Configure an eligibility screener

The eligibility tab allows you to automatically determine whether an entrant is eligible to submit an entry. Eligibility is based on auto-scoring fields, which calculate a total score. 

Entries are then marked as:

• Eligible: the entrant can complete and submit the entry
• Ineligible: the entry is locked and cannot be edited further

This is useful for restricting entries based on criteria such as location, demographics, or other requirements.

Configure eligibility notifications

Notifications can be sent to entrants after completing the eligibility check.

1. In the Manage workspace, go to Settings > General > Notifications
2. Select the Entry eligible or Entry ineligible notification
3. Edit the message content
4. Click Save

Learn more in the Ultimate guide to notifications.

Configure the eligibility tab

1. In the Manage workspace, go to Entries 
2. Click Edit form
3. Click the + icon in the tabs area
4. From the Type drop-down, select Eligibility
5. Enter a Name for the tab (for example, "Eligibility" or "Qualification")
6. Set the Minimum total auto-score required when eligible
7. (Optional) Enable Hide other tabs until eligible
8. Select content blocks and notifications for eligible and ineligible outcomes
9. Choose whether the tab applies to all categories or specific categories
10. Click Save

Configure auto-score fields

Eligibility is calculated using auto-score fields.

1. In the Manage workspace, go to Entries 
2. Click Edit form
3. Open the eligibility tab
4. Click the + icon to add a field
5. Select a supported field type:
   • Checkbox
   • Checkbox list
   • Radio buttons
   • Drop-down list
6. Enter option labels and values
7. Enable Auto-score
8. Assign a numerical score to each option
9. Complete any additional field settings
10. Click Save

Repeat these steps to create all required eligibility questions.

Configure eligibility content blocks

Content blocks display messages to entrants based on their eligibility result.

1. In the Manage workspace, go to Settings > Content > Content blocks
2. Select the Entry eligible or Entry ineligible content block
3. Update the content as required
4. Click Save

Learn more in Content configuration and management.

Good to know

• For multiple eligibility tabs, scoring is cumulative across all previous eligibility tabs.
• You can configure multiple eligibility tabs if requirements differ by category.
• The eligibility tab can be placed anywhere after the 'Start here' tab (recommended position: second tab).
• If the eligibility tab is the final tab, submitting it will also submit the entry if eligible.
• Enabling Hide other tabs until eligible prevents entrants from progressing until eligibility is confirmed.
• Ineligible entries are locked and cannot be edited.
• Resubmitting an entry will reset the eligibility check, requiring entrants to complete it again.
• Default eligibility content blocks and notifications can be customised at any time.
• Ensure the minimum auto-score threshold matches your configured scoring values.

Video overview