You can add Pre-Qualifying Questions to ensure that your team chats with the most qualified candidates during your events.
Pre-qualification occurs after someone signs up for an event, but before they complete registration. If they do not meet the necessary qualifications, they are not permitted to register and attend the event.
When someone fails a pre-qualification question, they are presented with a customizable message similar to the one shown below, letting them know that only qualified candidates may register.
To add pre-qualifying questions:
- From your Event Home, select the Registration tab, then Pre-Qualification Settings.
- Check the "Qualified Only" box.
- Edit the Not Qualified Message if desired.
- Click Add, and select "New" for a brand new question, or "Existing" to reuse a previously added one in this event.
- For a new question, enter your Question and two Responses.
- Indicate the Desired Response, and save.
To edit a question, or to remove it from an event, return to the Pre-Qualification Settings page.
You can also view who failed your questions, and who passed and completed registration by clicking the View Results link. The name and email of anyone that failed your questions are also shown in your Contacts Report.
To learn how to reset and qualify someone who has failed one or more of the pre-qualification questions you have enabled for your event, see this article.