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Additional Terms Pro

Welcome to our comprehensive guide on setting up additional terms for your store. Clear and well-defined terms are essential for any business. In this documentation, you’ll find detailed, step-by-step instructions to configure your terms checkbox settings, enabling you to create a professional and transparent environment for your customers.

Installation 

  1. Download the .zip file from your WooCommerce account.
  2. Log in to your WordPress dashboard.
  3. Navigate to Plugins > Add New.
  4. Click the Upload Plugin button next to the page title.
  5. Select the plugin file you downloaded from your computer by clicking the Choose file button.
  6. After selecting the plugin file, click on Install Now. WordPress will handle the file upload and installation process.
  7. Once the installation is complete, you’ll receive a success message.
  8. Click the Activate Plugin link to begin utilizing the plugin.

Terms & Conditions Checkboxes

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To create “I agree” checkboxes for your store’s terms and conditions on the checkout page: 

  1. Go to WooCommerce > Settings > Additional Terms.
  2. In the current tab, find the Terms section.
  3. Click on the Add New button.
  4. Provide a user-friendly Name for your terms checkbox.
  5. Specify a label for the Terms Text to be displayed alongside the checkbox.
  6. Click on the Save changes button.
Create a terms checkbox
Create a terms checkbox

Editing terms

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To edit an existing terms and conditions checkbox:

  1. Navigate to WooCommerce > Settings > Additional Terms.
  2. Locate the terms checkbox you want to edit, then hover over it and select Edit.
  3. Implement your desired changes.
  4. To save your modifications, click the Save changes button.
Edit terms checkbox
Edit a terms checkbox

Defining the terms page

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The Terms page is essential for users to access comprehensive terms and gain a thorough understanding of your store’s policies, rules, and guidelines. To set it up:

  1. Create a new page for your terms at Pages > Add new.
  2. Edit the desired term in the Additional Terms settings.
  3. Choose the Terms Page using the dropdown menu. Enter at least three words from the page title and select your terms page.
  4. Select the Link Action for displaying the full page content after clicking the linked terms page:
    • Embed above checkbox: When selected, the full page content will be displayed directly above the relevant checkbox field after clicking the linked page.
    • Open in modal: This option causes the full page content to appear in a convenient popup box after clicking the linked page.
    • Open in new tab: By choosing this setting, the terms page will open in a new browser tab when the user clicks on it.
  5. Add the {{additional-terms}} smart tag to the Notice to display the linked page name in the checkbox label.
  6. Click on the Save changes button.
Select terms page
Select the terms page

Default checkbox state

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You have the option to set a checkbox as pre-checked by default:

  1. Choose whether the checkbox be Checked by default on the checkout page:
    • Checked: The checkbox will be automatically pre-selected when the checkout page loads.
    • Uncheck: The checkbox will remain unchecked, and customers can choose to check it if desired.
  2. Click on the Save changes button.
Update default checkbox state
Update default checkbox state

Terms checkbox requirement

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You can make a terms checkbox mandatory or optional during its creation or editing:

  1. Use the Required field to specify your preference:
    • Checked: Customers must agree to the terms checkbox during the checkout process, ensuring full compliance with your terms and conditions.
    • Uncheck: Customers can choose whether or not to agree with the terms, enhancing their shopping experience by giving them a choice.
  2. Enter an Error Message for the Required field. This message will be displayed during checkout if customers haven’t checked the terms checkbox, ensuring they cannot proceed without acknowledging the terms.
  3. Click on the Save changes button.
Update terms checkbox requirement
Update terms checkbox requirement

Updating terms checkbox status

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Here’s how to manage the status of your terms checkboxes to control their display on the checkout page:

Updating status from terms table

  1. Visit the Terms table.
  2. Locate the terms checkbox you want to update.
  3. Click on the toggle switch in the Status column to change the checkbox’s display status.
Terms status toggle
Update terms status in the overview table

Updating status while editing or creating a term

  1. Edit the desired term.
  2. In the Status field, you have two options:
    • Active: The checkbox will be operational and visible on the checkout page.
    • Disabled: The checkbox will be non-operational and excluded from the checkout page.

This flexibility ensures that you have full control over when and where your terms checkboxes are displayed during the checkout process, aligning them with your store’s requirements.

Status drop down menu
Update terms status

Terms overview table

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You have a table on the terms page that provides an overview of all the defined terms checkboxes. Here’s what you’ll find in this table:

  • Name: Displays the name of your terms and conditions. If no custom name was entered, the entry creation timestamp serves as a placeholder.
  • Status: Shows the activation status of your terms and conditions, with an option to toggle the status by clicking the switch in this column.
  • Page: Displays the terms and conditions page linked to the respective terms checkbox.
  • Required: Indicates whether the terms field is required during checkout. A checkmark means users must agree to the terms, while a cross icon signifies that agreeing to the terms is optional.
  • Date: Displays the date of the last modification made to the terms.
Terms table
Overview terms table

Removing terms checkboxes

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To remove terms checkboxes, follow these steps:

Individual removal:

  1. Go to WooCommerce > Settings > Additional Terms > Terms.
  2. Hover over the specific terms checkbox you wish to remove, then click Delete permanently.
  3. Confirm the action by clicking the Ok button.
Delete terms checkbox
Delete a terms checkbox

Bulk removal:

  1. Go to WooCommerce > Settings > Additional Terms > Terms.
  2. Select multiple terms using the checkboxes on the left.
  3. From the Bulk actions dropdown menu, choose Delete permanently.
  4. Click on the Apply button to execute the bulk deletion.
Bulk Delete terms checkboxes
Bulk Delete terms checkboxes

Deleting a terms field permanently removes it, and this action cannot be undone. Be certain of your decision before proceeding with removal.

Locating active terms

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To identify active terms checkboxes currently in use during checkout:

  1. Look for the filter link labeled Active.
  2. Click on this link to access a list of terms checkbox fields currently used and displayed during the purchase process.
Filter active terms
Filter active terms

Locating disabled terms

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To identify inactive terms checkboxes not in use during the purchase process:

  1. Look for the filter link labeled Disabled.
  2. Click on this link to access a list of terms checkbox fields that are not displayed during the purchase process.
Filter disabled terms
Filter disabled terms

Customizing your terms table

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To customize the view of the Terms table:

  1. Locate the Screen Options pull-down at the top right corner of the screen.
  2. Within this menu, toggle the visibility of each column displayed on the Terms table to suit your preferences and management needs.
Terms table screen options
Terms table screen options

Conditional Logic

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Conditional logic empowers you to set rules and conditions that dynamically change the behavior of the Terms and Conditions checkboxes based on the contents of the cart and the details of the checkout process. You can automate specific actions within your “I agree” checkboxes to suit different scenarios and concerns.

For instance, if a customer adds a particular product to their cart, conditional logic can trigger the display or hiding of specific T&C checkboxes on the checkout page. This flexibility allows you to create a more personalized and streamlined shopping experience while ensuring compliance with your store’s policies and legal requirements.

Setting conditions

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Introducing smart logic to your terms checkboxes enhances user understanding of your store’s policies. Here’s how to create these rules and conditions:

  1. Edit existing terms or create a new terms checkbox
  2. Locate the Conditions table and click on the Add Condition button.
  3. A Conditional Settings modal will appear.
  4. Configure your condition:
    • Enter a Name for your condition.
    • Choose a Rule that defines how your terms and condition checkbox should behave.
    • Use the Operator dropdown to determine whether the condition should Contain or Does not contain the specified criteria.
    • Depending on the rule you’ve set, you’ll have a range of options to choose from.
  5. Click the Save changes button within the modal.
  6. Save your terms settings by clicking the Save changes button on the edit page.
Add condition to a term
Add condition to a term
Condition options
Set condition options

Examples of rules

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Here are some common scenarios where you might apply conditional logic:

Products

You can apply conditional logic to a terms and conditions checkbox based on the products in the cart. For example, if you operate an online art supply store selling paint brushes, including variations such as “Artist Brush Set – Fine Tip” and “Artist Brush Set – Broad Tip,” you can use smart logic to present customized checkboxes for each product. This ensures that customers acknowledge the specific care instructions for the variations they are purchasing before completing their order.

  • Select Products using the Rule dropdown.
  • Use the Operator dropdown to determine whether the cart items should contain individual products (as specified in the following field). You have two options:
    • Contain: If the shopping cart contains at least one of the required products, the terms checkbox will be displayed on the checkout page.
    • Does not contain: If the shopping cart doesn’t contain any of the specified products, the terms checkbox will be shown on the checkout page.
  • Choose the Products you want to set for the conditional rule. Multiple products are combined with an “or” logic, meaning if this product or that product is in the cart, then the condition applies.

