Configuring your routing form

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Offering Scheduling In Your Routing Form
Including scheduling within your Routing Form enables you to qualify your guests and ensure they schedule the appropriate type of meeting or connect with the correct host based on their specific needs. This feature not only improves meeting accura...
Offering Live Chat In Your Routing Form
Including live chat within your Routing Form enables you to qualify your guests and ensure they connect with the correct user based on their specific needs. Benefits of Offering Live Chat within a Routing Form Integrating scheduling into your...
Redirecting Guests to an External Website from Routing Forms
Redirecting guests to another website after they complete a routing form can help guide them to additional resources, such as product information or a support page. With Routing Forms, you can easily configure this redirection process. How t...
Setting Up Alerts in Your Routing Form
Adding alerts to your Routing Form can help keep your team informed when important interactions occur. For instance, if a visitor reaches a specific part of the form or answers a key question that suggests they are a strong lead, you can trigger a...
Updating The Status of Contacts Captured Through Your Routing Form
When using Contact Statuses in OnceHub, you can dynamically update a contact's status based on their interactions with your Routing Forms. This enables you to track a contact's journey and categorize them effectively based on their actions, such a...
Assigning Contacts Captured Through Routing Forms to Users
This guide explains how to assign contacts captured via Routing Forms to specific users. By following these steps, you can ensure your contacts are distributed efficiently and accurately to the right team members. How to Assign Contact Captu...
Mapping Routing Form Questions to Global Fields
Each Question in your Routing form can be mapped to a Contact field to save their responses within a OnceHub Contact, as well as use it to send the data to third party integrations such as CRMs and Zapier. For information on creating Contact Fiel...
Enabling Slack Notifications for Live Chats in Routing Forms
When a guest requests a live chat, you can receive notifications in Slack via webhooks.  Key Benefits of Slack Notifications for Live Chats Real-time Alerts:  Get instantly notified when guests request live assistance. Customizable Channels...
Enabling Microsoft Teams Notifications for Live Chat in Routing Forms
When a guest requests a live chat or instant call, you can receive notifications in Microsoft Teams via webhooks.  Key Benefits of Microsoft Teams Notifications for Live Chats Real-time Alerts: Get instantly notified when guests request live...
Enabling Google Chat Notifications for Live Chat in Routing Forms
When a guest requests a live chat or instant call, you can receive notifications in Google Chat via webhooks.  Key Benefits of Google Chat Notifications for Live Chats Real-time Alerts: Get instantly notified when guests request live assista...
Send a link to a form
You can build a routing form in a few minutes and share it with a link. These links work great as campaign landing pages and there's no need to update your website. Simply create a new routing form, customize the sharing settings, and copy the li...
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