Add a Terms of Service Agreement to Your WordPress Forms

How to Add a Terms and Conditions to Your WordPress Forms

Do you want to add a terms and conditions service agreement to your WordPress forms? Giving people a way to agree to your legal terms of service is the best way to protect yourself without sacrificing the user experience.

In this article, we’ll show you how to add a terms of service agreement to your WordPress forms.

What Is a Terms of Service Agreement?

A terms of service agreement is a set of conditions users must agree to in order to use a service you’re providing.

For instance, if you’re letting people fill out your request a quote form, order products and services using your simple order form, or are just looking to get people to sign up for your email list, you might want to require them to manually agree to the terms you have in place.

In addition, sometimes a terms of service agreement on a WordPress form is just a disclaimer limiting your liability.

Though an official terms of service agreement on your WordPress forms doesn’t mean you’ll never face legal action, they can help protect your best interests.

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Why Have Terms and Conditions in WordPress?

Whether you want to include a separate web page on your site outlining your terms of service, or want to include your legal disclaimer directly on your WordPress forms, there are several good reasons to have one.

Check it out:

  • Prevent Abuse. If people sign up using your user registration form to submit blog posts on your website, adding a terms of service agreements helps prevent things like spam and defamatory content from being published.
  • Take Ownership. If you want to be explicit that you own all content on your website, and that none of it can be used by site visitors without consent, add a terms of service agreement to your signup forms so they understand this from the start.
  • Warn People. Sometimes you’ll need to cancel people’s registration on your website because they violate your terms and conditions. The only way people will know this will happen, and the only way you can technically enforce this, is by adding a terms of service agreement outlining the rules.
  • Limit Liability. It’s important you let people know when they’re subscribing to your site that if they find any errors in the information you’re providing, whether on your site directly or in email marketing materials, that you will not be held liable. This is especially helpful if you publish legal or health content.

As you can see, making people agree to your terms before they continue to use your site or submit their forms is really helpful for protecting you from any liability and gives you control over how your website will run.

How to Add a Terms and Conditions to Your WordPress Forms

Now let’s see how to add a required terms of service agreement checkbox to your WordPress forms.

Step 1: Create a New WordPress Form

The first thing you’ll need to do is install and activate the WPForms plugin. For more details, see this step by step guide on how to install a plugin in WordPress.

Next, go to WPForms » Add New to create a new form.

On the setup screen name your form and select the template you want to use, depending on the type of form you’re creating.

For our example, we’ll choose the Newsletter Signup Form template.

Newsletter Signup Form Template to add terms and conditions to wordpress

WPForms works with several email marketing services so that you can easily create subscribe forms using your preferred email provider.

For our example, we’ll create a subscribe form using Mailchimp. For help with this step, check out our tutorial on how to create a Mailchimp subscribe form.

This is what our subscribe form looks like:

Newsletter Signup Form Preview

Step 2: Add a Terms of Service Agreement to Your Form

Once you’ve customized your signup form, you can add a WordPress terms and conditions agreement checkbox.

To do this, drag the Checkboxes form field to your WordPress form. Then, click on this field to make changes.

Add Checkbox to Form

Now you’ll need to customize your checkbox form field. To start, change the label to say whatever you want it to.

For our example, we’ll label our checkbox Terms of Service.

We’ll also click on the minus buttons to get rid of any extra checkboxes that are on our form.

Label and Checkbox Removal

If you want to hide the Label on your form, open the Advanced Options section and click the Hide Label checkbox.

Hide Checkbox Label

Next, we’ll customize the text within the checkbox to say something like “I have read and agree to the Terms of Service Agreement listed below.”

Checkbox Text

Now you can customize the Description section of your checkbox. This is where you’ll add your terms of service using regular text or HTML, whichever you prefer.

Make sure to click the Required checkbox to require site visitors to agree to your terms of service before submitting your form.

