Prevent Unqualified Leads with Zip Code Disqualification

Overview

The Zip Code Disqualify feature enables you to filter leads based on zip or postal codes before lead submit a lead capture form. This ensures that only leads from serviceable areas proceed through the form, improving lead quality and optimizing CRM data management.

For a step-by-step video walkthrough of this feature, check out the tutorial here:

How It Works

1. Add a Zip Code Field: Ensure your lead form includes a zip code or postal code field.

2. Configure the Zip Code Disqualify Feature:

• Click the pencil icon next to the zip code field to open additional settings.

• Locate the Zip Code Verification List section.
• Manually enter all the zip codes or postal codes that your business services.
• Separate multiple zip codes with a comma (e.g., 19064,19063 ).
• Important: do not add spaces between zip codes

• 

• Click Set to save the list.

3. Set a Custom Disqualification Message:

• Input a message that will be displayed when an unqualified zip code is entered.

• Example: "Sorry, we do not currently provide service to your area."

  

4. Save Changes:

Click Save to activate the feature.

Lead Capture Form Behavior

• Valid Zip Code: If a lead enters a zip code from the approved list, they can proceed through the form and submit their information.
• Invalid Zip Code: If a lead enters a zip code that is not listed, the form will display the disqualification message and prevent them from proceeding.

Benefits

• Improves Lead Quality: Ensures only relevant leads from serviceable areas are captured.
• Enhances CRM Efficiency: Prevents non-serviceable leads from cluttering lead distribution tools and CRMs.
• Saves Time: Reduces manual filtering and follow-ups with leads that cannot be serviced.

The Zip Code Disqualify feature is a simple yet effective tool for refining lead quality, enhancing efficiency, and ensuring only serviceable leads complete your forms. Activate this feature today to streamline your lead generation process.