How To Filter Out-of-State Leads / Form Entry Validation

Introduction

HeavySet Tech has introduced a new feature that validates zip codes entered against supported states. This ensures that only leads from areas your organization supports are added to your CRM. This guide will show you how to enable this feature for your organization.

Step-by-Step Guide

Accessing the Organization Settings

1. Navigate to the Organization Edit Page: Start by visiting the HeavySet Tech admin panel. Click on or enter the following URL in your browser: https://admin.heavyset.tech/organizations/edit.

Updating Supported State Codes

2. Modify Supported State Codes: Locate the "Supported State Codes" input box on the organization settings page. Here, you can enter the state codes that your organization supports, separated by commas.

   

3. Save Changes: After entering the supported state codes, ensure to click the 'Submit' button to save the settings. This action updates the global settings for your organization.

   

Validation in Action

4. Lead Form Submission: With the settings saved, any new leads entering an address with a zip code outside of the supported states will trigger a modal alert. This modal informs the user that the postal code entered is outside of the service area.

   Modal Alert Message: "We're sorry, but the postal code entered is outside of our service area. If you believe your postal code is in our service area, please call us directly to schedule your appointment. Our team is here to assist you!"

   

Conclusion

Enabling this validation feature ensures that only relevant leads are processed.

 

If you’re not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.