Terms and Conditions in Sprinklr
Updated
Overview
The Terms and Conditions feature in Sprinklr enables organizations to present compliance-related agreements to users during the sign-up process or upon login, ensuring that regulatory and internal compliance requirements are met.
This feature is especially useful for enforcing user acknowledgment of legal, privacy, or operational terms before accessing the platform.
Use Cases
Organizations can use this feature to:
Ensure users agree to necessary compliance documents before using the platform/ during onboarding.
Display Terms and Conditions (T&Cs) either at sign-up or at every login.
Track user acknowledgment.
Key Features
1. Create New Terms and Conditions
Navigate to the Terms and Conditions setting within the All Settings page.
Click on Create Policy to define a new T&C agreement.
Use the rich text editor to:
Add formatted text
Insert bullets, numbered lists, and more for clarity and structure.
Target Specific Users:
Apply the T&C to specific users or user groups.
Trigger Options:
Choose if T&Cs should appear on every login or only once.
2. Manage Existing Terms and Conditions
All Terms and Conditions created can be viewed in the Record Manager, along with relevant actions and statuses.
Actions Available:
Action | Description |
Activate/Deactivate | Enable or disable a T&C. Only active T&Cs are shown to users. |
Clone | Create a duplicate of an existing T&C for quick edits or versioning. |
Delete | Permanently remove a T&C if it’s no longer needed. |
3. User Status Tracking
Track user acknowledgment status in real-time:
Activated – User has agreed to the T&C.
Pending – User has not yet accepted the T&C.
This helps administrators:
Follow up with users who haven't accepted.
Ensure 100% compliance across the organization.
How It Works
Admin creates a T&C with specified rules and targeted user list.
T&C is displayed to selected users.
Users must accept the T&C to proceed.
Admin can monitor acceptance status.
Best Practices
Version your T&Cs: Use the clone feature to create updated versions while keeping historical records.
Notify users in advance if you plan to show T&Cs at every login.
Review user status regularly to ensure compliance.
Where to Access
Navigation Path: All Settings → Terms and Conditions
If you encounter issues or have questions, reach out to your Sprinklr Success Manager or contact Sprinklr Support at tickets@sprinklr.com.