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How to create a freebie with MailerLite


I bet you already know (since you clicked on this blog) that one of the best ways to build your email list is by offering freebies. A freebie is something you give away to a potential subscriber in exchange for their email address. The most common form of a freebie being a PDF. There's a catch though. How do you set up an automation so when someone signs up your freebie pops up in their inbox without you lifting a finger? Here is the easiest way to set up your freebie using my favorite email service, MailerLite!


What you'll want to do first:


Create an opt-in form

Click on forms.

  1. Choose which type of form you would like to create. For most of my freebies, as you can see, I use embedded forms.

  2. Click on CREATE EMBEDDED FORM

  3. Name your form. I like to name it the same as my freebie title.

  4. Choose your form type. You can choose from a button or an actual form. We are going to choose the form for this example.

  5. Click CREATE EMBED FORM

  6. Now you need to select your subscriber group. You may not have anything under here, which is totally fine because you can create a new one under this tab. If you need to do that, then just claim ADD NEW GROUP. I like to call my group the same thing as the freebie as well.

  7. Scroll to the bottom and hit SAVE AND CONTINUE.

  8. We will start from the bottom and work down. You can choose to turn your double opt-in on or off. I'm going to turn it off for this one.

  9. Change the copy in the title, text, and button title. You will see the form on the left will auto-populate your changes.

  10. You can leave the text or edit it in the thank you message box or you can redirect the url.

  11. Change the look of your text box as you fit. I like to center mine and bold the lettering.

  12. Click on DESIGN. This is where you change the colors to match your branding, center the title, and change the form layout.

  13. Click on FIELDS if you would like more information from a subscriber besides their email address.

  14. Click on GROUPS to double-check you have the right group selected. As your groups grow you can click on more than one.

  15. Hit SAVE once you're done.

  16. You are automatically brought to your coding. This is where you grab the java script and/or link to embed your form.


SETTING UP AUTOMATION:

Now that you have your opt-in form created, we can go ahead and set up the automation portion.


  1. Click on AUTOMATION

  2. Click on CREATE A NEW WORKFLOW

  3. Name your workflow. I use the title of whatever I'm promoting

  4. Choose your trigger. I'm going to pick "When a subscriber joins a group."

  5. Choose your group. Use the same group you used when creating your opt-in form.

  6. Hit SAVE


DESIGNING YOUR EMAIL WITH PDF ATTACHMENT:

You want the first email to go out immediately after they fill out the form. So, we will go ahead set up our flow:

  1. Click on the + sign

  2. Since you want an email to go out immediately, you're going to choose EMAIL.

  3. Click DESIGN EMAIL.

  4. Write your email

  5. Here is how you will link your attachment: What you're going to do is go into your Google Drive (sign up for one if you don't have one yet) and then drag your PDF into the drive.

>Click on the share button up on the top right-hand corner. > Click on the drop-down box and pick ANYONE-PUBLIC ON THE WEB > Copy the link > Click DONE >Now go back into MailerLite and hyperlink (clink on the chain link) your copy with the link you just copied.


Then simply click okay, make any new edits and save! Was this blog helpful? Comment below! Feel free to send any questions you may have to courtneyclucas@courtneyclucas.com



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