How to Add a Terms of Use to a Checkout Page

This step-by-step guide will teach you how to load a Terms of Use Agreement to a checkout page.

Estimated time to complete this guide: ~5 minutes

Prerequisites

Step 1: Upload a Template

Sign up for an Ironclad account to start tracking clickwrap acceptances. Let's navigate to the template tab to add a Terms of Use agreement. Select "Create New" to start a new template.

Name your template “Terms of Use” then drag and drop a .docx file of your template. Select "Save" and then press "Publish".

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Step 2: Create a Clickwrap Group

A Group is a collection of Contracts that is presented to a user. For example, you pair privacy policy and terms of use together in a Group and ask your end users to accept them.

To create a group, navigate to the "Clickwraps" tab. Click on the "Create Clickwrap" and then give your group a name like "Checkout" on the top left.

Under the templates section, pick the Terms of Use. Press "next" on the top right to configure how the clickwrap will be displayed.

Under presentation options, you will be able to preview the different styles available for clickwrap. Select the "Combined checkbox for all Templates".

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After selecting the presentation, adjust the acceptance language to be displayed. Here is an example of acceptance language used for checkout flows:

By clicking Continue to Checkout I understand that I am agreeing to the {{contracts}}

The placeholder {{contracts}} will be replaced with the actual Template titles. After you are finished, press "Publish".

Step 3: Set up Configuration Snippet

Loading clickwrap agreements to your webpage is as simple as copying and pasting a few lines of code.

Navigate to "Clickwraps" in the main tabs. Then select "Checkout" clickwrap group and click on the "embed" tab to grab the required code.

To speed up the setup, IDs can be prepopulated into the snippet. The first input is the HTML Element ID where the contract HTML should be injected to. Fill in "clickwrapContainer" in the first box.

The second input is the Signer ID Selector, typically the email or username field ID. Fill in "email" into the box.

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These two inputs will automatically be populated into the required code to be pasted into the webpage. Copy the code snippet under "Loading the Clickwrap Group" and paste the code into your header or script section.

Step 4: Loading Clickwrap to your Webpage

When using our JavaScript Library, an acceptance event is created when a user checks the box. This checkout use case will create an acceptance event when a user clicks on a "checkout" button.

First, disable the automated acceptance event from the JavaScript snippet. You can adjust this setting when configuring the JavaScript snippet with the property disable_sending. The example below shows when creating and configuring your Site object.

_ps("create", siteAccessId, { //siteAccessId is copied over from the "embed" tab
  disable_sending: true // Disable automatic sending with the JavaScript snippet.
});

Second, configure the button click to send an acceptance event.

const clickwrapGroupKey = 'CLICKWRAP_GROUP_KEY';
const idOfMultipurposeButton = 'BUTTON_ELEMENT_ID';  // The `id` of your html button element

// Wait until the DOM is ready (your implementation may not need to wait for the DOM to be ready)
document.addEventListener('DOMContentLoaded', function () {

  // Locate your multi-purpose buttong and add an event listener
  document.getElementById(idOfMultipurposeButton).addEventListener('click', function (event) {
        event.preventDefault();
    _ps(clickwrapGroupKey + ':send', 'agreed', {
      disable_sending: false,
      event_callback: function(err, eventType, group, request) {
        if (err) {
          // Something went wrong with sending the agreed event.
          alert('Uh oh, something went wrong. Please try submitting again.');  // Alert the user
        }
        alert("Thank You for your purchase!");
        window.location.reload(); // Superficially reload to reset the example
      }
    });
  });
}, false);

Third, display the clickwrap agreement on the webpage by adding an empty DIV element to the appropriate location within your HTML. This DIV element ID will be connected to the container selector used in the previous step.

Add the code below and replace "HTML_ELEMENT_ID_HERE" with the HTML element ID which was "clickwrap".

<div id="HTML_ELEMENT_ID_HERE"></div>

Step 5: Pass Signer Information

An Acceptance Activity Record is created after a user accepts the clickwrap. This will include information on the acceptance, user, and ability to download a PDF of the record.

Additional information on the record can be passed through using 'custom_data'. This includes user input like name, email, and company name.

Also, user input data can be passed to a Signer Record. The Signer Record is a specific profile for a single user that will hold all clickwrap activities.

Copy the code below to your sign-up page and replace the ID values for name and email.

// We're setting custom data when the signer_id is set here.
_ps.on('set:signer_id', function(value, context) {
  setCustomData();
});

function setCustomData() {
  var fullNameVal = document.getElementById('FULL_NAME_ID').value;
  var emailAddressVal = document.getElementById('EMAIL_ID').value;
  // Set custom data that gets sent on acceptance.
    var customData = {
    full_name: fullNameVal,
    email: emailAddressVal
  };
  _ps('set', 'custom_data', customData); 
}

Step 6: Hiding Checkbox

This checkout page will not require users to check a box to agree to terms. Use CSS to add custom CSS that overrides the default presentation styles. Copy the CSS below to hide the checkbox.

input.ps-checkbox[type="checkbox"] {
  display:none !important;
}

.ps-checkbox-container {
  padding-left: 0px !important;
}

.ps-contract-label {
  margin-left: 0px !important;
}

Congrats! You just deployed an agreement to your webpage.

To test the process, let's navigate to your checkout page and input your information. Click on "continue to checkout" to test the acceptance. The acceptance will be tracked on the Activity tab.