Sarbacane Forms: how to create and publish a form?

Sign in to your Sarbacane account, then go to the Sarbacane Forms application. You will arrive at the application's homepage.

Our advice: before creating your form, we recommend generating form templates tailored to your brand by clicking on the "Smart Templates" section. By entering your website's URL, around ten form templates matching your website's colors will be automatically generated. This will give you a wider selection of templates to choose from during the creation stage.

To create a new form, simply click on the "New form" section on the application's homepage.

On the screen that appears, you have several options to choose from:

• Adjust general settings
• Choose the desired publishing format
• Select your template

General settings of your form

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

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

• Manage the sharing of your form
• Preview online (once you have chosen a template)
• Save your form
• Save as to duplicate and work on another version of your form
• Save your form as a template for future reuse

Choose the desired publishing 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 publishing stage, regardless of the chosen option, you will have the possibility to retrieve an HTML script block to insert on your website.

Choose a template

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

Here are the types of templates available:

• Sarbacane Templates: default templates provided on Sarbacane Forms
• Received Templates: templates shared with you from another Sarbacane account
• Smart Forms: automatically generated templates using the Smart Forms feature. This feature uses artificial intelligence to analyze the visual identity of your website and generate form templates in your colors.
• Your Templates: templates you have saved yourself

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

You can also filter templates by:

• Modification date
• Creation date
• Alphabetical order
• Ascending order
• Descending order
• Set up response management for the form

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

Once you have chosen your template, you move on to the next step to define where to save the responses collected via your form. Two options are available:

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

In an existing list: if you choose this option, you can choose from the available lists in the Sarbacane Contacts application.

It is also at this stage that you can activate the request for email address confirmation 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 can:

Edit the text and images of the chosen template

Add new blocks to structure your content

Remove 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 can also modify the appearance of your form by adjusting the style settings.

To understand how to use the form editor and learn about all 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 appears after submitting your form. 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 you have created with Sarbacane Pages.
• Display a web page: this option allows you to enter the URL of any web page to which you want to redirect contacts who have submitted the form.

Publish your form

Once the page is 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 domains available in your account. If you haven't set up a custom domain name, we encourage you to do so.
• Promote: promote your form in an email or SMS campaign. This option allows you to pre-fill form fields with recipient data.
• Share: share your form on social media: Facebook, X (formerly Twitter), LinkedIn
• Embed: embed the form script on your own web page
• Notify: set up an alert to you or your colleagues for each new response to your form.