Configuring Routing Rules

Configuring Routing Rules

Routing rules determine where a visitor goes after submitting your routing form. Each rule has conditions and an action.

Rule Structure

A rule consists of:

1. Conditions — The criteria to match (e.g., "Department equals Sales").
2. Logic Type — How multiple conditions combine: AND (all must match) or OR (any can match).
3. Action — What happens when conditions match:
- Route to Event — Redirect to a specific event type's booking page.
- Redirect URL — Send to any URL (external page, custom form, etc.).
4. Priority — When multiple rules match, the highest priority wins.

Creating Rules

1. Edit your routing form.
2. Scroll to the Rules section.
3. Click Add Rule.
4. Name the rule (e.g., "Enterprise Leads").
5. Add conditions:
- Select the field (e.g., "Company Size").
- Choose the operator (equals, not equals, contains, greater than, etc.).
- Enter the value (e.g., "Enterprise" or "500+").
6. Set the action (route to event type or redirect).
7. Set the priority (higher = checked first).
8. Save.

Fallback Rule

Always create a fallback rule — a rule with "Is Fallback" enabled. This catches any submissions that don't match any other rule. Typically, route fallback to your most general event type.

Example Setup

Tips

• Order rules by priority — more specific rules should have higher priority.
• Test each rule by submitting the form with matching answers.
• Review routing form submissions periodically to check for misroutes.