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Creating a Custom Question

Open Custom Questions, click new, write the prompt, pick a scope, configure inputs, and save. The question is a draft until you publish it. Once published, attach it to the Forms or Live Intake templates that should use it.

Updated Apr 29, 2026 • For agency admin

In short: Open Custom Questions, click new, configure the prompt and inputs, save as draft, then publish. The question only appears to consumers after publish.

Create the question

  1. 1

    Open the Custom Questions section on your account.

  2. 2

    Click the new-Custom-Question action.

  3. 3

    Write the question prompt — what the consumer (or agent in Live Intake) sees. Be specific. “Do you have a security system?” beats “Security system.”

  4. 4

    Pick the scope — per-Submission, per-Driver, per-Vehicle, per-Property, or per-Insured. The scope determines whether you get one answer per Submission or many.

  5. 5

    Add one or more inputs — the actual fields the consumer fills in.

  6. 6

    Configure visibility modifiers if the question should only appear conditionally.

  7. 7

    Mark as sensitive (requires export consent) if the data is sensitive.

  8. 8

    Save as draft.

The Custom Question now exists as a draft — visible to your agency in the Custom Questions list, but not yet attached to any Form and not visible to consumers.

Publish

A draft doesn’t count toward your plan’s limit. Publishing does:

  1. 1

    Open the Custom Question.

  2. 2

    Use the publish action.

  3. 3

    Confirm the publish prompt. SALT verifies you’re under your plan’s limit.

If publish is blocked, you’ve hit the plan limit. Archive an unused Custom Question to free a slot, or upgrade.

Attach to a Form

Publishing makes the Custom Question available to use; it doesn’t add it to any Form automatically. Add it to the Forms that need it:

  1. 1

    Open the Form’s editor.

  2. 2

    Pick the step where the question should appear.

  3. 3

    From the available questions panel, find your published Custom Question (filter by “Custom” if your library is large).

  4. 4

    Drop it into the step.

  5. 5

    Save the Form.

The next consumer to fill out that Form sees the question.

Edit after publishing

Edits to a published Custom Question apply to new answers only. Existing Submissions retain whatever inputs and structure they captured under. See Custom Question versioning for the implications.

For changes that would meaningfully change the meaning of the data, build a new Custom Question instead of editing the existing one.

Common questions

Why isn’t my Custom Question showing up on my Form? Most common reasons: it’s not published yet (still a draft), or it isn’t attached to that Form. Check both.

Can I have a Custom Question that’s only visible to certain consumers? Visibility modifiers (configured on the question) can hide or show it based on other answers in the same Submission. That’s the closest you’ll get to per-consumer targeting.

Can I require an answer? Yes — mark the question (or specific inputs) as required. The consumer can’t progress past that step without answering.

Will my Custom Question’s data be in CSV exports? Standard Custom Questions are exported normally. Custom Questions marked as sensitive require export consent first — see Custom Question security.