Duplicating a form
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.
In short: From the Forms list, find the Form and click duplicate. The copy is independent — questions and integrations are duplicated, but Submissions stay with the original. The new Form gets its own primary Link.
When duplicate makes sense
Duplicate a Form when:
- You want a similar Form for a different line of business and don’t want to re-build steps from scratch
- You’re testing a variant and want to compare against the original
- A referral partner wants a near-identical intake with their own branding and routing
- Your standard Form is mature and you’d rather start a new initiative from a known-good baseline
If your goal is just a different shareable URL with different branding, you don’t need to duplicate the Form — create a new Link instead.
What carries over
When you duplicate a Form:
| Carries over | Stays with the original |
|---|---|
| Steps and their order | Submissions |
| Standard questions | Past consumer activity (lead counts, view counts) |
| Custom Questions attached to steps | Notes, tags, statuses on past Submissions |
| Integration toggles (per-Form) | Existing Links (the duplicate gets its own primary Link) |
| Branding settings | The original’s primary Link’s URL |
| Confirmation and reminder configuration | |
| Open Graph defaults |
The duplicate is fully independent. Editing one doesn’t affect the other.
Duplicate a Form
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1
Open the Forms list.
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Find the Form you want to copy.
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Click the duplicate action on the Form (commonly an action menu item or a button).
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SALT creates the copy and may prompt you to rename it. Pick a clear new name so you and your teammates can tell them apart.
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The duplicated Form opens in the editor. Adjust whatever you want — branding, questions, integrations — independently of the original.
The duplicated Form has its own auto-generated primary Link. Existing Links to the original aren’t copied — the new Form starts with one Link.
Common patterns after duplicating
- Rename and rebrand. A duplicate with a confused name is worse than no duplicate. Rename immediately, and update branding if it should differ.
- Adjust integrations. If the duplicate is for a different carrier appetite or partner, toggle integrations to match.
- Trim or expand questions. The duplicate is a starting point — most agencies remove questions that don’t apply and add ones that do.
- Set up new Links. The auto-generated primary Link is one. Create per-campaign or per-partner Links from there.
Common questions
Will my Custom Questions show up on the duplicated Form? The Custom Questions referenced by the original Form appear on the duplicate too. The Custom Questions themselves aren’t duplicated — both Forms reference the same Custom Question. Edits to the Custom Question affect both Forms.
What about integrations? Do my AgencyZoom or EZLynx settings carry over? The Form-level integration toggles carry over (which integrations are enabled on this Form). Account-level integration credentials are shared across all Forms — you don’t duplicate those.
Will reminders fire for prospects who started the original Form? No. Reminders are anchored to the Link the prospect used. The duplicate has its own Links and its own reminder schedule.
Is there an “undo duplicate”? There’s no specific undo, but you can archive or delete the duplicate. Archive is the safer choice in case you change your mind later.