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Settings - TCPA Options

Enable TCPA from within LeadExec

Gabriel Buck avatar
Written by Gabriel Buck
Updated over 2 weeks ago

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:

  1. Click on Lead Sources

  2. Select the Lead Source you will be enabling TCPA under and click Modify Campaigns

  1. Select the Campaign that you will be enabling TCPA under and click Modify

  2. Click on Quality/TCPA Options

  1. 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"

  2. 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.

  3. 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:

  1. Click Lead Sources

  2. Select the Lead Source you have enabled TCPA on and click Modify Campaigns

  3. 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.

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