Complete Setup Guide

How to Use Your Lead Magnets

Everything you need to launch your lead magnet, build your email list, and convert subscribers into paying clients

What You'll Receive After Purchase

Within 1-2 business days of your purchase, you'll receive an email with everything you need to launch your lead magnet successfully.

Basic Package Includes:

  • Your Lead Magnet PDF - Professional, ready-to-use downloadable guide
  • Simple Instructions - How to upload and share your lead magnet
  • Email Platform Recommendations - Best tools for collecting and managing subscribers

Branded Package Includes:

  • Everything in Basic Package
  • Fully Branded Lead Magnet - Customized with your logo, colors, and contact information
  • Pre-Written Email Sequence - 5-7 nurture emails ready to send to new subscribers
  • Landing Page Copy Template - Proven opt-in page copy optimized for conversions

Branded Plus Package Includes:

  • Everything in Branded Package
  • Social Media Templates - Ready-to-post graphics and captions for Instagram, Facebook, and LinkedIn
  • Email Platform Setup Guide - Step-by-step instructions for Mailchimp, ConvertKit, or ActiveCampaign
  • Promotional Strategy Guide - Exactly how to promote your lead magnet and grow your list

How to Set Up Your Lead Magnet

Follow these steps to launch your lead magnet and start building your email list.

1 Choose Your Email Platform
You need a way to collect email addresses and send automated emails. We recommend:
  • Mailchimp - Free for up to 500 subscribers, easy to use
  • ConvertKit - Built for creators, great automation ($29/month)
  • ActiveCampaign - Advanced features for growing businesses ($29/month)
Pick one and create a free account. Don't overthink this - you can always switch later.
2 Upload Your Lead Magnet
Option A: Use Your Email Platform
  • Most platforms let you upload files directly (look for "File Storage" or "Downloads")
  • Upload your PDF and copy the download link they give you
Option B: Use Google Drive or Dropbox
  • Upload your PDF to Google Drive or Dropbox
  • Set sharing permissions to "Anyone with the link can view"
  • Copy the shareable link
You'll use this link in your welcome email so subscribers can download the lead magnet.
3 Create Your Opt-In Form
In your email platform, create a signup form. You only need to collect:
  • First Name (optional but recommended)
  • Email Address (required)
Most platforms have templates - pick one that's clean and simple. Customize the headline and button text using the copy template we provide (Branded and Branded Plus packages).
4 Set Up Your Welcome Email
Create an automated email that sends immediately when someone subscribes:
  • Subject: "Here's Your [Lead Magnet Name]!"
  • Body: Thank them for signing up, include the download link, and set expectations for future emails
  • Timing: Send immediately upon signup
If you purchased Branded or Branded Plus, we provide this email pre-written - just copy, paste, and add your download link.
5 Add Opt-In Form to Your Website
Your email platform will give you either:
  • An embed code to paste on your website
  • A hosted landing page URL you can share directly
Where to add it:
  • Homepage (popup, banner, or sidebar widget)
  • Dedicated landing page
  • Blog sidebar
  • Footer of every page
The more visible it is, the more signups you'll get.
6 Promote Your Lead Magnet
Now that everything's set up, tell people about it:
  • Social Media: Post about it regularly (we provide templates in Branded Plus)
  • Email Signature: Add a link to your opt-in page
  • Client Conversations: Mention it when talking to prospects
  • Networking Events: Share the link instead of just handing out business cards
Pro Tip: Test Everything First
Before promoting widely, subscribe yourself using a personal email. Make sure the form works, the welcome email sends immediately, and the download link works. Fix any issues before driving traffic.

How to Nurture Your Subscribers (Branded & Branded Plus)

Getting email subscribers is great. Converting them into paying clients is better. Here's how to use your email sequence.

Your Pre-Written Email Sequence

If you purchased Branded or Branded Plus, you received 5-7 pre-written emails designed to educate subscribers and position you as the expert. Here's how to use them:

1 Upload the Sequence to Your Email Platform
Copy each email into your platform's automation builder. Set them to send:
  • Email 1: Immediately (welcome + download link)
  • Email 2: Day 3 after signup
  • Email 3: Day 7 after signup
  • Email 4: Day 10 after signup
  • Email 5: Day 14 after signup
2 Customize With Your Details
The emails are pre-written but you'll need to add:
  • Your business name and contact information
  • Links to your services or booking page
  • Your personal stories or examples (optional but recommended)
3 Monitor and Adjust
After your sequence runs for a month, check your email platform's analytics:
  • Which emails have the highest open rates?
  • Which emails get the most clicks?
  • Are people unsubscribing at any particular email?
Use this data to improve your sequence over time.
Common Mistake to Avoid
Don't just collect email addresses and never email them again. The money is in the follow-up. Your sequence does the heavy lifting, but you should also send occasional emails about your services, promotions, or helpful tips.

