The TrustedForm third-party service allows you to automatically claim the certificate using your credentials via the API request to the TrustedForm service. In response to the API request, TrustedForm will return a URL with masked data (website URL) that can be sent to buyers.
To enable this service, go to the Fraud Detector > iClear section and select a Product from the drop-down list.
Once you select the Product, you’ll be automatically redirected to the Lead Processing Rules (iClear) sub-tab. You may also navigate here by selecting the System Management > Products section on the left-hand menu and clicking on the “Settings” button for the corresponding product (Lead Processing Rules (iClear) sub-tab).
To configure this service, click the “Add Service” button in the Global Rules block. Fill in the following fields:
Select Third Party Service: Select the “Trusted Form” option.
Select a TrustedForm URL field: The autodetect field. To properly post the TrustedForm URL into Phonexa, use the trustedFormUrl parameter, where the field name is case-sensitive.
Select a fallback field (optional): Select a Product field. In case the “TrustedForm URL” field is empty, the value is provided by this field as an alternative.
Trusted Form API Key: Fill in the TrustedForm API key.
Claim Period: The certificate is automatically deleted unless a user with the paid TrustedForm account claims it before the end of the set-up claim period.
Select the “Standard” option to assign the 3-day claim period.
Select the “Extended” option to assign the 90-day claim period.
Select the "Synchronous" option to wait for the service outcome before processing a lead. This execution type is recommended for real-time lead filtration based on the service status.
Select the "Asynchronous" option to make a simultaneous request and process a lead without waiting for the service outcome. This execution type is recommended for analytical purposes and not for real-time lead filtration based on the service status.
% of leads lookup: Set the percentage of leads to be checked through this service.
Reject if lead not found: Select ‘Yes’ if you want the lead to be rejected if it is not found in the database.
Reject if lead age is greater than: Fill in the maximum lead age value for the lead to be filtered out.
Click the “Add” button to confirm.
Read more about the Global Rules and Advanced Rules configuration in this Knowledge Base article.