This feature helps you disqualify prospects that do not meet your sales criteria before they are able to schedule a call, which will maximize closers time to meet with the most qualified leads.
Pro tips
All contacts that have been Disqualified will be saved in your Global Data, for your setters to get in touch with if needed from
Global Data β Appointment Setting βand find out if there's potentially a customer material.
You can disqualify a contact based on answer to their question for following question types:
Phone number country code
Radio button (Single select)
Checkbox (Multi select)
Radio Button and Checkbox type as disqualification criteria is available with Business and Enterprise subscription plans.
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βStartup plan users can disqualify leads based on phone number country code.
Setting Up Disqualification
Here's how you can set the Disqualification rules in event setup.
Select Disqualification section on the left and click on "Add Disqualification" button
Choose a question to which you want to add disqualification rule
Choose the answer
In case of phone number you can select multiple country codes or select the whole region
In case of radio or checkbox type of question, you can select multiple answers
Turn the toggle button on for redirecting disqualified contacts to an external URL per selected condition
Understanding the 'IF' conditions
You can add up to maximum 6 'IF' conditions
with every condition to have maximum of 2 questions.
In addition, you can select "AND/OR" between the questions inside one condition. Multiple 'IF' Conditions will have an 'OR' between them by default.
AND: Means if both the conditions are met only then a contact will be disqualified
OR: If even one of the conditions are met, the contact will be disqualified
What happens with disqualified contacts?
Here is what we do with disqualified contacts π
When a visitor is disqualified based on the rule you've set, they will still be redirected to time selection on scheduler. But they will not be able to book a call since they will see: "There are no time slots available for the month".
This way, the contact will not know that they were disqualified.
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Here's an example of the scheduling page that the lead will see after being disqualified before it's redirected to the external page. β
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Important information for you is that you will not lose such leads, since they will be saved in your Global Data with "disqualified" status, so you can review and reach out to them.