Setting Up Route Hub

Steps

1. 1Step 1 of 2

   Intro to Route Hub

   Route Hub is a personalized routing experience that adapts what interactive demos and content a viewer sees based on their inputs, profile, or behavior. Unlike sharing generic links, Route Hub collects viewer information, determines their interests, and directs them to tailored experiences automatically. A typical Route Hub workflow includes a form or interest screen to gather viewer input, a route node that branches viewers based on their responses, showcases containing the destination content for each path, and optional integration nodes to sync lead data to your CRM.

   

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   What Is Route Hub?

   Route Hub is an intelligent routing system that enables you to deliver the right demos, resources, and next steps to each viewer automatically. Rather than sharing a single generic link, Route Hub collects viewer information, determines their interests, directs them to appropriate experiences, and monitors their complete journey.

   Core Components

   A typical Route Hub workflow includes four components:

   • Form or Interest Screen — gathers viewer input such as role, company size, or use case
   • Route Node — branches viewers based on their responses using configurable rules
   • Showcases — destination experiences for each path, containing demos, videos, PDFs, links, and embeds
   • Integrations Node (optional) — syncs lead data to CRM systems for follow-up

   How Routing Logic Works

   The Route node lets you create multiple branching rules based on form field values, interest screen responses, or combinations of both. This means you can serve enterprise viewers advanced content, direct feature-specific interests to tailored demos, and route lower-intent viewers to educational resources — all from a single link.

   Key Use Cases

   Route Hub can power sales demo distribution, marketing demo centers, product education hubs, onboarding journeys, and customer enablement portals. It works for any scenario where personalized interactive content improves the buyer or user experience.

   Distribution Methods

   Once published, you can share your Route Hub via direct link (email, Slack, Teams, leave-behinds) or embed it directly on your website, booking forms, or onboarding pages.

   Analytics

   All viewer activity is tracked, including total views, unique viewers, engagement rates, leads captured, and lead scoring. Integration nodes enable direct CRM synchronization so your team can follow up based on real engagement data.

2. 2Step 2 of 2

   Step-by-Step Implementation

   Follow along with this step-by-step guide to build your first Route Hub from scratch. You'll learn how to set up forms and interest screens, configure routing logic, build showcases for each path, and share or embed the final experience.

   • Tip: Customize your form with branding, field types, and submission settings
   • Tip: Share via direct link or embed on your website for maximum reach
   • Recommended: Build and test one complete path before adding additional branches
   • Recommended: Use analytics to identify which paths drive the most engagement and conversion
   • Pitfall: Publishing without testing every viewer path end-to-end
   • Pitfall: Overcomplicating routing rules before validating with real viewer data
   

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   Creating Your First Route Hub

   The setup process involves ten key steps that take you from an empty canvas to a live, personalized experience.

   Step 1: Create a New Route Hub

   Start by selecting your intent: collect leads, qualify buyers, or both. This determines the default components added to your workflow.

   Step 2: Open the Draft Workflow

   The visual editor gives you a canvas-based view of your routing logic. You can see every path, connection, and destination at a glance.

   Step 3: Set Up Your Form or Interest Screen

   Forms collect lead details like name, email, company, and role. Interest screens display topic preferences with three preference levels per topic, letting viewers indicate how interested they are in each area.

   Step 4: Customize Appearance

   Apply your branding to forms and interest screens. Configure submission settings and required fields to match your qualification criteria.

   Step 5: Connect to a Route Node

   The route node is where branching logic lives. Connect your form fields and interest screen responses to create rules that determine which path each viewer follows.

   Step 6: Build Showcases

   Showcases are the destination experiences for each path. Fill them with interactive demos, videos, PDFs, links, and embeds tailored to each audience segment.

   Step 7: Preview in Draft Mode

   Test every path through your Route Hub before going live. Verify that each combination of inputs leads to the correct showcase.

   Step 8: Publish

   Once satisfied with testing, publish your Route Hub to generate a shareable link.

   Step 9: Share or Embed

   Distribute via direct link (email, Slack, Teams) or embed on your website, landing pages, or booking forms.

   Step 10: Connect Integrations

   Set up CRM synchronization to automatically sync lead data and engagement metrics. This enables your team to follow up based on actual viewer behavior and interest signals.