Introduction

Welcome to the seamless integration of Engage Forms with IdentityCheck. Designed to help you gather critical insights seamlessly with its fun and approachable Sticky Notes, Engage Forms transforms data collection into an engaging experience. By integrating IdentityCheck, you add an essential layer of identity verification capabilities, enabling a secure and efficient user experience for capturing and verifying identity data directly within your forms.

Why Connect IdentityCheck to Engage Forms

Integrating IdentityCheck with Engage Forms offers several compelling benefits:

• Streamlined ID Verification: Simplify your data collection process by embedding identity verification directly into your Engage Forms. This ensures that all users completing your forms are authentically verified without the need for additional steps.
• Enhanced User Trust: With the secure verification features of IdentityCheck, users feel more confident providing their information, knowing that their data is handled securely.
• Improved Operational Efficiency: As demonstrated in the Wardle Partners case study, IdentityCheck drastically reduces processing time, allowing firms to achieve up to a 5-10x ROI and significant cost savings.

Setting Up the Integration

1. Log in to your Engage Forms account.
2. Navigate to the Integrations section in your settings.
3. Find and select IdentityCheck from the list of available integrations.
4. Follow the on-screen prompts to authenticate and link your IdentityCheck account.
5. Customize the fields that you want to include in your forms for identity verification.
6. Save changes and test the integration to ensure everything is set up correctly.

How It Works in Engage Forms

Once integrated, IdentityCheck operates seamlessly within your Engage Forms. For instance, when setting up a new customer onboarding form, you can add an identity verification widget that prompts users to upload an ID document. The system then automatically verifies their identity in real-time, ensuring compliance with KYC check requirements and adding an extra layer of security to your data collection efforts.

Frequently Asked Questions

• Where is my data stored? IdentityCheck securely stores data in compliance with international data protection regulations, ensuring users’ information is protected.
• Can I customize the verification process? Yes, you can tailor the ID verification process to meet your organization’s policies and requirements.
• What happens with incomplete checks? Incomplete checks trigger a notification for follow-up, ensuring that you always have verified user data.

Final Thoughts

Integrating IdentityCheck with Engage Forms not only enhances user experiences by adding robust ID verification capabilities but also improves your operational efficiency. Start using this powerful integration today to streamline your client interactions and reinforce data trust in your processes.