The routing feature allows you to create dynamic forms that adapt to user input. You can "control the visibility of form items" during the response process or "set up specific actions" to trigger after the form is submitted.
There are two types of routing settings:
Form Item Visibility Rules (During Response)
Show or hide specific questions based on how a guest answers previous questions.
Example: Only display the "Preferred Service Plan" field if a guest selects "Yes" for "Would you like a demo?"
Post-Response Actions (After Completion)
Execute different actions upon form completion based on the responses, such as displaying a specific booking page, showing a custom message, or redirecting to an external URL.
Settings Location: Edit Form > Routing
Form Item Visibility Rules
You can dynamically show or hide questions based on form responses. By branching items automatically, you can reduce guest effort and collect more accurate information.
Configurable Conditions (IF)
Conditions can be set based on the following question types:
Radio buttons (single selection)
Checkboxes (multiple selection)
Dropdown (single selection)
Operators
Operator | Description |
Equals | When a specific option is selected |
Does not equal | When any option other than the specified one is selected |
Contains | (For checkboxes) When a specific option is included among multiple selections |
Does not contain | (For checkboxes) When a specific option is not included |
Combining Conditions
AND: Triggered only when all conditions are met.
OR: Triggered when any one of the conditions is met.
Actions (THEN)
Show: Displays the target question.
Hide: Hides the target question.
Setup Example
To display "Preferred Service Plan" only when "Would you like a demo?" is answered "Yes":
Condition: "Would you like a demo?" Equals "Yes"
Action: Show "Preferred Service Plan"
Post-Response Actions
When a guest completes the form, the system evaluates conditions from top to bottom and executes the first matching action.
Change the booking page based on responses
Direct guests to the most relevant scheduling page to streamline the booking process.
Display a custom message on the completion page
Show a tailored "Thank You" message based on the input.
Redirect to an external URL
Automatically send guests to an external site (e.g., a white paper download or a specific landing page).
UTM Parameters
By adding UTM parameters to your form link, you can pass these values through to the routing destination page.