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How to Deliver a Downloadable Guide (Lead Magnet & Landing Page in FloDesk).
How to Deliver a Downloadable Guide (Lead Magnet & Landing Page in FloDesk).

How to send a free lead magnet in exchange for your leads' contact information using FloDesk.

Haley Ingram avatar
Written by Haley Ingram
Updated today


In many of our social media templates, we recommend promoting a free downloadable resource (often in the form of a guide or checklist) in exchange for the viewer's email address. In this article, we show you how to set up and deliver your free download using Flodesk.


What is a Lead Magnet and Landing Page?

A lead magnet is a valuable resource offered to your audience in exchange for their email address, helping you grow your email list. Common examples include a home buyer guide, relocation guide, or local seasonal guides, all available through Coffee & Contracts. A landing page, also called a form, is a standalone web page designed to promote your lead magnet, collect email addresses, build your email list, and distribute the lead magnet.

Why We Recommend FloDesk

FloDesk provides a beautiful, user-friendly platform that makes it easy to design landing pages and emails. Coffee & Contracts members have access to FloDesk landing page templates and email templates, making it easy quick & easy to integrate email marketing into your overall marketing strategy.

FloDesk's seamless design capabilities, customizable workflows, and straightforward pricing structure make it an ideal choice for real estate agents looking to nurture leads and convert them into clients.

Access C&C's Flodesk landing page templates in your dashboard.


How To Create a Landing Page & Deliver a Lead Magnet in Flodesk

Step One: Choose Your Lead Magnet

  1. Choose a lead magnet that your ideal client would find valuable. Browse lead magnets in the Coffee & Contracts library.

  2. Customize the design.

  3. Download page 1 of your lead magnet as a PNG (we will use this later!)

  4. Download ALL pages of the lead magnet as "PDF Standard".

Step Two: Set up your Landing Page

Create a landing page (also called a form) where leads can input their contact information in exchange for your lead magnet. We recommend using Flodesk forms for this.

  1. Open our form template in FloDesk.

  2. Click "Start designing now" to begin editing.

  3. Update the placeholder image using our mockup template with the PNG file of Page 1 you downloaded in Step One.

4. Update the copy to reflect the lead magnet you are promoting.

5. Go to Settings and under "Choose segments," start typing to create a new segment for this lead magnet (I.E. "Home Buyer Guide").

6. Click Share. This is the link to your landing page – Share and promote it! People who complete this form will be added to the list to receive your lead magnet.

Step three: Deliver the Lead Magnet

  1. In Flodesk, go Workflows and click New workFlow > Start from scratch. Name the workflow.

  2. "Add trigger". Choose the option "Begin workflow when a subscriber is added to segment(s)" and select the segment you just created.

  3. Customize the delivery email in your workflow

  4. Create a Folder in Google Drive to store your Lead Magnet

    1. In the top-left corner, click the New button

    2. Select Folder from the dropdown menu.

    3. Name the folder "Live Downloads" (this ensures you recognize it as important and avoid accidentally deleting it).

    4. Upload your lead magnet as a PDF to the "Live Downloads" Folder

    5. Copy the "View" Link

      1. Right-click on the uploaded guide file and select Get Link.

      2. In the sharing settings popup: Set the access to Anyone with the link and the role is set to Viewer (not Editor).

      3. Click Copy Link to save the URL to your clipboard.

  5. Add the Lead Magnet Link to Your Delivery Email

    1. Hyperlink the lead magnet within the body of the email or by adding a button.

  6. Review & Publish

    1. Preview your form and email workflow

    2. Once you're ready to go live with the form, select "Publish" to start collecting leads and sending your lead magnet automatically!


✍🏻 Lead Magnet Delivery Email Sample


Hi [First Name],

Your [Home Buyer Guide, Fall Guide, Relocation Guide] is here! It’s packed with everything you need to [buy your dream home, enjoy this season to the fullest, make your big move stress-free].

You can download it right here: [Insert Google Drive link]

In this guide, you’ll find [a quick breakdown of key takeaways or sections], designed to help you [specific benefit of the guide]. I’m confident this will make [buying your first home, planning your move, enjoying fall] a breeze!

If you have any questions or need further assistance, feel free to reply to this email — I’m here to help!

Enjoy your guide,
[Your Name]
[Your Business Name]

P.S. Keep an eye on your inbox - I drop in [monthly] with local updates & things to do in [City Name].


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