Sign in to SALT

Creating form links

Every form in SALT has at least one link — a shareable URL that consumers use to start a submission. This guide covers creating a new link, choosing who gets notified, branding it, and replacing the primary link.

Updated Apr 28, 2026 • For agency admin

In short: Open a form, go to Links, click New link, give it a name and an assigned user, then copy the URL. The first link on a form becomes the primary one automatically.

A form is a reusable template — the questions, the layout, the integrations it triggers. A link is how that form goes out into the world. You can have many links pointing at the same form, each with its own name, branding, assigned user, and notification settings.

Most agencies use multiple links per form for one of three reasons:

  • Tracking the source of submissions. A link for your website, another for a referral partner, another for a Facebook ad — same form, different attribution.
  • Routing submissions to different people. Each link has its own assigned user; new submissions go to that person.
  • Different branding for different audiences. Each link can override the form’s logo, colors, and introduction.

Before you start

You’ll need:

  • A form that’s been created and published in your agency
  • An admin role, or a custom role with the Manage links permission
  1. 1

    Open the form you want to share. From the main nav, choose Forms, then click the form name.

  2. 2

    In the form sidebar, click Links. You’ll see the form’s existing links and a New link button at the top right.

  3. 3

    Click New link and step through the short builder. You’ll set a name, pick an assigned user, and (optionally) override the branding.

  4. 4

    On the final step, click Create link. SALT generates a unique URL and a QR code immediately.

  5. 5

    Copy the URL from the link’s detail page and share it. Anyone with the URL can start a submission — no SALT account required.

The URL looks like https://insuranceform.app/l/<token> where <token> is unique and stable for the life of the link. If you archive the link, the token stops working.

Pick the right assigned user

The assigned user is the person who owns submissions that come in through this link. By default, that user gets email notifications when:

  • A consumer starts the form (a “lead”)
  • A consumer completes the form (a “submission”)

Other team members are subscribed silently — they can change their own notification preferences in Form subscribers without affecting the assigned user.

If you’re routing high-volume traffic through a link (a paid ad, a homepage embed), set the assigned user to someone who can triage incoming submissions same-day. Submissions assigned to someone on PTO don’t reroute automatically.

A new link inherits the agency’s branding — logo, color theme, illustration style. To override any of those for this link only, open the link’s Branding tab. Changes there don’t touch other links or the account default.

The most common overrides:

  • Color theme — match a referral partner’s brand without changing yours
  • Logo padding — fix logos that look cramped or floating
  • Hide illustrations — strip the SALT illustrations for a more austere look

The first link on a form is automatically the primary link. Some integrations (and the QR code download from the form’s main page) reference the primary link by default.

To make a different link primary:

  1. 1

    Open the link you want to promote.

  2. 2

    From the link’s detail page, click Make primary.

  3. 3

    The previous primary loses the badge but keeps working.

There’s always exactly one primary link per form. If you archive the primary link, SALT promotes another active link automatically.

Archiving a link disables the URL — visitors get a “form not available” page — but keeps every submission that came through it. Archive when a campaign ends, a referral partner moves on, or you want to retire a stale link without losing history.

To bring an archived link back, open it from the Archived filter on the form’s links page and click Re-enable.

Common questions

Why isn’t my assigned user getting notifications? Check Form subscribers for that link — the assigned user’s notification preference may be set to “disabled.” SALT does its best to opt them in automatically, but a previous manual change can override that.

Can I rename a link after I’ve shared it? Yes. The internal name is just a label for your agency. The URL token doesn’t change unless you archive and create a new link.

How do I share by QR code? Every link has a QR code download — open the link and click Download QR code. The QR resolves to the same URL.

What happens to in-progress submissions if I archive the link? They’re preserved in your agency’s submission list. Consumers who had the form open in their browser still see it, but anyone visiting the URL after archiving sees a “form not available” page.