How to route the leads to the right rep ?

Implement conditional routing to maximize your ROI by allocating sales calls to the most qualified closer

Increase the chances of successful conversions and maximizing your ROI by allocating sales calls to the most qualified closer based on the invitee’s answer.

You can implement conditional routing in the following scenarios: It will be available if, in the event where you intend to apply conditional routing, there are:

1. At least two hosts selected in the host table

2. The event's duration is less than 14 days.

3. Conditional routing can be applied to two types of invitee questions: radio buttons and checkboxes.

When both of these conditions are met, you will see the 'Add condition' button within the Conditional Routing section.

Click on "Add Condition" button.

You can create multiple conditional rules for invitee questions, allowing you to use both AND and OR conditions across different questions. Additionally, you have the flexibility to select preferred closers. If the conditions you define for a specific question are met, the call will be directed to the closers you've prioritized. Otherwise, if the conditions aren't met, the calls will be assigned to all available closers according to their designated priority.

Click "Choose a question" and select an invitee question from the dropdown.

Click "Choose answer" and select an answer from the dropdown list.

When you click on "Select closer(s)," a pop-up box will appear, allowing you to choose the closer who will be assigned to the call when the condition is met.

Select Closers and click on the "Select Closers" button. and then Click "Save & Continue" button.

Now you can observe that conditional routing has been applied to the 'if' conditions. For example, if the invitee selects a company size "10-50" employees, the event widget will display the slots of the selected closers, and the system will assign one with a higher priority.

How to add "AND" and "OR" conditions in a conditional Routing?

1. Click "+ Add question" Now you can select AND and OR conditions on two if conditions.

2. Click "Choose a question" and select the other question from the dropdown list.

3. Click "Choose answer" and select the answers from the dropdown list, you can select multiple answers.

4. Click "Save & Continue".

Now you can see the conditional routing is applied with "AND" statement.

How to add multiple if conditions in conditional routing?

1. Click "+ Add condition"

2. Click "Choose a question" and select a question from the dropdown list.

3. Click "Choose answer" and select an answer from the dropdown list.

4. Click "Select closer(s)" and check closers from the "Select closer for the condition" modal.

5. Click on the "Select closers" button and then Click "Save & Continue".