Learn / Automations

How to deliver a download automatically

Send the thing they signed up for immediately, then follow up two days later with what to do with it.

The workflow

1. 1Send email: no campaign chosen yet
2. 2Delay: 2 days, held to 09:00 their time
3. 3Send email: no campaign chosen yet
4. 4Exit flow

Before you start

Send the thing immediately. They are watching their inbox right now, and a delay here is the one place in email where a wait is actually felt. The second message, two days later, is where the value is: most people download a guide and never open it, so a follow-up that tells them which part to read first is worth more than the guide.

You will need: a list or tag for the signup, two campaigns.

How to set it up

1. 1Point your signup form at a dedicated list for this download.
2. 2Choose the Deliver a download template and trigger on that list.
3. 3Assign the delivery campaign to the first send. Put the link in the email rather than only on a thank-you page, because people lose the tab.
4. 4Assign the follow-up to the second send: what to do with it, or the one section worth reading.
5. 5Activate.

What goes wrong

• Only putting the link on the redirect page. Half of them will close it, and you will get support emails.
• Using the same list for every lead magnet. You lose the ability to tell what somebody was interested in, which was the point of having a magnet.