New Guided Setup Step for Packets/Forms Sending Rules Copied

Creating or updating a Packets/Forms Sending Rule now starts with a guided step to walk you through the process before you begin.

What’s new

A new Step 0 now appears at the top of the Sending Rules create and update screens. It includes an option to view detailed instructions that guide you through the full configuration process from start to finish.

Why this matters

Previously, there was no guidance for creating or updating sending rules, leaving you to navigate the process without context. This step ensures rule configuration starts with a clear understanding of what’s needed, helping your team set up rules correctly and consistently.