Offer a PDF worth downloading, then paste the form onto your own website - new Web Leads arrive tagged, with the eBook emailed automatically.
Every other Campaign talks to people you already have. A Web Campaign goes and finds you new ones.
You offer something worth downloading — a guide, a checklist, a PDF you wrote once — and in exchange somebody gives you their details. They get the eBook, you get a Web Lead, already tagged and ready to work.
Go to Campaign Management › Web Campaigns › eBook Web Campaigns, then Add New eBook Web Lead Campaign.
The name appears on your list and at the top of the public form, so make it the thing you are offering — not an internal code.
Tick from First Name, Last Name, Email, Phone, Address, City, Province and Postal Code.
Ask for less and more people finish it. A name and an email is usually plenty for a download. Every extra box costs you completions, and you can always learn the rest later.
Client Type, Client Rating Type and Lead Type. Whatever you set here is stamped on everyone who signs up, so they arrive already coded rather than as an untagged pile.
A PDF, and it is required — handing it over is the whole point of the Campaign. Once uploaded you get a Download button on the list, so you can always retrieve what you published.
The labels say where each one lands.
Form Message — what your visitor reads on the form itself. This is your pitch: what they are getting and why it is worth an email address.
Thank-You Page — what they see after pressing submit.
Email Sent — what arrives in their inbox, with the eBook attached.
Download hands your PDF back to you, and the eBook File is listed by name.
The Web Form Link is the public page. There is a Copy button beside it, and a Preview so you can look at it exactly as a visitor will before you publish it anywhere.
Better than a link, in most cases. Copy Embed Code gives you a snippet you paste into a page on your own site, and the form appears there.
It resizes itself, so it will not scroll or leave a gap — and your visitor never leaves your website to fill it in, which is usually worth a few extra completions.
Everyone arriving through this form is tagged with where they came from. That is what lets you email everyone who downloaded a particular guide, and nobody else, months later.
A clean page with your title, your Form Message, and only the fields you ticked. They fill it in, the eBook is emailed to them, and they appear in your database as a Web Lead.
From there a Workflow can pick them up automatically — a thank-you today, a follow-up next week — without you touching anything.
Offer something genuinely useful. The eBook is the whole transaction. A thin PDF buys you an email address and a bad first impression.
Two fields beat eight. Name and email. Everything else is friction.
Give each offer its own Lead Type. Knowing which guide someone downloaded tells you what they care about.
Write Email Sent properly. It is the first thing they receive from you, and it arrives when interest is highest.
Put the form link everywhere. Website, email signature, social bio. The Campaign works while you sleep, but only where people can find it.
We offer custom programming assistance and web development for anyone who would rather not wire the form in themselves. Ask us and we will help.
I cannot save the Campaign. The eBook PDF is required. Upload it first.
Nobody is completing the form. Usually too many fields. Untick everything but name and email and try again.
They signed up but did not get the eBook. Check Email Sent has content, and that the address they typed is valid.
New Leads are untagged. The Database Type filters were left unset when the Campaign was created.
Where is my form link? On the Campaign itself, under Web Form Link, with a Copy button. The Form button on the list opens the same page.
Yes, and it is required — the Campaign will not save without one.
Form Message is the form page, Thank-You Page is what follows submit, and Email Sent delivers the eBook.
Embed, usually. The form appears on your own page, so the visitor never leaves your site. Use the link when you need something to paste into an email or a social post.
In your database as Web Leads, tagged with the codes you set on the Campaign.
Copy Embed Code and paste it into the page where you want the form. If you would like help wiring it in, we offer web development assistance.
Yes — one per offer is the usual approach, each with its own Lead Type.
Yes. Edit the Campaign and upload a new PDF.
Yes, and that is the natural pairing — a Web Lead arrives coded, and a Workflow takes it from there.
Every other Campaign talks to people you already have. This one goes and finds you new ones. Campaign Management, Web Campaigns, eBook Web Campaigns. This is for when you have something worth downloading. A guide, a checklist, a P D F you wrote once.
Add New eBook Web Lead Campaign, and name it. Tick which of your database fields the form should ask for. Ask for less, and more people finish it. A name and an email is usually plenty. Set your Database Type filters, so everyone who signs up arrives already tagged.
Then upload your eBook. It has to be a P D F, and it is required. Handing it over is the whole point.
Then your eBook Messages. Three pieces of writing, and the labels tell you where each one lands. The Form Message is what your visitor reads on the form. The Thank-You Page is what they see after they press submit.
And Email Sent is what arrives in their inbox, with the eBook attached.
Save, and you get the two things you actually need. Your P D F back, with Download. And your Web Form Link, with a Copy button and a Preview so you can see it as a visitor does.
Or better still, embed it. Copy Embed Code drops the form straight into a page on your own website. It resizes itself, so it will not scroll or leave a gap. Which means your visitor never leaves your site.
Either way, this is what they see. They fill it in, the eBook is emailed to them, and they land in your database as a Web Lead. Tagged with where they came from, and ready for a Workflow. A free tool, working while you sleep.
And if you would like a hand adding it to your website, we do custom programming and web development. Just ask.
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