Glad I could help @everindigo! Feel free to post a new question in the Community whenever you run into issues :)
Alex, Thank you so much. I will look into all of this. I appreciate your response.
Hi there @everindigo,
Welcome to the Community!
In order to create a form to collect emails, I would recommend taking a look into our signup form documentation to get started making your first form. From there, you could create a flow that triggers when someone has filled out the form/added to a list or segment. You can send a PDF to a segment if that is what you are referring to. If so, the solution is to first create a campaign and then follow the instructions in this document to attach the PDF to the email. Unfortunately, you cannot attach or use a PDF file in Klaviyo however you can always host the PDF on your own server or site, then use that URL and paste it into a button or link within your email.
I am also going to provide other articles to get started with Klaviyo.
For specific product areas, here are some great step-by-step guides to start with:
Flows
Getting started with Flows
Flow Triggers and Filters
Campaigns
Create and Send a Campaign
Getting started with Smart Send Time
SMS
Getting started with SMS
Templates
Create, edit, manage and delete Templates
Lists
Create and add Contacts to a new List
Segments
Getting started with building Segments
The difference between Segments and Lists
The rest of our guides are available in our searchable Help Center. You can also check out our Blog for additional articles.
Hope this helped point you in the right direction!
Alex