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Customize Application Warning and Rejection Messages

Customize the warning and rejection messages displayed during the application process to help users understand why they cannot proceed. You can update the messages shown when a duplicate email address or phone number is detected, as well as the message displayed when an applicant is automatically rejected.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Application & Profile Builder, as shown in the screenshot below. 

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Step 2: Click the Filter by type box to open the dropdown list.

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Step 3: Select the Application option from the dropdown list.  

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Step 4: Click the gear icon under the Actions column next to the application builder for which you want to update the messages. 

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Step 5: Click the Instructions & Messaging tab from the available tabs.

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Step 6: Scroll to the Rejection Message field and enter the message that will be displayed when a user is automatically rejected. 

You may also make use of the AI ASSIST feature to enhance the quality of the text. To learn how to use it, refer to the Use AI ASSIST Feature document. 

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Step 7: Update the Duplicate Email Warning and Duplicate Phone Warning messages as required.  

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Step 8: Click the Save button to confirm your changes.

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 If this doesn't answer your questions you can always contact us by clicking here