How to set up a lead magnet with MailerLite

Want to know how to set up a lead magnet in MailerLite? Wonder no more my friend because it’s all here.

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What is a lead magnet?

A lead magnet is a fancy way of saying freebie or opt-in. It’s basically an incentive to get people to sign up to your mailing list. People are much more likely to sign up if they think they’re getting something in return.

If you get your lead magnet right, it’s also a great way to make sure you get the right people onto your mailing list.

Need some help creating your first lead magnet?

If you need help to come up with the perfect lead magnet for your dream clients, look no further than The Fantastic Freebie Checklist. This checklist will walk you through the 5 main points to consider when creating a freebie your dream clients will love.

Where to store your freebie?

Depending on what your freebie is, you’ve got a few options on where to store it so that people can easily access it.

For downloadable lead magnets you can upload them to your website and use that link, upload it to your Google Drive / Dropbox / Amazon storage etc. and create a shareable link.

If your website is built with WordPress, upload your file to the media library and use the URL in the Copy Link text box.

If you’re offering exclusive access to a video or some other kind of non-downloadable content, use the link to wherever they’ve been uploaded online.

Uploading your freebie to the WordPress media library

How to set up a lead magnet to be delivered automatically with MailerLite

Once you have a lead magnet set up ready to drive sign ups to your list, the last thing you want to have to do is manually send it to everyone who subscribes as they sign up. That’s where your email service provider comes in.

There are 2 ways to make sure your lead magnet gets delivered automatically. Setting up a thank you page with a direct link and sending an automated email. I actually do both these things, to make 100% sure that my new subscribers get it.

I’m going to talk you through how to do both these things using MailerLite – my preferred email marketing platform.

Thank you page

Head into the sign up form you’ve created for your list. If you need help on how to create a sign up form check out my step by step blog post from last week.

Find your sign up form

Head into the forms tabs and click the name of the form that people will get the freebie from once they’ve signed up.

The Forms tab in MailerLite

When you get to the form overview click the Double Opt-in Thank You page tab at the top.

Form Overview screen

The screen shot below shows the default MailerLite thank you page. So if you want to create your thank you page within MailerLite you’ll need to edit it to add a link to your new freebie.

The MailerLite default thank you page

If you scroll down to the bottom of this screen you’ll see there’s an option to use your own thank you page. To use this, you’ll need to create a new page on your website and then paste the URL into this box.

Using a landing page from your own website

Editing the MailerLite thank you page

To edit the MailerLite thank you page, click the edit button at the top right of the screen.

You’ll then see a page like the one below. It’s very similar to the form editor. To change an element on the page hover over it, click the pencil icon and then make the changes in the right panel.

This is where you should add a link or a button to your freebie, so that when people click it, they can download there and then.

MailerLite thank you page editor

Once you’re happy with the changes click next and you’ll be redirected back to the Double Opt-In Thank You page tab. Here you’ll see a preview of your changes.

Preview of your edited thank you page

Automated email

The second option when it comes to how to set up a lead magnet with MailerLite is an automated email.

To create an automated email, hit the Automation tab within the form overview screen.

You’ll see a similar screen to the one below. Click the Create Workflow button.

Setting up a workflow

How To Set Up A Lead Magnet
Create a new automation workflow

You’ll be taken to a screen like the one below, which is an empty automation. On the right hand panel you’ll see stats for the workflow which will be empty at the moment, because it’s incomplete and hasn’t been triggered yet.

How To Set Up A Lead Magnet
Empty workflow

If you click the box at the top you’ll get some options to change in the right panel. You can change the workflow name, what triggers it and change the form that it’s related to.

Clicking the plus icon will show you the dialog pictured below. You can create an email, or set up a delay, condition or action.

We want to select email.

How To Set Up A Lead Magnet
Add an email to the workflow

You’ll then see that an email is added to the diagram and that there are options to customise the email in the right hand panel.

As you change the subject it will update on the diagram. Once you’re happy with the subject and double checked the other fields in the right hand panel, click the Design email button.

How To Set Up A Lead Magnet
Changing the subject line of the email

Designing your email

You’ll then be taken to the Email design screen. I have templates set up already so I’m taken to the My templates tab automatically. If you click Create new, you’ll be given the option to create a new email design.

How To Set Up A Lead Magnet
Option to choose a template (if you have templates set up)

The Template gallery is only available on paid plans. When you click Create new, you’ll see a screen like the one below. Click Choose under Drag & drop editor. This will take you to the drag and drop editor, similar to the one used to create your form and MailerLite thank you page.

How To Set Up A Lead Magnet
Options for creating a new email

When you load the email editor, you’ll see a default design like the one below.

The email editor works in the same way as the form editor. So to edit or remove elements on screen hover over them and click either the edit or delete buttons.

Default email design
How To Set Up A Lead Magnet
Editing the default email template

Your options for editing the different elements appear in the right hand panel.

How To Set Up A Lead Magnet
Changing the logo

I recommend that you keep the bells and whistles to a minimum for your initial emails. I’m not going to go into it today, but too many images can get your emails flagged as spam.

Here’s a very basic template that I use in most of my email automations and newsletters.

How To Set Up A Lead Magnet
Changing the email content

Switching your automation on

Once you’re done click Save and then Next. You’ll be taken back to the Automation overview screen, which should now have a mini preview of your email in it.

How To Set Up A Lead Magnet
Workflow preview including newly designed email

If you’re happy with your email head up to the top right corner and switch it on. And you’re done. Any time anyone signs up to your list via this form will automatically get this email.

How To Set Up A Lead Magnet
Switching the workflow on

Double Opt-in email

You may have noticed that there’s a Double Opt-in email tab on the form overview page.

How To Set Up A Lead Magnet

You *could* use this setting to send your lead magnet, however I would recommend against it. This is because, until people click the link in that email they’re not on your list yet. So if you include the link to your freebie here people may get distracted and not actually join your list.

How to set up a lead magnet with MailerLite – summary

In this blog post we talked about why you should have a lead magnet. This is to give people an incentive to subscribe and to make sure you get the right people signing up.

I talked about options for storing your lead magnet somewhere people can get it automatically. Either upload to your website or a file sharing platform like Google Drive, Dropbox etc.

I then took you step by step through the 2 options for delivering the lead magnet. Via a thank you page or automated email.

You may also enjoy:

How to create an email list quickly

Which is the best email marketing software?

How to build an email list in 3 easy steps

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