Adding a Terms and Conditions Checkbox

Adding a Terms and Conditions checkbox to an assessment is simple and helps ensure that users agree to specific terms before proceeding. Here’s a step-by-step guide to setting up this feature.

1. Add a new question as single choice
Create a new question in the first section of the assessment and select Single Choice as the question type.

2. Set up answer options
Add two options: Yes and No. These will be the choices your users can select to agree (or disagree) with the terms.

3. Leave the question text blank

In this case, you won’t need a visible question text, so leave it blank.

4. Add your terms and conditions wording
Click on the Instructions tab for the question. Here, you can add the exact wording for your Terms and Conditions. This text will display above the “Yes” and “No” options. If you have a longer Terms and Conditions document, consider adding a link in the Instructions tab so users can read the full terms before agreeing.

What your question will look like:

5. Add conditions to each section

Set each section as conditional on the answer yes to this question. This means that if they select no, they will not see the assessment.

6. Add Customer types

If you want to display a different completion page and not display the report for respondents who don't accept your terms,  you need to use customer types.

Add customer types to the answers to the Terms and Conditions question. Then make two versions of the 'Response Complete' Site text for each scenario. Then add the customer type to your report.

6.Review and test the assessment

Once your question is set up, preview the assessment using the test response to ensure the Terms and Conditions checkbox appears as expected.