TL;DR
A form intro page is a branded welcome screen that appears before the first question in a Plutio form, giving clients context about what data is needed, how long the form takes, and who is collecting the information.
Plutio includes a built-in intro page toggle on every form. When enabled, clients see a welcome screen with custom text, images, and branding before any questions load. The intro page uses the same block-based content editor as the form itself, so adding a logo, a paragraph of instructions, or a legal disclaimer takes the same drag-and-drop workflow as building the form questions. Over 35% of Plutio users who send client-facing forms enable the intro page, and forms with an intro page see higher completion rates because clients understand what is being asked before they start.
Form intro pages come with all Plutio plans starting at $19/month, with a 7-day free trial. Enable the intro page in the form settings under the Welcome section, add content blocks, and publish.
What a form intro page is
A form intro page is the first screen a client sees when opening a Plutio form, displayed before any questions appear, containing a welcome message, instructions, branding, and optionally a legal disclaimer or privacy notice.
In Plutio, the form intro page is controlled by the isIntroEnabled toggle in the form settings. When turned on, a Welcome section appears in the form builder where content blocks can be added using the same editor that builds the form questions. The welcome page uses welcomePageBlocks for its content structure, so text blocks, image blocks, and heading blocks all work the same way as in the rest of the form. Clients see the intro page first, then click a button to proceed to the actual questions.
Block-based welcome content
The intro page editor supports text blocks for paragraphs and headings, image blocks for logos or cover graphics, and spacer blocks for layout control. A freelance photographer can add a studio logo, a paragraph explaining that the form collects event details and shot preferences, and a note about estimated completion time. The content renders with the same styling as the form itself, so branding stays consistent from the welcome screen through the last question.
Legal disclaimers and privacy context
Freelancers collecting sensitive information, such as financial data for bookkeeping clients or health history for wellness coaches, use the intro page to display data handling disclaimers before any fields appear. Adding a paragraph that explains how submitted data is stored and who has access sets the tone before the client enters personal details. GDPR-conscious agencies operating in the EU use the intro page to reference their privacy policy before data collection begins. The intro page separates context from collection: clients read the purpose and terms on one screen, then proceed to answer questions on the next, so consent and data entry happen in distinct steps.
Adding an intro page to my client intake form cut my follow-up emails in half. Clients stopped asking what information I needed because the welcome screen explained it upfront.
Why form intro pages matter for client intake
Forms without context have higher abandonment rates because clients who don't understand why data is being collected or how long the form takes are more likely to close the tab. A 15-question onboarding form that opens directly to question one feels like a test, and clients who aren't expecting the length or scope abandon mid-way, leaving the freelancer with incomplete data and a follow-up email to write.
The cost is time and trust. Every abandoned form means a manual follow-up email asking the client to try again, and every incomplete submission means the freelancer starts work with gaps. On a $3,000 branding project, missing details about target audience or brand voice because the intake form was abandoned means the first draft misses the mark, adding a revision cycle that costs 3 to 5 hours of unpaid rework.
Typeform includes a Welcome Screen feature, but only on paid plans starting at $29/month for the Basic tier. Google Forms has no intro page at all, so freelancers using Google Forms either add instructions as the first question (which looks unprofessional and skews response data) or send a separate email explaining the form before sharing the link. JotForm includes a cover page, but configuring it requires navigating a separate page builder outside the main form editor.
The real cost of a missing intro page is not one abandoned form but the pattern: clients who feel confused by the first screen develop a negative impression of the process before the project even starts, and that friction carries into every future interaction.
Plutio's approach puts the welcome screen inside the same form builder, using the same content blocks, so adding context takes 2 minutes and requires no separate tool or editor.
How form intro pages work in Plutio
Toggle on the intro page in the form settings, add content blocks to the Welcome section using the block-based editor, and clients see the branded welcome screen before any questions load.
Before starting, create a form in Plutio's Forms section or open an existing form. The intro page toggle works on all form types, including intake forms, questionnaires, and feedback forms.
Step by step
- Step 1: Open a form in Plutio's Forms section. In the form settings, toggle on the intro page (isIntroEnabled). A Welcome section appears at the top of the form builder.
- Step 2: Click into the Welcome section. Add content blocks: a text block for a headline and description, an image block for a logo or cover graphic, and optionally a second text block for legal disclaimers or estimated completion time.
- Step 3: Style the content using the same formatting options available in the form editor. Bold text, heading sizes, and paragraph spacing all carry over to the published form.
- Step 4: Preview the form. The intro page appears first with a button to proceed. Clicking the button transitions to the first question. Verify that branding, text, and layout match expectations on both desktop and mobile.
- Step 5: Publish or share the form link. Clients opening the link see the intro page first, read the context, and click through to begin answering. Form responses track normally from the first question onward.
Practical tip: keep the intro page under 150 words. A short headline, 2 to 3 sentences explaining what data is needed and why, and one line about estimated time ("takes about 5 minutes") performs well without overwhelming the client before they start.
Who needs form intro pages
Freelancers and agencies who send client-facing intake forms, onboarding questionnaires, project briefs, and feedback surveys get the most value from a branded intro page that sets context before data collection begins.
A freelance web designer sending a 20-question project brief to a new client needs the intro page to explain that the form covers brand guidelines, target audience, content assets, and timeline preferences. Without that context, clients answer the first 5 questions and then abandon the form when they realize they need to gather information from their team first. The intro page prevents that by listing what is needed upfront, so the client prepares before starting.
Agencies onboarding enterprise clients with compliance requirements use the intro page for data handling notices. A marketing agency collecting campaign assets from a financial services client adds a privacy disclaimer and data retention policy on the intro page, so the compliance box is checked before any files get uploaded through the form. Over 60% of agency users on Plutio's Pro plan at $49/month enable intro pages on client-facing forms.
Freelancers comparing form tools often ask whether Tally or Typeform includes an intro page. Tally includes an intro block on its free plan, but Tally's form builder lacks native invoicing, proposals, and project management, so the form data sits in a standalone tool with no connection to the project workflow. Freelancers exploring Dubsado alternatives find Plutio's form intro page easier to configure because it uses the same block-based editor as the form itself, with no separate template system.
Bottom line: any freelancer sending forms to clients, especially intake forms longer than 10 questions or forms collecting sensitive data, reduces abandonment and builds trust by adding a 2-minute intro page that explains the purpose before the first question appears.
