How to Add Email Automations for Lead Magnets?

How to Add Email Automations for Lead Magnets?

Email automations let you instantly follow up with leads who submit your form, or send targeted emails based on their responses. This helps you nurture leads and boost conversions without extra effort.

Step 1: Go to Advanced Settings

  1. While creating or editing a Lead Magnet, go to Step 2: Advanced Settings.

  2. In the Add Email Automation section, click Setup.

Step 2: Choose a Trigger

You’ll see two automation trigger options:

  • When Lead Form is Submitted

    • Sends the email as soon as someone completes the lead form.

    • Best for: sending thank-you messages, delivering promised resources, or starting nurture sequences.

  • When User Selects a Specific Response

    • Sends the email only if a user picks a particular answer to a question.

    • Best for: segmenting leads (e.g., beginner vs. advanced users) and sending tailored content.

Select your preferred option and click Confirm and Proceed.

Step 3: Write Your Automated Email

  1. Add a Subject Line (keep it clear and compelling).

  2. Write the Email Body — this could be a welcome note, a link to a resource, or next steps.

  3. Use personalization tokens (like Name or Email) to make it more engaging.

Step 4: Save & Enable

  • Once your automations are ready, click Save Changes.

  • Your emails will now be sent automatically based on the triggers you set.

Add More Automations (Optional)

  • You can set up to 3 automations per lead magnet.

  • For example:

    • Email #1: Send immediately on form submission (thank-you).

    • Email #2: Send if they select “Beginner” (guide for starters).

    • Email #3: Send if they select “Advanced” (pro-level resource).

✅ Quick Tips

  • Always send a quick thank-you email to build trust.

  • Use the specific response trigger to segment your audience early.

  • Keep emails short, clear, and actionable - don’t overload new leads.

  • Review automations regularly to ensure content stays fresh and relevant.

That’s it! With email automations, your Lead Magnet doesn’t just capture leads - it starts building relationships from the first interaction. 🚀