Categories

You can apply conditional logic to a terms and conditions checkbox based on the categories of products in the cart. For example, you can use smart logic to display a warranty agreement checkbox in the checkout when users add a product from the appliance category to their cart.

  • Select Categories using the Rule dropdown.
  • Use the Operator dropdown to determine whether the cart items should contain specific categories (choose the categories in the following field).
    • Contain: If the shopping cart contains at least one of the required categories, the terms checkbox will be displayed on the checkout page.
    • Does not contain: If the shopping cart doesn’t contain any of the specified categories, the terms checkbox will be shown on the checkout page.
  • Select the Categories you want to apply to the conditional rule. You can combine multiple categories using “or“, allowing for flexible rule customization.

Tags

You can apply conditional logic to a terms and conditions checkbox based on the tags assigned to products in the cart. For example, you can employ smart logic to display a damaged goods checkbox in the checkout when users add a product tagged as “fragile” to their cart.

  • Select Tags using the Rule dropdown.
  • Use the Operator dropdown to determine whether the cart items should contain specific tags (choose the tags in the following field).
    • Contain: If the shopping cart contains at least one item with the required tags, the terms checkbox will appear on the checkout page.
    • Does not contain: If the shopping cart doesn’t contain any items with the specified tags, the terms checkbox will appear on the checkout page.
  • Choose the Tags you want to apply to the conditional rule. You can combine multiple tags using “or“, providing flexibility for rule customization.

Product Types

You can apply conditional logic to a terms and conditions checkbox based on the types of products in the cart. For example, you can use smart logic to present a recurring payment agreement checkbox in the checkout when users add a subscription product to their cart.

  • Select Types using the Rule dropdown.
  • Use the Operator dropdown to determine whether the cart contains products from specific types (the chosen types in the following field).
    • Contain: If the shopping cart contains at least one item of the required product types, the terms checkbox will show on the checkout page.
    • Does not contain: If the shopping cart doesn’t contain any item of the specific product types, the terms checkbox will show on the checkout page.
  • Choose the product Types you want to set for the conditional rule. The combination between multiple product types is or, which means if-this-or-this-then-that.

Shipping Classes

You can apply conditional logic to a terms and conditions checkbox based on the Shipping Classes assigned to products in the cart. For example, you can use smart logic to display the “bulk commodities agreement” checkbox during checkout when users add a product from the “bulk shipping” class to their cart.

  • Select Shipping Classes using the Rule dropdown.
  • Use the Operator dropdown to determine whether the cart should contain products from specific shipping classes to trigger the condition.
    • Contain: If the shopping cart contains at least one item of the required shipping classes, the terms checkbox will be displayed on the checkout page.
    • Does not contain: If the shopping cart doesn’t contain any item from the specified shipping classes, the terms checkbox will appear on the checkout page.
  • Choose the Shipping Classes you want to apply for the conditional rule. You can combine multiple shipping classes using the “or” logic, meaning if any of the selected classes are present in the cart, the condition will be met.

Shipping Locations

You can apply conditional logic to a terms and conditions checkbox based on users’ Shipping Locations. For example, you can use smart logic to display the California Consumer Privacy Act (CCPA) terms checkbox during checkout only when users make purchases from California.

  • Select Shipping Locations using the Rule dropdown.
  • Use the Operator dropdown to determine whether a user purchases from specific Locations (the chosen shipping locations in the following field).
    • Contain: If the user’s shipping location is one of the selected locations, the terms checkbox will be displayed on the checkout page.
    • Does not contain: If the user’s shipping location is not included in the selected locations, the terms checkbox will appear on the checkout page.
  • Choose the Shipping Locations you want to apply for the conditional rule. You can combine multiple shipping locations using the “or” logic, meaning if user purchases from any of the selected locations, the condition will be met.

Brands

The plugin integrates with the WooCommerce Brands plugin, allowing you to apply conditional logic to a terms and conditions checkbox based on the brands associated with products in the cart. For example, you can employ intelligent logic to display the “license terms” checkbox during checkout when users add a product from a specific brand to their cart.

  • Select Brands using the Rule dropdown.
  • Use the Operator dropdown to determine whether the cart should contain products from specific brands to trigger the condition.
    • Contain: If the shopping cart contains at least one item from the specified brands, the terms checkbox will be displayed on the checkout page.
    • Does not contain: If the shopping cart doesn’t contain any items from the chosen brands, the terms checkbox will appear on the checkout page.
  • Choose the specific Brands you want to apply for the conditional rule. You can combine multiple brands using the “or” logic, meaning that if any of the selected brands are present in the cart, the condition will be met.

