Conversational forms and embed

What you’ll achieve: enable conversational mode for a form, copy the conversational shortcode, get the iframe embed code, and open or share the fullscreen conversational URL so visitors experience the form as a step-by-step conversational flow.

Before you start

Prerequisites:

• You have Plattio Forms installed and can access the admin menu Plattio Forms → Forms (admin page slug: admin.php?page=plattio-forms).
• The form you want to convert is saved (published or draft). The builder must save the form to generate conversational embed code and the fullscreen URL.

1. Enable conversational mode in the form

1. Open Plattio Forms → Forms and click the form title or the Edit action to open the Form Builder (page=plattio-forms-builder).
2. In the builder, open the form Settings or the conversational settings panel (labelled in the builder as Conversational / Conversational Form controls).
3. Enable the conversational option (the builder stores this as conversational_enabled) and configure the start screen or thank-you screen if desired (start button text, start image, estimated time, etc.).
4. Click Save (or Publish / Save Draft) in the builder. Save is required to generate conversational outputs such as the shortcode, embed code and fullscreen URL.

What to expect

After saving, the builder returns conversational items for that form: a conversational shortcode, an iframe embed snippet and a fullscreen conversational URL. The Forms list also shows the conversational shortcode when conversational mode is enabled.

2. Copy the conversational shortcode

1. From the Forms list (Plattio Forms → Forms) you can copy shortcodes from the Shortcode column. When conversational mode is enabled you will see the conversational variant shown as:
   [plattio_form_conversational id="<form_id>"]
2. Paste that shortcode into any WordPress post, page or block that accepts shortcodes to render the conversational version inline (note: inline conversational shortcodes will load the form assets on the parent page).

3. Copy the iframe embed code

1. After saving the form, the builder provides an embed snippet labelled in the UI as the conversational Embed code (often exposed as conversationalEmbedCode). The explicit iframe snippet uses the form’s conversational fullscreen URL with the query flag plattio_embed=1.
2. Copy the provided iframe snippet and paste it where your site or external page accepts raw HTML. Example pattern you will see (values replaced by your form):

   <iframe src="https://example.com/?plattio_conversational_form=123&plattio_embed=1" width="100%" height="640" frameborder="0" allow="clipboard; fullscreen"></iframe>

3. Notes:
   • Embed height is clamped by the plugin (between 480 and 2000 px).
   • The embed adds plattio_embed=1 so the conversational page renders correctly inside an iframe.
   • Embed mode loads the conversational form inside an isolated iframe; the parent page does not load full form assets for the embedded content.

4. Use the fullscreen conversational URL

1. The builder also provides a fullscreen conversational URL (UI label: Fullscreen URL). Save the form, then copy the URL shown in the builder or the Forms list. Example forms of the URL are:
   • Query-string form: https://example.com/?plattio_conversational_form=<id>
   • Pretty permalink form (if available): https://example.com/plattio-form/<id>/
2. Open this URL in a browser to display the conversational form as a standalone fullscreen page (the plugin serves a minimal page wrapper and sets noindex headers for that route).

Expectations, limitations and troubleshooting

• Conversational output (shortcode, embed code, fullscreen URL) is produced only after you Save the form. If you do not see them, save the form and check again.
• If a conversational shortcode or embed returns no visible form for normal visitors, confirm the form setting conversational_enabled is turned on and the form is published. Administrators with manage_plattio_forms see an admin notice when a form is unavailable.
• Use the inline conversational shortcode to render the conversational flow directly on a page; use the iframe embed code when you need to embed the conversational experience into another site or an external container.
• If embedded iframe content is missing styles or scripts, ensure the target site does not block the iframe from loading scripts; the conversational page runs wp_head and wp_footer to allow required assets to load inside the iframe.

Quick reference

• Conversational shortcode: [plattio_form_conversational id="<form_id>"]
• Standard embed pattern: iframe to the conversational URL with plattio_embed=1 and height between 480–2000px.
• Admin menu: Plattio Forms → Forms (to open builder and copy shortcodes/embed/URL).

If you followed the steps: your site now has a conversational form either inline via shortcode, embedded via iframe, or accessible on its own fullscreen URL for sharing or linking.