Best Practices for Maximum Results

Make Your Lead Magnet Easy to Find

Don't hide your opt-in form. Feature it prominently:

  • Use a popup (but only show it once per visitor)
  • Add a banner at the top of your homepage
  • Include it in your website header or navigation
  • Mention it in your social media bios

Promote Consistently

Post about your lead magnet at least 2-3 times per week on social media. Use different angles:

  • "Struggling with X? Download my free guide..."
  • "Here's what you'll learn in my free [lead magnet name]..."
  • "Just updated my free guide with new tips on..."

Track Your Numbers

Watch these metrics in your email platform:

  • Conversion Rate: What percentage of website visitors sign up?
  • Open Rate: Are people opening your welcome email?
  • Click Rate: Are they clicking your download link?
  • Unsubscribe Rate: Are you losing subscribers quickly?

Deliver Value Consistently

After your automated sequence ends, keep emailing your list:

  • Weekly tips related to your industry
  • Behind-the-scenes stories from your work
  • Client success stories and testimonials
  • Occasional promotions or special offers

Ready to Start Building Your Email List?

Choose your industry-specific lead magnet and start capturing qualified leads today

Troubleshooting Common Issues

Problem: The download link in my welcome email doesn't work

Solution:

  • If using Google Drive or Dropbox, make sure you set permissions to "Anyone with the link can view"
  • Test the link in an incognito browser window - if it asks for login, permissions are wrong
  • Make sure you copied the shareable link, not the file path from your computer
  • If using your email platform's file storage, check that the file uploaded successfully and wasn't blocked due to size

Problem: People are signing up but not receiving the welcome email

Solution:

  • Check your email platform's automation settings - make sure the welcome email is set to "Active" or "Published"
  • Verify the trigger is set to "immediately upon subscription" not a delayed schedule
  • Ask test subscribers to check their spam/junk folders
  • Make sure your sender email is verified in your email platform (most require this)
  • Check if your email platform has sending limits you've hit

Problem: My opt-in form won't embed on my website

Solution:

  • Make sure you're pasting the embed code in an HTML block, not a text editor
  • Some website builders (like Wix or Squarespace) require you to use their custom code sections - check their documentation
  • If using WordPress, paste into a Custom HTML block, not a paragraph block
  • Clear your browser cache and refresh the page
  • Try using your email platform's hosted landing page URL instead of embedding

Problem: The opt-in form is showing but submissions aren't being recorded

Solution:

  • Test the form yourself - does it show a confirmation message after you submit?
  • Check your email platform's subscriber list - are ANY subscribers being added?
  • Make sure the form is connected to the right email list/audience in your platform
  • Verify there are no required fields missing from your form
  • Check if your email platform's API connection is active (some platforms require this)

Problem: High unsubscribe rate after people download the lead magnet

Solution:

  • Make sure your welcome email sets expectations about future emails (frequency, topics)
  • Don't immediately hit them with a sales pitch - deliver value first
  • Check that your email sequence matches what you promised in the opt-in form
  • Space out your emails - don't send daily unless you promised daily content
  • Make sure your "From Name" matches your business name so they recognize you

Problem: People say they can't open the PDF

Solution:

  • Make sure you uploaded the PDF file, not a .pages, .docx, or other format
  • Test the download yourself on both desktop and mobile
  • Keep PDF file size under 10MB (compress if needed using free tools like SmallPDF)
  • Make sure the PDF isn't password-protected
  • Provide alternative download options (Google Drive, Dropbox) in case their email blocks attachments

Problem: Low conversion rate - lots of traffic but few signups

Solution:

  • Make your opt-in form more visible (try a popup or banner instead of sidebar)
  • Improve your headline - make it benefit-focused, not feature-focused
  • Show a preview of what's inside the lead magnet (screenshot of first page or bullet points)
  • Reduce required form fields - just ask for email, not name and phone and company
  • Add social proof near the form ("Join 500+ [your industry] professionals")
  • Make sure your CTA button is bold and clear ("Get My Free Guide" not "Submit")

