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Edit from page in wordpress - help!

L

Lucy Timon

New Member
Hi,

I have a PDF form set up so that when clients enter their details, they automatically receive a guide. I’d like to adjust the setup so that:
  1. Their information is sent to a team member, who receives a notification.
  2. The client receives a thank-you email confirming their submission.
  3. The guide is no longer sent automatically—instead, a team member can follow up as needed.
I need help with the steps in the edit form section to make these changes. How can I adjust the workflow to ensure the thank-you email is sent first and that our team receives the client's details before sending the guide?

Thanks!

Lucy
Screenshot 2025-03-25 132407.png
 

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