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How to create lead magnets

How to create lead magnets

In this help article, we’ll cover how you can use Checkout Page to create lead magnets.

Creating lead magnets

Checkout Page makes capturing leads easy. If you also add downloads to your form, you’ll create a lead magnet!

How to create a lead magnet

  1. From your dashboard, click Create page on the top right corner
  2. Choose Form and Create form
  3. In the Details tab, scroll down to Files
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  1. Click Upload files or drag and drop your files onto the box
  2. Wait for your files to upload
  3. Now your downloads have been added to your form
  4. From Fields, add fields for the customer information you wish to capture (Name, company name, email, etc)
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  1. Now you’re ready to add your lead magnet to your site!

Learn more about selling digital downloads

How does my new lead access their downloads?

After successful submission, your new lead can access their downloads in three different ways:

  • Through View downloads from their checkout confirmation screen
  • Clicking Access your downloads here from their submission confirmation email
  • Logging into their customer portal and downloading their files

Confirmation screen

Your new lead can click View files after successful submission.

This will redirect them to their customer portal to download their files.

Submission confirmation email

Your new lead can click Access your downloads here from their submission confirmation email.

This will redirect them to their customer portal to download their files.

Please note that if you send a custom email confirmation, it’s important to include a customer portal link so that your new lead can access their downloads.

Customer portal

Your new lead can log in to their customer portal and download their files from here.

The link to their customer portal can be found in their submission confirmation email.

Learn more about the customer portal here

Notifications after submission

You will receive a submission confirmation email containing your new lead’s contact information.

Your new lead will receive a confirmation email of their submission.

If you want to send your new lead a custom email or turn emails off, navigate to After submission and then Email confirmation to select from the following options:

  • Default email
  • Custom email
  • No email

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Contacting new leads

After successful submission, you can find your lead’s contact information in two different ways:

  • You will receive a submission confirmation email with your lead’s contact information
  • Under Submissions, every submission will have its own submissions page that contains your lead’s contact information

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Integrating Checkout Page with your CRM, email marketing, or other apps?

Using our Zapier integration, you can connect Checkout Page with hundreds of popular apps.

Integration examples

  • Update your CRM to add a new lead after a successful submission
  • Update your email marketing app with a new contact after a successful submission

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