menu-field-wrap:nth-child(4) {display: none;}

2. In the form builder, navigate to the "Styles" tab and paste the code into the custom CSS box. Adjust the number in the code to match the position of your consent tracking field (e.g., change nth-child(4) if it is the fifth field).

3. Test Your Form:

• Save and refresh the form. Submit a test entry to ensure everything is functioning as expected.

Step 4: Confirming Consent Tracking

1. Review Submission Data:

• Go to "Sites," then "Form Builder," and select "Submissions."
• Locate your test submission. You should see a URL pointing to the Active Prospect consent certificate.

2. Claim the Certificate:

• If you’re an Active Prospect customer, you can open the certificate link and claim it.

Troubleshooting and FAQs

• Field Not Hiding? Ensure that the position number in your CSS code matches the actual location of your tracking field.

• Form ID Not Found? Use Chrome’s Inspect tool to find the form field name that acts as the identifier for your custom field.