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

Overview

The T&C Filter is a new feature in Stack workflows that allows you to filter users based on their agreement to the Terms and Conditions (T&C). This enhancement helps streamline user targeting and ensures your workflow steps comply with necessary requirements.

Feature Benefits

• Improved User Segmentation: Easily 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

Adding the T&C Filter to Your Workflow

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

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.

Save and Test

• Save your workflow changes.
• 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, please contact Stack support.