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Configure Terms

Written by Alexandre Dias Da Silva

You want to use our new gem, but don't know where to start?

We explain everything here 🤗

Summary in one sentence: 1 widget, 2 ways to create it 🪄!

🥇 Option 1 (recommended)

In just a few clicks by importing your own text from Word

If you already have your text ready to go, no need for extra effort. You can import it directly into the back-office, and boom, it will create your widget with everything it needs, in the right place, without anything else required

To do this, you just need to format your text in Word according to the template available right here:

Directly accessible from the backoffice:

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Once the Word formatting is done, you can import your document into your back-office by clicking on "Import a Word document". At the very bottom of the page:

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Confirm the import and the widget appears with your text and its sections and subsections which are directly created according to the screens.

If you want to modify anything, simply click directly on the text to correct.

For the rest, it happens in the tabs located on the side:

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  • Configuration settings: modify information related to the current configuration

  • Current section settings: modify the content of the screen you are working on

  • Sections: view all widget screens and modify their order or create new ones

  • Widget texts: modify the texts of the widget buttons

  • Users: list of users invited to work on the widget

🥈 Option 2

Create your widget and texts directly in the customization space.

With Terms you can create and customize your texts and typographies directly in the preview space.

The dropdown menus on the right allow you to manage more general widget parameters and the different sections of your document.

Follow the interactive guide and let yourself be taken on the experience!

Spoiler alert: you need to click on the blinking dots

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Recording 📼

Once your widget is created, all you need to do is save it by clicking on "Create a new version".

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Before confirming the save by clicking on "Create version", select the type of modifications made (Major, Localized or Cosmetic).

Depending on the significance of the change made, the widget will automatically re-request consent from visitors who have previously interacted with it.

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Refresh your page then click on the "Version" tab you will see the new version of your widget appear and you can even retrieve the PDF that was created!

📌 Now, all that's left is to integrate and publish!

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