Disqualifying Leads with Conditional Routing

Not every lead is a good fit. Disqualification lets you filter out leads who do not meet your criteria, like being in the wrong location, the wrong age group, or lacking a required qualification. Disqualified leads are saved to your account for reference but are never delivered to your CRM or integrations.

How Disqualification Works

Disqualification combines two features: conditional routing rules that direct certain leads to a specific Thank You step, and a setting on that Thank You step that blocks delivery.

Here is the general flow:

1. A visitor fills out your funnel and provides an answer that does not meet your criteria (for example, selecting "No" when asked if they have a valid license).
2. A conditional routing rule on that step detects the disqualifying answer and routes the visitor to a designated "Disqualified" Thank You step.
3. The Thank You step has the Don't Post Lead When Disqualified setting enabled.
4. The lead is saved to your database with a "Disqualified" status, but no webhooks, integrations, or email notifications are triggered.

Setting Up Disqualification

Step 1: Create a Disqualification Thank You Step

1. In the funnel builder, add a new Thank You step (or use an existing one).
2. Customize the headline and message to let the visitor know they do not qualify. For example: "Thanks for your interest. Unfortunately, we are unable to help at this time."
3. In the step's Properties Panel, toggle Don't Post Lead When Disqualified to ON.

Step 2: Add Conditional Routing Rules

1. Select the step where the qualifying question is asked.
2. Go to the Flow/Logic tab in the builder.
3. Add a routing rule. For example: "If State equals Alaska, go to DQ Thank You step."
4. You can add multiple rules for different disqualifying conditions.

Visitors who do not match any routing rules will follow the default path and proceed normally through the funnel.

What Gets Skipped for Disqualified Leads

When a lead is routed to a Thank You step with disqualification enabled, the following are all skipped:

• Webhook delivery (both synchronous and asynchronous)
• Third-party integrations (Zapier, LeadProsper, LeadByte, etc.)
• Meta Conversions API events
• Email lead notifications

What Still Happens

• The lead is saved in your leads table with a Disqualified status.
• Analytics events still fire, so your funnel metrics remain accurate.
• The lead counts toward your monthly lead total.
• You can view and export disqualified leads from the Leads page.

Viewing Disqualified Leads

In the Leads table, disqualified leads are tagged with a "Disqualified" status badge. You can use the Status filter to show only disqualified leads, which is helpful for reviewing who was filtered out and ensuring your routing rules are working correctly.

Good to Know

• The "Don't Post Lead When Disqualified" toggle only appears on Thank You step types.
• You can have multiple disqualification Thank You steps in a single funnel, each with its own messaging and routing rules.
• Disqualification works on both LeadCapture-hosted pages and embedded funnels.
• If a partial lead is later completed and routed to a disqualified Thank You step, the partial lead is updated with the "Disqualified" status and delivery is skipped.
• For more details on setting up routing rules, see the "Conditional Logic & Flow Routing" article.