How To Deliver Lead Magnet With ActiveCampaign
What is a Lead Magnet?
A lead magnet is a valuable resource that you offer to your potential customers in exchange for their contact information, usually an email address.
It’s a strategic marketing tool designed to provide immediate value to your audience, solving a specific problem they face.
The Purpose of a Lead Magnet
The main goal of a lead magnet is to capture leads and start building a relationship with them by solving a specific problem at the right time.
Think about the main pain points of your ideal customers—what do they need help with right now?
Once you identify that problem, your lead magnet should offer an actionable solution.
Building Authority with Lead Magnets
By providing a free resource that solves a pressing problem for your audience, you're not only helping them but also positioning yourself as an expert in your field.
This builds trust and authority, increasing the likelihood that they’ll turn to you when they're ready to purchase.
Types of Lead Magnets
There are various forms of lead magnets, each designed to cater to different audiences and problems. Some of the most effective types include:
Ebooks or Guides
Checklists
Templates
Webinars or Video Trainings
Quizzes
Discounts or Free Trials
Case Studies or Whitepapers
Toolkits
A collection of resources, tools, or software that your audience can use to solve a specific problem.
Each of these lead magnets serves a different purpose and appeals to various segments of your audience, which brings us to a crucial point: lead magnet segmentation.
Designing Your Lead Magnet Delivery Funnel
Simple Lead Magnet Funnel
Before setting up your ActiveCampaign automation, it's important to plan out your lead magnet delivery funnel.
This ensures you're capturing leads effectively and guiding them toward becoming customers.
The funnel starts with traffic sources like social media, blog posts, or ads, which direct people to a lead magnet signup form.
After they submit their information, they automatically receive the lead magnet via email. From there, a follow-up email sequence helps nurture the lead until they eventually convert into a customer.
ActiveCampaign Lead Magnet Delivery Automation
Delivering lead magnets manually can be time-consuming and error-prone, which is where ActiveCampaign automation comes into play.
ActiveCampaign enables you to set up automatic workflows that streamline the delivery process, ensuring that your leads receive their promised resource as soon as they opt-in.
Let’s break down the process of automating lead magnet delivery in ActiveCampaign, from setting up forms to creating automations for multiple lead magnets.
1. Setting Up a Form in ActiveCampaign
The first step in delivering a lead magnet is to create a form where visitors can provide their contact details.
Step 1: Build Your Form. Choose a form type that suits your site—inline, floating box, or modal. Ensure you collect essential details like name and email, along with any other information that will help with segmentation.
Step 2: Set Up a Thank You Page. After form submission, you can either redirect users to a thank you page on your website or create one directly within your platform.
Step 3: Connect the Form to Your List and Add a Tag. Link the form to your email list, and apply a tag to track sign-ups and segment contacts based on their interest. This helps you nurture leads more effectively.
2. Set up form on your website
Now that you’ve created the form, you’ll need to embed it on your landing page.
Simply copy the code provided by ActiveCampaign and paste it into the page where you want the form to appear.
Be sure to clearly state that by submitting their information, users are also signing up for your marketing list and will receive future updates from you.
For example: “Download your free guide and join our newsletter for more tips and resources.”
3. Creating a Thank You Page on Your Website
Once your lead has submitted their information, it’s essential to direct them to a thank-you page that confirms their submission and tells them what to expect next.
Create a thank-you page on your website. This page should confirm that they’ve successfully signed up and mention that their lead magnet will arrive in their inbox shortly.
Customize the thank-you page. Use this page to encourage the lead to engage further, such as by following your social media profiles or exploring more of your content.
This page enhances the experience by giving you an opportunity to introduce more of your content or services. Additionally, you can track who downloaded the freebie through ActiveCampaign, which will help you further nurture those leads.
4. Setting Up ActiveCampaign Automation for Lead Magnet Delivery
This can be one of the most exciting yet intimidating steps for many. But don’t worry—this automation is straightforward and serves as the backbone for delivering your lead magnet effectively.
Part One, here’s how to do it:
Step 1: Set Up a New Automation. Start by creating an automation and selecting the trigger, such as when a lead fills out a specific form. In the example, we are delivering lead magnet automaton guide.
Step 2: Subscribe Contact to the List. Add this step to ensure the lead is added to the appropriate Activecampaign email list for further nurturing.
Step 3: Apply a Tag. Tag the lead to track that they've received the lead magnet. This helps with segmentation and monitoring engagement.
Step 4: Send a Notification. Set up a notification to alert you when someone downloads the lead magnet. You can either use email notifications or Slack to keep track. Slack is especially useful to manage real-time updates, without overwhelming your inbox.
Part 2
Step 5: Send the Lead Magnet Email. Create an email that includes the link to download the lead magnet or instructions for accessing it. Make sure to send this email immediately after they sign up, as they’ll be expecting it right away.
Step 6: Wait Step. Set a short delay before sending a follow-up reminder email. This gives them time to download the lead magnet before receiving a reminder.
Step 7: Send a Reminder Email. In this email, remind them to download the lead magnet. Many people sign up but forget to follow through. A message like, “Hey, don’t forget your download!” works well to prompt them.
Step 8: Wait Step. Set another wait step.
Step 9: Set a Goal. This step is crucial. The goal ensures that if they’ve already downloaded the lead magnet (by clicking the first email), they won’t receive the reminder email. It helps track who has consumed the content. If, after 3 days, they still haven’t engaged, ActiveCampaign will automatically send them another reminder to download the lead magnet.
Step 10 : You can choose to send additional emails if they haven’t opened or downloaded the lead magnet, or you can end the automation here. If they have opened the emails, you can extend the automation by creating more emails, such as sales sequences, to further engage them.
This automation makes delivering your lead magnet easy and automatic. It sends the lead magnet for you and tracks who downloads it.
You can also add follow-up emails to keep your leads engaged, whether it’s nurturing them with helpful content or guiding them toward the next step in your sales process.
Learn more about ActiveCampaign Automation
Video Lead Magnet Delivery
If you want to create a video lead magnet, there are two simple options for hosting and delivering your content.
Vimeo: You can record your video and host it on Vimeo. This platform allows for privacy settings, so you can restrict access to those who opt-in via your form. After someone signs up, you can send them a direct link to the video, ensuring that only those who opt-in can view it.
YouTube: Alternatively, you can upload your video to YouTube. You can set the video as “unlisted” so it’s not publicly searchable, and then share the link with those who sign up.
To start fairly simple, here’s what you can do:
Step 1: Create an opt-in page with a form where visitors can submit their contact information.
Step 2: Once someone opts in, use automation to send them an email with the video link (from Vimeo or YouTube).
This “scrappy” approach allows you to deliver the video lead magnet quickly, without complicated setups, while still capturing leads and starting your nurturing process.
If your lead magnet is a video, such as a training session or a webinar, you can follow a similar process.
Automating Multiple Lead Magnets
Many businesses have multiple lead magnets on their websites, but we want all of them to funnel into the same sales automation. This means we aim to avoid sending welcome emails every time someone signs up for a different lead magnet.
For example, you might offers various lead magnets:
One leads to a downloadable email guide
Another is for signing up for a recorded webinar
By setting up distinct forms and automations, you can ensures that no matter which lead magnet a visitor opts for, they will be tagged and directed to the same sales automation flow.
Optimizing Your ActiveCampaign Lead Magnet Strategy
A successful lead magnet strategy doesn’t end with delivery. You need to continuously optimize your approach to get the most out of your lead generation efforts.
1. Test Different Lead Magnets
Not all lead magnets will perform equally. Test different types (guides, checklists, webinars) to see what resonates most with your audience.
2. Track Conversion Rates
Use ActiveCampaign’s reporting tools to track how many leads are converting after receiving your lead magnet. If a particular lead magnet isn’t converting well, try tweaking the content or delivery method.
3. Refine Your Segmentation
As you gather more data about your leads, you can further refine your segments, delivering even more personalized content that speaks directly to their evolving needs.
4. A/B Test Follow-Up Emails
Test different email subject lines, content, and calls to action in your follow-up sequences to improve open and click-through rates.
Interested in Setting Up Your Sales Automation?
If you'd like to learn how to set up your sales automation or manage multiple lead magnet automations, we have you covered! Book a discovery call and let’s work together to streamline your lead generation process!
I’m Dimi,
I’m marketing automation consultant who loves making businesses more efficient. My goal? Helping you save 10-20 hours a week with automation so you can enjoy more freedom in your life.
