Create A Routing Form From A CSV Import

As an alternative to building a routing form from scratch, you can import already configured fields from a CSV import. This is very helpful if you are importing fields from another system.

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. In the Import From section, select 'Import from File.'

   

4. In the pop-up select CSV.
   1. Note: you can download a sample file to ensure a proper CSV format.
   2. Make sure to the required fields at a minimum.
   3. Drag your CSV file to the import box.

   4. Click 'Import.'

      
      

5. Edit the form.
   • 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 from the CSV import.
   • Feel free to customize the form further—you can change or delete existing fields or add new fields.
6. Preview your form by selecting the 'Preview Form' button.
7. 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.