Who This Is For / When to Use
This feature is for account owners and builders who:
Collect phone numbers through forms or surveys.
Need documented consent for SMS communications.
Must meet U.S. A2P (Application-to-Person) messaging requirements.
Use this element whenever a form includes a Phone field or when consent must be explicitly recorded.
What the Terms and Conditions Element Does
The Terms and Conditions element provides two independent consent options:
Transactional consent for service-related messages.
Promotional consent for marketing messages.
Each option uses its own checkbox so consent is explicit, separate, and auditable.
Consent Types Explained
Transactional Messages
Used for non-marketing communication, including:
Appointment reminders
Order confirmations
Account or service updates
Users must explicitly check this box to consent.
Promotional Messages
Used for marketing communication, including:
Promotions and special offers
Discounts
Product or service updates
This consent is optional and independent from transactional consent.
How the Element Is Added to a Form
Automatic Addition with Phone Field
When a Phone field is added to a form:
Both Transactional and Promotional Terms and Conditions are automatically added.
Privacy Policy and Terms of Service text links are also added automatically.
Manual Addition from Form Elements
You can also add the element manually:
Open the form in the Forms Builder.
Click the + icon to add a new element.
Select T & C from the Customized elements list.
Customizing Terms and Conditions Text
Each consent section can be edited independently:
Modify wording to match your legal or business requirements.
Format text using the built-in editor.
Add hyperlinks to external pages.
Adding Links to Privacy Policy or Terms of Service
You can hyperlink any portion of the text:
Highlight the text.
Click the link icon.
Enter the destination URL.
Required Setting and Query Key
The element includes:
A Query Key used for submission data storage.
An optional Required toggle if consent must be mandatory before submission.
These settings are managed from the right-side panel.
How Consent Appears in Submissions
Consent selections are recorded in the Terms & Conditions column in form submissions.
Possible values:
Transactional; Promotional – both boxes checked
Transactional – only transactional checked
Promotional – only promotional checked
(Empty) – no consent provided
Compliance Notes
Default text is designed to meet common A2P requirements.
Consent is tied to the submitted phone number.
Records are stored with each submission for audit and compliance review.
FAQ
What is the purpose of the Terms and Conditions element?
The element captures explicit user consent for SMS communication and supports A2P compliance when collecting phone numbers.
Can I customize the consent text?
Yes. Both Transactional and Promotional consent text can be edited directly in the form editor.
What happens when I add a Phone field?
Both consent checkboxes and related policy text are automatically added to the form.
Are Transactional and Promotional consents independent?
Yes. Each consent has its own checkbox and can be accepted or declined independently.
Where is consent data stored?
Consent selections are stored in the form submission record under the Terms & Conditions column.
Does the default text meet compliance guidelines?
Yes. The default language is structured to request explicit, user-specific consent in line with typical A2P requirements.