How To Set Up & Deliver Your Lead Magnet or Freebie

Setting up and delivering your lead magnet or a freebie can be done easily within the ShinePages platform.

To do this, first, you need to collect information like the name and e-mail address of your qualified leads and prospects for your business and turn them into a list.

By giving away a valuable item for free in exchange for their e-mail, you're going to be able to start communicating with them, build the trust factor, and be able to share something of value with them that will help them move towards pleasure or move away from the pain of some sort or another.

Step 1: Upload your Freebie to your File Manager

If you have your freebie or PDF ready-to-go, you can just upload it to your file manager within your account. It can be in the form of an ebook, or a guide, or some sort of infographics that is in PDF format.

To go to your File Manager, go to your Select File Manager..

Select File Manager.

Then View All Files

You can add different folders in your file manager, then start uploading files using this button:

Then you can find your file from your computer and upload it here.

Now you already have your PDF documents sitting on your ShinePages File Manager ready for use.

Step 2: Decide on Inline Form or Pop-up Form

The next step is deciding if you're going to be doing an Inline Form which is a form that's actually on your page, or if you're going to be collecting that name an email in the form of a Pop-up.

Here is like an Inline type of form where the visitor can see the fields immediately to enter in their name and email:

While in Pop-up, you can have something like a button that says "Download Your Free Guide", and clicking that button would pop-up a little screen that would have a form to collect their name email, and whatever you're going to collect.

Either way you're going to do it, it's going to be the same format.

Go to your widgets.

Add a Form widget to your builder.

The standard form would then come in with some fields you might not need.

Reduce them by deleting off some lines from your form.

You can also put them on the same line by making each one smaller.

You can customize the form by going into Settings

You can now set the Form Name, add your email, and tweak the appearance of your form.

If you'd like to send you visitor to a Thank You page and deliver their download to them there, choose Go To Page

Then select the Thank You page that you've created from this button:

To immediately deliver your file without sending your visitor to another page, select File

Then choose the file that you've uploaded to your File Manager earlier using this button:

Once done, you can set it to open in a New Tab if you don't want to take people away from your site.

Then add the Caption here:

For you to get notified every time a form gets filled out, check this circle:

Then start adding your different tags.

To style your form, simply click on this icon:

On the other hand, to create a form in a pop-up, first edit your button by clicking here:

Now, to create a pop-up on your site, go to Pages

Go to Popups

Then click on the Create Popup button.

Select one from the different templates

Then start tweaking it with the content of your popup using these buttons:

To set the styling of the popup, go here:

Step 3: Decide on Immediate Delivery vs. Thank You Page

To make the popup that you just created appear, edit your download button

Go here:

Select Popup

Then choose the name of the popup that you created earlier.

If you want to send a visitor to a Thank You page, go to your Pages

Add a new page

Choose a template from the Thank You category

Then start setting it up

After hitting Add, you can now customize the appearance of your Thank You page by adding images, widgets, and texts.

To deliver your download from your Thank You page, click on Edit Link from the button

Then select the file from your File Manager

TO DELIVER YOUR LEAD MAGNET OR FREEBIE IN AN AUTOMATED EMAIL

See this article: How to Trigger an Automation from an Opt-In Form