Introduction to routing forms & funnels
Routing forms in meetergo allow you to direct visitors to specific people or destinations based on criteria such as industry, company size, specific interests and more. This ensures a customized experience for your visitors, increases conversions, customer satisfaction and shortens the time it takes to connect with your team.
Benefits
Increase conversions and customer satisfaction.
Capture visitor details at the peak of their interest.
Reduce the time it takes to connect with your team.
How to set up routing forms
Before you start:
Only owners, admins and group admins can create routing forms
All users can share these under Routing Forms.
You must be on the Growth, Teams, Enterprise or Legacy Pro plan.
Step 1: Create your registration form
Select Routing on your start page.
Select New Routing Form & Funnel.
Enter a name for your form and select Create form.
⚡️Tip: This is an internal name; choose something unique.
Create your registration form:
Add a heading.
Add questions and choose preferred formats.
⚡️Tipp: Funnels are available from the Teams plan
You can use text fields, radio boxes & dropdowns
⚡️Use Funnel to increase conversion
Long forms can have a negative impact on conversion, so you can also use funnels like Typeform from the Teams plan onwards.
⚡️Tip: The funnel slides can also be displayed dynamically depending on the preselection. For example, if the booker selects IT & Consulting, a follow-up question can be asked about IT & Consulting.
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 routes: Applies to all non-matching answers.
Contact form routes: Redirect visitors with general inquiries.
Callback routes: Redirect visitors who wish to be called back.
Booking routes
Example: Redirect visitors with a company size of 1-10 to an individual message.
Select the Routing Logic tab & add a route.
Decide where qualified visitors should be redirected to: meeting type, external URL, callback, contact form or user-defined message.
Define conditions based on questions and answers.
Customize conditions and add more if required.
Save the route.
Contact form routes
Example: Redirect visitors with general inquiries.
Select the Routing logic & Add a route tab.
Decide where visitors with general inquiries should be redirected: Contact form.
Define conditions.
Save the route.
Request callback route
Example: Redirect visitors who wish to be called back.
Select the Routing logic & Add a route tab.
Decide where visitors who wish to be called back should be redirected: Request callback.
Define conditions.
Save the route.
Fallback routes
Example: Redirect mismatched responses to an individual message.
If none of the conditions apply, the fallback comes into force:
Individual message: Edit to customize a message
Event redirection: Select an appointment type.
External URL: Enter a URL.
Contact form: Enter the title and email to which the data should be sent
Callback: Select an appointment type with a telephone channel
Step 3: Publish form and display in advance
Select "Save" when you are happy with your registration form and the routing rules.
⚡️ Tip: 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 website or copy link.