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

Switch to Conversational Form

Tabs

Conversational Forms turn traditional forms into a chat-style experience where users answer one question at a time. This reduces overwhelm, increases completion rates, and makes forms feel more personal.

Conversational Form works with the following PlatoForms types:

  • Custom Web Forms
  • PDF Forms
  • Master Forms

Supports advanced features like Conditional Logic to skip or show questions, prefilled forms to save typing, multi-language for global audiences, and smooth Address & Repeat fields for grouped inputs.

Video tutorial

Not a fan of reading? Check out this video guide instead!

Switch to Conversational Form

  1. In the form builder, click Preview & Design.

  2. At the top, switch from Classic to Conversational.

    conversational style form

  3. Click Confirm.

    Your form instantly becomes step-by-step and dialogue-like.

Customize form design

Click the Design Form.

form design

Here you can set theme, welcome page, and more.

Theme

Pick from ready-made themes and customize colors, fonts, and background. See changes right away and apply instantly.

Decide how your form looks:

  • System Auto: Follows the user’s device setting (light or dark).

  • Light Mode Only: Always shows in light mode.

  • Dark Mode Only: Always shows in dark mode.

dark mode

Welcome page

After you’ve switched to Conversational style.

  1. Click Page Media Settings, and switch to Welcome Page tab.

    page media

  2. Toggle Show Welcome Page.

    display welcome page

  3. Customize the page:

    • Add an image: Upload or choose from Library. Use a wide image for best results.
    • Improve contrast: Pick a Media Mask overlay to keep heading/description readable.
    • Write your intro: Fill Heading (short title) and Description (1-2 lines: purpose + time to complete).
    • Set the CTA: Edit Button Label (e.g., Start, Let’s get started).

Free navigation

Turn this on to let users move freely between questions. They can jump ahead or go back without being forced to answer everything in order.

When they finally hit Submit, the form will check and bring them back only to the fields they must complete. This way, users can browse and preview all questions, but still can’t skip required inputs.

free navigation

Best Practices

  • Use short, clear questions—one per screen.
  • Start with a welcome page to set the tone.
  • Keep progress visible with a bar or counter.
  • Use conditional logic to keep the flow relevant.
  • Test in both Classic and Conversational to choose the best fit for your audience.
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