> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://meetergo.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Getting started with Routing Forms & Funnels

Link to Video Tutorial (German): https://fast.wistia.net/embed/iframe/2rib1bz92i

Routing forms in meetergo allow you to direct visitors based on criteria such as industry, company size, specific interests, and more to specific people or destinations. This ensures a personalized experience for your visitors, increases conversions, improves customer satisfaction, and reduces the time to connect with your team.

* Increase your conversions and customer satisfaction
* Capture visitor details at the peak of their interest
* Reduce the time to connect with your team

### How to Set Up Routing Forms

Before you begin:

* Only owners, admins, and group admins can create routing forms
* All users can share them under Routing Forms
* You must be on the Growth, Teams, Enterprise, or Legacy Pro plan

### Step 1: Create Your Registration Form

1. Go to [Routing & Funnels](https://my.meetergo.com/routing-forms).
2. Select New Routing Form & Funnel.
3. Enter a name for your form and select Create Form.

| This is an internal name; choose something unique.

4. Create your registration form.

* Add a heading
* Add questions and choose preferred formats
* You can use text fields, radio buttons, & dropdowns


![Funnel Settings](https://storage.crisp.chat/users/helpdesk/website/bf30a5ca40cdb000/image_1v3iy6b.png)

###### Using Funnels to Increase Conversion

Long forms can negatively impact conversion rates; therefore, starting from the Teams plan, you can use funnels similar to Typeform.

![Multi-Step Form](https://storage.crisp.chat/users/helpdesk/website/bf30a5ca40cdb000/image_1d9ra4j.png)

| The funnel slides can also be displayed dynamically based on previous selections. For example, if the booker selects IT & Consulting, a follow-up question specific to IT & Consulting can be presented.

### Step 2: Set Up Your Routing Rules

You can set up different types of routes:

* **Booking Routes:** Direct qualified visitors to specific events or URLs.
* **Fallback Route:** Applies to all non-matching answers.
* **Contact Form Route:** Direct visitors with general inquiries.
* **Request Callback Route:** Direct visitors who request a callback.

###### Booking Routes

*Example: Direct visitors with a company size of 1-10 to an individual message.*

![Routing Forwarding](https://storage.crisp.chat/users/helpdesk/website/bf30a5ca40cdb000/image_luw4oz.png)

1. In the Routing Logic tab, add a route.
2. Decide where qualified visitors should be redirected: appointment type, external URL, callback, contact form, or custom message.
3. Define conditions based on questions and answers.
4. Adjust conditions and add more if needed.
5. Save the route.

###### Contact Form Route

*Example: Direct visitors with general inquiries.*

![Contact Form](https://storage.crisp.chat/users/helpdesk/website/bf30a5ca40cdb000/image_xnkj2q.png)

1. In the **Routing Logic** tab, add a route.
2. Decide where visitors with general inquiries should be redirected: **Contact Form**.
3. Define conditions.
4. Save the route.

###### Request Callback Route

*Example: Direct visitors who request a callback.*

![Request Callback](https://storage.crisp.chat/users/helpdesk/website/bf30a5ca40cdb000/image_8f5axv.png)

1. In the **Routing Logic** tab, add a route.
2. Decide where visitors who request a callback should be redirected: Request Callback.
3. Define conditions.
4. Save the route.

###### Fallback Route

*Example: Direct non-matching answers to a custom message.*

![Fallback Route](https://storage.crisp.chat/users/helpdesk/website/bf30a5ca40cdb000/image_7evf0e.png)

If none of the conditions match, the fallback will take effect:

* Custom Message: Edit to customize a message
* Event Redirect: Select an appointment type
* External URL: Enter a URL
* Contact Form: Provide the heading and email where the data should be sent
* Callback: Select an appointment type with a phone channel

### Step 3: Publish and Preview Your Form

Select "save" when you are satisfied with your registration form and routing rules.

| Test your form by copying the link and testing it.

### Step 4: Share Your Form

Select Save and Share.

Choose how you want to share your form: Add to the website or copy the link.