Forms Builder - Terms and Conditions Element
In this article, you will learn more about the Terms and Conditions field that we have in the form builder. This field was designed to ensure compliance with A2P regulations in the United States. This element allows users to include consent when collecting phone information, making it an essential tool for legal compliance.
Key Features & Benefits:
1. Two Separate T&Cs for Clearer Consent:
- Transactional Messages: Users opt in for notifications like appointment reminders, order confirmations, and account updates.
- Promotional Messages: Separate opt-in for marketing messages, special offers, and product updates.
- Independent Opt-in: Each consent option has its own checkbox for transparency and flexibility.
2. Editable T&C Content: Modify both Transactional and Promotional T&C text directly in the form editor to align with compliance and business needs.
3. Auto-Addition with Phone Element: When adding the Phone element, both Transactional and Promotional T&Cs are automatically included.
- Standalone T&C additions allow users to choose either one or both from the right-side panel.
4. Submission Recording for Compliance: Consent choices recorded in the "Terms & Conditions" column in the submission table.
- If both selected: "Transactional; Promotional"
- If only one selected: "Transactional" or "Promotional"
- If none selected: The field remains empty.
Step 1: Adding and Customizing the T & C element
- Open the Form Builder by navigating to Sites > Forms > Builder
- Locate the Terms and Conditions field within the form builder options. Simply click and drag the element to the desired position within your form.
Step 2: Customizing the Terms and Conditions Field
- Edit the text as needed.
- You can also hyperlink a portion of the text to send your users to another site.
- Save your form.
- You will also see this in submissions after a contact submits the form.
Note: If you add a phone field to your form, the Terms and Conditions field will be automatically added, simplifying the process and ensuring that legal consent is obtained when collecting phone information.
Please Note:
- Compliant Message: The default message asks for user-specific consent for using their contact number and complies with A2P regulations.
- Text Elements: Separate text elements containing links to the Privacy Policy and Terms of Service will be automatically included when a phone element is added to the Form/Survey Builder.
FAQ
Q: What is the purpose of the Terms & Conditions field in the form builder?
A: The Terms & Conditions field ensures compliance with A2P regulations, helping users collect consent when gathering phone information.
Q: How do I customize the Terms & Conditions text?
A: You can edit both the Transactional and Promotional T&C text directly in the form editor to meet your business and compliance requirements.
Q: What happens when I add a phone field to my form?
A: When a phone field is added, both the Transactional and Promotional T&Cs will be automatically included to ensure legal consent is obtained when collecting phone information.
Q: Can I link to other pages from the Terms & Conditions field?
A: Yes, you can hyperlink a portion of the T&C text to direct users to another site, such as your Privacy Policy or Terms of Service.
Q: How are the user's consent choices recorded?
A: The user's choices are recorded in the "Terms & Conditions" column in the submission table, showing whether they selected Transactional, Promotional, or both, or if no selection was made.
Q: What are the default messages in the Terms & Conditions field?
A: The default message requests user-specific consent for using their contact number, ensuring compliance with A2P regulations. Separate text elements for Privacy Policy and Terms of Service are automatically included when a phone element is added.