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Referral Partner Form (Link)
Referral Partner Form (Link)

Learn how to create a form dedicated to your referral partners.

Updated this week

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.

To Create a Referral Partner Form Link -

  1. Navigate to your Forms section.

  2. Select an existing form to duplicate (tap here for instructions) or select Create a New Form.

  3. If not already present, add the "Introduction" step (pictured below) to your form.

  4. Customize the question's text to your liking.

  5. Add your referral partner's logo to the form by tapping "Choose an image."
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    [Note: The "Referral Image" will display beneath your agency logo, which is located at the top of the form.]
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Referral Source -

You can also add the optional Referral step to your form, found in the Conclusion category. This step allows prospects to select the team member they spoke with (pulls from SALT employee list), and/or add an additional referral source.

Tap the "Settings" icon next to Referral source to add custom options, including a free-form text box that the prospect can use to enter other referral-related information. This is a good spot to enter the names of the employees/agents of your referral partner.

You can remove either the Agent or the Referral Source portion of this question, but one must be present if the question is added to the form.



Custom Branding -

If you're interested in adding further custom branding that overrides your agency logo, navigate to the form's Settings tab, and add another image under "Branding."



[Tip: Some customers choose to utilize the "Branding" section below or the aforementioned "Referral Image" spot for a picture of their team or agent.]

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