Confirmations and reminders
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.
In short: Confirmations fire on Form completion. Reminders fire on a schedule for incomplete Submissions. Configure both from the Form’s settings — and remember that reminders queued before archiving a Link still fire (and resolve to “form not available”).
Confirmations
A confirmation is an email the consumer receives immediately after they finish your Form. It tells them:
- You got their submission
- What happens next (when they’ll hear back, what they need to do, who to contact)
Most agencies use the confirmation as a reassurance touch — the consumer wants to know their info went somewhere.
Configure confirmation behavior
From the Form’s settings, you can:
- Toggle confirmations on or off for this Form. Off means consumers get no email after submitting — useful for cases where another system sends the confirmation, or where you want to reach out manually.
- Customize the email — subject line, body text, sender name, and any agency-specific signature or branding.
- Set per-Link confirmations in some configurations, where the Link overrides the Form’s default. Useful when a referral partner needs different confirmation wording than your main flow.
Test by submitting your own Form (use a personal email address) and verifying the email lands.
When confirmations don’t arrive
If a consumer says they didn’t get a confirmation:
- Check if the Form has confirmations enabled. It’s easy to turn off and forget.
- Check their spam folder. Even with proper sender setup, some inboxes are aggressive.
- Check Submission delivery flags on their record. If the email bounced (bad address, full inbox, blocked sender), SALT typically tracks the failure.
- Verify the Link wasn’t archived between submission and email send. Edge case but possible.
Reminders
A reminder is a scheduled email to consumers who started the Form but haven’t finished. The intent is to nudge them back to complete.
How reminders work
You configure a reminder schedule on the Form — how many reminders, at what intervals, with what content. Examples:
- One reminder, 24 hours after the Form is started
- Two reminders, 24 hours and 7 days after start
- A custom schedule that matches your sales cadence
Reminders are sent to the email the consumer provided during their incomplete session. If they haven’t given an email yet, no reminder fires.
Configure reminders
From the Form’s settings, navigate to the reminders section. Add as many reminders as you want, each with:
- A delay (relative to when the consumer started the Form)
- An email subject
- An email body, including a link back to their incomplete Submission
Save the schedule. New starters of the Form pick up the reminder cadence.
Reminder edge cases
Archiving a Link doesn’t cancel queued reminders. Reminders for in-progress Submissions on an archived Link still send — but the recovery URL in the reminder resolves to “form not available.” If you don’t want consumers to see that, archive the reminder schedule before archiving the Link.
Other things to know:
- A consumer who completes the Form before a reminder fires won’t get that reminder.
- A consumer who unsubscribes from one of your reminder emails is excluded from subsequent reminders for that Form.
- Reminders count against email-sender reputation; long aggressive cadences hurt deliverability over time.
Both together
A typical setup combines:
- A confirmation email on completion
- One or two reminders for non-completers
Together they give the consumer a clear feedback loop: if they finish, they hear from you; if they pause, you nudge them; if they pause indefinitely, you stop bothering them.
Common questions
Can I send confirmations from my own email address instead of SALT’s? Confirmations send from a SALT-managed domain by default. Custom sender configuration depends on your setup — check your agency’s email settings.
Will my confirmation include a copy of the consumer’s answers? Confirmations are typically a brief acknowledgment, not a full-data export. If you want the consumer to keep a copy of their answers, configure the email body to include that.
A consumer started my Form, never finished, and now wants to delete their data. What do I do? Open the incomplete Submission and archive or delete it (subject to standard data retention rules). Future reminders won’t fire for an archived Submission.
Can reminders go to me (the agent) instead of the consumer? Reminders target the consumer. To get notified about consumers who haven’t finished, use Form subscribers on the Link instead — those notifications go to your colleagues.