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December 1, 2021
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is there an article that explains how to set this up....

  • December 1, 2021
  • 3 replies
  • 2213 views

Can anyone forward me an article on how to do the following:

I have created a blog post where I want to set up a system where when someone clicks on a link, it pops up a box where they would type their email address in and then an email that I create gets sent to them with a downloadable PDF. (concept is in exchange for their email, they get a free PDF file of something I am offering).Β 

Thank you.

    This topic has been closed for replies.
    Best answer by alex.hong

    Hi there @everindigo,

    Welcome to the Community!Β 

    In order to create a form to collect emails, I would recommend taking a look into our signup form documentationΒ to get started making your first form. From there, you could create a flow that triggers when someone has filled out the form/added to a list or segment.Β You can send a PDF to a segment if that is what you are referring to.Β If so, the solution is to firstΒ create a campaignΒ and then follow the instructions inΒ this documentΒ to attach the PDF to the email.Β Unfortunately, you cannot attach or use a PDF file in Klaviyo however you can always host the PDF on your own server or site, then use that URL and paste it into a button or link within your email.

    I am also going to provide other articles to get started with Klaviyo.

    For specific product areas, here are some great step-by-step guides to start with:

    Flows

    Getting started with Flows

    Flow Triggers and Filters

    Campaigns

    Create and Send a Campaign

    Getting started with Smart Send Time

    SMS

    Getting started with SMS

    Templates

    Create, edit, manage and delete Templates

    Lists

    Create and add Contacts to a new List

    Segments

    Getting started with building Segments

    The difference between Segments and Lists

    The rest of our guides are available in our searchableΒ Help Center. You can also check out ourΒ BlogΒ for additional articles.

    Β 

    Hope this helped point you in the right direction!
    Alex

    3 replies

    alex.hong
    alex.hongAnswer
    Klaviyo Alum
    December 2, 2021

    Hi there @everindigo,

    Welcome to the Community!Β 

    In order to create a form to collect emails, I would recommend taking a look into our signup form documentationΒ to get started making your first form. From there, you could create a flow that triggers when someone has filled out the form/added to a list or segment.Β You can send a PDF to a segment if that is what you are referring to.Β If so, the solution is to firstΒ create a campaignΒ and then follow the instructions inΒ this documentΒ to attach the PDF to the email.Β Unfortunately, you cannot attach or use a PDF file in Klaviyo however you can always host the PDF on your own server or site, then use that URL and paste it into a button or link within your email.

    I am also going to provide other articles to get started with Klaviyo.

    For specific product areas, here are some great step-by-step guides to start with:

    Flows

    Getting started with Flows

    Flow Triggers and Filters

    Campaigns

    Create and Send a Campaign

    Getting started with Smart Send Time

    SMS

    Getting started with SMS

    Templates

    Create, edit, manage and delete Templates

    Lists

    Create and add Contacts to a new List

    Segments

    Getting started with building Segments

    The difference between Segments and Lists

    The rest of our guides are available in our searchableΒ Help Center. You can also check out ourΒ BlogΒ for additional articles.

    Β 

    Hope this helped point you in the right direction!
    Alex

    December 2, 2021

    Alex, Thank you so much. I will look into all of this. I appreciate your response.Β 

    alex.hong
    Klaviyo Alum
    December 2, 2021

    Glad I could help @everindigo! Feel free to post a new question in the Community whenever you run into issues :)