Introduction

PlanSo Forms for WordPress is a versatile tool that allows users to effortlessly manage and create forms on their WordPress sites. By integrating IdentityCheck, you can add a robust layer of ID verification to your forms, streamlining critical tasks like KYC checks and protecting against fraud. This integration is tailor-made for modern businesses seeking efficient, effective identity verification solutions.

Why Connect IdentityCheck to PlanSo Forms for WordPress

Integrating IdentityCheck with PlanSo Forms for WordPress offers significant benefits, especially for businesses focused on secure onboarding and compliance. With built-in capabilities for identity verification, your customers can swiftly complete KYC checks directly through your WordPress site. This integration simplifies processes, reducing time spent manually verifying client information.

For instance, Fullstack Advisory achieved seamless TPB compliance with IdentityCheck, transforming their client onboarding into a one-click experience. Read their full case study here.

Setting Up the Integration

1. Install the PlanSo Forms plugin on your WordPress site.
2. Go to the plugin settings and navigate to the ‘Integrations’ tab.
3. Select IdentityCheck from the list of available integrations.
4. Enter your IdentityCheck API credentials to authorize the connection.
5. Save the changes and verify that the integration is active.
6. Begin embedding ID verification requests into your forms as needed.

How It Works in PlanSo Forms for WordPress

Once set up, IdentityCheck operates seamlessly within PlanSo Forms. For example, a recruiter can verify a freelancer’s identity before granting access to a company’s Notion account. Users submitting a form will pass through an identity check where they’ll upload their ID documents for verification, ensuring that only verified individuals proceed to the next stage of your process.

Frequently Asked Questions

• Where is my data stored? All identity data is securely stored in compliance with global standards.
• Can I customize the verification message? Yes, you can tailor messages to align with your brand communication.
• What if someone doesn’t complete the ID check? You can configure reminders or manual follow-ups for incomplete checks.

Final Thoughts

Integrating IdentityCheck with PlanSo Forms for WordPress empowers you to perform secure and efficient ID verification. This combination is perfect for those looking to enhance their user engagement while keeping identity checks unobtrusive yet effective. Enjoy streamlined processes and rest assured knowing that your customers’ identities are protected with the best tools available.