How to Implement Active Prospect Consent Tracking on Your Form

Welcome to this easy-to-follow guide on adding Active Prospect consent tracking to your CRM form! If you're looking to make sure your business follows the law by getting clear permission from your customers, you're in the right place. This guide is perfect for anyone, no matter how much you know about CRMs or consent tracking. You'll learn how to build your form, add a special field for tracking consent, and make sure everything works smoothly.Ever wondered how to start making a form that tracks consent? Or how to hide that tracking field so it doesn't clutter up your form? Maybe you're curious about what to do if things don't look right after you've followed all the steps. This guide has got you covered! We'll walk you through each part of the process, from the very beginning to making sure your consent tracking is working just right. Plus, we'll give you tips on what to do if you run into any bumps along the way.So, get ready to dive in and make your CRM forms better and more legal-friendly with Active Prospect consent tracking. Let's get started!

Introduction

This comprehensive guide is designed to assist users in integrating Active Prospect consent tracking with a form created in the CRM. This process is crucial for businesses that need to comply with legal standards by obtaining and documenting consent from their customers. The guide is intended for users of all skill levels, aiming to provide a clear, step-by-step walkthrough of the setup process.

Building Your Form

Start with the Basics: Begin by constructing your form in the CRM as you normally would. This involves adding the necessary fields that you want your customers to fill out.

Create a Custom Field for Consent Tracking:

Navigate to Fields , then Custom Fields , and click on Add a Custom Field .

Select the text type for your new custom field.

Name your field as recommended in the CRM documentation.
Save your new custom field.

Incorporate the Custom Field into Your Form: Drag the newly created custom field into your form, positioning it above the submission button.

Save Your Form: Once you've placed the custom field correctly, save your form.

Integrating Active Prospect Script

Access Form Integration Options: Click on the Integrate Form button, select the Link tab, and open your form in a new tab. It's recommended to use the Chrome browser for this step.

Insert the Custom Script:

Copy the custom script provided in the CRM help documentation.

Return to your form builder in the CRM, navigate to the Standard Forms tab, and drag an HTML field below your submission button.
Click on the HTML field, select Edit Script , and paste the copied script.

Update the Form ID in the Script:

In the Chrome browser tab where your form is open, right-click and select Inspect .
Use the mouse pointer option to hover over the custom field you added above the submit button and click to reveal the form field name.
Copy the string of letters and numbers that represent the form field name.

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

Save Your Changes: After updating the script with your form's specific ID, save your changes.

Hiding the Consent Tracking Field

Apply Custom CSS:

Copy the custom CSS code provided in the CRM documentation.

In your form builder, go to the Styles tab and paste the copied CSS code into the custom CSS box.
Adjust the position number in the CSS code to match the position of your consent tracking field in the form. For example, if it's the fifth field, change the number accordingly.

Save and Test Your Form:

Save your changes and refresh the form page.
Submit a test entry to ensure everything is working correctly.

Verifying Consent Tracking

Check Submission for Consent Certificate:Navigate to Marketing , then Form Builder , and select Submissions .Locate your test submission. You should see a URL to the Active Prospect consent certificate in the submission details.If you're a paying customer of Active Prospect, you can claim the certificate by opening the provided URL.
Navigate to Marketing , then Form Builder , and select Submissions .
Locate your test submission. You should see a URL to the Active Prospect consent certificate in the submission details.
If you're a paying customer of Active Prospect, you can claim the certificate by opening the provided URL.

Troubleshooting and FAQs

What if the consent tracking field doesn't hide? Ensure you've correctly adjusted the position number in the custom CSS code to match the field's position in your form.
How do I find the form ID? Use the Chrome browser's Inspect tool to hover over the consent tracking field and identify the form field name, which serves as the ID.

Summary

Thanks for checking out our guide on adding Active Prospect consent tracking to your CRM form! Here's a quick recap of what we covered:1. Building Your Form: Start by making your form in the CRM, add all the fields you need, and then create a special field for tracking consent. Make sure this field is in your form before the submit button.2. Adding the Script: Go to the form integration options, use a custom script from the CRM help docs, and put it in your form. You'll need to update this script with your form's unique ID, which you can find using the Chrome browser's inspect tool.3. Hiding the Consent Field: Use some custom CSS code from the CRM docs to hide the consent tracking field in your form. Make sure to adjust the code so it matches the position of your field.4. Testing and Verifying: After saving all your changes, test your form to make sure it works. You should be able to see a consent certificate in your form submissions if everything is set up right.If you run into any problems or have questions, don't hesitate to look back at this guide or check the CRM's help section for more info. Thanks for stopping by, and good luck with your form!