Qualify your Attendees with Routing Forms in Zoom Scheduler

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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.