Sarbacane Contacts: how to feed a contact list with a Forms form?

With Sarbacane Suite, you can create dynamic contact lists in the Contacts application, which will be auto-fed by forms created with the Forms application.

Prerequisites

To be able to link a form created on Sarbacane Forms to a contact list created on Sarbacane Contacts or 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) or a Sarbacane Forms license (in which case the Sarbacane Contacts license is automatically offered to you).

Linking your list to a form

Associating a form with an existing list

From Forms, when you create a new form, you directly choose where to save the responses. You just need to select the option "in an existing list" and choose 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 your form a name and then to create, customize, and publish it. Your form will automatically be linked to the selected contact list.

Associating an existing list with a form

In Contacts, from your list of recipients, click on the menu next to the name of your list and select "Create a form".

You will then arrive at Forms and will be prompted to give your form a name and then to create, customize, and publish it.

Example of a subscription form

Let's say you want to set up a subscription form for your newsletter on your website.

You can create your subscription form, customize it, and easily integrate it into your site with Sarbacane Forms.

When you create your form, you are offered the option to link your subscription form to a contact list created on Sarbacane Contacts (either an existing list or a new list), so that contacts who sign up for your newsletter on your site are directly integrated into your contact list in Contacts.

In this way, you will always have an up-to-date contact list with your latest subscribers.

This will make it easier for you when you want to send your newsletter: your list will already be ready, and you'll just have to create your email campaign and send it. No need to export contacts from your CRM and import them into Sarbacane. Everything will be managed automatically.