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Pre-qualified form skipping
Pre-qualified form skipping

Learn how to bypass the questionnaire form for leads that are already qualified and automatically redirect them to the slot booking screen

Updated over a week ago

Amazing feature for setting up quick calls with known leads, who are qualified already.
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Enabling this option will check for pre-fill URL parameters first, and if found it will bypasses the questionnaire, and redirect invitees to the time selection page
(all additional questions that you may have on the form will be skipped).

Navigate to AI Scheduler - Events page, click on any of the existing events or create a new event. Select "Invitee Questions" section and turn the toggle button ON.


Pre-conditions

In order for this feature to work, there are two preconditions that need to be met:

#1 - You would need to have iClosed parameters for pre-populating lead information on your web page or included in the scheduling link.

Phone number parameters

[Yourlink]?iclosedPhone=

Email parameters

[Yourlink]?iclosedEmail=

Name parameters

[Yourlink]?iclosedName=


#2 - Email or/and Phone number must be pulled in the proper format for the form to be bypassed.

In any of the two is not validated, the prospect will see the whole form, with warning message which field needs to be updated. In this case, lead would need to fill out the form completely before being able to access the call booking page.

Learn more about Invitee questions here.


Pro tips

Leads who booked a call directly without populating the secondary form questions will be captured as "Qualified" leads only.

This means that the "Potential" trigger will not fire and send information to Zapier, Make and CRM's that you have integrated with iClosed, but "Qualified" only.

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