Creating a referral partner form — SALT Knowledge Base

In short: For most partnerships, create a per-partner Link on your existing Form. Use a separate Form only when the partner’s intake questions need to be meaningfully different from your standard flow.

When to use a Link vs a separate Form

The first decision is whether you need one Link per partner or a separate Form per partner.

Use a per-partner Link when	Use a separate Form when
Same questions, different brand	Partner needs different questions
Same workflow, different routing	Partner needs different integrations
You want simple per-partner attribution	The intake needs partner-specific structure
Partner asks for their colors/logo	Partner needs their own confirmation flow

Most agencies start with per-partner Links and only graduate to separate Forms when a specific partnership demands it.

The per-partner Link approach

This is the lighter, faster path. You keep one canonical Form and add a Link for each partner.

1

Open your existing Form.
2

Create a new Link for the partner — see Creating form links.
3

Name the Link with the partner’s name (e.g. “Acme Mortgage referral”).
4

Pick the team member you want to receive submissions from this partner — that’s the assigned user.
5

Open the Link’s branding settings and override the color, logo padding, and illustration preferences to match the partner’s brand. See Customizing a Link’s branding.
6

Optionally, override the Link’s Open Graph metadata so the URL previews nicely on the partner’s social channels.
7

Send the Link’s URL to the partner. Every Submission that comes in tells you which partner sent it.

You can repeat this for as many partners as you want. Each Link tracks its own submission count and conversion metrics.

The separate-Form approach

When the partner’s intake genuinely needs different questions, branding, or integrations, build a dedicated Form.

1

Either start fresh (Creating a form) or duplicate your standard Form as a starting point.
2

Adjust the steps and questions to fit the partnership.
3

Configure Form-level branding — logo, header image, color theme.
4

Toggle Form-specific integrations if the partner’s flow needs different sync rules.
5

Use the auto-generated Link, or create additional Links if you’ll have multiple sub-campaigns for the partner.

You’ll maintain this Form as a separate object — when SALT’s standard library updates, you may need to apply changes to your custom Form too.

Tracking referral attribution

Per-partner Links produce per-partner attribution out of the box. From any Submissions list, filter by Link to see which partner produced which leads. The Submission detail also surfaces the originating Link.

For more sophisticated tracking — tagging Submissions by partner automatically, integration sync per partner — see Tracking referral sources via Links.

Tips for healthy partnerships

Assign each partnership to the right team member. The assigned user gets the lead notifications. Picking someone who can triage same-day is the difference between a converting lead and a cold one.
Set realistic expectations with the partner. Share a one-pager describing what the consumer will see (questions, branding, time-to-fill).
Brand consistently. If the partner expects a co-branded experience, get their logo and colors before you create the Link — going back to retrofit is annoying.
Test their Link from the partner’s perspective. Open it in a private tab and walk through it. Verify the look, the questions, and the confirmation behavior match what you promised.

Common questions

Can I require the partner’s name to appear on every Submission they send? Use a Custom Question scoped per-Submission with the partner’s name as a hidden default. Or use the Link’s name as your attribution source — the Link is captured on every Submission automatically.

What if the partner wants to use their own domain for the Form URL? SALT Links use SALT’s domain. White-label per-partner domains aren’t a built-in feature today. The partner can still link from their site to the SALT URL.

Can multiple partners share the same Link? Possible but not recommended — you lose the per-partner attribution. Use one Link per partner so submission counts and metrics stay separable.

The partner wants to embed the Form on their website. Can they? Yes — see Embedding a form on your site. The embed uses the Link’s URL, so per-partner branding still applies.