Secure forms can either come from a pre-built library or they can be custom forms creating by our ARI Web Development team. The only condition is that the website account must have the Secure Lead Form Component. If an active or inactive instance of the Secure Lead Form Component is not present in your website account, you may submit a request to Updates@arinet.com to have this component added.
Activating the Secure Lead Form Component
When an instance of the Secure Lead Form Component is not already enabled on the website, do the following to turn the component on.
Adding a New Instance of an Active Component
If an instance of the component is already enabled on the website, do the following to create a new instance of the component.
PLEASE NOTE: Only Dealer Administrators can configure password protection for secure forms. Please see Secure Forms: Password Protecting "Customer Sensitive" Form Fields
IMPORTANT: If a form has custom fields (ie any field that is not part of an equivalent system form) to capture sensitive customer information (SSN, Driver’s License ID, etc.), these fields WILL NOT be viewable in corresponding lead records in the ARI CMS unless and until someone in the role of Dealer Administrator configures a password in the Secure Lead Form Component settings. This requirement is in place to protect dealers and consumers from security breaches.
Without a password being applied, non-custom form fields in the lead record will display to users, but custom fields will be hidden. Additionally, custom fields are permanently inaccessible on lead records captured prior to a password being configured for the form. In short, it’s very important to add a password as close to the deployment of the form as possible, so that captured customer information isn’t irretrievably lost.
It is not possible for an ARI employee to configure the password settings on a secure form. For security purposes, only users in the role of Dealer Administrator can manage the password settings for the component.
If a Dealer Administrator wishes to change the password on the Secure Lead Form Component, they must know the current password. To change the password when the current password has been forgotten, please see Secure Leads: Forgotten Password.
If a Dealer Administrator has forgotten their password on the Secure Lead Form Component, they can create a new one. No other dealer role or ARI role has access to the “Forgot Password” function.
IMPORTANT: When a password is changed via the Forgot Password process, all previously captured custom fields for that form are permanently purged from the lead records. This is a security measure that cannot be bypassed by design.
If someone in the user role of Dealer Administrator has set a password on the Secure Lead Form Component, then any form submissions that are captured in the ARI CMS system can only be accessed when that password is entered in the lead record.
It’s important to note that not all form data is encrypted on password-protected forms. Basic information, like the customer’s name, telephone, and email address, will display in lead records without inputting a password. But any custom fields in the lead record, including fields meant to capture “customer-sensitive” information, WILL NOT display UNLESS the password for the form is entered.
4. A Decryption Password modal window will open. Enter the form password and click Submit.
5. If the password entered is correct, you’ll be returned to lead detail page and the previously encrypted form fields will now display.
NOTE: In order to access encrypted form data, the form password must be entered each time you open the lead record. If you have more than one password-protected lead record to view, you will have to re-enter the password for each individual record.