Virtual Groups Overview – Ironclad

This topic will provide you with an overview of Virtual Groups and how to use them.

Ironclad Clickwrap offers the ability to add multiple templates to a single Clickwrap Group, filter them, and display the relevant template(s) to the counterparty. This filter can be based on user input, pre-determined conditions, and/or other parameters. This capability is known as Virtual Groups.

For example, if you plan to embed a Clickwrap Group within your login page, Virtual Groups grant the flexibility to display an English template to a user located in the United States, and a French template to user located in France — with both of those templates within one Clickwrap Group.

Set Up a Virtual Group

Note: All steps should be completed by your Legal Ops Ironclad Admin, except for the final step. The final step should be completed by your implementation’s Software Developer.

Publish the templates in Ironclad Clickwrap. To learn more, refer to Create and Manage Templates.
Apply properties to the templates to serve as the filters for when to show the relevant template(s) to counterparties. Refer to the Template Properties section below to learn more.
Create the Clickwrap Group, and add the templates to it. Publish the Clickwrap Group. To learn more, refer to Create and Manage Clickwrap Groups.
Embed the Clickwrap Group in your environment using the Virtual Groups method found in Ironclad Clickwrap’s Developer Documentation to filter the templates as needed.

Template Properties

To filter templates using Virtual Groups, you must apply one or more properties to them.

Refer to the table below to see the different property types.

Property Type	Description
Classification	Any value you choose to assign to the template. The classification must be unique to the template.
Tag	Any value you choose to assign to the template. The same tag can be applied to multiple templates, and multiple tags can be applied to one template. Tags are a commonly used property.
Country	The template’s associated country.
Locale	The template’s associated locale. For example, en-US is the locale for English (United States). Locales are a commonly used property.

Apply Properties to Templates

Within Template Details, click the pencil icon next to the property you want to add, then add the property.

Note: Filtering with Virtual Groups will search your entire site for the relevant template(s), not just the template(s) within the provided Clickwrap Group. Therefore, in scenarios where you may apply the same properties to multiple template across different use cases or Clickwrap Groups in your site, it is best practice to apply a unique tag to your templates that corresponds to the Clickwrap Group that will contain them.

Use Case
Sedona Networks displays their Terms and Conditions in United States English and in Mexican Spanish on their website.

Sedona Networks Legal Ops creates their English Terms and Conditions template and their Spanish Terms and Conditions template. They apply the en-US locale property to the English template, and the es-MX locale property to the Spanish template. They apply a terms-and-conditions-group tag property to both templates, and they publish both templates. They add both templates to one Clickwrap Group called "Terms and Conditions", and they publish the Clickwrap Group.

Sedona Networks Software Developer embeds the Clickwrap Group in their website. They filter the templates based on the terms-and-conditions-group tag and locale applied to them so that the English Terms and Conditions show when their counterparties are in the United States, and the Spanish Terms and Conditions show when their counterparties are in Mexico. They also make sure the acceptance language is translated according to the corresponding template.

Use Case

Sedona Networks is hosting an event for their customers. They have an online Consent and Release Form for all of their participants to accept prior to the event.

They also provide participants the option to opt into marketing emails from Sedona Networks. For participants that choose to opt in, they are presented with an additional Email Opt-In Agreement to accept.

Sedona Networks creates the Consent and Release Form template, applies an opt-in tag and an opt-out tag to the template, and publishes the template.

They create the Email Opt-In Agreement template, apply an opt-in tag to the template, and publish the template. They add both templates to one Clickwrap Group, and they publish the Clickwrap Group.

Sedona Networks Software Developer embeds the Clickwrap Group in their website. They filter the Email Opt-In Agreement to only show if the participant chose to opt in to marketing emails. The Consent and Release Form will always show to all participants.

Virtual Group Technical Resources

To learn more about how to use the Virtual Groups method to embed your Clickwrap Group, refer to Ironclad Clickwrap’s Developer Documentation.