Dynamic Consent Documentation

Regulatory Disclaimer

Disclaimer: On January 24th, 2025, the FCC's one-to-one consent rule, which required lead generators to obtain direct consent for each seller before contacting consumers, was struck down by the U.S. Court of Appeals for the Fifth Circuit. This means that, as of now, the rule is no longer in effect. However, businesses should continue to follow existing TCPA regulations and stay informed about any further legal developments or enforcement actions. This is not legal advice—please consult with a qualified attorney for compliance guidance. Please see this blog for more information.

boberdoo's Consent Solutions

boberdoo offers one-to-one consent solutions through our Dynamic Consent Form Builder and pingPostConsent API. Both solutions support retail and broker models, handle multiple distribution scenarios, and integrate with major lead generation companies and networks.

Updates and Alerts

Source and API Setup

• Use the Dynamic Consent option in the Source Wizard to set up 1:1 sources.
• Seller Company Phone is now returned in the API response like forms. Use seller_phone_display.
• API Actions: pingPostLead and pingPostConsent. If you ping with one, you have to post with it.

Profit and Pricing

• If the profit on a lead is NEGATIVE and profit margin is NOT ignored, then lead posts will fail, because the lead could be sold with a loss. If you want to allow the post to be sold at a loss, edit the source settings to ignore profit margin.

Bid and Processing Details

• Bid_ID is a unique identifier that the lead system assigns to each potential match during the ping-post consent process.
• Processing: pingPostLead and pingPostConsent behave the same way.
• Bid Modifiers are currently unavailable for pingPostConsent APIs and Dynamic Consent forms.
• Bid Experiments are also not currently available for pingPostConsent API and Dynamic Consent forms.

Testing and Changelog

• Test_Lead=1 returns Matched response but total bids: 0 regardless of lead outcome.
• For all updates, please refer to our changelog to get the full picture for all new updates.

Processing Documentation

Source Cost and Bid Explanation

How vendor bids are returned and costs are calculated. (January 16, 2025, v2)

Post Reject Second Chance Processing

The presentation of additional matches after the initial company's attempt is unsuccessful. (January 15, 2025, v3)

Partner Consent Settings and Display Priority

Options and priority of company information displayed to consumers. (January 16, 2025, v2)

Form Builder Documentation

Place code on your site to dynamically display one-to-one matching companies. (January 16, 2025, v2)

Partner Use Case Documentation

Exclusive Retail Partner

Only and final company displayed. (January 16, 2025, v2)

Shared Retail Partner

Final company but may be one of many companies displayed. (January 16, 2025, v2)

Exclusive Scenario Broker

Company that submits one bid for multiple companies to display. (January 16, 2025, v2)

Shared Scenario Broker

Company that submits a unique bid for each company returned to display. (January 16, 2025, v2)

Exclusive Broker with RedirectURL

Company that returns an additional redirect URL with success response. (January 16, 2025, v2)

Dynamic Consent Reports

• Forms Rejects Report - specifically identifies leads that come from boberdoo forms that are rejected.
• Incoming API Count By Source - summarizes a count of all posting API calls from each source per lead type.
• Consent Vs Regular Lead Post Report - summarizes a count of posted leads from pingPostLead and pingPostConsent APIs.

Frequently Asked Questions

The consumer's phone number is displayed on the Post Reject Second Chance step because that is required to be on the same page as the company and the 'agree' button to which the consumer is providing consent. Because the consumer's original consent is no longer valid, we present the phone number again with the new match for new one-to-one consent.

In pingPostConsent, the lead cost is set as price minus margin AFTER the sale is completed according to the selected matches and respective sales. The fixed cost set on the source is IGNORED for the consent lead post.

No, pingPostLead will still work how it always has.

Yes, you can still get consent for your other buyers. Please see the Second Chance functionality available in boberdoo.

You can view Dynamic Consent activity in the Forms Rejects Report, Leads tab filters (Is Dynamic Consent API and Form Type), and the Green lead log.

You will need to create new forms that are Dynamic Consent instead of Standard forms. If you have to re-create a lot of them, templates can be helpful, which you can create while creating Dynamic Consent forms.

Use the Partner Company Display Priority and Consent Settings Configuration for Seller Company Name. You can also enhance partners to consumers with Seller Company Phone and HTML Offer content.

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