Contributor IV

Solved

Lead magnet to new and existing contacts

Forum|Forum|3 years ago
September 26, 2022
13 replies
917 views

Hi. I’m setting up a lead magnet for a client. This will be an embedded form on a landing page on the website. I think I know how I can deliver the freebie AND add them to the welcome flow, but how can I offer this same freebie to existing contacts via the embedded form.

They’ll likely see it and want it too, but they’ll already be signed up.

How can I do this?

Best answer by Dov

Hi @lorenmn,

Thanks for that information.

The easiest way to achieve your goal is to build a segment of all users who already existed (I’m assuming by “existed” you mean existed in that list before the embed form was set up - let us know if that’s not the case), and then send them a campaign containing the pdf file. If the welcome email contains the pdf, you can simply save your existing welcome email and use that as your de facto campaign email for this send. If not, you can build the campaign email from scratch (or use one of our pre-existing templates). You’ll find a guide on adding attachments (including pdf files) to a Klaviyo email here.

Now onto the solution! If these “existing” users are all in the same list, you can build a segment based on their list membership - and was added before X date. Where the date would be the day before the embed form was established. From there, simply send the campaign email containing the pdf to this audience! The segment definition would look like the following (replacing Newsletter with the name of the list the sign-up form submits to):

If you’re not sure which day the embed went live, you can use this alternative segment definition which removes the contingency on the date added to the list and instead, adds a criteria to exclude users if they’ve already received an email from the welcome email flow. This wouldn’t necessarily align with the date the embed went live but it would only target users who are in the list and haven’t received any flow emails.

Keep in mind the names of the lists/flow used in these examples are simply placeholder values.

I hope that’s helpful.

Show previous replies

L

lorenmnAuthor

Contributor IV

Hey @matthiasmaurer.

I set it up differently. I set up a form and embedded it on the Shopify page (https://www.winternational.co.uk/pages/promp-page).

Then, created a ‘success page’ that acknowledged entry. You could provide a link to the PDF here or just show it.. (https://www.winternational.co.uk/pages/prize-draw-entry-thank-you-page). This meant it worked for ALL contacts.

Those who were brand new then received the usual welcome email series.

Does that help?

Lina

Active Contributor IV

I am having the same issue with the deliverability of two lead magnets (pdf downloads).

I’ve setup a Welcome series with a conditional split based on the sign up form. Then it delivers the freebie A or the freebie B. It works quite well, except the scenario when person subscribes via one form and then immediately (after 5-10 min or so) subscribes via another hoping to get both freebies. In this case the person gets only one freebie which is not very good experience for the potential customer.

The other problem is when existing subscriber fills out the form to get the same freebie again.

In order to deliver the second freebie I’ve setup a segment triggered flow, but this doesn’t work if the person joins the segment again (wants to get freebie for the second time).

I am just wondering how Klaviyo itself has solved this problem, because they have a lot of freebies.

@lorenmn offers a workaround that will deliver the freebie, but is not good option for me because I use double opt and people need to confirm the subscription if they want to get the freebie. If they get the freebie on the Thank you page, then they will not take effort to confirm the subscription.

Has anyone a good solution for this?

H

Humaara

Contributor I

Hi @Dov, would you be able to help me with my scenario for a lead magnet flow below?:

Goal of lead magnet is to generate sign-ups to my email list.

[NO ISSUE] User entered my Email Welcome Series through the lead magnet form: They will enter the welcome series with the digital calendar download, and then receive the subsequent email flow emails about my ecommerce store.
[RESOLVED - but clunky] User entered my Email Welcome Series before the lead magnet was shared and has already gone through the flow: (1) I will send a campaign email giving them access to the lead magnet, (2) in my lead magnet form, I will remind them to check their inbox in case they submit the form again.
[ISSUE] User entered my Email Welcome Series through a different capture point (e.g. I have a subscribe form on homepage) after the lead magnet form was launched AND LATER submits the form for the lead magnet: They won’t get the original campaign email that group 2 received, but they also don’t get the lead magnet through my flow.

Does anyone have ideas to resolve this? Thank you!

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