PlatoForms User Guide
Ctrl+K

  • 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:

What's new? API Docs

Manage invitations

On this page

When you create an invitation with Tracking Invitation enabled, you’ll find your sent or saved invitations conveniently listed on the Invitations page.

Tracked invitations

Explore tracked invitations

Here’s what you can do on the Invitations page to manage your invitations and keep track of their progress.

  • View invitation details: See the associated Form or Workflow (with a direct Edit Form link), and the scheduled or sent date and time.

  • Check form interaction: Monitor the invitation’s emails sent, emails opened, and form submissions via the Sent, Open, and Submitted counts. Open counts opened emails (mail apps that block images report none); when each recipient opened the form is shown in Detail.

  • Monitor invitation status: Identify Draft invitations that haven’t been sent yet, and Sent invitations that can’t be modified.

  • Review Bulk Pre-fill invitations: A Bulk Pre-fill invitation’s row is expandable: click the arrow next to the invitation name to reveal each pre-filled invitation as its own sub-row (e.g. Test2 - #1, Test2 - #2). For any invitation, Detail lists each recipient.

  • Take action: Use the Action column to perform operations. Draft and scheduled invitations show Edit, Delete and Copy. Sent invitations show Detail, View, Send again, Delete and Copy.

    • Detail opens the recipient activity table: who received it, and when they opened or submitted the form.
    • View reopens the original invitation panel in a read-only state, showing the invitation name, email settings, and message content as they were when sent.
    • Send again sends the invitation once more, to everyone who has not submitted yet. The dialog first says how many people it will reach.

Copy the invitation

Creating a new invitation for the same or different recipients is made easier with the copy invitation feature. This is especially handy when you want to reuse an invitation template.

Note

Copy is offered on drafts, scheduled invitations and sent invitations.

To make a copy of an invitation, follow these steps:

  1. Go to the Invitations page and locate the invitation you wish to copy.

  2. In the Action column of the invitation’s row, click on Copy.
    This will open the Invitation window, where you can make any necessary edits before sending the new invitation.

View sent invitation details

If you’ve sent invitations with tracking enabled, you can see how each recipient is progressing by clicking Detail in the Action column.

clicking Detail in the Action column

Upon clicking, the recipient activity table will be displayed, showcasing the following key details:

invitation details are displayed

  • Recipient: The recipient’s email address.
  • Password: The automatically generated password for form access.
  • Sent Status: The sent status.
  • Email Open At: Email open time.
  • Form Open At: Form open time.
  • Submitted At: Form submission time.

Additionally, within the Action column, you can click the Invitation link to access the associated form.

You can also click Download CSV at the top right to export the recipient activity shown on this page.

View the sent invitation

Clicking View in the Action column reopens the original Invitations panel for that invitation. A banner at the top confirms “This invitation has been sent at [date/time]”.

You’ll see the same fields you set up when creating the invitation, so you can review exactly what was sent.

Is the content helpful?
Give feedback about this article