Routing Forms make it easy for invitees to choose who to meet with by collecting information and directing them to the right scheduling page, enhancing personalization and engagement.
For example, you can:
- Offer a selection of members from your support team with different specialties
- Schedule advising sessions or conferences with different teachers or faculty-staff
- Allow invitees to choose a sales team member that represents their region
Before you begin
- Create event types for your form to route to.
- From the Routing page, all users in the account can view and share any Routing Form.
- For a user to edit a form, owners or admins must grant them editing permissions.
How to let let invitees choose their host
Step 1 – Build your intake form
The intake form lets you collect information from invitees and allows them to choose who they want to meet with.
- Go to your Routing page and click + New Routing Form
- Click Create a new form and give the form a name
- Click Add a question to add your screening questions
For detailed step-by-step instructions, see How to set up Routing Forms.
Step 2 – Set up routing rules for your team members
After creating your intake form, set up routing rules to match the right team member and event type based on the form responses.
- Click into the Logic tab at the top of the page
- Click +Create and Use form answers
- Build your routing logic according to how you want your invitees routed
For more details on setting up routes, see How to set up Routing Forms.
Step 3 – Publish and Share
Once your routing logic is set, publish and share your form. Invitees can then schedule with the right host based on the form and logic you've created.
For more details on publishing and sharing, see Managing your Routing Form.
To learn more about Routing Forms, we recommend checking out these Help Center articles: