Terms & Conditions, Privacy Policy and Member Consent

Terms and Conditions

To start customizing your Terms & Conditions page

1. Head over to the Admin View > Gear icon > Settings
2. Under the Legal Menu > Select Terms & Conditions
3. You have the option to Show or Hide the Terms & Conditions page

   

4. Once enabled, you have two options to display the Terms & Conditions:
   1. Link to an external Terms & Conditions page
      
      If you already have a Terms & Conditions page in your website and would like to link to it. You can copy-paste the URL address in the box.
      

      

   2. Enter custom Terms & Conditions text
      
      You can enter your own custom text for Terms & Conditions. You can format it with Rich Text Editor and any images or videos to accompany the content.
      

      

5. Once done, click the Preview button to preview your Terms & Conditions Page.
6. Click Save to save your changes.

How can Members view or access Terms & Conditions

There are couple of ways the users can view the Terms & Conditions:

1. Clicking their profile picture > Selecting Terms & Conditions.
   
2. The Terms & Conditions page is accessible at the footer of Challenge, Rewards and Referrals Page.

Privacy Policy

To start customizing your Privacy Policy page

1. Head over to the Admin View > Gear icon > Settings
2. Under the Legal Menu > Select Privacy Policy
3. You have the option to Show or Hide the Privacy Policy page
   

   

4. Once enabled, you have two options:
   1. Default Privacy Policy. Selecting this option will display the standard Influitive Privacy Policy.
   2. Custom Privacy Policy
      1. Link to an external Privacy Policy page. 
      If you already have a Privacy Policy page in your website and would like to link to it. You can copy-paste the URL address in the box.
      2. Enter custom Privacy Policy text
         
         You can enter your own custom text for Terms & Conditions. You can format it with Rich Text Editor and any images or videos to accompany the content.
         
5. Once done, click the Preview button to preview your Terms & Conditions Page.
6. Click Save to save your changes.

How can Members view or access Privacy Policy

If enabled, the Privacy Policy page is accessible at the footer of Challenge, Rewards and Referrals Page.

Member Consent

To start customizing your Consent page

1. Head over to the Admin View > Gear icon > Settings
2. Under the Legal Menu > Select Member Consent
3. You have the option to enable or disable the Consent page.
   

   

4. Next, you have a couple of option on how to display the consent question:

Consent on signup

Option A: Show a message at the sign up page (Recommended)

Selecting this option, you can use simple Rich Text Editor to format or to link to a URL

Here's an example of what this option looks like:

Option B: Show checkboxes at the sign up page.

Selecting this option will show two checkboxes at the sign up page. you can use simple Rich Text Editor to format or to link to a URL.

The Consent Checkbox Text will be a required checkbox to fill, while the Email Opt-in checkbox text is optional. This means that Members won’t need to check it in order to sign up. If they do, they will be subscribed to your Hub’s emails, if they do not mark the checkbox, they will be unsubscribed to all Hub emails (except password reset emails).

Whether you have this checkbox enabled or not your members won’t receive emails from your Hub until they’ve made it past the Consent Flow. If you would like to leave out the Email Opt-in checkbox, please leave it blank. See more on Email Opt-In below.

Here's an example of what this option looks like:

Consent after signup

You also have the option to show up to four checkboxes (three for consent and one for email opt-in) after the Hub members clicked the Sign Up button to create an account and enter the Hub.

Click on +Add consent checkbox to add additional boxes for consent. You can also re-order the checkbox by clicking and dragging the ellipses on the left side of the box. These field boxes also support simple Rich Text Editor for you to format and add URL links.

Once done, please click Save to save your changes.

Here's what it would look like when enabled, members will see this page only after they've clicked the Sign Up button.

Email Opt-In

You can add a checkbox to your Consent that allows Members to opt-in for receiving email communications. This includes:

General emails:

• Challenge digest
• Challenge requests
• New messages
• Prospect accepted
• Received feedback

Challenge and Discussion Activities:

• Replies to a discussion topic you’re following
• Comments on your discussion reply
• Comments on your discussion response
• Mentions in comments or replies

Rewards and Points:

• Badge earned
• Reward Filled
• Perks Available

Members will not be required to opt-in in order to sign up for the hub. If an member chooses not to opt-in, they will be unsubscribed from all of the above emails. Afterward, if member wants to opt-in, they can uncheck the "Unsubscribe from all except privacy, security, and account emails" box in their Hub profile under Notifications, and choose which emails they would like to subscribe to. Same goes for those who initially opt-in, and wish to opt-out.

Members can edit their notification settings by following the instructions on this article.

Reporting On Who Has Consented

To pull a report on who has consented and when they consented, follow the below steps:

1. In the Admin View, navigate to the 'Home' tab

2. Scroll down to the 'Activity Feed' section.

3. Click 'Export Data':

4. In the resulting pop-up, enter the date range, you would like to report on and click the 'Specific Items' radio button and being typing 'Advocated Consented' and when you see it appear, click it:

5. Hit 'Export Feed Data' and you should receive an email with the report shortly afterward!

Frequently Asked Questions

Q: Can we preview Consent via Lenses for specific Hub Members?

A: No, because this is a part of the Sign Up process. Lenses will only work for after Sign Up process.

Q: Will clicking the links to T&C and Privacy Policy open a new tab?

A: Yes, it will open a new tab.