Add Qualifying Questions to Your EBD

The Easy Building Designer now allows you to add up to five qualifying questions to the quote request form. These five questions appear at the bottom of the “Get a Quote” pop up window.

To set up the qualifying questions, log in to your Dashboard and go to Basic Settings. At the bottom of this page, check the box that says Show Qualifying Questions. Then select Add Question. Type in your first question on the top line. If additional information is needed, add this on the Description line. Then select your answer type: either text, or Yes and No.

You can add up to five new questions in this fashion.

When you are finished, click Save.

Using qualifying questions is a great way to get more information up front about each new prospect. It’s one more way we make generating leads Easy.

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