GoHighLevel T&C Filter Guide

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GoHighLevel T&C Filter Guide for Workflows

If you use ClickUp to manage projects and GoHighLevel to capture leads, it is important to control exactly when contacts enter your automation. The terms and conditions (T&C) filter for forms, surveys, and quizzes ensures that only contacts who have actively accepted your T&C or consent checkbox can move forward in a workflow.

This how-to article walks you step by step through configuring and using the T&C filter inside the workflow builder so you can keep your automation compliant and accurate.

What the GoHighLevel T&C Filter Does

The T&C filter in GoHighLevel lets you create workflow rules based on whether a contact has accepted the terms and conditions (or similar consent text) that you added to a form, survey, or quiz.

You can use it to:

  • Only enroll contacts who have accepted your T&C.
  • Split automation paths based on consent status.
  • Prevent follow-up to contacts who did not accept.
  • Run specific nurture or legal flows when T&C is accepted.

The filter reads the status of the T&C checkbox or field from the specific form, survey, or quiz submission that triggers the workflow.

Where the GoHighLevel T&C Filter Is Available

The T&C filter is available only inside workflow triggers that are based on GoHighLevel forms, surveys, or quizzes. If your workflow is not triggered by one of these assets, you will not see this filter option.

Supported trigger types typically include:

  • Form Submitted
  • Survey Submitted
  • Quiz Submitted

Within those triggers, you can narrow down by a specific form, survey, or quiz and then apply the T&C filter to that submission.

How to Access the GoHighLevel T&C Filter

Follow these steps to access the filter in your workflow trigger:

  1. Open the workflow builder

    Navigate to Automation > Workflows inside GoHighLevel and either create a new workflow or open an existing one.

  2. Add or edit a trigger

    Click Add New Workflow Trigger or open the trigger you already use for the form, survey, or quiz submission.

  3. Select the correct trigger type

    Choose the appropriate option such as Form Submitted, Survey Submitted, or Quiz Submitted.

  4. Choose the specific asset

    In the trigger settings, select the exact form, survey, or quiz that contains your T&C checkbox or consent statement.

  5. Open filter conditions

    Inside the same trigger settings panel, look for the filter section where you can add conditions.

  6. Select the T&C consent field

    From the field dropdown, choose the T&C field associated with your form, survey, or quiz. It may appear as a dedicated T&C or checkbox field.

Configuring the GoHighLevel T&C Filter

Once you locate the field inside your trigger filter section, configure it so the workflow only runs based on the consent value you want.

Recommended GoHighLevel T&C Condition

For most use cases, you want to ensure the contact explicitly accepted the T&C. Configure your condition as follows (label names may vary slightly depending on your specific form):

  • Field: T&C / Terms & Conditions / Consent Checkbox
  • Operator: Equals or Is
  • Value: Accepted, True, or Checked (depending on the form field’s internal value)

This ensures the workflow trigger fires only when the submitted record has a positive acceptance value.

Multiple Consent Fields in GoHighLevel

If your GoHighLevel form, survey, or quiz includes multiple consent fields (for example, one for T&C and another for marketing opt-in), you can stack conditions:

  • Condition 1: T&C checkbox is accepted.
  • Condition 2: Marketing consent is accepted (optional).

Set the relationship between conditions to:

  • AND – require all consents to be accepted before the workflow is triggered.
  • OR – allow entry if at least one of the specified consents is accepted.

Best Practices for Using the GoHighLevel T&C Filter

To get reliable and compliant automation, follow these practices when setting up the T&C filter in GoHighLevel workflows.

1. Align Form Design and Workflow Logic

Make sure the label on your T&C field and the value used in the workflow filter match. If you change the field type, name, or values in the form builder, revisit your workflow trigger and confirm the filter still points to the correct field and expected value.

2. Test Submissions Before Going Live

Always test your configuration by submitting the form, survey, or quiz multiple times:

  • One submission with T&C accepted.
  • One submission with T&C not accepted (if allowed on the form).

Confirm that only the accepted submission enters the workflow. Use contact activity logs and workflow execution logs inside GoHighLevel to verify the trigger behavior.

3. Use Branches When You Need Different Paths

Instead of blocking contacts who did not accept T&C, you may want to put them in a separate, more limited automation path. You can:

  1. Create a main workflow triggered by the submission.
  2. Use an If/Else condition step inside the workflow based on the same T&C field.
  3. Route accepted contacts down one branch and non-accepted contacts down another branch (for example, a simple notification to your team or a reminder to gain consent).

4. Keep Legal Copy Centralized

Try to maintain a consistent T&C statement across all GoHighLevel forms, surveys, and quizzes so that your filter conditions are easier to manage. When possible, copy a standardized text block and checkbox configuration instead of recreating it from scratch each time.

Troubleshooting the GoHighLevel T&C Filter

If your workflow is not triggering as expected, or contacts who should qualify are not entering, check the following:

  • Correct trigger type: Confirm the workflow uses the same form, survey, or quiz that was actually submitted.
  • Field mapping: In the filter, make sure you selected the correct T&C field, especially if there are multiple checkboxes.
  • Value mismatch: Inspect a test submission record to see the exact stored value for the T&C field (e.g., “true”, “accepted”, “yes”). Then match that value in the filter.
  • Conflicting conditions: Review all other trigger conditions and filters to ensure they are not excluding valid contacts.

When in doubt, temporarily remove other conditions and test with only the T&C filter enabled to isolate the issue.

Additional Resources for GoHighLevel Users

For more screenshots, specific field names, and the latest interface updates, review the official GoHighLevel help article on this feature: T&C filter for forms, surveys & quizzes in workflows.

If you want expert assistance building compliant workflows, optimizing funnels, and integrating GoHighLevel into your broader marketing stack, you can learn more at Consultevo.

By correctly configuring the T&C filter in GoHighLevel workflows, you make sure your automation respects consent, stays organized, and delivers messages only to contacts who have agreed to your terms.

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