The routing feature allows you to create dynamic forms that adapt to user input. You can "control the visibility of form items" during the response process or "set up specific actions" to trigger after the form is submitted.
There are two types of routing settings:
Form Item Visibility Rules (During Response)
Show or hide specific questions based on how a guest answers previous questions.
Example: Only display the "Preferred Service Plan" field if a guest selects "Yes" for "Would you like a demo?"
Post-Response Actions (After Completion)
Execute different actions upon form completion based on the responses, such as displaying a specific booking page, showing a custom message, or redirecting to an external URL.
Settings Location: Edit Form > Routing
Form Item Visibility Rules
You can dynamically show or hide questions based on form responses. By branching items automatically, you can reduce guest effort and collect more accurate information.
Configurable Conditions (IF)
Conditions can be set based on the following question types:
Radio buttons (single selection)
Checkboxes (multiple selection)
Dropdown (single selection)
Operators
Operator | Description |
Equals | When a specific option is selected |
Does not equal | When any option other than the specified one is selected |
Contains | (For checkboxes) When a specific option is included among multiple selections |
Does not contain | (For checkboxes) When a specific option is not included |
Combining Conditions
AND: Triggered only when all conditions are met.
OR: Triggered when any one of the conditions is met.
Actions (THEN)
Show: Displays the target question.
Hide: Hides the target question.
Setup Example
To display "Preferred Service Plan" only when "Would you like a demo?" is answered "Yes":
Condition: "Would you like a demo?" Equals "Yes"
Action: Show "Preferred Service Plan"
※Text, date/time selection, and file upload fields cannot be configured via actions.
Post-Response Actions
When a guest completes the form, the system evaluates conditions from top to bottom and executes the first matching action.
Change the booking page based on responses
Direct guests to the most relevant scheduling page to streamline the booking process.
You can now choose how the post-submission action (Booking Page) is displayed.
When you select Booking Page as the post-submission action in a form, you can choose a display method.
There are two display methods:
Redirect: After the form is submitted, the user is redirected to the booking page.
Popup: The booking page is shown as a popup on the form completion screen.
Setup Steps
Open Edit Form > Routing.
In Post-submission action, select Booking Page.
In Select booking page, search for and choose the destination booking page.
In Display Method, choose Redirect or Popup.
Save the settings, then submit the form to verify the behavior.
Behavior Differences
Redirect: Use this when you want users to proceed directly to the booking page after submission.
Popup: Use this when you want to keep users on the completion screen and show the booking page in place. Users can close the popup with the close action.
Notes
Route conditions are evaluated from top to bottom, and only the first matching route is executed.
Display Method is available only when the action is Booking Page.
If no display method is set in existing settings, it is treated as Redirect.
Display a custom message on the completion page
Show a tailored "Thank You" message based on the input.
Redirect to an external URL
Automatically send guests to an external site (e.g., a white paper download or a specific landing page).
UTM Parameters
By adding UTM parameters to your form link, you can pass these values through to the routing destination page.