Complex conditional logic

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You have the flexibility to create complex conditional logic for displaying a terms checkbox by incorporating multiple conditional rules. Here are some examples of what you can achieve:

Single conditional rule

You can set a checkbox to display if a specific condition is met, such as when users add products from a particular product type to their cart. For instance, the terms checkbox will appear in the checkout when users add items from the “Electronics” product type.

Multiple rules

Combine various conditions by using multiple rules. For example, you can display the terms checkbox if users add products from both a specific product type and a particular category to their cart. This provides a more nuanced approach to triggering the checkbox.

Negating conditions

Employ “not” operators to negate certain conditions. For instance, you can display the terms checkbox only if users don’t add a particular product to their cart. This allows you to tailor the display of the checkbox based on exclusions.

Multiple conditional rules with “AND” logic

When you use multiple conditional rules, they are typically combined with “AND” logic. This means that all specified conditions must be valid simultaneously for the terms and conditions checkbox to be displayed.
In other words, when you set up multiple rules, all conditions must be met concurrently in order for the checkbox to appear during the checkout process. This ensures that the checkbox is displayed only when all specified criteria are satisfied, providing precise control over its presentation based on a combination of conditions.

Conditions table

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When you navigate to the edit term page, you will find a table that provides an overview of the defined conditions for each terms checkbox. Here’s what you can expect to see in this table:

  • Name: This column displays the name of your condition. If you haven’t entered a custom name when creating the condition, a horizontal line (—) will be shown as a placeholder.
  • Status: In this column, you can view the activation status of your condition. You have the option to change the status by simply clicking on the toggle switch provided in this column.
  • Rule: This column displays the condition statement or “if-then” statement that defines the condition. It specifies under which circumstances a certain action or result will occur based on the defined condition.
conditions table
Overview conditions table

Editing conditions

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Once you’ve added a condition to a terms checkbox, you can edit its details to make any necessary adjustments. Here’s how to do it:

  1. Locate the Conditions table on the edit term page.
  2. Hover over the specific condition you wish to edit, and select Edit.
  3. Apply the new changes to the condition as needed.
  4. After making your edits, click on the Save changes button within the modal to ensure that your changes are saved and applied.
  5. Save your terms settings by clicking the Save changes button on the edit page.
Edit a condition
Edit a condition

Removing a condition

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If you need to remove and delete a condition associated with a terms checkbox, follow these steps:

  1. Locate the Conditions table on the edit term page.
  2. Hover over the specific condition you wish to remove, and select Delete permanently.
  3. A confirmation message will appear. Click the Ok button to confirm and remove the conditional logic from the terms checkbox.
  4. Click on the Save changes button.
Delete a condition
Delete a condition

Deleting a conditional logic will result in its permanent removal, and there will be no way to restore it. Proceed cautiously and verify your decision before confirming the deletion, as it cannot be undone.

Disabling a condition

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You have the option to enable or disable the conditional logic for a terms checkbox using toggle switch located in the Status column. To change the status of a condition, follow these steps:

  1. Locate the Conditions table on the edit term page.
  2. Click the toggle button in the Status column to switch the condition’s status between enabled and disabled.
  3. Click on the Save changes button.
condition status toggle
Update condition status

Sorting conditions

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To organize the conditions for a terms checkbox and ensure that the conditional logic is executed correctly, you can reorder them via drag-and-drop. Here’s how to do it:

  1. Locate the Conditions table on the edit term page.
  2. Use the left handle (represented by three horizontal lines) next to the condition name.
  3. While holding the condition, drag it up or down to change its position in the list.
  4. Drop the condition at its new position by releasing the mouse button.
  5. Click on the Save changes button.
Sort conditions
Sort conditions

General Settings

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On the General page, you can access the acceptance summary option.

Acceptance summary

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When a user agrees to your terms and conditions, they are giving their informed approval to your policies, procedures, and guidelines outlined on the terms page. The plugin records this agreement on the single order page, protecting both the shop owner and the user and promoting transparency and accountability in your store.

Tracking which users have agreed to the terms and conditions can serve as a reference point for any legal disputes or challenges to your terms. This demonstrates that your website is upfront and honest about its policies, ensuring users know their rights and responsibilities.

