Your Order Forms let you complete sales and collect shipping information from your customers. Adding terms and conditions to your order forms is a safeguard that ensures customers are informed about your terms before purchasing, helping you minimize legal disputes and chargebacks. Let’s check how to add them!
Adding Terms and Conditions #
Implementing terms and conditions on your order forms is straightforward. Start by navigating to the “Sites” section and editing the funnel or website containing the order form you wish to update.
Inside the builder, click the order form to open its settings, then switch to the “Advanced Settings” tab.
Look for the “Terms and Conditions” option and toggle it to activate this feature.
In the provided text box, add the text of your terms and conditions. You have the option to include clickable links to a page with your full terms and conditions for more detailed information.
Save the changes to the page and publish it to make it available for customers.
With this feature enabled, customers visiting your order form will see the terms and conditions checkbox. They are required to check this box before they can proceed with their purchase, ensuring they have agreed to your terms, increasing the awareness of policies such as payment intervals and cancellation policies, thereby reducing the risk of disputes and chargebacks.
Frequently Asked Questions #
Why should I add terms and conditions to my order form? #
They ensure customers are informed of your terms before purchasing, increase awareness of policies like payment intervals and cancellations, and help minimize legal disputes and chargebacks.
How do I enable terms and conditions on an order form? #
In the Sites section, edit the funnel or website, click the order form to open its settings, go to the Advanced Settings tab, toggle on “Terms and Conditions,” add your text, then save and publish.
Can I link to a full terms and conditions page? #
Yes. In the terms and conditions text box you can include clickable links to a page containing your full, detailed terms.
What does the customer experience look like? #
Customers see a terms and conditions checkbox on the order form and must check it to agree before they can proceed with their purchase.
Customers say they can’t complete their purchase. What should I check? #
Make sure the terms and conditions checkbox isn’t obstructed or hidden by other page elements, the text is clear, and the checkbox is functioning correctly.
Can I customize how the checkbox looks? #
The primary function is to add the checkbox and text, but some design customization options may be available depending on your CRM’s current capabilities—check the advanced settings.
