PlatoForms User Guide
  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:


When sending invitations, you can only include up to five email addresses per invitation. To surpass this limit, you have the option to upload a list of your contacts.

Access the Contacts page

To reach the Contacts page, navigate to Invitations on the left navigation. Once there, click on the Contacts tab located at the top of the page.

Upload contacts

  1. If you’ve previously uploaded contacts, click Upload. For your initial upload, click Download Contact CSV Template.

  2. Complete the downloaded template with contact details: First Name, Last Name, and Email. Save as a CSV file.


    Other info will be ignored.

  3. In the Group input box, add contacts to a group by searching or entering group names (you can add multiple groups).

    Add groups


    Setting up group allows you to categorize and organize your contacts into specific groups for easier management and targeted communication.

  4. Drag and drop your CSV file into the upload box.

  5. After uploading, ensure proper value mapping to respective column.

    Match column labels


If you need to adjust the order, under each column, select the proper value from the dropdown menu.

  1. Click Confirm Upload after verifying mapping.

Contact status

Once you’ve successfully uploaded your contacts, you’ll find them listed on the Contacts page with the following statuses:

Contact status

  • All: Displays all contacts within the group.
  • Valid: Contacts with valid email addresses.
  • Invalid: Contacts with invalid email addresses (incorrect format or domain). Invalid contacts are automatically removed 72 hours after upload.
  • Pending: Contact emails are under verification, which may take a few minutes. Refresh the page to update the status.
  • Out-of-Plan: Indicates that uploaded contacts exceed your plan’s allowance. Contacts in this status won’t receive emails. Consider upgrading your plan for more capacity.

Manage contacts

On the Contacts page, you have various options for managing your contacts:

  • To add a new contact to a group, click + Add.

  • To delete undesired or invalid contacts, check the contact’s row and click Delete at the top right.

  • To edit contact information such as First Name, Last Name, Email, and Groups assignments, click Edit under the Action column.

  • To modify or delete an existing contact group, click Manage Group at the top.


Remember to remove all contacts from a group before deleting it.

  • To filter and display contacts based on their groups, use the Filter by Groups dropdown list at the top left.
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