Hey ​@HelenR , 

I agree, a pop-up is definitely the way to go! When you set up the form, just make sure submissions are added to a dedicated list. Then, build your flow with the “added to list” trigger. Include the PDF download link in the first email of the flow, and you’re all set! Please let me know if you have additional questions!

 Hi ​@HelenR 

As you’re describing a landing page to encourage sign-ups, I recommend using both an embeded form and a pop-up (maybe a full page splash) that triggers on exit. That way you get two opportunities to convert!

For the pop-up, you could set the targeting to exclude contacts in your PDF list who have already submitted (and therefore  grabbed the PDF via the flow).should they return to the post at a later date. Not essential but good practice i.e don’t prompt them to sign-up for the PDF when they already have it.

For the flow, that can be list-triggered as ​@RachelF suggests with a new list solely for the PDF download.

Alternatively, if you want to maintain one master email list, you could use a custom property on the form(s) to capure they’ve submitted then use a segment-triggered flow. That segment would include contacts with the custom property set to a value eg PDF = true.  Segment-triggered flows aren’t triggered immediately like lists are but the delay is not much in my experience.

.If you decide to go down the pop-up only approach, consider when you will trigger that (scrolled a certain amount?); it would be annoying to be starting to read the post and be interupted by a pop-up!

Hope that helps and good luck.

Andy

Hi ​@HelenR 

Great question and welcome to the community!

In my opinion, Pop ups can feel more noise, especially when users are already swatting away things like cookie policies, 10% off, or sign up to push notifications pop-ups. They often look like they’re triggered at the site level, not connected to the content someone’s actually engaging with.

An embedded form, on the other hand, feels more intentional. It’s part of the page, part of the story, and makes the sign up feel like a natural next step without any distractions. You have done the hard part, getting them to the page, so don’t push them away with something intrusive, but do make the process super easy for sign up on the landing page.

Have a super simple embedded sign up form on the page, then as ​@RachelF mentioned, build your flow with the “added to list” trigger and include the PDF in the email.

It’s all about keeping the experience aligned with why they came to the page in the first place.

Thanks

Tim

Thanks for all the replies, I decided to try the embedded form route after all as the popup kept clashing with my site wide popup. I just have to sort out why it is triggering the wrong flow now.