Help Routing forms

    Routing forms overview

    A routing form is a short questionnaire you put in front of people before they book. Based on their answers, 42min sends each person to a different place: an event type's booking page, an external URL, a message, or even another routing form. It's how you make sure a 500-person company talks to your enterprise rep and a solo founder gets your self-serve link. Manage forms from Routing Forms.

    What it is

    A routing form has three parts:

    1. Fields: the questions you ask (dropdowns, text, number, checkboxes, email, phone…). See Building a form.
    2. Rules: evaluated top to bottom; the first rule whose conditions match the person's answers wins. See Routing rules.
    3. A fallback: a mandatory last rule for everyone who matched nothing else, so no one hits a dead end.

    When someone submits the form, 42min finds the matching rule and forwards them to its destination. A rule's conditions can also test things 42min detects on its own, such as the visitor's country, device, or the utm_source on the link they arrived from. A rule built only from those is decided the moment the page opens, before any question is asked. See Routing rules. The form has its own public URL, built from the slug of whoever created it and the form's own slug (42min.us/r/<username>/<form-slug>), and you can also reach a routing form from another routing form, chaining them.

    Each card shows the form's public link, how many fields and rules it has, its counts, and a link to its analytics. 'Sales router' has routed 18 visitors on page load, so it carries an 'auto-routed' count that 'Talk to us' does not.

    The response count is submissions. A form that has routed anyone on page load carries a second count beside it, auto-routed, and both open the form's Responses tab.

    When to use it

    • Inbound leads should go to different reps (by company size, region, product).
    • A "Contact us" link that needs to triage before booking: sales vs support vs partnerships.
    • You want a public link that asks one or two qualifying questions and then shows a booking page.

    If everyone who clicks should book the same meeting with the same person, you don't need a routing form; just share an event type link.

    Routing or qualification

    Both read a person's answers, and they do opposite jobs. A routing form handles lead qualification by deciding where someone goes, and everyone still lands somewhere. Event-type qualification decides whether the meeting happens at all: its rules read the answers on one event type's booking form and can turn a person away with a message or a redirect instead of booking them.

    The two stack. Route a big-company lead to your enterprise event type, then let that event type's qualification rules catch anyone whose answers don't hold up.

    How to do it

    1. Open Routing Forms → New Routing Form.
    2. On Fields, add your questions. See Building a form.
    3. On Rules, add rules from most specific to least, and set the fallback. See Routing rules.
    4. Pick each rule's destination.
    5. Save and share 42min.us/r/<username>/<form-slug>. Watch submissions on the form's Responses tab and in Analytics → Routing.

    Tip

    Routing-form links support UTM tracking too. Tag the 42min.us/r/<username>/<form-slug> link with utm_source, utm_campaign, and the rest, and each response records its Traffic source, visible on the Responses tab and in the CSV export.

    Common pitfalls

    • No fallback. Every form needs a catch-all rule. If a person's answers match no specific rule, the fallback decides where they go, so make it something sensible (often your general intro-call event type).
    • Rules in the wrong order. First match wins, so put narrow conditions above broad ones, or the broad rule will swallow everyone first.
    • Asking too much. Each extra question costs you submissions. Ask only what you need to route correctly; collect the rest on the booking form afterwards.