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.

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Fail rule · example
Customer answers “No”
Failed
Question
Did you choose to purchase the 5-year extended warranty for $2,495?
Customer sees: Thanks for letting us know. Please don't sign your delivery documents yet. Our Sales Manager will be with you in a few minutes.
Alert sent within seconds
SMS to Sales Manager and F&I Manager
Alert

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.

Popular with

Auto dealershipsSolar & renewablesHVAC & home comfortEnergy retail & utilitiesTelecom & connectivityHome security & alarmHome improvement & contractorsConsumer finance & lending
TriggerAny answer you mark as failing
Customer seesYour custom message
Team receivesEmail and/or SMS alert
RecordFail reason stored and shown in portal and audit trail

FAQ

Questions we hear often

Does a failed verification cancel the sale?
VerifiMe doesn't cancel anything in your systems. It tells you, immediately, that a customer disputes part of the deal so your team can decide what to do.
Can we alert different people for different products?
Yes. Alert recipients are configured per questionnaire.

Keep exploring

Related features.

Questionnaire builder

Build verification scripts with your own fields, wording and pass/fail rules.

Learn more

SMS & email delivery

Reach customers on the channel they actually check, from a number that is yours.

Learn more

API & integrations

Trigger any verification from your CRM, DMS or sales app with one request.

Learn more

PDF reports & e-signatures

A branded confirmation report, signed by the customer, for both of you.

Learn more

See 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.

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