1. Knowledge Base
  2. Onboard
  3. Email Templates and Branding

How do I configure the terms and conditions message?

In order to configure the terms and conditions message, first select 'Onboarding Types' in the 'Prospect Onboarding' drop down.

Then select the Onboarding type in which you wish to configure the confirmation message for.

 

Within the OnBoarding Type page, you can add a final message to appear where you can 
include your Terms and Conditions / Privacy Policy URL. By default, the Terms and 
Conditions value is set to No.

Change the drop-down option to Yes to enable this feature. 
Otherwise, no Ts & Cs will be added to the Data Collection form. 
Please note for the link to be clicked you will need to use the following formatting: 
enter description/ 


Example of configuration setting in OnBoarding Type: