Terms & Conditions Filter in Workflows

The T&C Filter allows businesses to filter users in workflows based on their agreement to the Terms and Conditions (T&C). This ensures that only users who have accepted the T&C can proceed to specific workflow steps, improving compliance and segmentation.

With this filter, you can automate different actions based on user consent, streamlining processes and ensuring regulatory alignment.

Key Benefits of the T&C Filter

• Better User Segmentation – Automate workflow actions based on whether users have accepted the T&C.
• Enhanced Compliance – Ensure only users who have agreed to terms continue through specific workflow steps.
• Custom Workflow Paths – Create targeted journeys for users who accepted or declined the T&C.

How to Add the T&C Filter in a Workflow

Follow these steps to integrate the T&C Filter into your workflow:

1. Open Workflows and Select a Trigger

• Navigate to the Workflows section.
• Select an existing workflow or create a new one.

• Choose a workflow trigger such as:
  • Form Submitted
  • Survey Submitted
  • Quiz Submitted

2. Add the T&C Filter

• Click Add Filters in the workflow setup.
• Select T&C Filter from the available options.

3. Configure the Filter

• Choose one of the following conditions:
  • Users who have agreed to the T&C
  • Users who have not agreed to the T&C
• Apply the filter to the relevant workflow step based on the condition.

4. Save and Test the Workflow

• Click Save to apply the changes.
• Run a test submission to verify that users are correctly filtered based on their T&C agreement.

Special Considerations

• The T&C Filter applies only to workflows triggered by form, survey, or quiz submissions that include a T&C checkbox.
• If the T&C agreement is mandatory, all users will have agreed, making this filter unnecessary.
• If users are required to agree to the T&C before submission, this filter can be used for additional segmentation.

FAQs

1. What is the purpose of the T&C Filter?
The filter allows workflows to segment users based on whether they have accepted the Terms and Conditions, helping automate different actions accordingly.

2. Can I apply the T&C Filter to all workflows?
No, it can only be applied to workflows triggered by forms, surveys, or quizzes where a T&C agreement option is present.

3. What happens if the T&C is mandatory?
If the T&C agreement is required, all users will have accepted it, making the filter redundant. It is more useful for cases where agreement is optional.

4. How does this feature improve compliance?
It ensures that users who haven’t agreed to the T&C do not proceed to certain workflow steps, helping businesses align with legal and regulatory requirements.

5. Where can I find this filter in my workflow settings?
You can find it under Workflow Triggers → Add Filters → T&C Filter when setting up a Form Submitted, Survey Submitted, or Quiz Submitted trigger.