Disqualification Rules

Disqualification rules automatically filter out leads that don't meet your criteria. Instead of spending time on calls with unqualified prospects, let Aura handle the filtering.

How Disqualification Works

Prospect Submits Booking
         │
         ▼
┌─────────────────────┐
│  Check DQ Rules     │
│  Against Responses  │
└─────────────────────┘
         │
    ┌────┴────┐
    │         │
    ▼         ▼
 Qualified    Disqualified
    │              │
    ▼              ▼
 Lead Created    Redirect to
 Call Scheduled  DQ Page

When someone completes your booking form:

1. Their responses are checked against your rules
2. If any rule triggers, they're disqualified
3. Disqualified visitors see a custom page (not your calendar)
4. Qualified visitors complete the booking normally

Setting Up Rules

Step 1: Access Qualification Settings

1. Open your booking link settings
2. Navigate to the Qualification tab
3. Enable Disqualification Rules

Step 2: Create a Rule

1. Click Add Rule
2. Select the question to evaluate
3. Choose the condition
4. Select disqualifying answer(s)
5. Save the rule

Example Rule

Question: "What's your company size?" Options: 1-10, 11-50, 51-200, 200+

Rule: Disqualify if answer is "1-10"

Anyone selecting "1-10" is disqualified and redirected.

Rule Conditions

Different question types support different conditions:

Select Questions

Text Questions

Number Questions

Multiple Rules

You can create multiple disqualification rules per booking link.

Rule Logic

Multiple rules are evaluated with OR logic. In plain English: if any one of your rules matches a guest's answer, they're disqualified. They have to pass every rule to make it through as qualified.

Example: Multiple Criteria

Rule 1: Company size is "1-10" → DQ Rule 2: Budget is "Under $1,000" → DQ Rule 3: Timeline is "Just exploring" → DQ

A prospect is disqualified if they match ANY of these.

Disqualification Experience

What Prospects See

Disqualified prospects:

1. Complete the form
2. See a polite redirect page
3. Never see your availability
4. Don't receive calendar invites

Customizing the DQ Page

Configure what disqualified visitors see:

Custom Message Example

Thanks for your interest!

Based on your responses, our [Product] might not be the best fit right now.

Check out these resources instead:
- [Self-serve option]
- [Alternative solution]
- [Educational content]

Redirect URL Example

Redirect to:

• A different product page
• Self-serve signup
• Resource library
• Partner referral

Tracking Disqualifications

In Your Dashboard

View disqualification data:

1. Go to Analytics → Attribution
2. See DQ rate by booking link
3. Breakdown by DQ reason

Disqualification Reasons

Each DQ is tagged with the triggering rule:

• "Company size: 1-10"
• "Budget: Under $1,000"
• "Timeline: Just exploring"

Booking Intents

Disqualified visitors are tracked as booking intents:

• Status: disqualified
• DQ reason recorded
• Can be analyzed for patterns

Best Practices

What to Disqualify On

Good DQ criteria:

• Budget below minimum
• Company size outside target
• Wrong industry/use case
• No decision-making authority
• Timeline too far out

Avoid DQ on:

• Vague or subjective answers
• Information you could clarify on a call
• Anything that requires context

Rule Design

Be specific: "Budget under $5,000" vs "Low budget"

Be fair: Give people reasonable options

Test thoroughly: Book a test meeting with DQ answers

Conversion Impact

Aggressive DQ rules:

• ✅ Higher quality conversations
• ✅ Less time wasted
• ❌ May filter out good prospects
• ❌ Lower booking volume

Find your balance based on:

• Team capacity
• Deal value
• Sales cycle length

Common Patterns

Budget Qualification

Question: "What's your budget for this solution?"

Options:
- Under $1,000 → DQ
- $1,000 - $5,000
- $5,000 - $10,000
- $10,000+
- Not sure yet

Company Size Filter

Question: "How many employees at your company?"

Options:
- 1-10 → DQ
- 11-50
- 51-200
- 200+

Decision Authority

Question: "What's your role in the buying decision?"

Options:
- Final decision maker
- Part of buying committee
- Researching for someone else → DQ
- Just exploring → DQ

Timeline Qualification

Question: "When do you need a solution?"

Options:
- Immediately (within 30 days)
- 1-3 months
- 3-6 months
- 6+ months → DQ
- Just exploring → DQ

Troubleshooting

Rules Not Triggering

1. Verify the rule is enabled
2. Check question IDs match
3. Test with exact answer text
4. Clear cache and try again

Wrong Leads Getting DQ'd

1. Review rule conditions
2. Check for typos in answer matching
3. Consider if rules are too strict
4. Test the booking flow yourself

DQ Page Not Showing

1. Verify redirect URL is valid
2. Check custom message is saved
3. Test in incognito browser

Privacy & Compliance

Data Handling

Disqualified visitors:

• Their responses are still recorded
• Marked as disqualified in your system
• Can be reviewed but not contacted
• Subject to your data retention policies

Transparency

Consider adding to your booking page:

• Privacy policy link
• Note that not everyone qualifies
• Alternative resources for non-fits

Next Steps

• Custom Questions - Design questions for qualification
• UTM Tracking - Track source of DQ'd visitors
• Analytics - Analyze DQ patterns