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Settings - TCPA Options

Enable TCPA from within LeadExec

Written by Gabriel Buck

Overview

This page allows you to enable and configure TCPA certification within LeadExec. Once enabled, you can associate lead types and campaigns with TCPA compliance workflows to collect and verify consent.

Enable TCPA Information Screens

  • Navigate to Settings → TCPA Options.

  • Select Enabled under "Enable TCPA Information Screens" to turn on TCPA compliance features.

Configure lead types for TCPA

  • After enabling, select a Lead Type and click Configure to activate TCPA certification for that segment.

  • Once configured, a green check icon confirms successful setup.

Next steps

Continue with Step 2 (prepare the lead type), the campaign's Compliance Options, the form script, the TCPA checklist and certificates in How to Set Up TCPA Consent Certification in LeadExec.

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