Routing Forms

Routing forms let hosts qualify visitors before they book. A form presents questions (e.g., “What’s your company size?”, “What topic do you need help with?”) and routes the visitor to the appropriate event type or external URL based on their answers.

Base Path

/api/public/routing

Endpoints

How It Works

1. Fetch the form — Get the form definition, which includes all questions and answer options
2. Render the form — Display the questions to the visitor in your UI
3. Evaluate answers — Submit the visitor’s answers to get the routing result
4. Redirect — The result tells you which event type to show or which URL to redirect to

Routing Logic

Each form has a set of rules defined by the host. Each rule specifies:

• A set of conditions (field + operator + value)
• An action to take when conditions match (route to event type, redirect to URL, or show a message)

Rules are evaluated in order. The first matching rule determines the outcome. If no rules match, a default fallback action is used.

Use Cases

• Lead qualification — Route enterprise leads to a sales demo, small teams to self-serve signup
• Topic-based routing — Direct visitors to the right specialist based on their question topic
• Timezone-based routing — Route to the team member covering the visitor’s region