---
title: "Work with floating bar forms"
slug: "work-with-floating-bar-forms"
abstract: "How to create a floating bar subscription form in Sitecore Send."
---
# Work with floating bar forms

A floating bar subscription form enables you to create a bar that stays fixed at the top or bottom of your website or page. Because it stays visible even as the visitor scrolls down the page, this form can catch the visitor's attention without being too intrusive.

## Create a floating bar form

To create a floating bar form:

1. On the menu bar, click **Growth Tools** > **Subscription Forms**.
2. In the top right-hand corner, click **New** > **Subscription Form**.
3. In the **Choose subscription form type** dialog, below the **Floating bar** option, click **Create**.
4. On the **Set basic settings** page, enter a name for your subscription form, then click **Next** to continue.

    > [!note]
    > The name for your subscription form is for internal use only and is not shown to visitors on your page.

## Create a design

To create the design:

1. On the the **Design** page, click **Start designing** to access the subscription form editor.
2. To find a template to use as your starting point, browse the **Template Library**.
3. Click **Use Template** to apply a template to your design and click **OK**.
4. In the subscription form editor, use the [options available](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/working-with-the-subscription-form-editor.html "Working with the subscription form editor") to adjust your selected template to your preferences.
5. Click the form fields to access the field settings. Then click the **gear icon**. Go to **Select Mailing list** to choose the mailing list you would like the form connected to.
6. When you have finished designing, click **Proceed to Next Step** in the upper-right corner and then click **Yes**.
7. Click **Next**.

## Define the visibility settings

To define visibility settings for your form:

> [!important]
> You must fill out all the fields of the setting, otherwise the form is not shown.

1. On the **Set visibility settings** page, choose where you want the subscription form to be displayed. Select one of the following options by setting the corresponding switch to **Active** and then clicking **Next**:
    - **Display the form at the top of the page**
    - **Display the form at the bottom of the page**
2. In the **Advanced conditional form visibility settings** section, you can set the conditional rules for [showing](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/create-a-subscription-form/work-with-floating-bar-forms.html#UUID-2124694b-e6cf-dcd7-ea0d-9bfed9b5f267_UUID-a59a2f0c-54fc-29f4-1054-c22bc5a4763b "Set conditional rules for showing a form") or [hiding](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/create-a-subscription-form/work-with-floating-bar-forms.html#UUID-2124694b-e6cf-dcd7-ea0d-9bfed9b5f267_UUID-d2a2c734-8fff-10d7-ab8f-96f07e2154d4 "Set conditional rules for hiding a form") a form.
3. To hide the subscription form from visitors who have already submitted it, select the **Don't show the form to people who have already submitted it** check box.

## Set conditional rules for showing a form

To set rules for showing your form:

> [!important]
> You must fill out all the fields of the rule, otherwise the form is not shown.

1. In the **Advanced conditional form visibility settings** section, click **Conditional rules for showing the form**.
2. Specify if the form must be displayed when all or any of the criteria are present, using the drop-down menu.
    - Click **All** to display the form if all the rules added are true.
    - Click **Any** to display the form if at least one of the rules added is true.
3. Click **Add rule** to add one or more rules and fill out the relevant fields to define them.
4. In the first drop-down menu, select one of the following options and then fill out the fields as appropriate.
    - **Url Path** - select to set a rule based on a specific URL path. Specify whether the path *is /is not*, *contains / does not contain*, *starts with / does not start with*, *ends with /does not end with*. Complete the rule by typing the appropriate URL path into the third drop-down field and then press Enter to add the value. Note that this URL path is after your domain.
    - **Cookie** - select to set a rule based on a specific cookie name. Specify whether it *is /is not*, *contains / does not contain*, *starts with / does not start with*, *ends with /does not end with*, and then complete the rule by typing the appropriate value into the third drop-down field and then press Enter to add the value.
    - **Country** - select to filter visitors based on their country. Specify whether it *is/is not* and then choose the country from the drop-down list of available countries in the third field.
    - **Device Type** - select to filter visitors based on whether they are viewing through their mobile phone or their desktops. Select whether this *is/is not*, and then select either Desktop or Mobile from the third drop-down field.
    - **Operating System** - select to filter visitors based on the operating system they are using. In the second drop-down menu, specify whether the OS *is / is not* and then from the third drop-down list. select one of the operating systems.
5. After you have filled out the fields to specify the rules you want, click **Next**.

## Set conditional rules for hiding a form

To set rules for hiding your form:

> [!important]
> You must fill out all the fields of the rule, otherwise the form is not hidden.
>
> Any rules for hiding your form override rules for displaying your form.

1. In the **Advanced conditional form visibility settings** section, click **Conditional rules for hiding the form**.
2. Specify if the form must be hidden when all or any of the criteria are present, using the drop-down menu.
    - Click **All** to hide the form if all the rules added are true.
    - Click **Any** to hide the form if at least one of the rules added is true.
3. Click **Add rule** to add one or more rules and then fill out the relevant fields to define them. Click **Next**.

## Publish your subscription form

Automatically publishing a subscription form lets you quickly and easily capture contact information from potential customers or subscribers. In Sitecore Send, you can automatically publish your form on an active landing page, a [verified](https://doc.sitecore.com/send/en/users/sitecore-send/website-tracking/view-the-verification-status-of-your-website.html "View the verification status of your website") website that is connected with your account, or a an external platform or website.

To publish your subscription form:

1. On the **Settings** page, click the **Choose publishing method** tab.
2. To publish your form to a website or landing page in your account, in the **Publish on your site** section, set the **Yes, publish automatically to the following website** switch to *Yes*.
3. In the **Connected Websites** drop-down list, click the URL of your website or landing page.

    > [!note]
    > For a landing page to be displayed in the list, it must be active.
    >
    > For a website to be displayed in the list, it must be [verified](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/create-a-subscription-form/view-the-verification-status-of-your-website.html "View the verification status of your website").

4. To publish your form to an external or third-party platform, in the **Embed or Publish to External Platforms** section, click **Setup** next to one of the following options:
    - **Link to your form** - copy the generated URL of your form based on your landing page domain. In the **Path** field, you can edit the specific path to your form.
    - **Embed your form** - copy the code snippet and and paste it into a location on your external website where you would like to display your form, usually somewhere in the body of the page.

        > [!note]
        > If your website is already connected to your Sitecore Send account, [use the **Publish on your site** option](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/create-a-subscription-form/work-with-floating-bar-forms.html#UUID-2124694b-e6cf-dcd7-ea0d-9bfed9b5f267_N1681716617203) and not the **Embed your form** option.

        Any submissions and views for an embedded form are not counted in its total statistics because this option excludes the website tracking code.

## View your subscription form summary

You can check if anything is missing from your subscription form.

To view your subscription form summary:

1. On the **Summary** page, review the overview of your subscription form.
2. To edit a setting, click the **Edit** link. Any fields with missing information are indicated by ![RedCrossInCircle.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/RedCrossInCircle.png).
3. When you are finished, you can either publish your subscription form by clicking **Publish**, or you can save your changes for later by clicking **Save & exit**.