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 Teams, Enterprise, or Legacy Pro plan

Step 1: Create a New Routing Form

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

This is an internal name — choose something descriptive and unique.

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

meetergo offers a rich set of field types for routing forms:

Input fields — collect data from visitors:

Text (single-line), Multi-line text
Email, Phone number, URL
Number, Date, Time
Dropdown, Radio buttons, Multiple checkboxes, Single checkbox
Yes / No — two large buttons for a binary choice
Rating — star rating (1–5 stars by default)
Signature — hand-drawn e-signature captured on canvas
Image upload — photo upload with camera support on mobile
File upload

Structural elements — control layout, no data collected:

Heading — a section title to group related questions
Separator — a horizontal divider line
Page break — splits the form into multiple pages (see below)

Creating multiple pages with page breaks

Click + Add page break to divide your form into separate pages. When a visitor fills out the public form, they will see one page at a time with Next / Back buttons and a progress bar.

Use page breaks instead of funnels when you want a simple multi-page form. For more complex branching logic (e.g., show a different follow-up question based on a previous answer), set up conditional routing rules in Step 3.

Markdown in field labels

Open any field's settings and enable "Use Markdown" to format the label with bold, italic, code, or links. A live preview is shown in the editor.

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.

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

Contact Form Route

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

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

Request Callback Route

Example: Direct visitors who prefer a phone call.

Add a route and select Request Callback as the destination.
Choose a meeting type with a phone channel.
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.

Test your form by copying the public link and filling it out yourself before sharing it.

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