This Form step allows agents to specify target states for a Form. Any prospect applying for coverage outside of the specified states will be directed to a "rejection message" that is customizable by the agent.
To Activate the State Filter step:
Navigate to your Forms section.
Select a Form.
Within the [INTRO] category, select "Add Step."
Tap the + to add the State Filter step.
To Configure the State Filter step's options:
Tap the gear icon under "Settings."
Select the states from the FILTERED STATES list that you'd like to add to the ALLOWED STATES list.
Rejection Message:
When an insured selects a state that's not listed in ALLOWED STATES, they will be shown a "Rejection Message" and will not be able to proceed through the remainder of the Form.
You can edit the rejection message using the field pictured below. All changes will auto-save, so no need to confirm or save edits.
