Here is a video walking you through how you can set up a disqualifying step to disqualify a homeowner from completing your funnel.

Demand IQ | Web Lead Journey - 9 January 2025 - Watch Video

<aside> ✅ Common Use Cases Disqualification can have many use cases. The two most common are: • Out of service area via ZIP, city or state • Unqualified homeowners such as renters, low credit scores, or wrong property types

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1. Overview of Disqualifying Use Cases

Disqualifying steps can be set up for various scenarios, including:

1. Address-Based Disqualification: Filtering leads outside your service area based on city, state, or zip code.
2. Question-Based Disqualification: Filtering leads based on their answers to funnel questions, such as:
   • Property Ownership: Homeowners vs. renters.
   • Credit Score: Leads below a specified threshold.
   • Home Type: Ensuring compatibility with your services.

2. Setting Up Address-Based Disqualification

Step 1: Add an Address Collection Step

To disqualify based on location, ensure you first collect the lead's address. This data will be used to apply the disqualifying conditions.

Step 2: Create a Disqualifying Step

1. Add a Blank Step:
   • Go to the funnel builder and click "Add Step."
   • Customize the step message for disqualified leads (e.g., "Hi, sorry, we don't currently service your area. Please contact us for more information.").
2. Set Disqualification Conditions:

   • Select "Set Conditions" and click "Add Condition."

     

   • Set the variable to "Address."

   • Choose a subfield such as "Zip Code."

   • Set the condition to "Not In" and input a comma-separated list of zip codes within your service area.

   • Leave Send To/ Show: as “This Step (Disqualify)”

   • Example: If a lead enters a zip code not in the list, they will see the disqualification message. If their zip code matches your service area, the system skips this step, and the lead proceeds in the funnel.

     

3. Setting Up Question-Based Disqualification

Step 1: Identify Disqualifying Questions

Review the funnel for questions that will serve as disqualification checkpoints. For example: