Creating a lead magnet form with a downloadable resource

A lead magnet helps you share valuable content with visitors in exchange for basic contact information. This can include a PDF, guide, checklist, template, video, or any resource worth downloading. To encourage submissions, keep your form short. Longer forms can deter visitors from completing them.

Adding your lead magnet form

1. To get started, either create a new page for the lead magnet, or add a contact from section to a page where you would like to include it.

2. Customize the contact form to collect the information you want. (for example: Name, Email Address, Phone Number).

Seting a Next step

You can control what happens immediately after a visitor submits your form. This is where you add the redirect to your downloadable resource or link.

1. Open the contact form section and scroll to Next steps.

3. Under Next Step, select Redirect to another page.

4. Click Add redirect.

5. Under Link type, choose one of the following:

• External website URL

• Media file (recommended for downloadable PDFs and documents)

If using an external URL

• • Under Links to, enter the full URL (including https://).

• • Click Save.

     

If using a media file

• • Click Choose from library to select an existing file, or click Upload media to add a new file.

• • • Click Save.

Visitors who submit the form will automatically be redirected to the link or file you selected.

Creating and enabling an automated email

You can also send an automated email after form submission. This email can include:

• A thank-you message

• The downloadable resource

• Additional links or details

To set up your email, follow the instructions in this article: composing and sending automated emails with B12's Email Marketing.

See also:

• Editing, deleting, and exporting contacts in B12’s Contact Manager

• Viewing form submissions in the Contact Manager

• Adding a recipient email address for contact form notifications

• Renaming your contact forms