Create Tick-box documents

This article describes how to create Tick-box HTML documents. 

You can use Tick-box documents as part of a workflow when you want customers to indicate that they have read the document by selecting a checkbox. 

Tip

For a full explanation of the HTML formatting tools, see Create Dynamic Documents.

To create a Tick-box HTML document:

1. In the Lightico Settings page, in the left pane, click Journey > HTML designer.
   The HTML designer page opens.

2. In the top right corner of the page, click Create new.

   

   The Create new HTML dialog box appears.

3. Enter a name for the document, select Tick-box document, and click Create.

   

   The new Tick-box document opens.

4. In the Sticky title box enter a heading for your document.

5. In the Section box enter the main text.

   

6. Click the arrow at the bottom of the page to open the Agreement checkbox message.

7. Enter the text that will appear at the bottom of the document next to the checkbox. 

   

8. To force users to scroll down until the end of the main text before selecting the checkbox, select the settings button and switch on the toggle.

   Note

   Only use this setting if your text is longer than an average screen.

   

9. At the top of the page, click Save.
   The Tick-box document is saved and available for use in a Workflow.

Customer perspective

As part of a Workflow, the Tick-box document appears in the customer collaboration UI in the following format: