Quick Links

Overview

 Objective

The Terms Of Service is an internal product that allows LeadVenture Legal Team to display updated company Terms Of Service to our clients via the Ignite Command Center. Anytime there is an update to the terms of service that our clients agree to as a part of our contracts with them, this product allows our clients to review the latest terms of service and acknowledge them.

We have to keep our clients informed of any terms of services changes that LeadVenture has done for any clients that are under contract. This tool is not something clients use for themselves. This is only an internal tool used by LeadVenture Legal Team.

How Does it Work

We are using a third party tool called Gainsight. This tool is what controls the pop up and captures analytics on which user has seen the pop up message, who clicked the “OK” (aka Acknowledge) button, or who clicked on the Terms of Service link within the message.

It only displays for the user once unless they clear their browser cache. It will pop up up for each user when LV Legal Team has communicated to us that there is a new Terms Of Service for our clients, and we create a new engagement that will force a another pop up message for the client. The pop up message does not change for each engagement, just the Terms Of Service page updates and is the same link within the pop up.

Technical Details

 Requirements

 Open Questions

Setup TOS Engagement

Every time that a legal team updates the terms of service, we need to create a new engagement so that users are aware that they need to acknowledge the latest terms of service updates.

1. You will want to make sure you first navigate to the Engagements page, then ensure you are in the correct Product (Ignite, Web App, Production)

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2. You will then click the Create button in the upper right corner, a pop up will appear and you will fill out the form.

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   Name: TOS {date you will launch the engagement}, keep Guide selected, and click Create

3. After you click Create, you will arrive at Step 1: Audience. First, you will click on the Users twice (right side) to add two User controls. Within the first Users control you will select LatestTOS from the drop down, and select IS Empty in the second drop down menu. Within the second User control you will select LatestTOS from the drop down, and select IS NOT in the second drop down menu, within the field you will type in the date that you will launch the TOS. (Note - both the name of the engagement and the user control should have matching dates). For Audience Logic, you will want to make sure it’s set on OR (Match Any)

4. Next you will select Step 2: Editor.

5. Editing the Announcement Dialog CSS:

   1. You will want to replace the two lines of CSS by copying and pasting this CSS into the field :

      .aptr-engagement-close-btn {display:none!important;} .px-step-navigation-buttons .px-step-navigation-next {display:none!important;} #customFieldButton {background-color: rgb(247, 148, 29); color: rgb(255, 255, 255); border-radius: 4px; padding: 10px 30px; border: 1px solid rgb(247, 148, 29); font-family: Helvetica, Helvetica; font-size: 15px; line-height: 15px; font-style: unset; font-weight: 700; text-decoration: unset; margin-left: 16px; display: block; float: right;} #customFieldButton:hover {background-color: rgba(40,40,40,1);}

6. Editing the Announcement Dialog HTML:

   1. You will want to replace the HTML by copying and pasting this HTML into the field, ensuring that you have selected all the default HTML in the Gainsight window, deleting the HTML, then copying and pasting this HTML below (Note - click line 1, do CTRL A to select ALL CODE, CTRL C to copy ALL CODE)

      <span id="isPasted" style="font-size: 16px;">We are updating our <u> <a href="https://www.leadventure.com/interactrv-tos/" rel="noopener noreferrer" target="_blank">Terms of Service</a> </u> </span> <span style="font-size: 16px;">&nbsp;to support our evolving business. Unless a separate services agreement has been signed by Client and an authorized representative of Company since June 2021, these Terms of Service contain the parties' entire understanding relating to the subject matter and supersedes all prior agreements. Have questions? Please contact your customer success representative. Thank you for being a valued customer.</span> <p aria-hidden="true" style="font-size:11pt;font-family:Calibri,sans-serif;margin:0;"> <span style="font-size: 16px;">&nbsp;</span> </p> <p style="font-size:11pt;font-family:Calibri,sans-serif;margin:0;"> <span style="font-size: 16px; font-family: Helvetica;">Click “OK” below to agree to the updated Terms in order to continue using the platform.</span> </p> <p style="font-size:11pt;font-family:Calibri,sans-serif;margin:0;"> <br> </p> <br> <br> <br> <br> <button class="px-step-navigation-next" id="customFieldButton" onclick="aptrinsic('identify',{'id':'{{User.id}}','LatestTOS':'07-08-24' },{'id':'{{Account.id}}','AccountLatestTOS':'07-08-24' }); aptrinsic('track', 'TOSConfirmationDate', { 'value': '07-08-24' }); return false;this.window.close();" style="display: block; background-color: rgb(247, 148, 29); color: rgb(255, 255, 255); border-radius: 4px; padding: 10px 30px; border: 1px solid rgb(247, 148, 29); font-family: Helvetica, Helvetica; font-size: 15px; line-height: 15px; font-style: unset; font-weight: 700; text-decoration: unset; margin-left: 16px;">OK</button>

   2. Within the <button class="px-step-navigation-next" - you will need to look for the dates (7-8-24) and change all 3 dates to be the new date that the engagement will be launching (and the name of the engagement)

7. Next you will select Step 3: Schedule

   Select the date you plan to launch, Check “No End Date”, Select “Once Per Visit” (A warning message will appear, click “I Understand”), Make sure Engage 100% is selected.

8. Next you will select Step 4: Launch

   1. Only when ready to launch you will want to click the Launch button. You will want to wait until the day requested to change by the legal team when they want to start notifying users of a new Terms Of Service document.

   2. You can click Save in the upper right corner to save the progress of this engagement until you are ready to launch

   3. When ready to launch, make sure Production box is checked only, and click the Launch button.

 Out of Scope

• This is not open to specific client requests for how TOS works, this is not up to the dealer, this is a LV legal tool.

• This is not available to be used by clients for their own TOS.