Description and Required Checkbox

Step 3: Format the Terms of Service Checkbox

Here at WPForms, we know that sometimes your terms of service agreement will be a long string of text.

So, in an effort to make your website’s form look nicer, we’ve added a way to format the terms of service text to look more professional and organized.

To do this, open up the Advanced Options section in the Form Editor. Click Enable Disclaimer/Terms of Service Display.

Enable Terms of Service Display

You’ll notice that your terms of service checkbox is now in a specially formatted box with a vertical scroll bar.

wordpress disclaimer or terms conditions

When everything looks the way you want it to, click Save.

Step 4: Configure Your Form’s Settings

Once you’ve customized your WordPress terms and conditions form to your liking, you need to configure your form’s settings. Then you’ll be ready to add your form on your website for everyone to see.

General Settings

To start, go to Settings » General. Here you can customize your form’s general settings.

Form Settings

Change things like the form name, description, and “Submit” button copy. In addition, enable the anti-spam feature to prevent spam form submissions and create a more GDPR compliant form using the GDPR enhancements that come with WPForms.

For more help with this step, check out this article on how to better comply with GDPR requirements.

Form Notifications

Notifications are a great way to send an email whenever a form is submitted on your website.

Notifications to add terms and conditions to wordpress

In fact, unless you disable this feature, whenever someone submits a form on your site, you’ll get a notification about the submission.

For help with this step, check out our documentation on how to set up form notifications in WordPress.

Form Confirmations

Form confirmations are messages that display to site visitors once they submit a form on your website. They let people know that their form has been processed. Plus they offer you the chance to let them know what the next steps are.

Confirmation Message to add terms and conditions to wordpress

For help with WPForms’ three confirmation types – message, show page, and go to URL (redirect) – see our documentation on setting up form confirmations.

Now you’re ready to add your form to your website. There are several places you can add your form:

Final Thoughts on WordPress Terms and Conditions

And there you have it! You now know how to add a required terms of service agreement to your WordPress forms.

If you’d rather have site visitors click on a link to see your site’s terms of service before clicking the checkbox to agree, check out this helpful tutorial on adding a terms of service checkbox to your forms.

And, if you’re looking for a way to capture site visitors’ signatures, check out this helpful article on how to create a service agreement in WordPress with digital signatures.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

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Comments

    1. Hi Sonia!
      We don’t currently have a built-in option to include the field description into the notification email. I do agree it would be super helpful, though. I’ve made a note of the feature request and we’ll keep it on our radar as we plan out our roadmap for the future.
      However, you can try this custom code snippet provided by our developers for that purpose.
      I hope this helps!
      Have a good one 🙂

  1. Hi,

    Instead of the terms & conditions text being displayed, how can I just have a link instead embedded beside the check box, which takes the user to the T&C page?

  2. Can i have a terms and conditions page before the form. The user first agrees to terms and conditions and then the form will show up on the next page.

    1. Hey Pankaj – Currently, there is no built-in option like this. We will keep it on our radar for the future! The nearest workaround you can use is probably to have the terms page link next to the checkbox itself, you can do so by using an anchor tag in the description on the field of the checkbox.

      Hope this helps!

  3. Step #3 shows a well-formatted agreement. I have typed in our agreement and it shows as one long, run-on paragraph even though I have tried to format it in the description box. How do I format the text?

    1. Hey Bill – Great question! That area supports basic HTML so you can use HTML tags to format it. For example, you can wrap the content in a paragraph tag to show separate paragraphs.

      I hope this helps!

  4. We use the T&C check box just before the signature on our form. Our T&Cs change from time to time. How can I view the T&Cs the customer agreed to when they signed the form? The T&C they read was in the description box.

    Is there a where to display on the View Entry what T&C (text) they agreed to?

    1. Hey Amy – I am afraid, currently description text is not saved in entries by default. A quick workaround can be to add a hidden field in the form and whenever you change T&C text, you can add the new text in the hidden field as well, this hidden field text can be seen easily in the entries.

      I hope this helps!

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