Forms 101: Getting Started
When you first subscribe to SALT, we provide a pre-configured "default" Form for your agency. This default Form's settings can be customized to your desire, but there are instances where you may benefit from creating additional forms.
Some common scenarios where an agency might require multiple SALT Forms:
Creating New Forms
SALT has a step-by-step builder to help you create new Forms. Each step helps you to understand what part of the link you’re configuring and guides you as you make your choices.
- From your SALT home page, select the Forms tab.
- In the top-right corner, select Create a New Form.
- The "Form Builder" tool will launch and guide you through the Form/link creation process.
You can create as many Forms as you want! With that being said, we recommend giving each Form a unique "Identifier" to keep track of why they were created.
Form Setup
Each Form has 5 tabs: Steps, Confirmation, Reminders, Integrations, and Links. You can configure settings within each of these tabs to customize your Form to your liking.
Steps - (See Form Steps/Questions section below.)
Confirmation - Allows you to customize the content of the email and text messages sent to prospects after completing this form.
Reminders - Allows you to dictate the automated follow-up reminders sent to prospects who have not yet finished their submissions. You can create up to 3 follow-up reminders and set the timing and content of each.
Integrations - Allows you to configure integration settings for a form.
Links - Allows you to configure the Name, Assignment, Notifications, Branding, Open Graph, and embed settings for each Link associated with a Form.
Form Steps/Questions
SALT Forms include nine categories (see “Active Steps” below), each featuring a variety of questions from SALT’s library. Expand any category to view existing steps or add new ones.
SALT subscribers can customize the text for most questions and choose whether to display specific attributes, allowing for greater control over the form experience.
Required Questions
You can mark most steps as required, preventing prospects from continuing until the step or attribute is completed. (Required fields are indicated by a red asterisk.)
Customized Options
For certain questions—especially those with limits (e.g., deductibles)—you can customize what the prospect will see on their end using the settings icon (⚙️). You can also highlight a preferred option by labeling it as the “Agent Recommended” choice.
State-Specific Options
The options you include or exclude in the Nationwide Options Set serve as the default, unless a State Options Set is applied.
State Options Sets allow agents to tailor which options are shown based on the prospect’s selected state. For example, if you’re licensed in both New York and New Jersey, you can create a unique set for each—ensuring prospects only see the options relevant to their state.
