Terms and Conditions Popups: Triggers & Cookies

Overview

The Terms and Conditions Popups plugin extension creates 2 triggers and 1 cookie. Once the plugin's shortcode is set in the Popup Editor, use these triggers and cookie to control the display of each terms and conditions popup.


Article Table of Contents


Force Terms Agreement trigger

What this trigger does

  • Popups displayed with the 'Force Terms Agreement' trigger do not have a 'close' button. Visitors must select the 'I Agree' button to close the popup.
  • The trigger requires visitors to scroll to the end of the terms box before the 'I Agree' button activates.
  • The trigger will block access to each page on which it's targeted.  

Related article:  'Targeting' option settings.

  • The trigger should be linked to the 'Agree to Terms' cookie to prevent redisplaying the popup after the terms are accepted.

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Set up the trigger

1.  In the Popup Editor, go to the 'Popup Settings' box -> 'Triggers' -> 'Triggers & Cookies', and select the 'Add New Trigger' button.  

2.  A popup box labeled 'Choose what type of trigger to add?' will appear. Select the 'Force Terms Agreement' option. 

3.  Select the checkbox labeled 'Would you like to set up a cookie as well?' to set and link the trigger to a cookie. 

4. Select the 'Agree to Terms' option. 
5. Select the 'Add' button to save the selections. 

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'Force Terms Agreement Settings' box

6. The option field labeled 'Cookie Name' should contain a cookie ID formatted as 'pum-{integer}'. 
7. Accept the cookie ID by selecting the 'Add' button in the lower right corner. 

This will set the 'Force Terms Agreement' trigger and link it to a 'Agree to Terms' cookie by the cookie ID. 

Click Blocking trigger

What this trigger does

The 'Click Block' trigger prevents site visitors from opening any targeted page link until they agree to the terms displayed in the popup.  It works similarly to a 'Click Open' trigger, except it prevents the targeted link from working until the terms and conditions popup is accepted.  The 'Click Block' trigger relies on the 'Click Open' trigger's 'Extra CSS Selectors' method to target a link. 
Any page link on which a 'Click Open' trigger can be set can be targeted using a 'Click Block' trigger. Links can include: 
  • form submit buttons, 
  • call-to-action buttons, 
  • text, 
  • icons, 
  • logos, 
  • graphics, 
  • list elements, or 
  • navigation elements.   
Once the terms and conditions popup is accepted, the 'Click Block' trigger automatically clicks the previously blocked link to provide a fluid user experience.

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Set up the trigger

1.  In the Popup Editor, go to the 'Popup Settings' box -> 'Triggers' -> 'Triggers & Cookies', and select the 'Add New Trigger' button.  

2.  A popup box labeled 'Choose what type of trigger to add?' will appear. Select the 'Click Blocking’ option. 

Decision: Does an ‘Agree to Terms’ cookie currently exist? 

Yes

3a.  Select the ‘Add’ button in the ‘Choose what type of trigger to add’ option box.  The ‘Click Block Settings’ box will then popup. 
No

3b.  Select the checkbox labeled 'Would you like to set up a cookie as well?' to set and link the trigger to a cookie. 
3c.  A new drop-down menu will appear labeled ‘When will the cookie be set?’ 
3d.  Select the option ‘Agree to Terms’ from the menu. 
3e.  When the cookie option is set, select the ‘Add’ button. 

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‘Click Block Settings’ box

The ‘Click Block Settings’ box ‘General’ option settings tab displays 3 options settings: 
1. Extra CSS Selectors
2. Action Requirements? 
3. Cookie Name
1.  Extra CSS Selectors (text field; accepts multiple inputs separated by a comma) —  Plugin default: empty field.  Use this field to set CSS selectors to  set a popup 'Click Open' trigger on any page element. 
2.  Action Requirements? --  Plugin default: unchecked.  Select the checkbox ‘Agree to Terms’. This will require visitors to agree to the popup terms before page links are unblocked. 
3.  Cookie Name (option field) -- Plugin default: empty field.  Place the cursor on this custom field and click once. If an ‘Agree to Terms’ cookie was previously set on this popup, two options will appear; 
  • ‘Add New Cookie’, and 
  • 'pum-{integer} (the previously set cookie listed by its ID). 
If available, select the existing cookie ID as the option.  
If 'Add New Cookie' is the only available option, select that. The plugin will set a cookie ID when the trigger and cookie are set. 
Select the ‘Add’ button to save the settings in this box. 

Note: Only one instance of the ‘Agree to Terms’ cookie needs to be set in the ‘Triggers & Cookies’ option setting box. If a duplicate 'Agree to Terms' cookie is set in the Cookies section, just delete it. 

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