Create your first Form — SALT Knowledge Base

In short: Open Forms, click new, name it, pick lines of business, save. The auto-created Link is what you share. Send it to yourself first to walk the consumer flow before going live.

What you’ll have at the end

After this article you’ll have:

One Form — let’s say an Auto Insurance Quote form
One Link (SALT auto-creates it)
A Submission — the result of you filling out your own Form to test it

That’s enough to share with a prospect. You’ll iterate from there.

Step 1: Create the Form

1

Open Forms from your agency’s main nav.
2

Click the new-Form action.
3

Name your Form something clear — “Auto Insurance Quote” or “Personal Lines Intake” works fine to start.
4

Pick the lines of business this Form covers (auto, home, renters, etc.). The choice determines which standard questions are available.
5

Save.

SALT creates the Form and an initial primary Link in the same step. You’re already shareable.

Step 2: Walk through it as a consumer

Before you share with anyone, send the Form to yourself. This is the single most useful debugging step.

1

Open the Form’s Link.
2

Copy the URL.
3

Open it in a private/incognito browser tab (so you’re not signed in as an admin — you want the consumer’s perspective).
4

Fill it out as a prospect would. Use realistic but obviously-test data — your own name and email are fine.
5

Submit.
6

Switch back to your admin tab and find the Submission in your Submissions list.

This walk-through usually surfaces:

Questions that ask for things you don’t actually need
Steps that feel out of order
Branding choices (colors, logo, illustrations) you want to adjust
Integrations you want to add or remove

Each of those has its own article — we’ll point you at them next.

Step 3: Adjust based on what you saw

Common first-pass adjustments:

Brand the Form with your agency’s logo and colors.
Customize the steps — remove what you don’t need, add what’s missing.
Add Custom Questions for agency-specific data.
Configure confirmations and reminders so consumers know what happens after they submit.

You don’t have to do all of this before you share. Many agencies ship a first Form with the defaults and refine after a week of real prospects using it.

Once it works for you, share with one prospect — ideally someone you can ask about their experience afterward.

A few good first-sharing channels:

Send the Link’s URL via email to a single warm prospect. See if they finish; ask what was confusing.
Embed on your website’s auto-quote page if you have one — see Embedding a form on your site.
Share on social with the Open Graph preview configured — see Social share customization.

After a few real submissions, you’ll know what to refine next.

Step 5: Build outward

Once your first Form is solid, common next moves:

Create a second Form for a different line of business (Homeowners, Renters, Commercial).
Add a Link per partner or campaign so you can track per-source attribution.
Connect an integration to push Submissions into your rater, CRM, or AMS.
Invite your team so they can also work Submissions — see Inviting users.

Common first-week questions

Should I have one Form for everything or separate Forms per line of business? Most agencies start with separate Forms per line of business — auto and home each have different question sets and integrations. As you mature, you might consolidate or specialize further.

My consumer started but didn’t finish — can I see their progress? Yes. Incomplete Submissions show up in your Submissions list with a partial-completion status. You can see what they answered before they stopped.

I want to send a prospect a Link to a specific step they didn’t finish. Use a Continue Link — sends them an email or SMS that drops them right back where they left off.