Configure terms and conditions

Goal and overview

The goal of this guide is to show you how to configure terms and conditions (T&C) text in Solicitor. You can create templates (e.g. Print Delivery T&C or Digital Access T&C) and then use them in your Offer Groups.

Best practice note: we suggest you use attributes when configuring your T&C templates. Doing so will reduce duplication and complexity in the long run!

Before you start

Make sure you meet the following pre-requisites before starting the tutorial steps:

• Reach out to your Naviga Implementation Manager to get your Solicitor application up and running.

Create terms and conditions text

In this section, you will learn how to create/edit/delete a T&C text template, as well as how to use attributes and add images.

Create a T&C text template:

1. Select the inventory menu in the Solicitor dashboard, then choose Terms & Conditions.

2. Select the + button. The creation screen will appear and display a WYSIWYG text editor.

3. Choose a name for your marketing text template, (e.g. Print Delivery T&C).

4. Write your desired text for the body fields. Use the WYSIWYG editor to format your text.

5. Add any search tags.

6. Optionally, select set as default then select either physical/digital. Doing so will make this template the default of the same category when you create Offer Groups.

7. Select save.

Note: by the end of configuration, there must be at least one default digital and print terms and conditions text.

Attributes

Using attributes is highly recommended and will save you a lot of time. Think of attributes like placeholders for publication-specific text, like a phone number or address. When a phone number or address changes, you won't need to update every marketing text template since you're using an attribute as a placeholder. You only need to update the attribute once in the CMS. An attribute might look like this:

...You can cancel anytime by calling the {{PublicationPhoneNumber}}...

Add attributes:

1. Select +Attributes. The tab appears to the right.

2. Drag your desired attribute into the WYSIWYG editor. Alternatively, you can simply type your attribute if you know its format and name.

Delete or edit a T&C text template:

1. Select the inventory menu in the Solicitor dashboard, then choose Terms & Conditions. Any existing templates will display.

2. Navigate to the desired template and select edit.

3. If editing, make your changes then select either save or save as new. If deleting, select the trash can icon.

Preview a terms and conditions text

You can preview your terms and conditions, then select whichever division you'd like to see.

To preview:

1. Select the inventory menu in the Solicitor dashboard, then choose Terms & Conditions.

2. Choose a terms and conditions template from the right.

3. Select the Preview button.

4. Choose a division from the drop-down menu.

5. Once finished, select the X button to leave the preview feature.

What you've learned

To review, you've learned how to create/edit/delete a Terms and Conditions text template. You will use these templates when you create an Offer Group. You've also learned how to use attributes.