How to Setup TCPA Dynamic Consent With LeadByte

This article will show you how to set up TCPA Dynamic Consent with LeadByte. As a starting point, it’s helpful to review our guide on getting started with TCPA 1-to-1 consent in LeadCapture.io, which covers how to capture, retain, and route consent manually.

In this advanced guide, we’ll walk you through dynamically adding buyer, agent, or company names directly from LeadByte by pinging it for information, then posting that data back—seamlessly and in real time.

Important Note: This is v1.0 of our LeadByte Dynamic Consent integration guide. We’re currently making additional updates and enhancements to account for different edge cases and UI changes. If this guide doesn’t address your specific use case, please reach out to us directly at support@leadcapture.io so we can help configure things to meet your TCPA requirements.


Why Use LeadCapture.io’s Compliance Feature With LeadByte?


LeadCapture.io is one of the few lead capture tools that makes it simple to pass buyer data from LeadByte back into your lead capture form’s compliance section—seamlessly, and without forcing your prospects to complete extra steps.

Key Benefits

  • Easy Setup: Our workflow streamlines consent collection, saving you time and headaches.
  • Fast & Reliable: Rest assured that leads are actually seeing buyer info in your steps.
  • Flexible: Adjust fields and information to handle multiple names in multiple checkboxes—or just a single name or phone number—dynamically.
  • Frictionless Collection: Designed to minimize barriers in your consent process, ultimately improving conversion rates.
  • Extended Retention: Beyond simply checking a box, LeadCapture.io tags and stores consent for up to 5 years.

Use Cases: What Can You Do With Dynamic Consent?


There are many ways to leverage dynamic consent with LeadCapture.io and LeadByte. Here are a few possibilities:


  • Dynamically insert one or more names into checkboxes based on field values sent to LeadByte.
  • Insert a single name into the compliance text area (no checkbox) based on field values sent to LeadByte.
  • Insert a name and phone number (or other values) into the compliance text area (no checkbox) based on field values sent to LeadByte.
  • Customize subsequent steps based on names inserted into your lead capture forms.
  • Pass this information to thank-you pages and post it back to LeadByte and in lead notifications.

Steps for Setting Up Dynamic Consent With LeadByte


Below is a brief outline of the steps needed for setup:


  1. Configure LeadByte: Add buyers to your campaign and setup delivery checker.
  2. Add a TCPA Consent Template to your LeadCapture form.
  3. Set Up Dynamic Consent in LeadCapture.io.
  4. Post Data Back to LeadByte (so buyer information is properly routed into the system).

Step 1: Setting Up LeadByte Buyers & Accessing Your LeadByte Posting Guide


For dynamic consent to work, you first need to configure LeadByte and the delivery checker


Please review this documentation about Handling 1:1 consent using LeadByte's REST API>


If you need help with these configurations, reach out to LeadByte's support team for assistance with their backend setup.


Step 2: Setting Up Your TCPA Consent Template In LeadCapture


To get started in LeadCapture, you'll need to have your TCPA compliance text added somewhere to your lead capture form, ideally a contact step near a phone field.


Inside of your lead capture form, go to the step that ideally has a phone field. In this example, it’s our Contact step. On the left-hand side, go to Steps, then go to TCPA Consent.



Enable Add TCPA Consent and Tagging.



Make TCPA Consent Required.


In most cases, you’ll want to require TCPA consent before allowing the lead to move forward. It’s highly recommended that you keep this as required, but we wanted to make it flexible enough to give you the option.


Expand the section that says TCPA Consent.

Choose a Template. Here, you’ll see a section called TCPA Multiple Companies and TCPA Consent Single Company.


  • TCPA Consent Multiple Companies is for cases where you need to add more than one company name, buyer name, or agent name to your content area as multiple checkboxes.
  • TCPA Consent Single Company should be used if you need to add just one name to your lead capture form without a checkbox.

It's important to note that the names will appear dynamically, so there's no need to enter any specific names into these steps unless you'd like a fall back when no value is returned.

Need a checkbox for one or more Companies? Select TCPA Multiple Companies

In this case, you need to add more than one name, ideally as multiple checkboxes.


Note: You can adjust design and layout in the design section by scrolling below.


  • Choose TCPA Template: TCPA Multiple Companies.
  • In the Consent Text box, adjust the content as needed. You can add any content you want, including custom HTML for maximum flexibility. Be sure to replace the text in brackets, adding or removing items to fit your use case.

  • To add a link, follow this syntax tip: you can edit the template to adapt it to your needs and insert links using the syntax:

    Text of the link$https://somewhere.com

  • Leave company name fields blank or set fall back: our dynamic consent feature will override these values when names are present in the ping response. However, if no value is present in the response then whatever value is added to the fields will be shown.

Choosing TCPA Single Company


In addition to adding names dynamically to checkboxes, you can alternatively add a name, with some value (e.g. phone number) to the consent text area as well. Follow the steps below:



  • Choose TCPA Template: TCPA Consent Single Company.
  • In the Consent Text box, adjust the content as needed. You can add any content you want, including custom HTML for maximum flexibility. Be sure to replace the text in brackets, adding or removing items to fit your use case.

