Getting started with Routing Forms & Funnels

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 Premium plan or above

Step 1: Create a New Routing Form

1. Go to Routing & Funnels.
2. Select New Routing Form.
3. Enter a name for your form and click Create Form.

Step 2: Build Your Form in the Builder

All fields live in a single Builder panel. There is no longer a separate "Funnel" tab and "Form Fields" tab — everything is in one place.

The builder shows your form as a sequence of pages and fields:

[Page 1]
  └─ [Field A]  [Field B]
[── Page break ──]
[Page 2]
  └─ [Field C]
[── Page break ──]
[Final section]
  └─ [Field D]  [Field E]
[+ Add field]  [+ Add page break]

Adding fields

Click + Add field to insert a new field at the bottom of the current page. You can drag and drop fields to reorder them.

Available field types

Routing forms use the same data fields as meeting type booking forms, from text, email, and dropdown through to rating, signature, and file upload, plus the structural elements heading, separator, and page break. See Available Data Field Types for the full list and what each one is good for.

Creating multiple pages with page breaks

Click + Add page break to divide your form into separate pages, so visitors answer one section at a time with Next / Back buttons and a progress bar. See Creating Multi-Page Forms with Page Breaks for how to structure the pages.

Markdown in field labels

Open any field's settings and enable "Use Markdown" to format the label. See Using Markdown in Field Labels for the supported syntax.

Step 3: Set Up Your Routing Rules

Switch to the Routing Logic tab to define what happens after a visitor completes the form. You can set up multiple routes:

• Booking Route: Direct qualified visitors to a specific meeting type or external URL.
• Contact Form Route: Collect an inquiry and forward it by email.
• Request Callback Route: Direct visitors who want a callback to a phone-based meeting type.
• Fallback Route: Applies to all visitors who do not match any other route.

Booking Routes

Example: Direct visitors with a company size of 1–10 to an individual booking page.

1. In the Routing Logic tab, add a route.
2. Choose the destination: meeting type, external URL, callback, contact form, or custom message.
3. Define conditions based on field answers (e.g., "Company size equals 1–10").
4. Add more conditions if needed, then save the route.

Contact Form Route

Example: Collect general inquiries and forward them to your sales inbox.

1. Add a route and select Contact Form as the destination.
2. Enter the heading and the email address where submissions should be sent.
3. Define conditions and save.

Request Callback Route

Example: Direct visitors who prefer a phone call.

1. Add a route and select Request Callback as the destination.
2. Choose a meeting type with a phone channel.
3. Define conditions and save.

Fallback Route

The fallback applies when no other route matches. Configure it to show:

• Custom Message — a tailored thank-you or next-steps message
• Event Redirect — send to a meeting type
• External URL — redirect to any URL
• Contact Form — collect the inquiry
• Callback — phone-based meeting type

Step 4: Publish and Preview Your Form

Click Save when you are satisfied with your form and routing rules.

Step 5: Share Your Form

Click Save and Share to access sharing options:

• Copy link — share directly via email, chat, or campaigns
• Add to website — embed the form as an iFrame on any page

FAQ

What is the difference between a page break and a funnel?

Both create a multi-step form, and the unified builder manages them in one view. See Page Breaks vs. Funnel Slides for the side-by-side comparison.

Can I show different questions based on a visitor's previous answer?

Yes. Use conditional routing rules in the Routing Logic tab to send visitors to different destinations based on their answers. Dynamic question display within a single form is coming in a future update.

Can I use the same routing form fields in my meeting type booking form?

All data fields are shared across routing forms and meeting type forms. Add a field once, use it everywhere.

How do I send the submitted answers to my CRM or automation tool?

Two ways, both covered in Webhooks in meetergo: switch on the account-wide Form submissions webhook to receive every form, or paste a URL into Webhook URL under After Submission in this form's settings to send only this form. Both deliver the same form_submission payload with the answers in submissionData. meetergo cannot rename the fields, so use Make, Zapier or n8n if your target system expects different key names.

Can I download the answers as a spreadsheet?

Yes. Open the form's Submissions tab and click Export CSV. For bookings rather than form answers, see Export bookings and attendee lists as CSV (Excel).