✏️Routing Forms/Event Routing

Further dicussions would happen on RFC and once we ship it, it would have final implementation details

Why Routing Forms

..........

Types of Routing

  • Route to particular cal link.

  • Route to booking with a particular member of a team event that's the best match. It can be like a new addition to Scheduling Type options (Collective, Round Robin) - Calendly doesn't seem to have it.

  • Route to external URL e.g. if requirements for a meeting don’t meet

  • Route to a Page with a custom message e.g. Thank you for your interest but we aren't ready to serve you yet.

Features

  • Support in both embed and direct Cal link.

  • Enrich using the data directly provided by the user or any plugin(e.g. in embed there can be a plugin that can use the data available to the website about the user) and then use the data to decide which team member to route to.

  • Duplicate a Routing Form

  • Export Results

    • As there would be more data that can be useful for the organizer to learn about the booker before the meeting, this is important.

  • Questions can be marked required/optional

Questions?

  • Do we use the private URL for it or make it work directly with the public Cal Link ?

Components

Form Builder with logic(UI)

Purpose

  • To create questions.

Types of Questions

  • Name - Calendly doesn't allow routing based on it

    • Flavours

      • Single Input Box

      • Full Name, Middle Name, LastName

  • Email

    • Operators - Operates on Email domain only(probably)

      • includes

      • doesn't include

  • Phone Number - Calendly doesn't allow routing based on it

  • Short Text - Calendly doesn't allow routing based on it

  • Long Text - Calendly doesn't allow routing based on it

  • Radio

    • Operators

      • is

      • is not

  • Single Select

    • Operators

      • is

      • is not

  • Multi Select [Not in Calendly]

  • Checkbox [Not in Calendly

Routing Module(UI)
  • [Not in Calendly] It can allow the user to choose the route to a different next question based on previous answers

    • Software Engineer β†’Go to Question(To Learn Programming Language) β†’ C++(answered) -> Book a meeting with a C++ Expert

    • Designer β†’ Go to Question(Learn which Design tool) β†’ Answered(Figma) -> Book meeting with a Figma expert

Useful Open Source Projects

Team Member - Attributes set and update (UI)

MoM 12th May

  • Ciaran to check Calendly and Deel to understand what should be our MVP

  • Calendly is more custom and doesn't consider Calendly Team Member attributes

Sources:

Calendly Routing Forms

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