Routing Forms allow you to collect information from visitors and automatically direct them to the most appropriate scheduling page based on their answers. This intelligent form system helps qualify leads and makes sure that meetings are booked with the right person or team.

What are Routing Forms?

Routing Forms are smart qualification forms that capture visitor information and use conditional logic to route them to specific scheduling pages. Instead of showing all your available booking options, visitors see only the most relevant scheduling page based on their responses.

Infobox: To access Routing Forms, you need a Business subscription.

How to create a Routing Form

1. Create new form

Go to Routing Forms in your Zeeg dashboard and Create routing form
Enter an Internal form name (for your reference) and click Next

2. Design your form

Add a headline and description for your form and choose a background color from the available options
Click Add question to create form fields and configure each question with appropriate field types

3. Set up routing logic

Once you’re done with the question(s), click Routes in the left sidebar and create routing rules using the When/Route to logic:

When: Select the question and define the condition (is, is not, is any of, etc.)
Route to: Choose the destination scheduling page

You can add multiple routes for different scenarios and configure the Fallback option for cases that don't match any specific route.

4. Route options

You can route visitors to:

Scheduling Page: Direct to a specific booking page
Custom Page: Send to a thank you page or other custom content
Custom URL: Redirect to an external website

5. Form settings

Email notifications: Set up who receives form submissions
Submission handling: Choose whether to include answers in notification emails
Form appearance: Customize colors and styling

Routing logic examples

Sales qualification:

When "Company size" is "Enterprise" → Route to Enterprise Sales Team
When "Company size" is "Small business" → Route to SMB Sales Rep

Service type:

When "Service needed" is "Technical Support" → Route to Support Team
When "Service needed" is "Sales Demo" → Route to Sales Team

Geographic routing:

When "Location" is "North America" → Route to US Sales Team
When "Location" is "Europe" → Route to EU Sales Team

Best practices

Keep forms concise: Ask only essential qualifying questions
Use clear language: Make questions easy to understand
Test your logic: Verify routing works correctly for all scenarios
Set up fallbacks: Always configure a default route for unmatched cases
Monitor submissions: Review form responses to optimize your routing logic

Managing form submissions