Quick Answer
What does the Terms & Conditions element do?
The Terms & Conditions element helps collect consent when a form gathers phone information. It can include separate Transactional and Promotional consent options, and the selections are recorded with the form submission.
Collecting Consent the Right Way When Capturing Phone Numbers
When you collect phone numbers through forms, clear consent is important before sending messages.
Terms and Conditions fields help define what users are agreeing to, including transactional and promotional communication.
The Terms & Conditions element supports separate consent options and records each selection in form submissions.
This guide shows you how to add and customize those options, link to policy pages, and review the recorded consent choices.
Terms & Conditions at a Glance
Before You Begin
Open the form where you want to collect phone information and consent.
- Go to Sites → Forms → Builder.
- Open an existing form or create a new one.
- Add a Phone field if the form will collect phone information.
Key Features
Two Consent Types
Use separate Transactional and Promotional consent options.
Editable Copy
Customize the Terms & Conditions text directly inside the form builder.
Phone Field Support
Adding a phone element can include Terms & Conditions options to help support A2P compliance.
Manual Control
Add one or both consent options from the builder settings.
Submission Records
Review consent selections in the Terms & Conditions column on the submissions page.
Keep consent language clear
Keep 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
Step 1: Open the Forms Builder
Go to Sites → Forms → Builder.
Step 2: Open or Create a Form
Create a new form or open an existing form.
Step 3: Add the Phone and Terms Elements
Add a Phone field if you plan to text or call, then locate the Terms & Conditions element.
Step 4: Customize the Consent Text
Edit the Transactional and/or Promotional Terms & Conditions text to match your process.
Step 5: Add Policy Links
Highlight part of the Terms & Conditions text and add links to your Privacy Policy, Terms of Service, or other appropriate pages.
Step 6: Save and Preview
Click Save, then Preview to confirm the checkbox behavior.
Review recorded consent
Consent choices appear in submissions. Use the recorded selections to confirm opt-in status before sending messages.
Compliance Notes (A2P-Friendly)
- When collecting phone numbers, include clear consent language explaining how the person will be contacted.
- Use separate consent options when transactional and promotional messaging differ.
- Link to your Privacy Policy and Terms so users can review them before submitting.
Frequently Asked Questions
What is the purpose of the Terms & Conditions field?
It helps support A2P compliance by collecting consent when you gather phone information in a form.
How do I customize the Terms & Conditions text?
Edit the Transactional and Promotional Terms & Conditions text directly in the form editor to match your compliance and business needs.
What happens when I add a phone field to my form?
When a phone field is added, the Transactional and Promotional Terms & Conditions options can be included so consent is collected properly.
Can I link to other pages from the Terms & Conditions field?
Yes. You can hyperlink part of the Terms & Conditions text to your Privacy Policy, Terms of Service, or other pages.
How are user consent choices recorded?
Consent choices appear in the Terms & Conditions column on the submissions page (Transactional, Promotional, both, or blank if none are selected).
What are the default messages in the Terms & Conditions field?
The default text requests consent for phone number usage, and can include links to your Privacy Policy and Terms of Service when a phone element is added.
Continue Learning
Continue with related Forms guides for consent collection, reviewing submissions, and building forms.
