⚙️ What are the best SmartRoute settings to block unqualified leads?

Summary:

This guide walks you through SmartForm’s optimal SmartRoute setup used by top-performing clients. You’ll learn how to block unqualified leads from booking calls, redirect them to tripwire offers, and auto-segment based on credit score—even when the system can’t return a score.

Recommended SmartRoute Settings Overview

These settings are based on hundreds of real-world deployments and are used by SmartForm’s most successful clients:

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✅ Qualified Lead (e.g. Credit Score > 650)

• Routing Outcome: Allowed to book
• Post-booking URL: Send to a standard thank-you page, confirmation page, or onboarding video
• Custom Thresholds: You can change 650 to any value (e.g. 630, 600)

❌ Unqualified Lead (e.g. Credit Score ≤ 650)

• Routing Outcome: Block calendar availability
• Message Example:

“Thanks for your interest. Our team is fully booked. Don’t want to wait? Click below to see how we can still help.”

• Next Step: Redirect to a tripwire offer (e.g. $15–$60 product) to recover ad spend

How to Set This Up

1. In your SmartRoute settings, define score ranges using the SimpleCheck Credit Score.
2. Add conditional logic:

• • Above X Score: Send to default calendar/thank-you flow
  • Below X Score: Trigger “block calendar availability”

3. Customize the fallback message and redirect link to your tripwire offer
4. Test live by submitting your form as a new lead and verifying redirects

Bonus Tip: Hyper-Qualified Routing (Score > 750 or 790)

You can route ultra-qualified leads (e.g. Score > 790) to:

• Special calendars with fewer restrictions
• Double-booking slots for immediate rep access
• VIP landing pages

Just add a new logic row for “greater than 790” and apply your preferred flow.

Handling Leads Without a Credit Score

Sometimes leads won’t have a credit score due to:

• Non-U.S. residents
• Fake/incorrect data
• No active bureau relationship

Default Action:

• Recommendation: Block calendar access and show a custom message
• Why: These are usually bad leads trying to “slip through” with fake names/emails

Exception:

• If your audience includes a high percentage of non-U.S. leads, consider:
• • Letting them book but tagging them in your CRM as “Not Checked”
  • Showing them a lower-ticket offer after booking
  • Manually reviewing data later to assess lead quality

🔁 Segmenting Leads Without a Score

Add a CRM tag (e.g. Not Checked) so you can analyze:

• Are non-scored leads converting?
• Should you allow bookings or restrict further?

SmartRoute lets you route based on logic—but segmenting in your CRM helps close the loop.

✅ Final Takeaways:

• Block low scores to protect your reps’ time
• Show alternate offers to recover cost
• Use double-booking for high scores
• Tag and track non-U.S./non-score leads separately
• Optimize based on your audience mix

Updated on: 04/08/2025