How to Implement Active Prospect Consent Tracking on Your Form

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.

Add Custom Field:

• Create a custom short text field named 'xxTrustedFormCertUrl'.

• Drag this field into your form above the submit 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 below.

<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>

• Return to your form builder in the CRM, navigate to the Quick Add 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 below:.menu-field-wrap:nth-child(4) {display: none;} 
• 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

1. Check Submission for Consent Certificate:Navigate to Sites , 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.
2. Navigate to Sites , then Form Builder , and select Submissions .
3. Locate your test submission. You should see a URL to the Active Prospect consent certificate in the submission details.
4. 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.