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Example of Setting Up Question Filtering and Conditional Branching Using the Routing Feature

By utilizing the routing feature (conditional branching), you can tailor the next question displayed based on the guest’s responses and flexibly change the destination page after the form is submitted.


1. Routing During Form Submission (Branching Questions)

You can control which form or booking page is displayed next when a specific option is selected during the response process.

Multiple Routing Conditions Can Be Set

You can combine and set multiple routing conditions for a single form.

  • Conditions Can Be Overlapped or Stacked: You can set multiple conditions to apply simultaneously, such as “If both A and B are met.”

  • Multiple Conditions Can Be Set: You can set multiple routing conditions, such as “If X is selected in Question 1, display Question 6” or “If Y is selected in Question 2, display Question 7.”

  • Field Types That Can Be Used as Conditions: Three types of fields can be specified as routing triggers (conditions): radio buttons, drop-down menus, and checkboxes.
    💡 For detailed specifications and configuration methods regarding operators (such as “equal to” and “contains”), please refer to this help article.


Setting the Redirect Destination

  • All form fields and booking pages can be specified: When setting the destination for a conditional redirect, you can specify not only standard form fields but also booking pages.

  • Automatic Transfer of Responses (Data Integration): If you specify a booking page as the redirect destination, you can automatically transfer the form responses to the guest information on the booking page by configuring “connection settings” that link the form fields to the booking page fields

Child Form Display Settings

  • Displayed Only Based on Parent Form Responses: The linked child form will be displayed only if a “specific response” is selected in the parent form.

  • Hidden When Standing Alone: Even if a form appears in the form list, if it is configured as a “child form” of another form, it will not be displayed on the guest screen unless the conditions in the parent form are met.

⚠️ Regarding Whether Guest Information Can Be Edited

You can configure whether guest information transferred from the routing form to the booking page can be edited by going to Booking Page Settings > Form > Options > Edit Guest.

(By default, the “Allow” checkbox under “Guest edit” is selected, meaning guest editing is enabled.)

  • If you check the “Allow” box, guests will be able to edit the responses carried over from the routing form and submit their booking.​

  • If you do not check the “Allow” box, guests will not be able to edit the responses carried over from the routing form and submit their booking.

💡 For information on configuring the connection between the routing form and the booking page’s form fields, please refer to the following help page.

[Example 1] Applying Multiple Conditions (Controlling “AND” Conditions)

This is useful when you want to display the next question specifically to certain guests who meet both “Condition A” and “Condition B.”

  • Sample Scenario: Inquiry Form for B2B Consulting​

  • Specific Configuration Example:

    • Questions and Answers in the Parent Form:

      • Company Size: Select “100 or more employees”

      • Timeline for Implementation: Select “Within 1 month”​

    • Routing Behavior: Only when both of the above conditions—“100 or more employees” and “within 1 month”—are met will a child form containing more detailed questions (e.g., “Current Challenges” and “Budget”) pop up on the screen.​

    • Trigger Conditions: For this conditional branching, you can use the central options in form fields (radio buttons, drop-down menus, and checkboxes).

  • Setup Instructions

    This section explains how to configure the system so that a subform for a more detailed consultation appears only when both of the following conditions are met: the company size is “100 or more employees” and the planned implementation timeframe is “within one month.”

    1. On the Routing Form Edit page, click “Question” > “+ Add a item” to add the form fields “Company Size,” “Timeline for Implementation,” “Current Challenges,” and “Budget.” After configuring these fields, click “Save.”

    2. On the Routing Form Edit Page > Route > Form visibility rules, click “+ Add Condition.”

    3. Set the routing condition so that “Company Size” is “equal to 100 or more.”

    4. Click “+ Add (AND condition)” and set the routing condition to “Time to Consider Implementation” being “equal to within 1 month.”​

    5. Select “Current Project” and “Budget” as the form fields to display when the conditions are met, then save. This completes the setup.

[Example 2] Setting Multiple Routing Conditions in Parallel (Multi-branching Based on Responses)

This is useful when you want to neatly route traffic to different questions (child forms) based on the options selected by the guest.

