In many of our templates, we suggest you send a downloadable resource (often in the form of a guide or checklist). In this tutorial, we show you the best way to set up your download.
Step One: Collect their email address via a Landing Page
Say you're promoting the 90 Days to Homeowner guide and you make a post saying "comment "Home" below for my guide"
You will send people a form where they will input their information. We recommend using Flodesk forms for this. Flodesk will automatically send them the guide once they receive their information.
Step Two: How to Deliver the Downloadable Guide using Flodesk:
1. Create a Folder in Google Drive
Open Google Drive.
In the top-left corner, click the New button
Select Folder from the dropdown menu.
Name the folder "Live Downloads" (this ensures you recognize it as important and avoid accidentally deleting it).
Click Create to finalize.
2. Upload the Guide to the "Live Downloads" Folder
Open the "Live Downloads" folder by double-clicking it.
Drag and drop your guide file into the folder, or click New → File upload and select the guide from your computer.
Wait until the upload is complete (you’ll see a checkmark next to the file when it’s done).
3. Copy the "View" Link
Right-click on the uploaded guide file and select Get Link.
In the sharing settings popup:
Ensure the access is set to Anyone with the link and the role is set to Viewer (not Editor).
Click Copy Link to save the URL to your clipboard.
Click Done to close the popup.
4. Add the Link to the Button in Your Delivery Email
Open your email draft or email platform where you’re creating the delivery email.
Locate the button you want to use for linking the guide (e.g., "Download Guide" button).
Click on the button to edit it, then paste the copied link into the URL/link field.
Save or update the email draft.
5. Test the Link
Send a test email to yourself to ensure the button works and directs you to the correct guide file.
By following these steps, your guide will be safely stored in Google Drive, and the delivery email will include a functional link for recipients to access the file.