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Campaigns - Implementing TCPA Certification (Enable on Lead Source) Step 1
Campaigns - Implementing TCPA Certification (Enable on Lead Source) Step 1

Ensure your leads meet TCPA requirements with real-time on form checks, and certification

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Enabling TCPA Certification will require you to configure your lead type to work with TCPA Certification. With TCPA Certification you can ensure every lead you collect on your own landing pages, or landing pages where you have provided the unique code to be used will check for consent, IP address, and mobile phone. If there is ever a complaint filed, you will be able to generate a certificate from LeadExec.

To enable TCPA Certification you first need to proceed to your Settings, then select TCPA Options, where you can enable TCPA for your LeadExec account.

Next, you will then enable TCPA Certification for each Lead Type.

Open your Lead Source Details

Click TCPA Options

Select On Under the Enable TCPA Services

Select the lead type that you wish to configure with TCPA and click Configure. This will place a green check in place of the configure button letting you know it is set up.

To enable TCPA on your Campaign:

  1. Click on List in the Lead Sources section of your left-hand navigation toolbar

  2. Select the Lead Source where you will be enabling TCPA

  3. Select the Campaign that you will be enabling TCPA Certification under and click Edit

  4. Click on Compliance Options

  5. If you have set the TCPA consent text you wish to have populated 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

    Default TCPA Consent 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"

  6. Turn on TCPA Mobile Check by selecting Yes - this feature is a requirement to use the TCPA system and does have a fee of $.02 per Mobile Check.

  7. 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!

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

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