How to Document Prior Express Written Consent with TrustedForm

TCPA Compliance

About ActiveProspect

• Marketing SaaS company based in Austin, TX

• Founded in 2004 with launch of LeadConduit

• Process over 15 million internet leads per month

• Brand name clients across wide range of industries

• Privately held & profitable – here to stay

Our Mission

Make Cost-Per-Lead Advertising Profitable and Safe for Our Clients

Process-Driven ApproachProcess-Driven Approach

We Provide a Real-Time Marketing Automation Platform for Lead Acquisition, Qualification and Certification

5

6

7

Our Customers

8

TrustedForm Was Created to Address 3 Areas of Risk

9

• Brand risk• Financial risk• Regulatory/legal risk

Brand Risk:Where Is Your Offer Running?

10

• Website source misrepresentation is common

• Is the offer correct?• Are the correct logo and

other images being used?• Is the text correct?

Financial Risk:Are You Getting What You Paid For?

11

• Aged leads sold as real time

• Pre-checked opt-ins• Use of unapproved

incentives• Call center leads sold

as web leads• Lists (phonebook

leads) sold as opt-in leads

Regulatory/Legal Risk:Are your leads a liability?

12

• FTC looking for misleading advertising

• TCPA requires express prior written consent for telemarketers effective 10/16/2013

• Canada Anti-Spam Law (CASL) requires proof of consent to email Canadian residents

• Industry-specific regulations

TCPA Compliance

The cornerstone of compliance

with the new TCPA rules isPrior Express Written

Consent

The Easy Part

Adding consent disclosures to your online forms

The Hard Part

Capturing and documenting proof of consent

Our Solution: TrustedForm

• The first lead certification solution, launched in 2010

• Independently collects and stores evidence for every lead

• Authoritative proof of consent presented in an easy-to-understand format

• Cost-effective and easy to implement

How TrustedForm Works

1. Add the universal TrustedForm script to form pages

2. Script automatically generates a certificate for every lead in real time

3. Claim the certificate via API, and keep as additional field with lead data

What Is a TrustedForm Certificate?• Virtual document

accessible as a unique URL

• Displays authoritative proof of consent

• Can be emailed or printed as tangible proof

Receive a TrustedForm

Certificate of Authenticity:

http://TrustedForm.com/demo

What Does Proof of Consent Look Like?Every TrustedForm Certificate includes:

• Date/time of consumer visit

• IP address, browser and OS of visitor

• The URL of website

• Real-time screenshot

• Full copy of HTML and images

The TrustedForm Difference

Rigorous Methodology

• Data captured and stored by a neutral third party

• All data independently collected through TrustedForm script

• Multi-step process to help prevent tampering

• Doesn’t rely on vendor-supplied data

Real-Time Screenshots

• Allows for visual review of exactly what the consumer saw

• Shows whether form was pre-populated

Real-Time Page Scanning

• Certificate includes a copy of the full HTML code and images of the web page

• Scans the HTML code in real time; verifies that the full, correct disclosure language is present

• Verifies proof of consent without sales delay

Lead Fingerprinting• Ensures the certificate matches

corresponding lead data

• Verifies the submitted phone number matches corresponding lead data

• Embedded in every certificate

Publisher-Friendly Solution

• Universal script

• Script is extremely fast and reliable (issuing 50+ million certs/month)

• Transparent about the data collected

• Proprietary information is protected

The Good News…

TCPA compliance is easy with TrustedForm

1. Add disclosures to your web forms

2. Issue & store TrustedForm Certificates with your leads

3. Scan page snapshots in real time to verify consent

The Bad News…

Plaintiff Lawyers Are Ready

Are You?

A few pennies per lead could save you

millions