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How can I automatically send a digital freebie (e-book, PDF,...) to a lead from my funnel?
How can I automatically send a digital freebie (e-book, PDF,...) to a lead from my funnel?

Here you will find all the steps to automatically send a freebie to your leads after opt-in.

Luise avatar
Written by Luise
Updated over a week ago

Free content is ideal for quickly achieving a large reach and thus generating many leads.
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To ensure that you can retain them directly after your funnel, sending your freebie by mail is a great way to build up your email campaigns.

Two easy ways to provide your leads with the free content:

Option 1 - Link your freebie directly on the thank you page for download:

To include your content in your funnel, you can upload it through your hosting provider, e.g.: Amazon Web Services.

Or you can use a storage location like Google Drive, Dropbox or Microsoft Cloud. Remember to make the link publicly available!

You can simply add this to a clickable button on your thank you page. Then your leads can download their freebie directly after opt-in.


Option 2 - Email your lead magnet to your leads.

For this option you need:

  • Perspective Funnels

  • Email software (e.g. ActiveCampaign, Mailchimp,...)

  • If your email software does not yet integrate directly with us, you will also need a Zapier account.
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And this is how it works:

  1. Create a list in your CRM / email system where all new contacts from your Perspective Funnel should end up.

  2. Link your Perspective Funnel to your email software / CRM system via Zapier. Click here to get to the Zapier links.

  3. Create an email in your mailing tool / CRM system with the linked e-book in a workflow / automation. Which you send to all your contacts that end up in the list you created in step one.
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    Note here that you need the consent of your leads to be able to send them information. Here we show you how to set up a double opt-in accordingly.

Note 💡

If you're not sure how to send an automated email in your email tool, we've linked to some help articles from popular providers:

For more information on the following topics, visit our Help Center:

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