Overview
This page allows you to enable and configure TCPA certification within ClickPoint. Once enabled, you can associate lead types and campaigns with TCPA compliance workflows to collect and verify consent.leadexechelp.clickpointsoftware.com
Step 1: Enable TCPA Information Screens
Navigate to Settings → TCPA Options
Select Enabled under “Enable TCPA Information Screens” to turn on TCPA compliance features.
Step 2: 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.
Step 3: To enable TCPA on your Campaign:
Click on Lead Sources
Select the Lead Source you will be enabling TCPA under and click Modify Campaigns
Select the Campaign that you will be enabling TCPA under and click Modify
Click on Quality/TCPA Options
If you have set the TCPA consent text you want to populate on your form you can paste it into the TCPA Form Consent Text field. If you leave this field blank it will default to the following text "I agree to be contacted on the number supplied using an automated telephone dialing system or prerecorded or artificial voice. I understand that providing my cell phone number is not required to purchase services and that I may revoke this permission at any time"
Turn on TCPA Mobile Check by selecting Yes - this feature is a requirement to use the TCPA system and does have a fee of $.03 per certification check.
Turn on Locate IP by selecting Yes - This feature will locate the lead via their IP Address.
Once you have these options enabled and set up you can run the TCPA CheckList to make sure everything is set up correctly!
Step 4: To run the checklist:
Click Lead Sources
Select the Lead Source you have enabled TCPA on and click Modify Campaigns
Highlight the Campaign you enabled TCPA on and Click TCPA Checklist
Best Practices
Ensure consent capture fields (name, phone, IP address, opt‑in confirmation) are present on your web form.
Use customized consent text if desired; otherwise, rely on the default for valid consent collection.
Keep TCPA Mobile Check enabled at all times for continued certification.
Store printed certificates as proof in case of future disputes.
Summary
The TCPA Options screen provides the foundation for TCPA certification in ClickPoint. Follow these steps:
Enable TCPA globally
Configure lead types and campaigns
Generate and embed the consent form script
Verify setup via checklist
Issue certificates when needed
This ensures you capture legal consent and document compliance thoroughly. Let me know if you’d like screenshots tailored to your UI or any further refinements.