Sarbacane Forms: how to create and publish a form?

Log in to your Sarbacane account, then go to the Sarbacane Forms application. You will arrive on the application home page. 

Our recommendation: before creating your form, we recommend that you generate form templates that reflect your brand by clicking on the Smart Templates section. By entering your website URL, around ten form templates in your website’s colors will be generated automatically. You will thus have a wider choice of templates available to you at the creation stage.

To create a new form, simply click on the “Create a form” section on the application home page. 

On the screen that is then displayed, you can choose from several options available to you: 

• Configure the general settings

• Choose the desired publication format

• Choose your template 

General settings of your form

• At the top left, you can modify the name of your form, which by default will automatically be named “Untitled”

• The action menu to the right of your form name will be accessible at each creation step and will allow you to:

  • Manage the sharing of your form

  • View the online preview (once you have chosen a template)

  • Save your form

  • Use “Save as” to duplicate and work on another version of your form

  • Save your form as a template so that you can reuse it later

Choose the desired publication format

The first thing you need to define is how your form will be published

• Pages: create and publish your form on a dedicated page

• Pop-up: create, customize, and schedule the display of a pop-up for your website

Note that at the publication stage, regardless of the option chosen, you will have the possibility to retrieve an HTML script block in order to insert it on your website.

Choose a template

You can then choose to start from scratch and create your form from A to Z or to start from a template that matches your needs.

Here are the types of templates available to you:

• Sarbacane templates: these are the templates provided by default in Sarbacane Forms

• Received templates: these are the templates that have been shared with you from another Sarbacane account

• Smart Forms: these are templates generated automatically using the Smart Forms feature. This feature uses artificial intelligence to analyze the visual identity of your website and thereby generate form templates in your brand colors.

• Your templates: these are the templates that you have saved yourself

You can search for a template by entering its name in the search bar.

You can also filter the templates by:

• Date modified

• Creation date

• Alphabetical order

• Ascending order

• Descending order

Configure the management of form responses

As a reminder, the Sarbacane Contacts application centralizes all data collected via the forms created on Sarbacane Forms. 

Once your template has been selected, you proceed to the next step to define where to store the responses collected via your form. Two options are available to you: 

• In a new list: if you choose this option, you will need to give a name to the list in order to create it in the Sarbacane Contacts application. 

• In an existing list: if you choose this option, you will be able to select the list of your choice from among the lists available in the Sarbacane Contacts application.

It is also at this stage that you can enable the request for confirmation of the email address by double opt-in for your form.

Customize and edit your form

You are now redirected to the form editor to customize the content of your form.

You will be able to: 

• Edit the text and images of the selected template

• Add new blocks to structure your content

• Delete existing blocks

• Drag and drop various content:

  • Question

  • Image

  • Text

  • Title

  • Space

  • Button

  • Social networks

  • Sharing

  • Separator

  • Code

  • Video

  • RSS feed

  • Floating image

  • Google Maps

You will also be able to modify the appearance of your form by adjusting the style settings. 

To understand how to use the form editor and learn all of its features, we invite you to consult this section of our help center.

Define the success message

Once the creation of your form is complete, the next step allows you to customize the message that is displayed after your form is submitted. Three options are available to you: 

• Display a default message: with this option, a standard thank-you message will be displayed when a contact submits your form

• Display a Sarbacane page: with this option, you can choose to redirect the contact to a landing page that you have created with Sarbacane Pages

• Display a web page: this option allows you to enter the URL of a web page of your choice to which you wish to redirect contacts who have submitted the form 

Publish your form

Once the page has been created and configured, you can publish your form. Here are the options available to you at this stage: 

• Customize the domain name (recommended): by default, the publication domain name of your form is a non-customized domain name. Click on “Customize the domain name” to select the desired domain from the list of domain names available on your account. If you have not configured a customized domain name, we invite you to do so.

• Promote: promote your form in an email or SMS campaign. This option will allow you to prefill the form fields with the recipients’ data. 

• Share: share your form on social networks: Facebook, X (formerly Twitter), LinkedIn

• Embed: embed the form script on your own web page

• Notify : configure the sending of an alert to you or your colleagues upon each new response to your form