Problem: Email sequence isn't sending automatically

Solution:

  • Check that your automation workflow is "Active" or "Published" in your email platform
  • Verify the delays between emails are set correctly (e.g., "3 days after subscription")
  • Make sure each email in the sequence is set to "send" not "draft"
  • Check if subscribers are entering the workflow - some platforms require triggers to be set up separately
  • Look for error messages in your automation dashboard

Problem: Branded package didn't include my logo/colors

Solution:

  • Check the email we sent requesting your branding information - did you reply with your logo and color codes?
  • Make sure you sent logo files in high-resolution format (PNG or vector/AI files work best)
  • Provide hex color codes for your brand colors (#000000 format)
  • If you didn't receive the branding request email, check spam and email support@designerofcontent.com

Problem: Can't figure out how to upload the email sequence to my platform

Solution:

  • Mailchimp: Go to Automations → Create → Custom → Add email triggers and delays
  • ConvertKit: Go to Automations → New Sequence → Add emails with delays between each
  • ActiveCampaign: Go to Automations → Create Automation → Use "Starts when contact subscribes" trigger
  • If still stuck, email us with your platform name and we'll send specific instructions

Problem: My website is loading slower after adding the opt-in form

Solution:

  • Use your email platform's popup instead of embedding if it's causing issues
  • Don't use multiple popups or forms on the same page
  • Make sure the form code is placed in the footer, not the header
  • Check if your form has heavy images - optimize or remove them
  • Consider using a lightweight alternative like a text link to a hosted landing page

Problem: The opt-in form looks fine on desktop but broken on mobile

Solution:

  • Most email platforms provide responsive forms - make sure you selected the "mobile-friendly" option
  • Test on your actual phone, not just browser mobile view
  • Reduce form width if it's cutting off on small screens
  • Use your email platform's hosted landing page for mobile traffic if embedding isn't working
  • Check your website theme's mobile settings - some themes hide certain widgets on mobile

Problem: People are signing up but not downloading the lead magnet

Solution:

  • Check your welcome email - is the download button/link clearly visible and clickable?
  • Make sure the download link is near the TOP of the email, not buried at the bottom
  • Test on mobile - many people check email on their phones first
  • Use a button instead of a text link for better visibility
  • Send a follow-up email after 24 hours: "Did you get your [lead magnet]? Here's the link again"

Problem: I hit my email platform's subscriber limit

Solution:

  • Mailchimp free plan limits you to 500 subscribers - upgrade to paid plan or switch platforms
  • Clean your list regularly - remove unengaged subscribers who haven't opened in 6+ months
  • Most platforms charge based on subscriber count - budget for growth
  • ConvertKit and ActiveCampaign start at $29/month for 1,000 subscribers

Problem: I'm getting spam signups or fake email addresses

Solution:

  • Enable double opt-in (requires subscribers to confirm via email before being added)
  • Add a simple CAPTCHA to your form if your platform supports it
  • Regularly clean your list and remove obviously fake emails (asdf@asdf.com, etc.)
  • Don't worry about a few fake signups - it's normal. Focus on the real subscribers

Problem: Should I use single opt-in or double opt-in?

Solution:

  • Single opt-in: Subscriber gets added immediately = more signups, but lower quality
  • Double opt-in: Subscriber must confirm via email = fewer signups, but higher quality and better deliverability
  • Recommendation: Use single opt-in to start. Switch to double if you get lots of spam or low engagement
  • In EU countries, double opt-in is often required for GDPR compliance

Problem: How do I know if my lead magnet is actually working?

Solution - Track These Metrics:

  • Conversion rate: Aim for 2-5% of website visitors signing up
  • Welcome email open rate: Should be 40-60% (much higher than regular emails)
  • Download rate: 70-90% of subscribers should download within 48 hours
  • Email sequence engagement: Are people opening and clicking your follow-up emails?
  • Consultation bookings: Are subscribers booking calls or purchasing? Track this manually
  • If these numbers are low, the issue is usually your email sequence or lead magnet quality, not the setup

Problem: Do I need to worry about GDPR or privacy laws?

