Routing Forms are a powerful tool to ensure your invitees find the right meeting host and event type for their individual needs, every time.
Keep your questions to a minimum
More questions means more work for your invitee, which could lead to fewer bookings.
- Only collect the information you need to schedule or pre-qualify.
- Ask yourself: “What do I need to screen or route someone?” and “What do I need to follow up if they don’t book?”
Keep your questions clear
- Use simple field names instead of full questions.
- For example, use "Email" instead of "What is your email address?"
Use questions on your scheduling page
Want to ask more questions after routing? Use invitee questions to collect extra details on the scheduling page. These questions won’t affect routing.
Prevent scheduling with non-business or unwanted email domains
To block personal email addresses like Gmail or Yahoo, set up routing logic that screens for business domains:
- Go to the Routing Forms page.
- Select the form to edit or create a new one.
- Add an Email Address question and make it required.
- Label it "Business Email" if helpful.
- From the Logic tab, select + Create.
- In IF, select your Business Email question.
- In the next dropdown box, choose includes domain, then list domains to block (i.e. gmail.com, yahoo.com, outlook.com). Remember to include .com, .net, or .org.
- In THEN, select Custom message to show unqualified invitees a custom message.
- Select Save.
- Drag the Business Email route at the top of your logic list.
Customize your fallback page
Unqualified visitors will reach the fallback page with the default "Thank you for your interest" message. You can personalize the page, and add helpful content or a contact email to keep those visitors engaged.