As a Sales leader, you want to make sure that website visitors can quickly book a meeting with you and your team. At the same time, you want to make sure that your Sales team does not waste time on unqualified leads. You might also want to ensure that leads are distributed fairly among your team members.

Routing forms take all these priorities into account and enable you to set up intelligent booking forms that route your leads based on your defined rules.

Watch our quick video on how to set up routing forms or scroll down to find some more written information! 🎥 ⬇️


  1. How to create a routing form?

  2. Build your form

  3. Routing rules

How to create a routing form?

Simply go to "Routing forms" and click on "New form". To get started, Demodesk offers you some routing form templates. You can either start with one of those and modify them according to your needs or start from scratch.

Demodesk provides you with some default Meeting types and custom tokens you can use for your routing form. However, to have the best Demodesk experience, we advise you to create your own Meeting types and custom tokens.

Meeting types are one of the destinations you can route your leads to (see more information further below). With Meeting types you can define the kind of meetings that are relevant for your business. Additionally, you can control which team or persons are part of the defined Meeting types. Make sure to enable the scheduling page of your Meeting types:

For the qualifying questions and the rules you define within your routing forms (see more information further below), you might want to define your own custom tokens. The tokens you set up appear as options within the qualifying questions section and the routing rules.

Build your form

Start building your form by asking your website visitor some general questions, e.g. their name, company, mail address, or phone number.

Now continue specifying your qualifying questions. Qualifying questions can e.g. help you to make sure only qualified leads can book meetings with your team. Select here the custom tokens that should appear as options within the form that your website visitors fill out.

You can manage the tokens from the Edit qualifying question-modal. Just click on "Manage" and then do the changes that need to be done:

Routing rules

Route settings

Define here if you want Demodesk to check your CRM for a matching account and route your lead to the respective owner. Read more about this functionality here.

You can also decide if you rather want to optimize for a fair or a fast lead distribution. To assign team members an equal number of inbound leads, choose "Fair distribution". If you select "Fast distribution", Demodesk will show the available time slots of all team members of the respective Meeting type. Read more about this setting here.

Rules

In this area, you can specify the rules according to which your leads should be routed. Just choose the tokens from the questions you defined above on the left, select the respective answer(s) and then define the destination for this set of rules.

You can add several conditions within one rule. For these conditions you can define if all of them should be met (= AND connected) or if any of them should be met (=OR connected). If you choose a multi-select token and select several options within one condition, those are always OR-connected.

Here is an example:

The rule says: If the department size of the lead is 5-10 OR 11-25 OR their mail address contains "gmail" (any of the conditions is fulfilled) then route to the Demodesk free trial website.

Here is another example:

The rule says: If the department size of the lead is bigger than 80 AND the territory is Europe (both conditions are fulfilled), they should be routed to the Meeting type "[Sales] Discovery & Product Overview - 60 Mins, EN".

Please note that the rules are prioritized according to their order. So make sure that your most important rule is the first one.

The destination can either be a Meeting type (i.e. its booking page) or a Website. If you want prospects to directly book a meeting, we recommend routing to a Meeting type. If they are not qualified for a meeting, you can route them to a registration page of a webinar, or to a free trial.

Last but not least, you need to define a fallback destination. The more complex your routing form is, the easier it is to forget to cover all possible combinations within the routing rules. The fallback destination basically makes your form fail-safe. You can also use it to shorten your routing form rule set.

If you click now on "Save and preview" you can either copy the link to your routing form or embed the form to your webpage. You can also click through a preview to see what your form feels like for your website visitors.

Pro tip: You can let your customers select what type of meeting they want to book with you or your team. Simply create a token with the meeting types as value, link them accordingly in the routing and let your customers choose. You can use this link on your website or in your emails.

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