Smart Routing for Small and Medium Businesses
We recently announced our new Smart Routing functionality and many of you have started using it and or at least testing it out. We wanted to do a quick post on how businesses with multiple departments can use Smart Routing with notification emails, to save time and manage their online forms quickly and efficiently.
A contact form on your business website serves as many things. Yes it is to capture information and to handle problems, but many organizations use the “Contact Us” form as a way to filter requests and make sure that the proper person is handling that request. Using the Smart Routing for notification emails we can now make this process very simple.
To illustrate this point we create a simple contact form with a name, email and company/organization fields. We also add a Contact drop down field with three options; Sales, Support, and Marketing.
After we have our form set up you can go to the form settings, click on the Emails & Redirects tab, and select the Notification Emails. This is where you enter the email addresses of people you want to receive email notification once a form is submitted.
Before smart routing everyone on a multiple-department form received every submission. Now, by choosing “Use Smart Routing” at the bottom you can use conditional logic to choose who gets which submissions.
In this instance we set up an email for JohnQSales, when contact is Sales.
You will need to set up Smart Routing for each different email notification, so in this example we would have three seperate notification emails, going to three different individuals, all based on user submissions.
By using the smart routing feature with the notification emails you can quickly direct form submissions to the proper individuals ensuring that your customers recieve the attention they need and expect.