Sending a "Continue Link" to Prospect
While at the time, our app doesn't have a built-in feature to generate what's known as a 'continue link,' you can manually create one by following the format below:
[ https://insuranceform.app/s/[submission_id]/continue ]
This link can then be sent back to the prospect so they can finish a submission.
To Create a Continue Link/URL:
- Navigate to your Submissions section in SALT.
- Select the prospect's incomplete submission.
- Copy the Submission ID.
- Create the Continue URL:
- Using the following URL template, replace
submission_id
with your prospect's actual submission ID: [https://insuranceform.app/s/submission_id/continue
]
- Using the following URL template, replace
Example: If your prospect's submission ID is Su_GDxbbNtinIo
, the URL would be:
- [β
https://insuranceform.app/s/Su_GDxbbNtinIo/continue
]
Note: You can't build a "continue link" using an Agency-generated submission. This workaround is only possible with a Consumer-submitted submission.