Forms

Archive a Form to take it (and its Links) out of circulation while preserving every Submission collected through it. Deleting a Form removes the Form but leaves Submissions in place — they're detached from the Form. Archive is almost always the right choice.

Branding flows from your agency's defaults to each Form, with optional per-Link overrides. Upload your agency's logo at the agency level for the simplest setup. Forms can also carry their own logo and brand image where you want a Form-specific look.

Confirmations are emails the consumer receives when they finish a Form. Reminders are scheduled emails that nudge consumers who started but haven't finished. Both are configured at the Form level; both can be turned off entirely.

A document upload Form lets a prospect submit files (driver license scans, dec pages, declarations of insurance) without filling out the full intake. The Form structure is minimal — just enough to identify the prospect — and most steps are document upload fields.

Create a Form by opening Forms, clicking new, naming it, picking the lines of business it covers, and configuring the steps. SALT auto-generates a primary Link so the Form is shareable as soon as it's saved.

Referral partner Forms let you capture leads from third parties with the partner's branding, attribution, and (optionally) custom routing rules. Use a per-partner Link for branding and tracking; use a separate Form when the questions need to be different.

SALT can vary which coverage options appear based on the state the consumer selects. Use the State Filter step to capture the state early in the flow, then configure per-state option visibility on the questions that need it. Consumers from non-configured states fall through to defaults.

A Form's steps define what consumers see when they fill it out. You can add new steps, reorder existing ones, remove steps you no longer need, and configure each step's questions individually. Changes apply to new Submissions only — past Submissions retain whatever structure they were captured under.

Duplicating a Form gives you a fresh copy with the same structure, questions, branding, and integration toggles — but its own primary Link and no Submission history. Use it when you want a Form with similar bones but independent settings.

Embed your SALT Form on your site to capture leads without sending prospects off to a separate URL. The embed is iframe-based; you paste a snippet on the page where you want the Form to appear. Multiple embeds with different Links let you track per-page performance.