Routing Form: Difference between revisions
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==How to Create a Routing Form== | ==How to Create a Routing Form== | ||
Navigate to the Integrations & Plugins tab -> in User integrations click Enable Routing forms plugin.<br> | Navigate to the Integrations & Plugins tab -> in User integrations click Enable Routing forms plugin.<br> | ||
[[File:Sm routing form enable path.png|1200px|center|link= | |||
https://help.simplymeet.me/images/4/45/Sm_routing_form_enable_path.png]] | |||
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Once it’s enabled you can also find it under the Meeting types -> Routing forms. | Once it’s enabled you can also find it under the Meeting types -> Routing forms. | ||
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'''Step 1: Build an Intake Form'''<br> | '''Step 1: Build an Intake Form'''<br> | ||
1. '''Click on:''' Create New Routing form button. <br> | 1. '''Click on:''' Create New Routing form button. <br> | ||
[[File:Sm create new routing form.png|1200px|center|link=https://help.simplymeet.me/images/f/fd/Sm_create_new_routing_form.png]] | |||
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2. '''Name Your Form:''' Enter a name for the routing form (for internal usage only).<br> | 2. '''Name Your Form:''' Enter a name for the routing form (for internal usage only).<br> | ||
3. '''Optionally:''' Add a header, and description, change the button text. <br> | 3. '''Optionally:''' Add a header, and description, change the button text. <br> | ||
[[File:Sm routing forms header description button.png|1200px|center|link=https://help.simplymeet.me/images/b/b5/Sm_routing_forms_header_description_button.png]] | |||
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4. '''Add Questions:'''<br> | 4. '''Add Questions:'''<br> | ||
[[File:Sm routing form add questions.png|1200px|center|link=https://help.simplymeet.me/images/7/78/Sm_routing_form_add_questions.png]] | |||
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<ul style="list-style-type:circle;"> | <ul style="list-style-type:circle;"> | ||
<li> Select a question format (choose from multiple formats available).</li> | <li> Select a question format (choose from multiple formats available).</li> | ||
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'''Step 2: Set Up Your Routing Logic''' <br>(This step determines where clients will be directed based on their answers).<br><br> | '''Step 2: Set Up Your Routing Logic''' <br>(This step determines where clients will be directed based on their answers).<br><br> | ||
[[File:Sm routing forms add route path.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Sm_routing_forms_add_route_path.png]] | |||
'''For Matching Answers:'''<br> | '''For Matching Answers:'''<br> | ||
1. Click "+Add route" and add a name to your route (for internal usage only).<br> | 1. Click "+Add route" and add a name to your route (for internal usage only).<br> | ||
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6. Click "Save" when ready.<br> | 6. Click "Save" when ready.<br> | ||
7. To add another route, select "+ Add route". | 7. To add another route, select "+ Add route". | ||
[[File:Sm route overview.png|1200px|center|link=https://help.simplymeet.me/images/c/c5/Sm_route_overview.png]] | |||
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'''For Non-Matching Answers:'''<br> | '''For Non-Matching Answers:'''<br> | ||
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==Viewing Responses== | ==Viewing Responses== | ||
After a Routing Form submission, you can view the responses and the final routing destination for each submission in the '''Results''' tab. | After a Routing Form submission, you can view the responses and the final routing destination for each submission in the '''Results''' tab. | ||
[[File:Sm routing forms results overview.png|1200px|center|link=https://help.simplymeet.me/images/c/c0/Sm_routing_forms_results_overview.png]] | |||
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