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  • Formsort documentation
  • โฉQuickstart
    • ๐ŸŸขGet started with Formsort
    • ๐ŸŽCore concepts
    • โ„น๏ธQuestion and content reference
    • ๐Ÿ“•Key terms
    • ๐Ÿž๏ธCreate your first flow
    • ๐Ÿ“–Add content and collect answers
      • ๐ŸคณCapture demographic data
      • โ„น๏ธAdd informational content
      • ๐Ÿ” Review your variable schema
    • ๐ŸŽจCreate a theme
      • Set brand guidelines
    • ๐ŸคนPersonalize your flow
      • ๐ŸŒŸTemplate your variables
      • ๐Ÿง Add conditional logic
      • ๐Ÿ’ซUsing conditional logic with Calculated and API variables
      • ๐Ÿ”šEnd the flow
    • ๐Ÿ”€Set up integrations
    • ๐Ÿš€Go live
      • Auditing your flow for content, functionality, and design
    • ๐Ÿ’ผCommon use cases
      • ๐Ÿ’”Disqualify responders
      • ๐Ÿ—“๏ธAdd a scheduling option
      • ๐Ÿ“„Allow responders to read and accept your company policies
  • ๐Ÿ—๏ธBuilding flows
    • Flows and variants
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        • File upload
        • Grid choice
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        • Number
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        • Phone number
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        • Question group
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          • Providing choices via API or calculation
        • Signature
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      • Content
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      • CSS Reference
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      • Group ranking API
    • Publishing and versions
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  • ๐Ÿ’พHandling data
    • Philosophy and data retention policy
    • Viewing form answers
    • Responder UUIDs
    • Environments
      • Loading different environments
    • Passing data in
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    • Integration reference
      • Amplitude
        • Amplitude cross domain tracking
      • BigQuery
      • FullStory
      • Google Analytics
        • Updating from Universal Analytics to GA4
      • Google Cloud Storage
      • Google Sheets
      • Google Tag Manager (GTM)
        • JavaScript triggered by flow events
      • Hubspot
      • Jornaya
      • Optimizely
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  • ๐Ÿ“บGoing live
    • Custom domains
    • Built-in analytics
    • Embedding
      • Web-Embed API
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      • Embedding forms in iOS and Android
      • Setting up a dev environment
    • Split testing
    • Preflight checklist
  • ๐ŸขTeams
    • Accounts
      • Roles and permissions
    • Events subscriptions
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On this page
  • Method 1: Get consent in the beginning of your flow
  • Method 2: Display as a custom question
  • Method 3: Keep a link in a text footer

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  1. Quickstart
  2. Common use cases

Allow responders to read and accept your company policies

Many flows require the responder to consent to your terms and conditions or privacy policy to proceed. Here are a few easy ways to seamlessly incorporate policy consent into your flow

PreviousAdd a scheduling optionNextFlows and variants

Last updated 2 years ago

Was this helpful?

Method 1: Get consent in the beginning of your flow

If you only need a policy to be displayed once, you can display it as a question in the beginning of your flow and allow responders to continue once they have accepted them.

  1. Add a question type

  2. Style the question as a in your theme menu

  3. Display the document in a modal or link out to your website using the Style menu on the question:

Modals can be great because they keep the content contained within the flow, but it does create some dependencies. If your Terms of Service change on your website, you'll need to go into all of your flows and update them accordingly.

Method 2: Display as a custom question

Method 3: Keep a link in a text footer

You can keep a static text header or footer in your flow to display your terms of service throughout every step.

In the Content section of your Theme tab, you'll see the ability to add a static Text component. Click on your top or bottom action bar to add in any additional rows you need to display the component.

When you click on the Text component, a menu of configuration options will display below. You can also use markdown to display the link.

You can display a page from your website as a read-only. This allows you to render a webpage in an iframe, so you don't have to update the text in Formsort when it changes on your website.

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