This guide walks you through adding and customising the Terms and Conditions (T&C) element to your forms and surveys. You'll learn how to add the T&C element, format the text, add hyperlinks, and customise the design to match your branding. You'll also find out how to set up opt-in options for different types of messages and keep the experience straightforward for users. By the end, you'll have a fully working T&C section that does what you need.

How It Works

Begin by dragging and dropping the Terms and Conditions element from the left-hand sidebar.

General Settings

Next, select the Terms and Conditions element to access its settings.

Entering and Formatting the Text

The Terms and Conditions field is displayed prominently, with formatting options including header or paragraph styles, text enhancements such as bold, italics, or strikethrough, and alignment controls.

When customising your Terms and Conditions' appearance, you can use the device toggle in the sidebar to switch between Desktop and Mobile layouts.

You can also add hyperlinks to redirect users to a site with more comprehensive terms and conditions. To do so, highlight the text you want to hyperlink. Then, select the three-dotted button and click on the Top Link icon. Insert the URL in the pop-up, and click Confirm.

Remove a link by clicking on the Lower Link icon.

To make consent clearer and improve the experience for users, consider adding separate opt-in options for Transactional and Promotional messages:

  • Transactional Messages: Users can explicitly opt-in to receive essential notifications, such as appointment reminders, order confirmations, and account updates.
  • Promotional Messages: A separate opt-in can be provided for marketing communications, including special offers, product updates, and promotional campaigns.

Each consent option has its own checkbox, giving users full transparency and flexibility over which types of messages they receive.

Query Key

Update or copy the query key that can be used as a URL parameter to populate this field. For further details, refer to the "How to Use URL Parameters to Pre-fill Form Fields" article.

Color

  1. Text Color: Locate the Text Color option in the builder. Choose a colour that complements your overall design.
  2. Link Colors: Use the Link Color option to select the ideal colour for your links. Match your links to your design palette for a consistent, user-friendly look.

Finally, choose whether the field should be mandatory (recommended) or not.

These features help keep your forms and surveys compliant, while giving users a clear, straightforward experience.

✍️Important Notes

  • When adding the Phone element, both Transactional and Promotional Terms and Conditions (T&Cs) will be automatically included.
  • For standalone T&C additions, you have the flexibility to choose which terms to display. This provides greater customisation and ensures that the appropriate consent options are presented to users.
  • You can add multiple T&C fields if necessary, helping you accommodate multiple policies (e.g., privacy, data use, marketing) and complex consent requirements.