Routing Form: Difference between revisions
No edit summary |
|||
| (2 intermediate revisions by the same user not shown) | |||
| Line 2: | Line 2: | ||
<br><br> | <br><br> | ||
By using Routing forms, you can enhance your client experience, increase conversions, and efficiently collect client details, all while reducing the time it takes to connect clients with the right team member. | By using Routing forms, you can enhance your client experience, increase conversions, and efficiently collect client details, all while reducing the time it takes to connect clients with the right team member. | ||
<br><br> | |||
'''Video tutorial''' | |||
[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?feature=shared&v=z44PkSNnT4k]] | |||
<br><br> | <br><br> | ||
===Key Benefits of Routing Forms=== | ===Key Benefits of Routing Forms=== | ||
| Line 13: | Line 16: | ||
<br><br> | <br><br> | ||
==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]] | |||
<br><br> | |||
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. | ||
<br> <br> | <br><br> | ||
'''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]] | |||
<br><br> | |||
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]] | |||
<br><br> | |||
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]] | |||
<br><br> | |||
<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> | ||
| Line 30: | Line 42: | ||
<br><br> | <br><br> | ||
'''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> | ||
| Line 43: | Line 56: | ||
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]] | |||
<br><br> | <br><br> | ||
'''For Non-Matching Answers:'''<br> | '''For Non-Matching Answers:'''<br> | ||
| Line 58: | Line 72: | ||
==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]] | |||
<br><br> | |||
You can also find a toggle in the Routing Forms → Results tab that lets users choose to receive form results by email.<br>The toggle is labeled '''Email Me the Results'''.<br> | |||
When enabled, it allows users to specify how they want to receive notifications: | |||
*Email all form results to me | |||
*Email results to the scheduled user | |||
<br> | |||
This provides greater flexibility for different workflows and use cases. | |||
<br> | |||
Additionally, Owner users now have the ability to delete routing form results, giving them more control over their meeting data. | |||
<br><br> | <br><br> | ||