Form Settings

Learn about Form settings and how you can customize Forms to fit your agency's needs.

Updated over a week ago

To configure a Form's settings:

  1. From your SALT dashboard, select the Forms tab.

  2. Tap the Settings option on the Form card you'd like to adjust the settings on.

Below, you'll find a brief description of each field you're able to adjust from the "Settings" section of each Form.

  • Name — Use an internal label to help you and your team identify a specific Form.

  • Assignment — Choose which employee is assigned to receive submissions received from this form, and create tags that will be applied to each submission.

  • Templates — Choose which question, confirmation, and reminder template you'd like this form to use.

  • Notifications — Choose who will be notified when submissions are received via this form.

  • Branding — Set custom branding options for this form. The form will use the agency's brand if left unchanged.

  • Referrals — Add a referral partner logo or introduction to co-brand your form.

  • Access — Choose who in your agency can view, edit, and use a specific Form.

  • Embed — Get an embed code to provide to your web developer to host this form on your website.

  • Open Graph — Customize the social details displayed when this form is shared via social platforms or SMS messages.

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