Qualification routing

Qualification routing saves you attaching a form to every enquiry by hand. A route watches for new enquiries that match the conditions you set — where they came from, which portal sent them, or which unit they are about to enquire about — and attaches the qualification configuration you have chosen. It can also email the lead a link to complete the form straight away, so qualification starts before anyone on your team picks the enquiry up. You can manage your routes from the Qualification routing page.

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Creating a route

To create a route, follow these steps:

1. Click New route (or press N).
2. Enter a Name, and a Description if it helps your team understand what the route is for.
3. Choose the Qualification configuration to attach when a matching enquiry arrives.
4. Set your match conditions: Sources, Portals, and Units.
5. Set a Priority.
6. Turn on Email the qualification form if you want the lead emailed a link as soon as the route matches.
7. Leave Active on so the route starts working, then click Create.

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Match conditions

A route only attaches its configuration when an enquiry matches every condition you have set. Leave a condition empty to match anything.

• Sources: The ways an enquiry can reach you — Web form, Widget, Email, Portal, Phone, Manual, or Referral. Leave empty to match any source.
• Portals: The property portal the enquiry came from, such as Rightmove. Leave empty to match any portal.
• Units: The specific units you want this route to cover. Click Add unit to add each one. Leave empty to match any unit.

On the routes table and on each route, an unset condition is shown as Any.

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Priority

More than one route can match the same enquiry, so each route has a priority that decides which one wins. Lower values are matched first, and new routes default to 100. Give your most specific routes a lower number and your catch-all routes a higher one.

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Which enquiries are routed

Routing only applies to enquiries that arrive without any qualification details. An enquiry is skipped when it already has a configuration attached, or when the lead has already submitted their answers by completing a hosted form. If no route matches, and you have a default qualification configuration, Yorlet attaches that instead for enquiries that arrive by Email, Phone, Portal, or Referral, and emails the lead their link.

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Managing routes

Open a route from the Qualification routing page to see its conditions, priority, configuration, and whether the lead is emailed. Use the overflow menu (•••) and choose Update to change any of it. Routes are labelled Active or Archived. Turn Active off to stop a route being applied to new enquiries without deleting it — enquiries it has already matched are unaffected.