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:

Configure form notifications

When someone fills out a form, PlatoForms will send you a Dashboard notification and an email notification to the email addresses or team members you specify. You can adjust the email notification to your preferences.


If you haven’t specified any email addresses or a team to receive notifications, there will be no email or Dashboard notifications. Still, you can view submitted forms on the Submissions page.

Access Notification settings

  1. On the Dashboard, hover over the desired form.

  2. Click the Settings (gear) button on the top left corner, and then select Notification.

    Form notifications

    You’ll open the Notifications panel.

Customize Notification settings

In the Notifications panel, configurations include four major parts: Email From, Email To, Email Subject, and Email Body. For detailed information on each part, refer to the chapters below.

Email From

Here are the sender details, including the sender’s Display Name (sender name) and Email From Address (sender email address). The default Display Name is Mailer, and the default Email From Address is

To customize Email From details:

  1. Upgrade to a premium plan.

  2. In the Notifications panel, enter your custom Display Name and Email From Address.

  3. Click This Email Only (High Bounces).

    Verify single email

    You’ll receive a verification email at the address you entered.


    You can also verify the entire email domain by clicking Domain (Recommended). Refer to the Send email with custom domain section for more details.

  4. Check your email inbox for the verification message and follow the instructions to complete the process.

Once verification is successful, you can use the customized Email From details to send notifications.

Users and Team Members tabs

Above the “Email To” section, find two tabs: Email to Users and Email to Team Members. Customize Email To, Email Subject, and Email Body under each tab. For instance, use “Email to Users” for external recipients, and “Email to Team Members” for internal team notifications. Switch tabs to set distinct preferences for clients and colleagues.

Email to Users

Email to Users

Under this tab, configure notifications for people on your mailing lists or those entering their emails in the form.

Email to Users

  • Send to these addresses: Enter a list of email addresses, not necessarily registered with PlatoForms. Separate them by commas.

  • Send to the email filled in the form: Choose up to 10 form fields. If a valid email address is filled out in any of these fields, a notification will be sent to that address.

Email to Team Members

Notify your team members with access to view submissions for this form. Switch to the Send to team members tab and toggle on the Send to team members option.

Email to team members


You can modify this team memeber list in the Permission window.

Email Subject

The “Email Subject” section allows you to create personalized email subjects that can include a combination of a fixed title and dynamic variables. For example, you can craft subject lines like “Thank you for submitting the form - {{form_name}}” to make your email notifications both informative and tailored to the specific form being submitted.

Email Subject

Email Body

The “Email Body” refers to the content and message that you include in the body of an email. Use the rich text editor to style your email body. You can add styles, links, images, and even variables. Switch to Advanced mode to use HTML tags and insert variables directly.

Switch to advanced mode

Use variables in Email Body

In your Email Body, find variables by using the Search Variables dropdown.

Search variables box

These variables let you include dynamic information like form text, links to shared PDFs or uploaded files, and specify whether this email should be attached to generated PDF or CSV formatted form data. This adds flexibility to your emails, going beyond static content. For more variable details, check the Available variables.

Save as template

To retain the current “Email Subject” and “Email Body” for future use:

  1. After configuring all the details, select Save as Template and give it a distinctive name.

    Save as template

  2. Once you created a new form, navigate to its Notification panel, and click Use Template.

    Use template

  3. From the available templates, select the desired one by name to apply the saved content.

Video tutorial

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