Typical Use Case: Corporate recruitment entry/application form​

  • Specific Configuration Example:

    • Parent Form Question: “Please select your desired job position (radio buttons)”​

    • Routing Behavior:

      • Select “Engineer” ➡️ Display fields such as a GitHub URL and a selection for primary programming languages.​

      • Select “Designer” ➡️ Display fields such as a portfolio URL, file uploads, and a selection for experience with design tools.

    • Behavior of “Hide Individually”: Since the portfolio submission forms for engineers and designers are only displayed after a job category has been selected, applicants will see only the response form that applies to them.

  • Setup Instructions:
    This section explains how to configure the system to display questions specific to each job category based on the applicant’s selected job category.

    1. On the Routing Form Edit page, click “Question” > “+ Add an item” to add the “Job Position” and “GitHub URL” input fields, the “Programming Languages” dropdown, the “Portfolio URL” input field, and the “Tools Used” dropdown.

    2. On the Routing Form Edit page > Routing > Form visibility rules, click “+ Add Condition.”

    3. Set the routing condition to “Job Position” equals “Engineer.” Also, select “GitHub URL” and “Programming Languages” as the form fields to display when the condition is met, then save.

    4. Go back to the Routing Form Edit Page > Routing > Form visibility rules, click “+ Add Condition.”

    5. Set the routing condition to “Job Position” equals “Designer.” Select “Portfolio URL” and “Tools Used” as the form fields to display when this condition is met, then save. This completes the setup.



2. Routing After Form Submission (Actions After Completion)

You can configure the behavior after a guest clicks the form's submit button to branch into the following four patterns, depending on the response content.

Routing Patterns

Overview

Display a completion message

A thank-you page (completion screen) will be displayed based on the response.

Redirect to an external URL

Users will be automatically redirected to a specified external website, such as your company’s site or a specific landing page.

Display the booking page in a pop-up window

After the form is submitted, a booking page will appear as a pop-up (modal) on the same screen.

Redirect to the booking page

After the form is submitted, the page will automatically switch to the specified booking page.

⚠️ Data Carryover During Post-Submission Routing

Even if you select “Booking Page (Pop-up/Redirect)” during post-submission routing, you can still carry over response data and apply editing restrictions, just as you can while filling out the form.

[Example] Redirecting to the booking page after submitting the form

  • Sample Scenario: Sign-up form for “free trial lessons” at an English conversation school or fitness gym​

  • Specific Configuration Example:

    • Form Question: “Please select your preferred class format and location (drop-down menu)”​

    • Routing Behavior (After Form Submission):

      • Select “Online Class” and submit ➡️ Immediately upon submission, the user is automatically redirected to the “Online Trial Lesson Booking Page (Instructor Availability Calendar).”​

      • Select “Take the lesson at the Shinjuku branch” and submit ➡️ Immediately upon submission, the user is automatically redirected to the “Shinjuku Branch In-Person Booking Page.”

    • Benefits of Implementation: Since there is no delay—such as having to wait for a staff member to contact the guest to coordinate a schedule after the form is submitted—you can confirm the booking while keeping the guest’s motivation to take the course intact.

  • How to Set It Up

    1. Go to the Routing Form Edit Page > Form Fields > Click “+ Add an item” to create a form field for selecting the course format.


    2. On the Form Routing Edit page > Route > Action on form submission, click “+ Add Route” under “Conditions.”


    3. In the routing conditions, set “Please select your preferred class style and location” to “Equivalent to online classes.”

      Also, select the booking page dedicated to online trial lessons as the routing destination when the conditions are met, and save the settings.

      If you haven’t created a booking page yet, you can create one here.
      Create a New Booking Page

    4. Once again, on the Routing Form Edit page > Route > Action on form submission, click “+ Add a route” under “Conditions.”

    5. In the routing conditions, set “Please select your preferred class style and location” to “Equivalent to taking the class at the Shinjuku campus.”

      Also, select the Shinjuku campus’s trial class booking page as the routing destination when the conditions are met, and save the settings.

    6. Configure the connections between the booking page and the form fields.

      Open the Routing Form Edit Page > Prefill mapping.

    7. From the routing form fields, select the fields to be used as input values for the booking page form.

      Configure the connection settings for the two booking pages—the Shinjuku Campus In-Store Trial Booking Page and the Online Trial Lesson Booking Page—and save them. This completes the setup.

      Booking Page for Classes at the Shinjuku Campus


      Booking Page for Online Trial Lessons

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