Getting started with Routing Forms & Funnels
Link to Video Tutorial (German): https://fast.wistia.net/embed/iframe/2rib1bz92i
Routing forms in meetergo allow you to direct visitors based on criteria such as industry, company size, specific interests, and more to specific people or destinations. This ensures a personalized experience for your visitors, increases conversions, improves customer satisfaction, and reduces the time to connect with your team.
Increase your conversions and customer satisfaction
Capture visitor details at the peak of their interest
Reduce the time to connect with your team
Before you begin:
Only owners, admins, and group admins can create routing forms
All users can share them under Routing Forms
You must be on the Growth, Teams, Enterprise, or Legacy Pro plan
Go to Routing & Funnels.
Select New Routing Form & Funnel.
Enter a name for your form and select Create Form.
This is an internal name; choose something unique.
Create your registration form.
Add a heading
Add questions and choose preferred formats
You can use text fields, radio buttons, & dropdowns
Long forms can negatively impact conversion rates; therefore, starting from the Teams plan, you can use funnels similar to Typeform.
The funnel slides can also be displayed dynamically based on previous selections. For example, if the booker selects IT & Consulting, a follow-up question specific to IT & Consulting can be presented.
You can set up different types of routes:
Booking Routes: Direct qualified visitors to specific events or URLs.
Fallback Route: Applies to all non-matching answers.
Contact Form Route: Direct visitors with general inquiries.
Request Callback Route: Direct visitors who request a callback.
Example: Direct visitors with a company size of 1-10 to an individual message.
In the Routing Logic tab, add a route.
Decide where qualified visitors should be redirected: appointment type, external URL, callback, contact form, or custom message.
Define conditions based on questions and answers.
Adjust conditions and add more if needed.
Save the route.
Example: Direct visitors with general inquiries.
In the Routing Logic tab, add a route.
Decide where visitors with general inquiries should be redirected: Contact Form.
Define conditions.
Save the route.
Example: Direct visitors who request a callback.
In the Routing Logic tab, add a route.
Decide where visitors who request a callback should be redirected: Request Callback.
Define conditions.
Save the route.
Example: Direct non-matching answers to a custom message.
If none of the conditions match, the fallback will take effect:
Custom Message: Edit to customize a message
Event Redirect: Select an appointment type
External URL: Enter a URL
Contact Form: Provide the heading and email where the data should be sent
Callback: Select an appointment type with a phone channel
Select "save" when you are satisfied with your registration form and routing rules.
Test your form by copying the link and testing it.
Select Save and Share.
Choose how you want to share your form: Add to the website or copy the link.
Routing forms in meetergo allow you to direct visitors based on criteria such as industry, company size, specific interests, and more to specific people or destinations. This ensures a personalized experience for your visitors, increases conversions, improves customer satisfaction, and reduces the time to connect with your team.
Increase your conversions and customer satisfaction
Capture visitor details at the peak of their interest
Reduce the time to connect with your team
How to Set Up Routing Forms
Before you begin:
Only owners, admins, and group admins can create routing forms
All users can share them under Routing Forms
You must be on the Growth, Teams, Enterprise, or Legacy Pro plan
Step 1: Create Your Registration Form
Go to Routing & Funnels.
Select New Routing Form & Funnel.
Enter a name for your form and select Create Form.
This is an internal name; choose something unique.
Create your registration form.
Add a heading
Add questions and choose preferred formats
You can use text fields, radio buttons, & dropdowns
Using Funnels to Increase Conversion
Long forms can negatively impact conversion rates; therefore, starting from the Teams plan, you can use funnels similar to Typeform.
The funnel slides can also be displayed dynamically based on previous selections. For example, if the booker selects IT & Consulting, a follow-up question specific to IT & Consulting can be presented.
Step 2: Set Up Your Routing Rules
You can set up different types of routes:
Booking Routes: Direct qualified visitors to specific events or URLs.
Fallback Route: Applies to all non-matching answers.
Contact Form Route: Direct visitors with general inquiries.
Request Callback Route: Direct visitors who request a callback.
Booking Routes
Example: Direct visitors with a company size of 1-10 to an individual message.
In the Routing Logic tab, add a route.
Decide where qualified visitors should be redirected: appointment type, external URL, callback, contact form, or custom message.
Define conditions based on questions and answers.
Adjust conditions and add more if needed.
Save the route.
Contact Form Route
Example: Direct visitors with general inquiries.
In the Routing Logic tab, add a route.
Decide where visitors with general inquiries should be redirected: Contact Form.
Define conditions.
Save the route.
Request Callback Route
Example: Direct visitors who request a callback.
In the Routing Logic tab, add a route.
Decide where visitors who request a callback should be redirected: Request Callback.
Define conditions.
Save the route.
Fallback Route
Example: Direct non-matching answers to a custom message.
If none of the conditions match, the fallback will take effect:
Custom Message: Edit to customize a message
Event Redirect: Select an appointment type
External URL: Enter a URL
Contact Form: Provide the heading and email where the data should be sent
Callback: Select an appointment type with a phone channel
Step 3: Publish and Preview Your Form
Select "save" when you are satisfied with your registration form and routing rules.
Test your form by copying the link and testing it.
Step 4: Share Your Form
Select Save and Share.
Choose how you want to share your form: Add to the website or copy the link.
Updated on: 13/06/2024
Thank you!