In a multi-step purchase process, what is the best practice to basically filter people who do not meet 3-4 certain purchasing criteria?
One criterion is the country of residence, for example. So, if a user does not live in a certain country, basically it does not make sense to continue with the next step of the form, since they will not be able to buy the product. (The criteria are strict and can not be changed for legal reasons, since they are insurance products).
Is it advisable to start by filtering the users first? The obvious way is to confirm that they meet the criteria as a country of residence before they can access the rest of the form (for example, "I confirm that … – I live in x, – I have and …")
In that case, should there be an option for users who do not meet the criteria? One way to do this would be through the option buttons with "yes" and "no".
For "no" users, the trip would end there (with a message that explains why, of course). Users "yes" could initiate the payment process.
In terms of tracking user behavior, having both options is probably better, as it will provide information about who tried it but could not make the purchase. If only the option "yes" is available, the data of the sessions completed in that stage of the process really will not explain much (could be the criteria, could be something else). However, I am concerned that having a "negative" option may discourage some users.
Of course, starting with the criteria and a "yes" or "no" question can deter some people. Due to the nature of the purchase, users should be aware that some legal aspects are required.
A third way I can think of would be to integrate the criteria into the form as users move forward (for example, the country of residence could be verified as part of the introduction of the address in the form below). That way, everyone can start the form, but some users could not complete the purchase.
I could not find much information about this. Any thought is appreciated!