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Forms Builder – Terms and Conditions Element
Add and customize Terms & Conditions checkboxes in BizStackPro forms to capture clear consent for transactional and promotional messages (A2P-friendly).
Collecting Consent the Right Way When Capturing Phone Numbers
You may be collecting phone numbers in your forms, but proper consent is required before sending messages.
Terms and Conditions fields help you clearly define what users are agreeing to, including transactional and promotional communication.
Without clear consent, you risk compliance issues and reduced trust from your audience.
This guide will show you how to add and customize consent options so your forms stay compliant and transparent.
Once you understand how consent collection works, follow the sections below to customize terms, link policies, and track user selections inside your BizStackPro forms.
What This Element Does
The Terms & Conditions element helps you collect clear consent when you capture phone numbers in forms. It supports separate opt-ins for transactional and promotional messaging, and records the selection in submissions for auditability.
Follow along: Open Sites → Forms → Builder → edit your form → add or select the Terms & Conditions element → customize text/links → Save.
Key Features
- Two consent types: Transactional and Promotional options (separate checkboxes).
- Editable copy: Customize the text inside the builder.
- Auto-inclusion with phone fields: Adding a phone element can include T&C options to help support A2P compliance.
- Manual control: Add one or both consent options from the builder settings.
- Recorded in submissions: View who opted into what in the Terms & Conditions column.
Pro tip: Keep your consent language simple and specific. If you send both transactional and promotional messages, make sure each checkbox clearly states what the user is agreeing to.
How to Add & Customize Terms & Conditions
- Go to Sites → Forms → Builder.
- Create a new form or open an existing form.
- Add a Phone field (if you plan to text/call) and locate the Terms & Conditions element.
- Edit the Transactional and/or Promotional text to match your process.
- Highlight part of the text and add links to your Privacy Policy or Terms of Service.
- Click Save, then Preview to confirm checkbox behavior.
Note: Consent choices will show in submissions. Use this to confirm opt-in status before sending messages.
Compliance Notes (A2P-Friendly)
- When you collect phone numbers, include clear consent language for how you will contact the person.
- Use separate consent options when your messaging differs (transactional vs. promotional).
- Link to your Privacy Policy and Terms so users can review them before submitting.
Want forms that capture leads (and consent) the right way?
BizStackPro combines forms, automations, and CRM tools so you can collect submissions, track consent, and follow up fast—all in one place.
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Frequently Asked Questions
What is the purpose of the Terms & Conditions field?
It helps support A2P compliance by collecting consent when you capture phone numbers in a form.
How do I customize the Terms & Conditions text?
Edit the Transactional and Promotional consent text directly in the form editor, then save and preview.
What happens when I add a phone field to my form?
Adding a phone field can include Terms & Conditions options so consent is collected properly.
Can I link to other pages from the Terms & Conditions field?
Yes—hyperlink part of the text to your Privacy Policy, Terms of Service, or other pages.
How are user consent choices recorded?
They appear in the Terms & Conditions column on the submissions page (Transactional, Promotional, both, or blank).
What are the default messages in the Terms & Conditions field?
Default text requests consent for phone number usage and can include links to your Privacy Policy and Terms of Service.
Build Compliant, High-Converting Forms Faster
Collect the right info, capture clear consent, and keep everything organized in one system—so your follow-up is faster and your data stays clean.
Better forms. Better follow-up.
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