Create A Routing Form From A Template

As an alternative to building a routing form from scratch, you can use predefined templates. Templates help simply the process and can be customized.

The following templates are available:

• Customer Satisfaction Survey: Collect feedback from customers about their experience.
• Lead Qualification Form: Directs leads to the appropriate sales team based on their needs.
• Support Ticket Routing: Direct support requests to the appropriate department.
• Event Registration: Register attendees and route them to different session tracks.
• Job Application: Screen candidates and route to hiring managers.
• Product Inquiry: Route product questions to specialized sales teams.

Prerequisites

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

Steps

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 'Use a Template.'

   

4. Select a template of choice and click 'Use Template.'
   • Enter a name for your new Routing Form (this is a required field).  The name is used internally to identify the form and not shown to schedulers.
   • Predefined fields will already be created on the form.
   • Feel free to customize the form further—you can change or delete existing fields or add new fields.
5. Preview your form by selecting the 'Preview Form' button.
6. The final step is to define routes (see below).

Define Routes

Routes are rules to redirect users based on the form 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.