Routing Form: Difference between revisions
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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. | ||
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'''Video tutorial''' | |||
[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?feature=shared&v=z44PkSNnT4k]] | |||
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===Key Benefits of Routing Forms=== | ===Key Benefits of Routing Forms=== | ||
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'''Please note:''' | '''Please note:''' | ||
Routing forms feature is available to users on | Routing forms feature is available to users on '''Professional plan''' at all times. | ||
The user with any access level can create routing forms but the meeting types they can select for the destinations depends on the current rights. | The user with any access level can create routing forms but the meeting types they can select for the destinations depends on the current rights. | ||
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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]] | [[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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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 | |||
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This provides greater flexibility for different workflows and use cases. | |||
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Additionally, Owner users now have the ability to delete routing form results, giving them more control over their meeting data. | |||
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