With Sarbacane Suite, you can create dynamic contact lists in the Contacts application, which will be automatically populated by forms created with the Forms application.
To be able to associate a form created on Sarbacane Forms with a contact list created on Sarbacane Contacts or, conversely, to be able to create a form from an existing contact list, you must have a Sarbacane Suite license (giving you access to all applications) and a Sarbacane Forms license (in which case the Sarbacane Contacts license is automatically provided to you).
From Forms, when you create a new form, you directly choose where to save the responses. You simply need to select the option “in an existing list” and select your list here. You can also choose to “Create a new list” at this stage, to save your responses in a new list.
You will then be prompted to give a name to your form and then to create, customize, and publish it. Your form will be automatically linked to the selected contact list.
In Contacts, from your recipient list, click on the menu next to the name of your list and select “Create a form”.
You will then arrive in Forms and will be prompted to give a name to your form and then to create, customize, and publish it.
Suppose you wish to set up a newsletter subscription form on your website.
You can create your subscription form, customize it, and easily integrate it into your website with Sarbacane Forms.
When you create your form, you are offered the option to link your subscription form to a contact list created in Sarbacane Contacts (either an existing list or a new list), so that the contacts who subscribe to your newsletter on your website are directly added to your contact list in Contacts.
In this way, you will always have an up-to-date contact list including your most recent subscribers.
This will make your work easier when you wish to send your newsletter: your list will already be ready and you will only have to create your email campaign and send it. There is no need to export contacts from your CRM and import them into Sarbacane. Everything will be managed automatically.
