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

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

system update
February 18, 2025•1 min read

Terms and Conditions ensure customers know the rules of doing business with you, protect you from future issues, and help you comply with the law. But, the more you deal with contacts the easier it is to lose sight of contacts that haven’t agreed. Well, this feature is here to help you fix that!

⭐️Why Is This Feature Beneficial To Your Company?

  • Advanced Segmentation: Filter users based on their agreement status to your Terms and conditions inside any forms or surveys.

  • Improved Experience: Leverage this feature into targeted user journeys that help you move forward with users who’ve agreed to your T&C and re-engage those who haven’t.

  • Ensured Compliance: This helps you comply with regulatory requirements, excluding all contacts who haven’t agreed to your terms and conditions from proceeding in your workflows or getting extra engagement in your system.

⭐️How To Use The T&C Filter for Forms, Surveys & Quizzes in Workflows?

  1. Create a workflow with the trigger Form Submitted, Quiz Submitted, or Survey Submitted.

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  2. Click + Add Filters.

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  3. Select the Terms and Conditions filter, set the condition options, and click Save trigger.

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  4. Configure the rest of your workflow as normal then save and publish it.

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Use this feature to ensure compliance at all times, easily saving you a headache and keeping customers happy at the same time. All by just adding a simple filter to your workflows!

workflowworkflowsautomationterms and conditionsT & C filters'triggers
Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

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