How to add a checkbox to your page
In this article, you will learn how to add and configure a checkbox element on your form templates.
What you will need:
- An active SystemeScale account
- The specific funnel step where you want to place the checkbox
Step 1: Adding a checkbox to your layout
Checkboxes are commonly used on subscription options, order pages, or registration steps to gather user consent or terms approval.
1
Drag and drop the checkbox element
Open your page editor. Look at the options panel on the left side of your screen, find the Checkbox element, and drag it directly onto your page layout canvas.
2
Customize your text string
Click directly on the placeholder label text next to the check box element inside the editor, and start typing to write your own custom message.
Step 2: Configuring your checkbox rules
Click on the checkbox element to load its unique properties settings on the left sidebar tray menu. From here, you can manage three primary options:
- Error Message Alert: Change the warning message displayed to the user on screen if they attempt to submit without selecting the box.
- Validation Setting: Choose whether the checkbox is mandatory or completely optional for filling out your web form.
- Linked Automations: Add a dedicated automation rule trigger that fires immediately when the user checks this block field row. When you attach a rule, you can select from a wide range of actions like adding a subscriber tag, sending an email sequence, or enrolling a student.
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Mandatory Checkbox Form Submission Rules
Note this critical validation rule: if a checkbox element is marked as mandatory inside its settings, and your submit button action parameter is set to Submit form, users will be completely blocked from proceeding to the next step of your funnel until they check the box.
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Authorized Page Type Automation Limits
You can only add checkbox automation rules to the following platform page types:
- Opt-in page
- Thank-you page
- Inline Form
- Popup form
- Sales page
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Triggering popup boxes using hyperlinks
Want to present your terms of service text links inside a beautiful overlay frame instead of an external page link redirect? Learn how to trigger a popup form from text links.
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