PlatoForms User Guide
Use form invitation
On this page
What is a form invitation?
Once you’ve published a form, you can send one-off invitations from the Dashboard. Recipients get an email with a link to access, complete, and submit the form. For a multi-step process, Workflows can trigger invitations automatically.
What do you want to do?
- Send a form invitation: Choose a method, customize the email and settings, then send now or schedule it.
- Send to more than five people: Upload contacts, organize them into groups, and add groups when sending.
- Pre-fill a form before sending: Fill fields manually for one invitation or create recipient-specific invitations in bulk with a CSV template.
- Check who opened or submitted an invitation: Track sent, email-opened, and submitted counts (form opens are in each invitation’s Detail); edit drafts or copy invitations.
Before you send
You can set an invitation’s availability window, require a password, limit it to one submission, and auto-save the recipient’s progress. See Invitation settings for setup steps.
Tracking Invitation must be enabled to use password protection, auto-save, or the one-submission limit. See how to turn on Tracking Invitation. With tracking on, you can also see sent, open, and submitted counts on the Invitations page.