T&C Filter for Forms, Surveys & Quizzes in Workflows

We’ve introduced a new feature in workflows—T&C Filter, allowing accounts to filter users based on whether they agreed to the Terms and Conditions (T&C) or not. This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements.

How It Works

1. Adding the T&C Filter to Your Workflow

• Navigate to the Workflows section.

• Select the workflow you want to modify or create a new one.

• Select workflow trigger - ‘Form Submitted’, ‘Quiz Submitted’ or similar.

• Click Add Filters.

• Choose the T&C Filter option.

  
  

2. Configuring the Filter

• Condition Options - Users who have agreed to the T&Cs and users who have not agreed.

• Apply the filter to the relevant step in your workflow.

3. Save and Test

• Save your workflow changes.

• Run a test to verify that the filter behaves as expected.

Feature Benefits

• Improved User Segmentation: Filter users based on their T&C agreement status.

• Enhanced Compliance: Ensure only users who have agreed to specific terms and conditions proceed in workflows.

• Customizable Workflow Paths: Create targeted user journeys by setting conditions for users who agreed or did not agree to the T&C.