Routing Forms allow you to collect information from visitors and automatically direct them to the most appropriate scheduling page based on their answers. This intelligent form system helps qualify leads and makes sure that meetings are booked with the right person or team.
What are Routing Forms?
Routing Forms are smart qualification forms that capture visitor information and use conditional logic to route them to specific scheduling pages. Instead of showing all your available booking options, visitors see only the most relevant scheduling page based on their responses.
Infobox: To access Routing Forms, you need a Business subscription.
How to create a Routing Form
1. Create new form
Go to Routing Forms in your Zeeg dashboard and Create routing form
Enter an Internal form name (for your reference) and click Next
2. Design your form
Add a headline and description for your form and choose a background color from the available options
Click Add question to create form fields and configure each question with appropriate field types
3. Set up routing logic
Once you’re done with the question(s), click Routes in the left sidebar and create routing rules using the When / Route to logic:
When: Select the question and define the condition (is, is not, is any of, is not any of, contains, etc.)
Route to: Choose the destination scheduling page
Condition operators
Each condition in a route supports several operators:
is — matches one exact value
is not — excludes one exact value
is any of — matches if the answer equals any value in a list you define
is not any of — matches if the answer does not equal any value in the list
contains / does not contain / starts with / ends with — partial text matching for free-text answers
Entering multiple values ("is any of" and "is not any of")
When you select is any of or is not any of, a tag input replaces the single text field. You can add as many values as you need:
Type a value and press Enter or , to confirm it as a tag.
Paste a list — values separated by commas, semicolons, tabs, or line breaks are split into individual tags automatically. This makes it easy to paste a column from a spreadsheet or a comma-separated export.
Remove a tag by clicking the × on it, or press Backspace to remove the last tag.
You can add up to 500 values per condition. Once you reach the limit, the input shows a warning and stops accepting new values.
If you later switch an existing condition from is any of or is not any of back to is or is not, Zeeg keeps only the first value and removes the rest. A warning notification appears to let you know exactly how many values were removed, so nothing is lost silently.
You can add multiple routes for different scenarios and configure the Fallback option for cases that don't match any specific route.
4. Route options
You can route visitors to:
Scheduling Page: Direct to a specific booking page
Custom Page: Send to a thank you page or other custom content
Custom URL: Redirect to an external website
5. Form settings
Email notifications: Set up who receives form submissions
Submission handling: Choose whether to include answers in notification emails
Form appearance: Customize colors and styling
Routing logic examples
Sales qualification:
When "Company size" is "Enterprise" → Route to Enterprise Sales Team
When "Company size" is "Small business" → Route to SMB Sales Rep
Service type:
When "Service needed" is "Technical Support" → Route to Support Team
When "Service needed" is "Sales Demo" → Route to Sales Team
Geographic routing:
When "Location" is "North America" → Route to US Sales Team
When "Location" is "Europe" → Route to EU Sales Team
Multi-value routing (using "is any of"):
When "Country" is any of [Germany, Austria, Switzerland] → Route to DACH Sales Team
When "Postal code" is any of [01067, 01069, 01097, 40210, …] → Route to Local Service Team
Best practices
Keep forms concise: Ask only essential qualifying questions
Use clear language: Make questions easy to understand
Replace chains of conditions with "is any of": Instead of creating a separate condition for every city, postal code, or product line, use a single is any of condition and paste your complete list at once.
Test your logic: Verify routing works correctly for all scenarios
Set up fallbacks: Always configure a default route for unmatched cases
Monitor submissions: Review form responses to optimize your routing logic
Managing form submissions
Access submitted responses through the Submissions section to:
Review visitor answers
Track routing effectiveness
Identify common patterns
Optimize your qualification process