Create A Routing Form

Calendar routing forms enable you to qualify schedulers and direct them to the appropriate scheduling page, URL, or a custom message based on their answers, such as company size, industry, or interest. This automation tool sits in front of your scheduling pages and integrates with your scheduling pages to ensure only qualified leads book time, boosting efficiency and conversion rates.

Key Features

• Lead Qualification & Routing: Create custom forms with drop-downs, radio buttons, and short answers to pre-screen visitors.
• Conditional Routing Logic: Use if-then logic to send leads to specific scheduling pages, external URLs, or custom messages.
• Fallback Option: Route visitors who do not meet specific criteria to a default event or message.
• Templates: Create a form from a pre-built template.

This article will cover instructions for creating a form from scratch.

Prerequisites

• Routing is only available on paid plans.
• You must be an admin or owner to create a routing form.

Steps

1. Create a form
   1. From your Workspace, select Routing from the top menu bar (you must be an admin or owner).
   2. In the Admin left menu, select Routing.

   3. Select 'Start with Blank Form.'

      

   4. Enter a name for your form, a headline if desired, and select Create form. In your form, you can choose to include a headline and/or a description. 

      

2. Add fields.
   1. Select the 'Add Field' button. These can be question you want to ask.

   2. Select your desired field type.

      

   3. After your fields are setup you can select routing rules based on these fields.
3. Set up routing logic (Create a route). Routes are rules to redirect users based on the from inputs.
   1. Scroll back to the top and select the 'Routes' tab.
   2. select 'Add Route.'
      
   3. Fill out the settings for your condition by selecting a question, qualifier, and answer.
      
   4. To add another qualifier and answer for a condition, select 'Add Condition.'
   5. Once your conditions are complete, select an Action (destination) from the list:
      • Scheduling Event: Route qualified visitors to one of your scheduling events. 
      • Show Message: Route disqualified visitors to a message.
      • Redirect to URL: Route visitors to any URL.
   6. When you're finished, select Save and Close.
   7. Share Link
      1. Click 'Share Link'
      2. Copy the URL
      3. Share the link with anyone you wish to use your new routing form.