Terms Automation

What Are Terms?

Terms offer a Terms and Conditions checkbox experience on the Review panel of your registration processes.
Terms can include custom text and links that allow you to gain a registrant’s acknowledgment and acceptance of your terms and conditions in line with their registration process.
All terms are required to be accepted by the registrant before a registration can be submitted. The checkbox must be checked for the Submit button on the Review panel of a registration process to be active.
Terms can capture an electronic signature in line with your registration (optional).

The acceptance of a term is documented in the registrant’s order record.

Location of Terms

The Review panel of your registration process.

Term Targeting

Unique terms can be targeted to a combination of:
- Markets
  
  Exclusive terms for Residential vs. Commercial registrants.
- Zones
  
  Exclusive terms for individual service areas.
- Product(s) purchased
  
  Unique terms based on products selected in a CrowdFiber eCommerce experience.
A Term will only be displayed when a registrant’s registration meets all of a term’s targeting requirements.

If a registration qualifies for more than one term, multiple terms will be displayed on the Review panel of a registration process.

Best Practices

Consult your legal counsel for advice on how to create legally binding terms.
All terms should begin with a statement confirming a registrant’s review and acceptance of the content included in a term. Begin the phrasing of each term with verbiage including but not limited to:
- I acknowledge
- I agree to
- I accept
- I have read and reviewed

Include links to any extended documentation regarding the acceptance of a term. Keep the vocabulary in a term as simple, clear, and succinct as possible to avoid making a registrant confused or uncomfortable completing their registration.

Do not omit any critical information from a term to follow the best practices above.

How to Create Terms

Click on the Terms link in the left-hand rail of your Admin Dashboard.
On the following Terms Settings page, click the blue New term button on the right-hand side of the page.

Part 1) General Settings

Activate your term, create the verbiage that will display in your registration process, and establish your term's basic functionality.

Active Checkbox
- Activate or deactivate the automation of a term in real-time.
  - Checked
    
    The Term will be visible on the Review panel in your registration process.
  - Unchecked
    
    The Term will not display in any registration process.
Title Textbox
- An internal name for the term.
- The Title textbox is a unique identifier for the term throughout your Admin Dashboard.
- The title is never displayed to a registrant; it is only visible to Admin Users within your Admin Dashboard.
Content Textbox
- The text entered into this text box will be the precise verbiage and links that display next to the term's checkbox in your registration process.
Require User to Sign for this Term Checkbox
- Capture a signature in line with your registration process.
  - Checked
    
    Automate the display of a required electronic signature field below your term’s content.
    
    An additional checkbox with the following content above the signature field:
    
    “I have read and understand the terms above, and I agree to be legally bound by my electronic signature below.”
  - Unchecked
    
    The terms will only display a required checkbox. No signature will be collected.
Set Order to Contracted when Accepted
- Automate the update of the Contracted checkbox in an order record in real-time with the submission of the registration.
  - Checked
    
    The Contracted checkbox inside an order record will automatically be checked when the registration is submitted.
  - Unchecked
    
    The Contracted checkbox inside an order record will remain unchecked when the registration process is submitted.
Target Term to Remote Orders
- Display your term to remote registrants.
  - Checked
    
    The term will be displayed on the Review panel of every Remote registrations process.
  - Unchecked
    
    The term will not be displayed on the Review panel of every Remote registrations registration.

Part 2) Target Your Term's Display

Terms can be made exclusive to a selection of market(s), zone(s), and product(s). For a term to display on the Review panel of a registration process, the registration must meet all market, zone, and product targeting criteria too.

Target this term to these markets
- Create exclusive terms for your residential vs. commercial registrants. Display specific terms to registrants based on the market a registrant selects in the Service Type drop-down menu during their initial address search.
- Terms can be exclusively displayed on the Review panel in registration processes for an individual market or displayed in registration processes for multiple markets. This setting defines the type of registrant that will see this term on their Review panel in your registration process:
  - Residential
  - Commercial
  - Multiple markets
  The market(s) that will see this term in the Selected Column. Click a market name to add or subtract a market from the Available or Selected column.
Target this term to these zones
- Create terms that are exclusive to registrants in a specific service area(s)/zone(s). This targeting allows you to display terms to registrants based on the zone in which the address they are registering exists.
- Terms can be exclusively displayed on the Review panel in an individual zone or displayed on Review panels in multiple zones. This setting defines in which zone(s) and address being registered must exist for this term to display on the Review panel in a registration process:
  - One zone
  - Multiple zones
  The zone(s) where these terms will be displayed are seen in the Selected Column. Click a zone name to add or subtract a zone from the Available or Selected column.
Target this Document to these Products
- Create terms that are exclusive to registrants who have purchased specific products in their eCommerce Experience. This targeting allows you to dynamically display terms to registrants based on the specific service(s) they have selected in their CrowdFiber registration process.
The product(s) that will be required to be purchased to display this term are seen in the Selected Column. Click a product name to add or subtract a product to and from the Available or Selected column.