Fail rules & alerts
Know about a bad sale before it becomes a complaint.
When a customer gives an answer you've marked as a failure, VerifiMe stops the verification, shows them a message you wrote, and alerts your team by email or SMS. Problems surface in minutes, while the deal can still be fixed.
In detail
What's included.
Rules you define
Any question can carry a fail condition. "Were you told about your 10-day cancellation right?" If the answer is no, the verification fails. You decide which questions are critical and which are informational.
- Fail conditions set per question
- Multiple fail points per questionnaire
- Informational questions can be recorded without failing
- Fail reason stored on the verification record
A message for the customer, in your words
When an answer fails, the customer doesn't see a dead end. They see your message: that a manager will call them, that the contract is on hold, or what happens next. It reassures the customer and protects the relationship.
- Custom message per fail rule
- Shown immediately on the verification page
- Included in the customer's report
- Sets expectations for the follow-up
Alerts to the right people
Route failure alerts by email or SMS to a sales manager, compliance lead, or customer care team. Failed verifications are also highlighted in the portal so nothing is missed.
- Email and SMS alerts
- Different recipients for different questionnaires
- Failed verifications flagged in the portal
- Full detail in the audit trail
Specifications
The details.
For your operations, compliance and IT teams.
| Trigger | Any answer you mark as failing |
|---|---|
| Customer sees | Your custom message |
| Team receives | Email and/or SMS alert |
| Record | Fail reason stored and shown in portal and audit trail |
FAQ
Questions we hear often
Does a failed verification cancel the sale?
Can we alert different people for different products?
Keep exploring
Related features.
Questionnaire builder
Build verification scripts with your own fields, wording and pass/fail rules.
Learn moreSMS & email delivery
Reach customers on the channel they actually check, from a number that is yours.
Learn moreAPI & integrations
Trigger any verification from your CRM, DMS or sales app with one request.
Learn morePDF reports & e-signatures
A branded confirmation report, signed by the customer, for both of you.
Learn moreSee VerifiMe on your own sales process.
We'll build a sample questionnaire from one of your real contracts and walk your team through the customer experience, the report and the audit trail.