Enhance Your Workflows with the New Terms and Conditions Filter Feature

Enhance Your Workflows with the New T&C Filter Feature

We are excited to announce a powerful new feature in our workflows—the Terms and Conditions (T&C) Filter. This addition allows accounts to filter users based on their agreement status with the Terms and Conditions, ensuring that workflow steps are effectively aligned with compliance needs. Whether you're looking to enhance user segmentation or ensure compliance, this feature provides a streamlined approach to workflow management.

How It Works

Adding the T&C Filter to Your Workflow

1. Access the Workflows Section

   • Head over to the Workflows section within your account.
   • Choose an existing workflow to modify or create a new one tailored to your needs.

2. Select Workflow Trigger

   • Choose a trigger such as ‘Form Submitted’, ‘Quiz Submitted’, or similar options that suit your workflow requirements.

3. Incorporate the Filter

• Click on Add Filters in your workflow setup.
• Select the T&C Filter option to refine user targeting based on their agreement status.

Configuring the Filter

• Condition Options: Choose between filtering users who have agreed to the T&Cs and those who have not. This allows for dynamic and relevant branching within your workflows.
• Integration into Workflow Steps: Implement the filter at specific steps of your workflow to ensure a targeted approach.

Save and Test

• Finalize Changes: Save the adjustments made to your workflow.
• Verification: Conduct a test run to confirm that the filter operates as anticipated, thereby ensuring a seamless user experience.

Feature Benefits

• Improved User Segmentation: Achieve precise user targeting by filtering based on T&C agreement status.
• Enhanced Compliance: Ensure that your workflow processes only advance users who have agreed to necessary terms and conditions.
• Customizable Workflow Paths: Craft personalized user journeys by determining specific conditions for users based on their T&C consent, leading to more effective user engagement.

This new feature not only strengthens compliance but also provides the flexibility needed to create efficient, user-driven workflows. For additional insights into how our tools can streamline your operations, request a demo with us today.

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