  • To add a link, follow the same syntax tip:

    Text of the link$https://somewhere.com

  • Use our tagging system

Set Dynamic Tags for Adding Name and Phone Value Directly to the TCPA text

In the case where you're not using checkboxes, and you'd rather insert a company name (plus additional text) right into the TCPA text, you'll need to use our Dynamic Tags feature, which allows you to add special tags that will dynamically update based on the ping response. The use case here being that you want to dynamically add the company name or company name + phone number to this area.


Tags:

  • {dynamic_company_1}: This will pull the first company at the top of the ping response. If you'd like to pull the 2nd or 3rd company, then simply replace the '1' with '2' or '3' like {dynamic_company_2}. You can also tie multiple companies together by adding tags like this {dyanmic_company_1}, {dynamic_company_2) — in this case two companies will appear in the text.

  • {dynamic_companies_all} all companies names separated by commas

  • {dynamic_text_1} This will pull a customer value (e.g.) phone number.

  • {dynamic_text_all}  all companies texts separated by new line <br> (for example, maybe a company has additional text that needs to be appended to the TCPA text)

Let's take a look at some examples:


Use case #1: Adding just a company name to the text section:

In this case use {dynamic_company_1},

By clicking Get My Rates I consent to be contacted at the number above by {dynamic_company_1} from the number {dynamic_text_1} for marketing purposes that may use regulated technology.


If you'd like to pull all companies in then just use {dynamic_company_all}



Use case #2: Adding all company names to the text section:

{dynamic_companies_all}

By clicking Get My Rates I consent to be contacted at the number above by {dynamic_companies_all} for marketing purposes that may use regulated technology

The output:



Use Case #3: Adding a company name and phone number (or some other custom text) to the text section

Use {dynamic_company_1} and {dynamic_text_1}

By clicking Get My Rates I consent to be contacted at the number above by {dynamic_company_1} from the number {dynamic_text_1} for marketing purposes that may use regulated technology



Step 3: Setting Up TCPA Dynamic Consent

Now that you’ve configured the TCPA consent section, the next step is to set up dynamic consent and begin the integration process.


Note: In the following sections, we’ll discuss styling and other cool features.


Enable Dynamic Consent with LeadByte


  1. Flip the switch to enable TCPA Dynamic Consent.
  2. From Dynamic Type, choose LeadByte .

Then set the following fields based on your LeadByte Ping Post Documentaiton

Now, set the following three fields:

  • PING URL: {insert your PING URL}
  • Ping Zip Field Name: zip_code
  • Custom Post URL Field: state

And that's it! Since we LeadCapture.io has a direct integration with LeadByte, we handle the rest of the complex stuff on the backend.


Testing

As an initial test, you can test right in preview mode:

  1. Open Preview Mode by clicking Preview in the upper-right corner.
  2. Go through the steps.
  3. You should see company name values returned based on the logic sent back to LeadByte.

For additional testing of the full post back to LeadByte, please add the form to a page and submit a full post. When submitting, ensure that your LeadCapture form is connected to LeadByte, either through Zapier or our Webhook integration.


Advanced Options

  • Ping With Contact Details: Documentation in progress.
  • Customizing the Thank You Step with Company Name Values That Were Returned: Documentation in progress.
  • Passing Company Values to Thank You Pages: Documentation in progress.

Posting Full Lead Details Into LeadByte

To get full post back into LeadByte, please make sure you're using the LeadByte Direct Integration, which can be found in your Lead Delivery section.


You can learn more about how to setup our LeadByte integration here.

Styling Your TCPA 1:1 Consent


After you set up your consent section, the next step is to style it. As you can see from the screenshot, there are several styling options.

Here’s what you can adjust:

  • Adjust TCPA text color, size, and font weight
  • Align checkboxes vertically or horizontally
  • Place the consent area above or below the submit button
  • Adjust the text box size
  • (Coming soon) Upload logos or other additional styling elements

Additional Info: Tagging, Storing, & Routing Consent


After you’ve set up your consent section, you’ll also need to capture, store, and route consent to your clients, buyers, or agents.


One of the unique features of LeadCapture.io is that we also tag consent with every name that’s added. For example, in your Lead List, you’ll see a section called TCPA Consent with a tag of Confirmed or Unconfirmed.

  • If it appears as Confirmed in the main lead list, it means the lead has confirmed consent for at least one company (assuming you’re using more than one company).
  • If you drill into the lead info, you’ll see each company listed that the lead has confirmed consent for.

This consent status, along with IP addresses and other key information, is passed through via:

  • Email lead notification
  • SMS lead notifications
  • Webhook
  • Zapier
  • Direct integrations

To ensure the data successfully enters your system, you can find your TCPA webhook field names in the TCPA webhook section.


Setting a field name lets you map the consent status to your receiving system, so you can capture and store it there as well.

Please reach out with any questions


TCPA Dynamic Consent can be complex, and every use case may present unique requirements. We’re continually working to improve our documentation and add new features to accommodate different scenarios. If you have any questions, or if your specific needs aren’t addressed here, please don’t hesitate to reach out to our support team. We’re here to help you navigate these edge cases and ensure your TCPA consent process is fully compliant.

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