Articles on: Routing Forms & Funnels
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Routing Forms: Smart Lead Qualification & Scheduling

Transform how you connect with prospects by combining forms with intelligent routing. meetergo's routing forms help you qualify leads automatically and guide the right people to your calendar while filtering out those who aren't ready to meet.

What are Routing Forms?



Routing forms are smart forms that make decisions based on how people respond. Instead of sending everyone to the same place, they can direct qualified leads to your scheduling page while sending others to different resources or follow-up sequences.

Think of it like having a helpful assistant who asks the right questions and then guides each visitor exactly where they need to go.

Save Time on Unqualified Calls: Stop wasting time on meetings that go nowhere. Screen prospects upfront so you only meet with people who are genuinely interested and ready to move forward.
Personalize the Experience Give each visitor a tailored journey based on their needs, budget, company size, or timeline. Everyone gets relevant information without feeling like just another number.
Boost Conversion Rates When people feel understood and get exactly what they're looking for, they're more likely to book that call or take the next step.
Automate Your Lead Process Let the form do the work of qualifying and routing while you focus on what matters most - having great conversations with the right people.

Use Cases



Lead Qualification



Screen potential clients based on budget, timeline, company size, or specific needs before they reach your calendar.

Service-Specific Routing



Direct different types of inquiries to the appropriate team member or scheduling page based on the service they need.

Conditional Scheduling



Only offer scheduling to prospects who meet your criteria, while providing alternative resources for those who don't.

Multi-Step Funnels



Guide visitors through a qualification process that feels natural and builds engagement before the scheduling step.

Types of Routing Forms



Contact Form


A simple form that collects basic information and routes based on responses. Perfect for straightforward lead qualification.

Best for: Basic lead screening, contact requests, simple yes/no qualification

Funnel Only


A multi-step experience that guides visitors through questions without a final form. Great for qualifying before scheduling.

Best for: Complex qualification processes, educational journeys, building engagement

Funnel with Form


Combines the engagement of a multi-step funnel with data collection at the end. The most comprehensive option.

Best for: High-value offerings, detailed qualification, comprehensive lead capture

Getting Started



Ready to create your first routing form? Start with a simple contact form to get familiar with the basics, then explore more advanced options as you see results.
The key is to think about your ideal customer and what questions would help you identify them quickly and effectively.

Frequently Asked Questions



Do I need technical skills to set up routing forms?


Not at all! meetergo's routing forms are designed to be user-friendly. If you can create a regular form, you can create a routing form.

Can I change the routing rules after publishing?


Yes, you can update your routing rules anytime. Changes take effect immediately, so you can optimize based on what you learn.

What happens to people who don't qualify for scheduling?


You decide! You can redirect them to a resource page, thank you message, newsletter signup, or any other page that makes sense for your business.

Can I track how well my routing forms are performing?


Absolutely. meetergo provides analytics on form completion rates, routing paths, and conversion metrics so you can see what's working.

How many routing rules can I create?


You can create as many routing rules as you need. Start simple and add complexity as your needs grow.

Will the form data appear in meetergo when someone books?


Yes! All form responses automatically sync with meetergo, so you'll have complete context for every scheduled meeting.


Ready to create your first routing form? Check out our Getting Started Guide for step-by-step instructions, or explore Form Types to choose the best option for your needs.

Updated on: 23/05/2025

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