Solution:

  • Add a privacy policy link near your opt-in form
  • Include an unsubscribe link in every email (most platforms do this automatically)
  • Don't sell or share email addresses with third parties
  • If you have EU subscribers, use double opt-in and keep records of consent
  • Most email platforms (Mailchimp, ConvertKit, etc.) are GDPR-compliant by default
  • If operating in the US only with US customers, GDPR isn't a major concern

Problem: Someone is copying/redistributing my lead magnet

Solution:

  • Your 6-month license only covers YOUR distribution - others sharing it violates copyright
  • If it's a competitor, send them a cease and desist email citing your license
  • If it's a subscriber sharing with friends, that's normal and actually good for exposure
  • Watermark future versions with your logo and website if plagiarism is a big concern
  • Focus your energy on growing your list rather than policing sharing - most sharing is harmless

Problem: When should I update or refresh my lead magnet?

Solution:

  • If information becomes outdated (law changes, industry standards shift, new research emerges)
  • If your branding changes significantly
  • If you're getting feedback that it's not helpful or relevant anymore
  • As a general rule, review annually and update if needed
  • Small updates (fixing typos, updating a statistic) can be done anytime - just re-upload the new version
Still Having Issues?
Email support@designerofcontent.com with:
  • Description of the problem
  • Which email platform you're using
  • We'll help you troubleshoot and get everything working. Branded Plus customers get priority support with faster response times.

Setup & Usage FAQs

Do I need technical skills to set this up?
No. If you can copy and paste, you can do this. Email platforms like Mailchimp and ConvertKit are designed for non-technical users. We provide step-by-step instructions for every platform we recommend.
How long does setup take?
Basic setup takes about 30-60 minutes if you're starting from scratch. If you already have an email platform, you can be up and running in 15 minutes. The Branded Plus package includes detailed setup guides to make it even faster.
Can I use this with my existing email list?
Absolutely. You can send your lead magnet to your current subscribers as a value-add, or use it to grow your list with new subscribers. The pre-written email sequences work for both.
What if I don't have a website?
No problem. Most email platforms give you a hosted landing page URL that you can share directly on social media, in your email signature, or anywhere else. You don't need a website to use lead magnets effectively.
Which email platform should I use?
For beginners, start with Mailchimp (free for up to 500 subscribers). If you want more automation features, use ConvertKit or ActiveCampaign. All three work great - pick whichever interface you find easiest to navigate.
How do I customize the Branded package with my information?
When you purchase Branded or Branded Plus, we'll send you a quick form to fill out with your logo, colors, contact info, and any specific details you want included. We handle all the customization and send you the finished files within 1-2 business days.
Can I edit the pre-written emails?
Yes! The emails are provided as templates. You can use them exactly as written, or customize them with your own stories, examples, and personality. Most people make minor tweaks but keep the core structure because it's proven to convert.
How many subscribers should I expect to get?
This depends entirely on your traffic and how actively you promote. Typical conversion rates are 2-5% of website visitors. If you're actively promoting on social media and in client conversations, expect 10-50 new subscribers per month to start, growing as you promote more consistently.
What if I need help after purchase?
We provide email support for all packages. Branded Plus customers get priority support. If you get stuck during setup, just email us with screenshots and we'll help you troubleshoot.
Can I use the same lead magnet across multiple websites?
Your 6-month license covers unlimited distribution from your own platforms. You can use it on multiple websites you own, share it in multiple Facebook groups, post it across all your social media accounts - there are no distribution limits as long as you're the one sharing it.
What happens after 6 months?
Your license expires and you should stop distributing the lead magnet. You can renew for another 6 months at the same price. Subscribers who already downloaded it during your license period can keep it - you just can't offer it to new people after expiration.
Do I keep the email addresses I collect?
Yes! The email list you build is yours forever, even after your license expires. You own those subscriber relationships and can continue emailing them. You just can't offer this specific lead magnet to new subscribers after expiration.
Can I create my own landing page instead of using my email platform's?
Absolutely. The Branded and Branded Plus packages include landing page copy templates that you can use with any page builder (Elementor, Leadpages, Unbounce, etc.). Just connect your opt-in form to your email platform.
How do I track which lead magnet subscribers came from?
Use tags in your email platform. When someone signs up for a specific lead magnet, automatically tag them with that lead magnet's name. This helps you segment your list and send targeted emails based on their interests.
Should I offer multiple lead magnets or just one?
Start with one and promote it consistently for 60-90 days. Once you have a system that's working, you can add more lead magnets to appeal to different segments of your audience. Multiple lead magnets work great, but nail one first before adding more.
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