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
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.
- 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.
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.
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!