Check these step-by-step instructions and learn how to activate the iClaim third-party service and set it on the Product level.
iClaim is a third-party service that captures and stores interactions from visitors on web forms, transforming them into lead events. It creates detailed records of web leads, offering insights into their origins and authenticity while ensuring compliance with legal standards like TCPA and FCC 1:1 consent by documenting consent.
By integrating iClaim with web forms, businesses can transparently record web page interactions and form submissions, providing a reliable way to document consent and enhance campaign performance while ensuring regulatory compliance. It records lead actions and device information, offers visual playback of the form submission process, and creates a new record every time a visitor accesses a webpage, ensuring transparent and compliant lead documentation.
To enable this service, go to the Fraud and Anomaly > iClear > Lead Processing Rules 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) 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) 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 “iClaim” option.
- Execution Type:
- 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, not real-time lead filtration based on the service status.
- Select the “On-Demand” option to enable leads filtration when the “% of lead to lookup” is set as 0 (null).
- % of leads lookup: Set the percentage of leads to be checked through this service. Note: This field is available only for Synchronous and Asynchronous Execution types.
- Account ID: Enter the unique identification number of the ValidRecord account.
- API Token: Enter the iClaim API token.
- Select a Session ID field: The autodetect field. To properly post the Session ID field into Phonexa, use the productField_iClaimSessionId parameter, where the field name is case-sensitive.
The “Claim Operation” allows you to securely claim and store records for future access, ensuring compliance with data retention policies whether you are a lead buyer or lead generator. Note: Records are stored for up to 5 years.
- Claim Record Posting Specifications: Select the “Yes” option to claim posting specifications associated with the records. Note: When this option is enabled, the “Enable Lead Contact Check” option is automatically set to “Yes” and can not be disabled.
- Reference (optional): Enter the information to identify the lead and associate it with the record.
- Vendor (optional): Enter the additional information about the user who sent the lead, for example, the name or identification number of the Publisher.
The “Lead Contact Check Operation” allows you to check the lead’s email and/or phone number against the information captured on the lead recording.
- Enable Lead Contact Check: Select the “Yes” option to compare the provided lead`s email and/or phone number with those stored in the claimed records.
- Select an Email field: Select the field that contains the lead`s email.
- Select a Phone field: Select the field that contains the lead`s phone number.
- Reject if result is not successful: Select the “Yes” option to reject the lead if the email and phone number do not match the data in the claimed records. Note: The lead will not be rejected if at least one of the fields (email or phone number) matches the record data.
The “Lead Snapshot Operation” allows you to access additional lead data on every purchased lead, supporting lead optimization and strategic decision-making.
- Receive Lead Snapshot: Select the “Yes” option to retrieve additional lead data.
- Reject if some data is missing: Select the “Yes” option to reject a lead if some of its data is missing.
- Reject if lead age is greater than: Fill in the maximum lead age value for the lead to be filtered out.
- Days
- Hours
- Minutes
- Reject if Form Input Methods: Select one or multiple form input methods. The leads associated with the selected options will be rejected.
- Reject if this parameter does not match IP: Select the parameter associated with the user’s IP address. All the leads whose IP addresses do not match the selected parameter will be rejected.
The “Confirm Operation” allows you to securely check and confirm if your lead complies with the new FCC one-to-one consent requirement and other TCPA standards.
- Enable Confirm: Select the “Yes” option to use data from lead records and the source from which they originated to confirm that a consumer gave their express written consent to be contacted as defined by the requirements configured in your account.
- Advertiser Name (Optional): Enter the name of the legal entity for an advertiser that will be used to determine if they were given consent in a one-to-one manner. This value will be normalized to be case insensitive, ignore redundant white space, and omit non-alphanumeric characters. Both 'Acme Inc.' and 'acme inc' would result in the same processed value.
- Reject if no consent languages are approved: Select the “Yes” option to reject the lead if there are no approved languages detected within the record.
- Reject if 1:1 consent requirements are not satisfied: Select the “Yes” option to reject the lead if the record structure does not satisfy the requirements for one-to-one consent.
- Reject if result is not successful: Select the “Yes” option to reject the lead if none of the found consent languages meet the success criteria defined for your account.
The “Additional Run Settings” configuration block allows you to configure more options to determine at which stage you would prefer to run the service.
- Service run time: Select whether you would prefer to run the service before or after the leads are filtered out (After filtration / Before filtration).
Note: Please be aware that selecting this option may impact your invoice. Once this option is selected and no campaigns remain for the service to run, there will be no charges incurred. - Run service on (PingPost products only): Select one of the options to determine at which stage you would prefer to run the service for the Ping Post products (Ping / Post / Ping and Post).
- Run service on silent ping: Select “Yes” if you would like to run the service during the silent ping stage. Select “No” to exclude this option.
- No response service action: (The system runs a lookup service, in case the service did not get any response you can select the preferable action)
- Select the “Continue Processing” option if you want to continue processing leads when the service does not respond.
- Select the “Reject the Lead” option if you want to reject the lead when the service does not respond.
Click the “Add” button to confirm.
Read more about the Global and Advanced Rules configurations in this Knowledge Base article.
To receive the iClaim Session ID parameter data via your JS Forms, you can configure your Product by adding the iClaim’s service script into your forms. To do so, go to the System Management > Products section, select the preferable Product from the list, and click the “Settings” button. Then click the “Additional Form Settings” tab.
Then input the following script into the “Script to add after form” field.
<script>
(function(arg) {
var _vr878 = document.createElement('script');
_vr878.type = 'text/javascript';
_vr878.defer = true;
_vr878.setAttribute('data-validrecordquery', JSON.stringify(arg));
_vr878.src = 'https://iclaim.validrecord.com/js/analizeValidRecord.js?v=7dfd7746264f213';
document.getElementsByTagName('head')[0].appendChild(_vr878);
})({'formsSidField':'iClaimSessionId', 'token':'a9d10aa41b35629df64fb85d90c09fedfe3763dd'});
</script>
Then click the “Save” button to confirm.
Once completed, all forms created within the selected Product will collect the iClaimSessionId parameter.
Read more about the JS Form section and the Additional Form Settings tab in the respective Knowledge Base articles.