How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

Ensuring compliance and creating personalized user journeys just got easier with Tekmatix’s new T&C Filter for Forms, Surveys, and Quizzes in Workflows. This feature lets you filter and segment users based on whether or not they agreed to your Terms & Conditions—so you can control how they move through your automation sequences.

This is especially important for businesses that need to meet legal requirements, segment compliant users, or personalize follow-ups based on consent status.

Why This Matters

• Compliance-first Automation: Ensure users who haven’t agreed to your terms are excluded from sensitive steps (like purchases or membership access).
  

• Custom User Journeys: Redirect users who haven’t accepted T&Cs to a reminder step—or thank and onboard those who have.
  

• Improved Segmentation: Instantly group users based on agreement status for future campaigns or actions.

When Can You Use It?

You can apply this filter when a Form, Survey, or Quiz is submitted inside your Tekmatix Workflows.

Step-by-Step: How to Set Up the T&C Filter

1. Go to Automated Workflows

• Log in to your Tekmatix account.
  

• Navigate to Automated Workflows > Workflows.

2. Create or Edit a Workflow

• Choose an existing workflow or click “+ Create Workflow”.
  

3. Set a Trigger

• Choose Form Submitted, Quiz Submitted, or any similar trigger.
  

• Select the specific form/survey/quiz that includes a T&C checkbox field.

4. Add the T&C Filter

• After selecting the trigger, click “+ Add Filters”.
  

• Choose T&C Filter from the filter options.

5. Choose Your Filter Condition

• Set the condition based on whether:

  • ✅ The user has agreed to the T&Cs
    

  • ❌ The user has not agreed

6. Apply to Workflow Steps

• Drag the filter into the flow.
  

• Connect it to the next steps depending on user agreement.

7. Save and Test

• Hit Save.
  

• Run a test submission to ensure your workflow behaves correctly.
  

Sample Scenario: Onboarding with T&C Filter

Scenario: You run an online coaching business and collect lead info via a quiz.

• Your quiz includes a checkbox for agreeing to your Terms and Conditions.
  

• If a user agrees, they proceed to a free training invite email and access your course preview.
  

• If they don’t agree, you redirect them to a thank-you page with a polite note about needing to accept the T&Cs to continue.
  

This setup prevents accidental access and keeps your processes aligned with your legal terms—automatically!

Tips for Using the T&C Filter Effectively

• Make sure your T&C field is clearly labeled in your form.
  

• Use dynamic paths in the workflow to tailor responses.
  

• Tag users who don’t agree and follow up with a gentle reminder later.
  

Conclusion

The T&C Filter in Tekmatix Workflows gives you control over how users move through your automations based on their consent status. Whether you're focused on compliance or creating smarter segmentation, this feature helps you build more intentional, compliant, and personalized workflows.