When you first subscribe, SALT provides a preconfigured default form for your agency. This can be customized to your desired settings, but sometimes you might want multiple forms, a specific form for a producer, a form dedicated to a referral partner, etc.

Building new forms is easy.

SALT has a step-by-step builder to help you create new forms. Each step helps you understand what part of the link you’re configuring and guides you as you make your choices.

  • Navigate to your Forms List.

  • Click Create a New Form in the upper right-hand corner.

  • The Form Builder tool will launch and guide you into the link creation process.

Note: There are no limits in creating the number of links; with that being said, giving each link a unique name will help to remember why each connection was made!

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