At the start of last month, I had a customer call where they raised  a few concerns and wondered if Zoom had any means to resolve them. They felt the back-and-forth of scheduling meetings quite dragging. Their team struggled to keep track of and prioritize meeting requests. They basically wanted to streamline their scheduling process and improve efficiency.

So I recommended they take advantage of the Zoom Scheduler Routing Forms, it allows you to create customizable forms that automatically route meeting requests to the appropriate person or team based on the information provided by the scheduler.

How it Works:

1. Create a Routing Form: Design a form with specific questions relevant to your scheduling needs (e.g., meeting topic, location, or urgency).   
2. Set Up Routing Rules: Define the rules for routing based on the form responses. For example, you could route requests to different teams or individuals based on the meeting topic.
3. Share the Scheduling Link: Once the routing form is set up, share the unique scheduling link with others.
4. Automatic Routing: When someone schedules a meeting using the link, they'll be prompted to fill out the form. Their responses will then be used to automatically route the meeting request to the appropriate person or team.  
    

Luckily, they were open to the idea and tried to implement it on their IT, HR, sales, and customer support departments. They soon realized that this tool helped customers save time and improve their team's response times. They gladly shared what they did with the feature in a sync with me last week.

They had their IT support teams route requests based on issue severity. Their HR directed interview requests to the appropriate hiring managers. And their Sales teams qualified leads and scheduled product demos more efficiently. It was a fun and engaging meeting, good enough to share this here to let Zoom users know that it's available and it works.

By automating the routing process, Zoom users can ensure that meeting requests are handled promptly and effectively. I'm sharing this in hopes that Zoom Users can get the most out of the Zoom Scheduler and have the right attendees book the right meetings. 

You can help make Zoom even better by sharing your thoughts on your product experience. Your account owners or administrators just need to enable the Feedback to Zoom feature, which adds a feedback option in the Zoom desktop and mobile applications. We will use the insights we gather to enhance our services and products.

Note: Zoom does not use any customer audio, video, chat, screen sharing, attachments, or other communication-related content (such as poll results, whiteboard, and reactions) to train Zoom’s or its third-party artificial intelligence models and feedback will still be reviewed for potential future release.

• How to send your feedback with Zoom

   

  We truly appreciate your input and are always here to help you out!

   

  ✨Interested in joining live product trainings, What’s New at Zoom webinars, Open Office sessions, or exploring on-demand content? Visit our Digital Customer Success Hub to learn more!✨

  

We truly appreciate your input and are always here to help you out!

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For those who are new to the community or simply want a refresher, allow us to introduce ourselves. We are the Customer Success Team at Zoom, our mission is simple yet profound: to ensure that you get the most out of your Zoom experience. Whether you're a seasoned Zoom pro or just starting, our goal is to help you optimize your usage and fully leverage the platform's capabilities. We're here to answer your questions, provide guidance, and offer best practices so that you can unlock the full potential of Zoom for your specific needs.

Here, you'll find a diverse community of passionate individuals who are eager to collaborate, offer guidance, and connect with like-minded professionals. We encourage you to share your success stories, ask questions, and provide valuable feedback to help each other grow and thrive.

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