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.
Follow these steps to integrate the T &C Filter into your workflow:
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Use Cases
Question: What is the purpose of the T &C Filter?**
**Answer: The filter allows workflows to segment users based on whether they have accepted the Terms and Conditions, helping automate different actions accordingly.
Question: Can I apply the T &C Filter to all workflows?**
**Answer: No, it can only be applied to workflows triggered by forms, surveys, or quizzes where a T&C agreement option is present.
Question: What happens if the T &C is mandatory?**
**Answer: 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.
Question: What happens to users who haven’t interacted with the T &C?**
**Answer: They will be categorized as “Not Agreed,” ensuring clarity in your workflow decisions.
Question: Where can I find this filter in my workflow settings?**
**Answer: You can find it under Workflow Triggers → Add Filters → T&C Filter when setting up a Form Submitted, Survey Submitted, or Quiz Submitted trigger.
Question: Can I apply this filter to existing contacts already in my database?**
**Answer: No. This filter is “event-based,” meaning it evaluates the user at the moment they submit a specific form. To filter existing contacts, you would need to use a bulk segmentation tool or a “Tag” filter based on their past activity
Question: How can this filter be used if I am launching a new promotional offer?**
**Answer: You can use the filter to create Custom Workflow Paths. For example, you can set the workflow to automatically exclude any users from receiving promotional emails if they have not agreed to your updated marketing terms.
Question: Does this filter work for “Order Form” submissions?
Answer: Yes, as long as the order form is built using the standard form or survey elements that include a T&C agreement field.