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Terms & Conditions Filter now available for Forms, Surveys, & Quiz automations
February 21, 2025
A new feature in workflows has folled out which allows filtering based on whether someone agreed to the Terms and Conditions (T&C) element in a Form, Survey, or Quiz.
This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements.
To use the feature, simply create a trigger like you normally would for a Form, Survey, or Quiz and then add the filter layer.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
