How to create an Inbound Router?

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Steps to create an Inbound Router

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Navigate to Inbound Router

1. To create an Inbound Router, use the side nav bar and click on Inbound → Routers.

2. Once you’re inside the Inbound Router page, click on the Create New Router button.

The first step in creating your Inbound Router is to map your router to one of your forms.

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Map your web form

Mapping your lead intake form is the first step in setting up your distribution workflows in RevenueHero.

The mapping allows RevenueHero to use each one of your form input fields (visible and hidden) as conditions in routing rules.

1. If you’ve already created a form, you can map your existing form by selecting the Select an existing form radio button.

If you haven’t already, here’s a detailed step-by-step article on how to create and map a new form.

2. Under the ”Select a form you want to route” field, use the search functionality to find and select your form.

Now that your Inbound Router knows which form to listen to, click ”Next to define your matching rules.

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Set up Matching Rules

Matching rules help in routing leads and their meetings to existing owners in the CRM. This ensures your leads talk to the same sales rep and removes the chances of any confusion.

By default, your account will have two matching rules:

a. Assign meetings to the existing company’s owner.

b. Assign meetings to the existing contact’s owner.

You can click and drag the rule to rearrange the order in which the router checks these rules before assigning the meeting to a sales representative.

Alternatively, you can create a new matching rule or choose to delete either of the rules that are added by default. To delete a matching rule from your Inbound Router, click on the trash icon to the right of the rule.

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Set up Distribution Rules

Distribution rules help assign a new owner to an incoming lead and their meeting. You can route based on a round-robin or your custom logic. You can keep it as simple or complex as you’d like and distribute it across all or specific members of a team.

If you’ve already created a Distribution Rule, you can select the rule you’d like by clicking on the ”Select Distribution Rules”. You can use the search functionality to look for a specific rule that you’d like to add to this router.

However, if you haven’t created a Distribution Rule, click on the ”Create New Rule” button to create a new rule.

Here’s a detailed step-by-step guide to creating a new Distribution Rule.

But here’s a quick walkthrough:

1. Once you’ve clicked the ”Create New Rule” button, you’ll see a pane open up from the right.

2. Give your Distribution Rule a name. For example, if you’ve created a Distribution Rule for your US sales team, you can name it US sales.

3. Under the ”Check for Condition” section, click on the ”Add a condition” button and click on ”Add a Property”. This is where you tell RevenueHero which property in your CRM to look up to set this condition.

Continuing from the above example, to route US meetings to your US sales team, you might want to check if the lead came from the USA by checking if the Country property equals USA.

4. Under the ”Assign Meeting” section, select a team from the ”Team” dropdown. This will tell RevenueHero that you want all meetings to be distributed between members of this team.

You can choose to distribute the meetings ”To all members or only ”To selected members“.

When you choose to distribute meetings ”To all members”, you can create and build your logic for how the meetings should be distributed between team members.

When you choose to distribute meetings only ”To selected members”, you can add specific members instead of the entire team and create your distribution logic.

Distribution rules are set! We now know how to route meetings. Let’s set up redistribution to route those who don’t book a meeting after submitting the form.

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Set up Redistribution

When a prospect fills your form but decides not to book a meeting for some reason, you can set up rules to re-distribute that lead to a new owner who can follow up with them offline.

1. You’ll be asked if you’d like to redistribute prospects who do not book a meeting. If you select ”No”, you don’t have to set up anything. However, we do recommend that you select ”Yes” and set up Redistribution rules.

2. If you select to redistribute your leads, you’ll be asked to choose between overriding existing owners and retaining existing owners for the contacts in the CRM.

3. Finally, you can select Redistribution rules for your router. Setting up the Redistribution rule is similar to how you set up your Distribution rule. You can follow the same steps as above to create a new Redistribution rule if you haven’t already.

Now that we’ve set up your Redistribution Rules, we’re just one step away from creating your Inbound Router.

In the next step, we’ll configure your router. This includes naming your router, selecting the type of meeting, and setting up redirections.

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Configure Router

Configuring your router includes naming your router, selecting the type of meeting, and setting up redirections.

Naming your router

Use the ”What would you like to call this router?” field to give your router a name. Using the same example we’ve used throughout this article, we’ll name our router USA Router.

Selecting Meeting Type

1. Use the ”What kind of meeting should this router assign?” field to select the meeting type for this router.

2. Set when a meeting should be considered as ”Not booked” using the drop-down field under ”Meeting considered ‘not booked’ after”. You can choose between ”5 mins”, ”10 mins”, or ”15 mins“.

Redirection

Redirects help with marketing attribution. You can choose to set up the following redirects:

• On successful booking take them to a thank you page

• On disqualification take them to a specific page

• On not booking but staying on the page for a specific time, take them to a specific page

That’s it! Now, all you have to do is click the ”Create Router” button. This will generate a javascript that you’ll need to copy and paste on your website.

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Install the script

The RevenueHero booking widget supports three different experiences:

1. Pop-up widget after the form is submitted
2. Embedded widget
3. Pop-up on button click

Let’s at how to install the script for each of these options.

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Pop-up widget after the form is submitted

Here is how you set up the booking widget as a pop-up after form submission

1. In the choices for ”Where would you like to install this router?”, select ”In your form“.

2. Choose your form provider (Custom/Hubspot/Formspree) from the drop-down list. This ensures that we generate the most compatible version of the JavaScript code snippet.

3. Now, copy the router snippet. You’ll find two parts to this script.

Add the first script to the <head> section in your website builder/CMS.

Add the second part of the script before the closing body tag on your page. Depending on your CMS/Website builder, you can also add this to the footer section.

4. You’re all set!

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Embedded widget

To add the booking widget as an embed directly on your page:

1. In the choices for ”Where would you like to install this router?”, select Embed on a page.

2. Choose your form provider (Custom/Hubspot/Formspree) from the drop-down list. This ensures that we generate the most compatible version of the JavaScript code snippet.

3. In the Router Snippet (JavaScript), look out for the line with hero.schedule and replace the #embedDivId with the id value of your container/div in which you want the booking widget to be embedded.

4. Now, copy the router snippet. You’ll find two parts to this script.

Add the first script to the <head> section in your website builder/CMS.

In the second part of the script replace #embedDivID with the Id value of the container/div where the widget should be embedded.

Now, paste the code before the closing body tag on your page. Depending on your CMS/Website builder, you can also add this to the footer section.

For instance, you can set your div to style to a height of 100 vh and width to 100vw

5. You’re all set!

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Pop-up on button click

To trigger the booking widget as a pop-up on the click of a button/element on your page:

1. In the choices for ”Where would you like to install this router?”, select ”Directly on a Button”

2. Choose your form provider (Custom/Hubspot/Formspree) from the drop-down list. This ensures that we generate the most compatible version of the JavaScript code snippet.

3. Now, copy the router snippet. You’ll find two parts to this script.

Add the first script to the <head> section in your website builder/CMS.

In the second part of the script, ensure that you pass the field values based on which you’ve set up rules for your router as a key-value pair.

Ensure that you pass all the values that have been added to the form associated with the router.

Add the second part of the script before the closing body tag on your page. Depending on your CMS/Website builder, you can also add this to the footer section.

4. You’re all set!

That’s it! Your inbound router is set up. 🎉🎉🎉