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What is Plattio Forms

Plattio Forms is a WordPress form builder plugin that lets you build and publish forms with a visual builder, conditional logic, templates, and modules for signatures, PDF export, integrations (Mailchimp, Google Sheets) and AI features. Use it when you need flexible forms, saved entries, notifications, or integrations without coding.

What you’ll achieve: after reading this article you’ll know what Plattio Forms does, when to use it, the main features to expect, and the quick steps to create and publish a form on your site using the admin builder, shortcode or Gutenberg block.

Main features at a glance

  • Visual form builder — a fullscreen builder to add fields, configure labels, placeholders, and styling; includes field library and templates.
  • Conditional logic — show or hide fields and notifications using Smart Logic (AND/OR groups and rules).
  • Shortcodes and Gutenberg block — embed forms with the shortcode [plattio_form id="<form_id>"] or use the “Plattio Forms” Gutenberg block.
  • Modules — optional modules add features: Integrations (Mailchimp, Google Sheets), Signatures, PDF Documents, Email Builder, Multi-Page, AI Agent.
  • Entries & notifications — stored submissions viewable under Entries, with per-form notifications and an Email Builder module.
  • Save & resume, webhooks, file uploads — secure continuation links, background webhook delivery and configurable file uploads.

When to use Plattio Forms

  • Build contact, quote, survey, application or payment request forms using a visual tool without code.
  • Need conditional flows, repeaters, or signature capture for legal/consent forms.
  • Deliver submissions to Google Sheets or Mailchimp (requires the Integrations module).
  • Generate PDFs or custom email messages with optional modules.

Quick start — create and publish a form

  1. Open the admin menu: Plattio Forms → Add New (Builder). If you open Add New without a template, you will be redirected to Plattio Forms → Templates.
  2. From Templates click a template and then Use Template, or start blank in the builder. Templates that need WooCommerce show a disabled button labelled Requires WooCommerce.
  3. In the builder add fields (drag & drop), set labels, placeholders, required status, and conditional logic groups. Use the field library to reuse saved fields.
  4. Configure notifications and confirmations inside the builder. For advanced email setup use Settings → Email or the Email Builder module if installed.
  5. Save the form. The builder returns the embed shortcode (for example [plattio_form id="123"]). You can also find shortcodes in the Forms list under the Shortcode column and copy them directly.
  6. Publish the form on a page:
    1. Paste the shortcode into any post/page where you want the form to appear.
    2. Or open the block editor, add the Plattio Forms block, choose your form, and set the block options (for example Show form title and Show form description).
  7. View submissions at Plattio Forms → Entries. Entries list, view, mark spam and delete actions are available there.

What to expect after completing these steps

Your form will be available on the page where you added the shortcode or block. Visitors can submit, entries are stored (unless entry storage is disabled), and notifications will be sent according to your configuration. Use Plattio Forms → Entries to review submissions and the Templates chooser to reuse layouts.

Prerequisites

  • WordPress version 6.7 or later and PHP 8.1 or later are required.
  • Integrations such as Google Sheets and Mailchimp require the Integrations module to be activated; premium modules require an active license (activate license under Plattio Forms → Settings → General).

Limitations & troubleshooting (brief)

  • Some templates and fields depend on WooCommerce; those templates show Requires WooCommerce when WooCommerce is not active.
  • File uploads are limited by the plugin setting (1–50 MB) and your server’s PHP limits.
  • If the Gutenberg block does not appear, confirm the block named Plattio Forms is available in the block editor and the plugin is active. You can always embed via the shortcode [plattio_form id="..."].
  • Premium modules and some features require a valid license and may be hidden or disabled until the license is activated in Settings.

If you run into problems saving or sending emails, check Plattio Forms → Settings → Email for SMTP/testing tools and the plugin’s notifications. For entry-related permission errors verify user capabilities for the Plattio Forms admin pages.

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