Help / Routing forms

Building a form

You build a routing form in the form editor, which you open from Routing Forms → New Routing Form (or by clicking an existing form). The editor is organized into tabs:

Zoom

• Settings — the form's title, its URL slug (the public link is 42min.us/routing/<slug>), a public description, whether to show the header on the public page, the language, and the submit button text.
• Fields — the questions you ask. Add a field, give it a label, pick a type, mark it required if needed, and reorder by drag (the order is the order visitors see them). Field types:
  • Dropdown / Radio / Checkboxes — choose from a list of options you define (checkboxes allow multiple).
  • Text / Textarea — short or long free text.
  • Number — numeric answers.
  • Email / Phone — typed appropriately.
• Rules — the routing logic — see Routing rules.
• Responses — every submission, with the answers given and where the person was routed.
• Customization — the public page's theme and branding.
• Share — the public link and embed options.

How to do it

1. Open Routing Forms → New Routing Form.
2. On Settings, set the title and slug (and tweak the description / language / submit text if you like).
3. On Fields, add the questions you need to route correctly — typically one or two (e.g. a "Team size" dropdown).
4. On Rules, add your routing rules and the mandatory fallback, each pointing at a destination.
5. Save, then test the public link yourself.

Common pitfalls

• A field with no good answer for everyone. A required field with options that don't cover every visitor will block some of them — add a catch-all option or make it optional.
• Field referenced by a rule, then deleted. If you remove a field that a rule's condition uses, fix the rule too — otherwise the condition can't match.
• Slug clash. Each routing form needs a unique URL slug; the editor flags reuse.