Analyzing Routing Form Performance in Cal ID Insights

The Routing insights tab shows how well your routing forms convert. Track the effectiveness of your qualifying questions, see where visitors drop off, and optimize your lead funnel.

1. Log in to Cal ID.
2. Click Insights in the left-hand sidebar.
3. Select the Routing tab at the top left.

A high-level view for your selected date range:

• Total Responses: visitors who completed and submitted the form.
• Successful Routes: visitors who matched a rule and were routed to a destination.
• Unsuccessful Routes: visitors who submitted the form but didn't match any routing rule, so they were never redirected to a booking page.

A date-wise trend across total submissions, successful routings, and accepted bookings.

• Submission timeline: daily or weekly form submissions, so you can correlate activity with campaigns.
• Drop-off visualization: where users stop completing the form, helping you spot confusing questions.

• Date range: use the top-right dropdown (e.g., Last 30 Days or Custom Range).

• Form selector: view a specific form or all forms.

• Account: switch between Personal and Team routing data.

• Export: click Download to export as CSV or PDF.

• Analyzing Booking Performance with Cal ID Insights
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Updated on: 02/09/2026