Site Settings: Agreements
In the Site Administration area, under Settings, you will find an Agreements sub-section. Agreements are statements that end users are prompted to accept prior to accessing the site. They are typically configured to limit legal liability, such as logging acceptance to the terms of use and consent to personal data collection.
All newly defined agreements are presented to site users upon their next visit. Each Agreement can have more than one language enabled, allowing you to show the same agreement to multiple markets and have it displayed in each participant's preferred language.
Read about Recollective's Agreements feature in our blog and watch our Installing a Custom Agreement webinar.
Any agreement that is configured as Required must be accepted prior to entering the site. Optional agreements are possible and are typically used for marketing requirements, such as joining a newsletter.
Every site begins with a draft Agreement template. You can also add a custom Agreement.
How to Add a Custom Agreement
📍 Go to Site Administration > Settings > Agreements
- Click Add Agreement, and fill out the required fields
- Agreement Name: Define a short, unique and recognizable name for this agreement
- Opt-In Statement: Provide an opt-in statement that will appear alongside a checkbox
- Require agreement: Configure the agreement to ensure all users with access to it are required to accept
- Agreement Page (optional): Use an Agreement Page to host details such as lengthy legal terms. Once enabled, you must link text in the Statement above to the page via special {link} tags. For example, "I agree with the {link}Terms of Service{link}". Alternatively, you can choose to display the page content directly below the opt-in statement (no link will be required)
- Click Save
Agreement Visibility
Each agreement on your site can be tailored in terms of visibility so that only the relevant people are shown the relevant agreement(s).
Using the Limit Visibility toggle, you can then select whether the agreement will be seen by Analysts, Moderators, Clients and/or Panelists. Most agreements you create will be for Panelists, but you could also create a Moderator agreement (if using someone external to your organization) or one for Clients so that everything is made clear up front.
Allowing Opt-Outs
Panelists can be permitted to opt out of an agreement by enabling the Display on Account Settings switch. If a Panelist no longer accepts a required agreement, it will be noted, and the Panelist will not be permitted to enter the site until it is re-accepted.
Automatic Reconfirmation