Maintaining a record of accepted terms and conditions can also help improve customer service. For instance, if a user has a question or concern about your policies, you can quickly look up the order and verify when they agreed to the terms and conditions, which is also useful for auditing purposes.

After receiving an order, the acceptance of user agreements is attached to the order as a note. To review the order notes, go to WooCommerce > Orders and click on the Order number.

By selecting the Acceptance Summary in the General tab, you can get an overview of the recorded user choices for additional terms checkboxes on the order details page.

  1. Navigate to WooCommerce > Settings > Additional Terms.
  2. Go to the General section within the current tab.
  3. Select the Acceptance Summary to display an overview of user choices specific to the additional terms checkboxes on the single order page.
  4. Click on the Save Changes button.
Acceptance summary checkbox
Acceptance summary checkbox

Once you select the Acceptance Summary, you can find the acceptance of the terms and conditions checkboxes on the single order page.

  1. Navigate to WooCommerce > Orders.
  2. Click on the Order number.
  3. Review the acceptance of terms and conditions checkboxes in the Additional Terms section.
summary of terms acceptance in order details
Summary of terms acceptance in order details

Misc Settings

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In the Miscellaneous settings page, you can specify your preferences for sorting additional terms checkboxes.

Sorting preference

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The default sorting preference for the terms and conditions checkboxes is based on the last modified date. You can customize the order of the terms checkboxes on the checkout page to suit your specific needs and preferences, enhancing the overall user experience.

To adjust the sorting preference:

  1. Navigate to WooCommerce > Settings > Additional Terms.
  2. Go to the General section within the current tab.
  3. Choose your Sorting Preference for the terms checkboxes:
    • Last modified: Sort the terms checkboxes based on the date of the last modification.
    • Drag & Drop: Enable the drag-and-drop option in the Terms table to reorder the checkboxes manually.
  4. Click the Save changes button.
Sorting preference in Misc settings
Sorting preference drop down menu

After selecting the Drag & Drop option:

  1. Go to the Terms table.
  2. Reorder the checkboxes by grabbing and dragging them to the desired location.
Sort terms
Sort terms

Display Terms Checkboxes

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Checkout shortcode

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Once you have successfully created an additional terms checkbox, it will automatically appear alongside the WooCommerce terms and conditions on the checkout page. This is accomplished by using the checkout shortcode [woocommerce_checkout].

Checkout block

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If you prefer to build your WooCommerce checkout page using the Checkout block, the Additional Terms block will integrate within it. This integration provides you with the flexibility to position the terms checkbox according to your specific requirements.

Additional terms block
Additional terms block

Import and Export

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The import and export options allow you to migrate plugin settings to a new website. Your site’s content will be downloaded into a JSON file, which can then be imported into another WooCommerce store.

Export

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Before exporting your content, ensure your store is publicly accessible and not under maintenance or password-protected. It is also good to clean up your things by removing unwanted terms to minimize the export file size.

To export the existing customization and content into a JSON file:

  1. Navigate to Tools > Export.
  2. Choose Additional Terms.
  3. Select which settings to export using the checkboxes.
  4. Click on the Download Export File button.
  5. Wait for the export process to complete. WordPress will create a JSON file for you to save to your computer.
Export additional terms settings
Export plugin settings

Other than settings imported for the General and terms tabs, no data will be overwritten as a result of a new import. Existing terms on your store will remain intact.

Import

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Before importing, ensure the exported file isn’t too large for your server to handle, as this might cause memory issues. If this happens, you might see an error like ☒ Fatal error: Allowed memory size of 8388608 bytes exhausted. To resolve this, if you have server permissions, increase the available memory by editing the php.ini file. Alternatively, split the settings into several smaller files and import each separately. You can also ask your hosting provider for assistance.

To import the plugin information from a JSON file to a new site:

  1. Navigate to Tools > Import.
  2. Go to Additional Terms and select Run Importer.
  3. Click on the Choose File button and select the JSON file.
  4. Click on the Upload file and import button.
  5. Once the import process is complete, a success message will appear.
Additional terms importer
Plugin importer
Import additional terms settings
Import plugin settings

If your import process fails, it may still create some content. To avoid duplicate data, review the plugin’s settings page after a failed import and remove any unnecessary records before trying again.

Use export as a backup tool

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Regularly back up your site content manually using the export option. This is especially important if you’ve assigned additional users to your site. Shop managers have the ability to delete terms checkboxes, and there is no way to recover material that is removed from your site.