Qualification configurations

A qualification configuration is a reusable form that asks a lead the questions you need answered before you spend time on a viewing — when they want to move in, what they can afford, whether they have pets, and anything else specific to your portfolio. You design it once and use it across as many enquiries as you like. Every configuration has its own hosted form that leads can complete in their browser. When they submit it, Yorlet records the answers on the enquiry, scores them, and writes a short summary so you can see the fit at a glance. You can manage your configurations from the Qualification configurations page.

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Creating a configuration

To create a configuration, follow these steps:

1. Click New configuration (or press N).
2. Enter a Name. This is only used to identify the configuration internally and is never displayed to leads.
3. Turn on the Questions you want to ask, and set the options for each one.
4. Add any Custom questions of your own.
5. Click Create.

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Questions

Turn on any of the standard questions below. Each one can be marked Required, and some have extra options that let you ask follow-up details or record your own letting criteria.

• Move-in date: When the lead is looking to move.
• Budget: The lead’s monthly budget.
• Household: How many people will live there. You can also Ask number of occupants and Ask about children.
• Pets: Whether the lead has pets. Use Pets allowed to record whether pets are acceptable for this configuration.
• Employment: The lead’s employment status. You can also Ask for employer name and Ask for income range.
• Smoking: Whether the lead smokes. Use Non-smokers only when smoking is not acceptable.
• Current situation: Where the lead currently lives. You can also Ask reason for moving and Ask for current landlord.
• Right to rent: Whether the lead has the right to rent in the UK.
• Guarantor: Whether the lead can provide a guarantor if one is needed.

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Custom questions

Add your own questions to collect anything the standard set does not cover. Give each question a label and choose its type:

• Text: A single line of text.
• Textarea: A longer, free-text answer.
• Number: A numeric answer.
• Checkbox: A yes or no answer.
• Select: One answer from a list of options you define.
• Multi-select: Several answers from a list of options you define.

Custom questions can be marked required in the same way as the standard ones, and Select and Multi-select questions need at least one option.

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Sharing the form

Each configuration has a hosted form URL, shown in the URL column on the configurations table, and a form token (qct_…) in the Form token column. Click the copy icon to copy either value, or open the configuration to copy them from the details page. Right-click a row and choose Preview form to open the hosted form as a lead would see it, or Copy form token to copy the token. Anyone who completes the hosted form creates a new enquiry in your pipeline.

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Embed on your website

To put the form on a listing page instead of sending leads to the hosted URL, copy the Form token and a publishable key, then follow Embed a qualification form. Use Yorlet.js or Yorlet React. The form still creates an enquiry in your pipeline — you never put a secret key on the website. On the configuration you can set Allowed websites to limit which origins may embed the form. Leave it blank to allow any website. If the same lead submits the form again within seven days, Yorlet updates their existing enquiry. Listing pages can pass a unit id so each property is added to that one enquiry. If a form token is shared more widely than you intended, open the configuration, use the overflow menu (•••), and choose Roll form token. The previous hosted URL and any embed that still uses the old token stop working immediately. You can also send the form to an enquiry that already exists. Open the enquiry, use the overflow menu (•••) to Attach qualification, then choose Copy qualification link or Send qualification form. Attaching a configuration also gives you the option to Email the qualification form straight away, so long as the enquiry has an email address. To attach a configuration to new enquiries automatically, set up a qualification route.

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Managing configurations

Open a configuration from the Qualification configurations page to see its details, then use the overflow menu (•••) and choose Update to change its name, questions, or allowed websites. The configurations table labels each configuration Active or Archived. Archived configurations are no longer offered when you attach a qualification to an enquiry.