Maximizing Automation with Routing Forms

🤔 Think about this— As a consumer, have you ever been so confused or off-put by a business’s interface that you throw in the towel and switch to a competitor? I can say with certainty that I have done this. Many times. 

On the other hand, think of a time when you were so impressed with the ease and simplicity of a business’s user interface that you found yourself filled with a feeling of fierce loyalty. Personally, these are usually the businesses that I recommend to anyone who will listen, unprompted. 

Routing Forms are the solution for so many things, providing qualified invitees with more on-demand options and a better user interface.

Here are some of my favorite ways to use Routing Forms ✨

📤 Simplify Sharing

Provide your invitees with a selection of event types from one link or website embed without sharing your main landing page link.

Who can benefit from this?

• Entrepreneurs managing event types for multiple businesses.
  • Invitees can be routed directly to the appropriate event type, without revealing any inapplicable information from another business.
• Teachers who have some event types for student use and some for parents.
  • Invitees can be routed to the correct event type for their needs without being offered any inappropriate or unsuitable event types. 
• Appointment based offices looking to provide one booking link for all of their customers (both new and returning).
  • Invitees can be routed to a ‘first time appointment’ or ‘follow up appointment’ event type accordingly, as well as being able to select their preferred professional.
    • For a quick demonstration on how this could be configured for a Physical Therapy office, feel free to take a look here.

📍Provide Location Based Availability

Those with availability that differs based on the day can use routing forms to prescreen invitees for their location or day preference prior to routing them to the correct corresponding event type.

Who can benefit from this?

• Hybrid workers who want to offer in-person or virtual on their in-office day(s) and virtual only on their out-of-office day(s). 
  • Invitees can be routed to one of two event types, one for in-office days and one for out-of-office days. 
  • The event type for in-office days can be configured to offer a choice between in-person and virtual, while the out-of-office event type would only offer virtual.
• Specialists working out of two offices who want to work from a specific office according to the day of the week.
  • Invitees can select their preferred office or day of the week and be routed to the correct event type accordingly. 
    • For a quick demonstration on how this could be configured, feel free to take a look here.

❓Prequalify and Prescreen Invitees

Those looking to ensure the invitees who book time with them meet a set of requirements, or to ensure they book with the correct team member can leverage routing forms to prescreen invitees and route them to the appropriate end destination.

Who can benefit from this?

• Sales Reps looking to offer bookings for invitees who meet a certain set of criteria.

• By prescreening invitees for factors like ARR, projected timeline, or company size, you can ensure you’re receiving quality bookings with leads who match your criteria.
• For a quick demonstration on how this could be configured, feel free to take a look here.

• Teams with Regional Reps looking to route invitees to the correct rep (or group of reps) for their region.
  • Invitees can select their location and be routed to an event type with a specific rep, or to a Round Robin event type pooling the availability of all the available region reps.
    • For a quick demonstration on how this could be configured for a medical  supply sales team offering in-person or virtual meetings, feel free to take a look here.

Routing Form Options

For some background, Calendly's native routing can be used to build out the complete routing flow. You are able to configure the entire path, from intake form to routing logic, all natively in Calendly. 

Those who prefer forms powered by other softwares, or are looking to incorporate Calendly’s routing logic into their existing tech stack can utilize our direct integrations with

HubSpot, Marketo, and Pardot.

More helpful info on Routing Forms

How to view Routing Form responses

How to export Routing Form responses

How to embed a Routing Form

Routing Forms Best Practices
 

How do you use Routing Forms already? How would you like to use Routing Forms? Share in the comments below! 👇