Creating 'Referral Partner' Forms

You can create a SALT form dedicated to your referral partner, including custom text and branding. This link can then be sent out to your referral partners so that any business driven through that form will be linked to them.

Creating a 'Referral Partner' Form:

Our recommended best practice is to duplicate an existing form that's already been set up by your agency.

From your Forms section,

1. Duplicate an existing form (or select Create a New Form)
2. Insert your referral partner's name.
3. Verify that the Introduction step is added to the [INTRO] category (pictured below).
4. Customize the Introduction text to your liking.

5. Add your referral partner's logo or picture to the form by tapping "Choose an image."

   
   

   Note: The Referral Image will appear just below your agency’s name or logo, which remains prominently displayed at the top of the form — as shown in the preview below.

Once steps 1-5 have been completed, your form is ready to send to your referral partner. 🙌

Referral Source Step

The Referral step, found in the [Conclusion] category, is an optional section where prospects can specify who referred them. This step includes two questions:

1. Agent: "Have you spoken to anyone on our team?"

   The Agent dropdown menu is automatically populated with your SALT employee list. When a prospect chooses an agent listed in your employees, the form will auto-assign to that employee.

   
   

2. Referral Source: "Did anyone refer you?"

   The Referral Source dropdown menu can contain custom referral options or be left blank to provide the prospect with a free-form text box to enter referral information.

If preferred, you can configure the display to show only one of these fields. Additionally, you can toggle the switch under "Require" to prevent the prospect from completing the form without an answer.

Customizing 'Referral Source' options -

To add custom options for your prospects to select from,

1. Tap the settings icon next to "Referral Source."

2. Add new options in the field provided, then click enter to save it.

   
   

   Note: You can tap the menu in the preview located to the right to see the dropdown menu populate with your custom options.

Enabling the Include "Other” checkbox will add “Other” as a selectable option in your dropdown menu. If a prospect selects this option, a free-text field will appear, allowing them to enter additional referral details.

Custom Branding

If you're interested in adding further custom branding that overrides your agency's logo, you can follow the steps below to make this happen:

1. Navigate to the form's Links tab
2. Select Settings
3. Add image under "Branding"

Note: This step is typically completed when an agency doesn't want its name displayed on the form (e.g. Referral Partner Forms) as the "Branding" image replaces your default agency logo/name located at the top of the Form.