Disable Custom Qualifying Questions

How to disable custom qualifying questions

Exhibitors can edit and update their own list of lead qualifying questions that can be completed for each scanned lead. This feature is enabled by default, however an organiser may want to disable this feature for some exhibitors, for example, a Gold Level exhibitor may have more features than a Bronze Level exhibitor.

To disable custom qualifying questions

This global setting will disable custom qualifying questions for all exhibitors.

  1. Navigate to Lead Capture > Settings from the Navigation Panel
  2. Click the Settings tab
  3. Select Disallow from the drop-down
  4. Click Save

To disable custom qualifying questions for some exhibitors

Custom qualifying questions can be disabled for some exhibitors. This is managed individually per exhibitor.

  1. Navigate to Lead Capture > Settings from the Navigation Panel
  2. Click the Settings tab
  3. Select Allow
  4. Click Save
  5. Navigate to Lead Capture > Exhibitors from the Navigation Panel
  6. Select the exhibitor you wish to disable qualifying questions for
  7. Click the Settings Tab
  8. Select Disallow from the drop-down
  9. Click Save

Bulk actions - used as a bulk feature when only enabling/disabling a few exhibitors 

Bulk Actions make managing your custom per exhibitor qualifying questions easier. This is used when you are wanting to allow or disable only a few exhibitors from using custom qualifying questions. For example, you may have 50 exhibitors and only want to leave five enabled. Rather than disabling 45 exhibitors, you can disallow custom qualifying questions for all exhibitors and then manually enable only those five. To use Bulk Actions:

  1. Ensure global setting is set to Allow
  2. Navigate to Lead Capture > Exhibitors from the Navigation Panel
  3. Navigate to the right-hand options on the Configuration Panel and select either:
    1. Allow custom qualifying questions for all exhibitors This will override any settings made at an individual exhibitor level, enabling all exhibitors to access custom qualifying questions.
    2. Disallow custom qualifying questions for all exhibitors This will override any settings made at an individual exhibitor level, disabling access for all exhibitors to have custom qualifying questions.
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