TABLE OF CONTENTS

Overview
Feature Benefits
How It Works
Use Cases
FAQs
Need Help?

Overview #

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.

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.

How It Works #

1. Adding the T&C Filter to Your Workflow #

1. Navigate to the Workflows section.
2. Select the workflow you want to modify or create a new one.
3. Select workflow trigger – ‘Form Submitted’, ‘Quiz Submitted’ or ‘Survey Submitted’
4. Click Add Filters.
5. Choose the T&C Filter option.

2. Configuring the Filter #

• Condition Options:
  • Users who have agreed to the T&C.
  • Users who have not agreed to the T&C.
• Apply the filter to the relevant step in your workflow.

3. Save and Test #

1. Save your workflow changes.
2. Run a test to verify that the filter behaves as expected.

Use Cases #

• Promotional Offers: Exclude users who haven’t agreed to updated terms from receiving specific offers.
• Feature Access: Restrict access to premium features based on T&C agreement.
• Compliance Management: Ensure only compliant users participate in regulated workflows.

FAQs #

1. Can I combine the T&C filter with other filters?
Yes, the T&C filter can be used alongside other workflow filters for more advanced segmentation.

2. What happens to users who haven’t interacted with the T&C?
They will be categorized as “Not Agreed,” ensuring clarity in your workflow decisions.

Need Help? #

If you have questions or need assistance, contact support.