How to Share Forms and Contracts in Zibster
Overview
Zibster Forms & Contracts allow you to collect information, receive inquiries, gather customer details, and send contracts directly from your account. After a form or contract is created, you can share it from the form editor using the Share button.
The Share panel includes several options for distributing your form or contract. You can send an email invitation to specific contacts, copy the public form URL, share the form on social media, download a QR code, or copy embed code for use on a third-party website.
This guide explains how to share a form or contract using the sharing tools available in your Zibster Forms Dashboard.
Prerequisites
Before you begin, make sure you have an existing Form or Contract created in your Zibster account.
If you plan to send an email invitation, the recipient must not be unsubscribed from your email list. If a contact has previously unsubscribed, they will not receive form or contract email invitations.
Choosing the Best Share Option
Use Email Invite when you want to send the form or contract directly to one or more specific customers or contacts.
Use Copy Link Public URL when you want to paste the form link into an email, text message, website button, or other message.
Use the social media sharing options when the form should be available to a wider audience.
Use the QR Code option when you want people to scan the form from printed materials, business signage, flyers, event displays, or other printed marketing pieces.
Use Embed Code only when placing the form on a third-party website. If you are adding a form to your Zibster website, use the Form Block in the Zibster Website Builder for best results.
STEP ONE
Log in to your Zibster account and click FORMS in the left-side menu.
This opens your Forms Dashboard.
STEP TWO
Click FORMS at the top center of the Forms Dashboard.
This opens your list of forms and contracts so you can choose the one you want to share.
STEP THREE
Search for the form or contract you want to share, or click the form name from your list.
If you have multiple categories or pages of forms, you can use the search bar to quickly find the form or contract you want to send or share.
FINAL STEP
Click the Share button toward the top right of the form editor.
The sharing panel will open on the right side of your screen. You will see sharing options that allow you to send an email invitation, copy the public URL, share to social media, download a QR code, or copy embed code.
Email Invite
Use Email Invite when you want to send your form or contract directly to specific contacts or email addresses.
In the email field, begin typing the recipient’s email address. If the person is already saved in your Zibster Contacts, their name will appear and you can select them. If the person is not already saved as a contact, finish typing the email address to add them to the invitation list.
After you have added your recipients, click the CONTINUE button at the bottom of the sharing panel.
Customize the Email Invite
Before sending, you can review and customize the email invitation.
You can update the following fields:
- FROM NAME
- FROM EMAIL ADDRESS
- SUBJECT
- MESSAGE
When your email invitation is ready, click the SEND button.
After sending, you will see a confirmation screen letting you know that your form or contract email invitation was successfully sent.
Checking Email Invitation Delivery Status
You can also check the status of your email invitation to see whether it was delivered or opened.
Learn More: How to View a Contact's Email Invitation Status
What Your Customers Will See
When your customer receives the form or contract email invitation, the message will include your logo, branding, and the custom message you entered before sending.
The email includes a link that allows the customer to open and complete the form or contract and an option to unsubscribe from future marketing emails.
Additional Share Options
The Share menu includes several options in addition to Email Invite. These options give you more flexibility depending on how you want customers to access your form or contract.
Share Form or Contract Link
Use Copy Link Public URL when you want to copy the direct public link for your form or contract.
This is the direct link visitors can use to open the form or contract online. You can click the copy button to copy this link and share it anywhere you want customers to access the form, such as an email, text message, website button, social media post, newsletter, or another marketing platform.
Copying the public URL is helpful when you want to share the form outside of a direct Zibster email invitation.
Share to Social Media
Use the social media icons if you want to post your form or contract directly to a supported social platform.
You can share to:
- X (Twitter)
When you choose a social media option, you will be redirected to that platform’s website to finish creating and publishing your post.
Social sharing is helpful when you want to make a form available to a wider audience, such as an inquiry form, event registration form, giveaway form, application form, customer intake form, or general contact form.
QR Code
The Share panel includes a QR code for your form or contract.
The QR code is scannable directly from your dashboard and can also be downloaded as a PNG file. When scanned, the QR code opens the public form link.
Downloading the QR code is helpful if you want to add it to printed materials, business displays, event signage, postcards, flyers, brochures, welcome packets, or other marketing pieces.
The form or contract title controls the public URL. If you change the title after downloading or printing a QR code, the form URL will also change and a new QR code will be generated. Any previously saved or printed QR code may no longer open the correct form.
If you want to reuse a form for a new campaign, event, season, or promotion, make a copy of the form instead of changing the title of an existing form. This is especially important if you have already used the QR code on printed materials.
Embed Code
Use Embed Code when you want to place your form on a third-party website.
The embed code is intended for websites outside of Zibster. If you are adding a form to your Zibster website, use the Form Block in the Zibster Website Builder for best results.
The Form Block is designed to work with Zibster website pages and keeps the form easier to manage inside your Zibster account.
Additional Options and Helpful Notes
The Email Invite option is best for sending your form or contract to specific individuals.
The Copy Link Public URL option is best when you want to paste the form link into an email, text message, website button, or another platform.
The social sharing options are best when you want the form to be available to a wider audience.
The QR code opens the public form link when scanned.
The QR code can be scanned from the dashboard or downloaded as a PNG file for use outside your Zibster account.
The form or contract title controls the public URL. Changing the title changes the URL and generates a new QR code.
If you are using QR codes on printed materials, make a copy of the form when you need a new version instead of renaming the original form.
The Embed Code option is best for third-party websites. For Zibster websites, use the Form Block for best results.
If you make updates to the content of a form or contract after sharing it, visitors will see the most current version when they open the shared link. However, changing the form or contract title changes the public URL.
Troubleshooting and FAQs
What is the difference between Email Invite and Copy Link Public URL?
Use Email Invite when you want to send the form or contract directly to one person or a specific group of recipients.
Use Copy Link Public URL when you want to copy the form link and share it manually through another message, platform, or website.
Why did my customer not receive the email invitation?
If a contact has unsubscribed from your email list, they will not receive form or contract email invitations.
You can also check the contact’s email invitation status to confirm whether the invitation was delivered or opened.
Can I share a form on platforms that are not listed?
Yes. Copy the public URL and paste it into any platform where you want to share the form or contract.
Can I use the QR code on printed materials?
Yes. You can download the QR code as a PNG file and use it on printed materials such as flyers, postcards, signs, event displays, brochures, and welcome packets.
When scanned, the QR code opens the public form link.
What happens if I change the form title after downloading a QR code?
The form title controls the public URL for the form. If you change the form title, the URL changes and a new QR code is generated.
If you already printed or saved a QR code before changing the title, the old QR code may no longer open the correct form. If you need a new version of a form for a different use, make a copy of the form instead of renaming the original form.
Can I update the form after sharing it?
Yes. You can update the form content after sharing it, and visitors will see the most current version when they open the shared link.
Use caution when changing the form title. Changing the title changes the public URL and generates a new QR code.
Should I use embed code on my Zibster website?
No. If you are adding a form to your Zibster website, use the Form Block in the Zibster Website Builder. The embed code is intended for third-party websites.
What do customers see when they receive an email invitation?
When your customer receives the form or contract email invitation, the message will include your logo, branding, and the custom message you entered before sending.
The email includes a link that allows the customer to open and complete the form or contract.
