Create and Deliver a Lead Magnet

Savvy Recipe | Beginner | Approximately 60–90 minutes

Have you got a free checklist, guide, workbook or other useful resource you'd like to share in exchange for someone's email address?

In this recipe, we'll show you how to set everything up in Savvy Funnels so people can request your resource and receive it automatically.

By the end, you'll have:

Someone visits your sign-up page → Enters their email address → Sees your thank-you page → Is added to your contacts → Receives your resource by email.

You'll need:

Savvy Funnels will create a funnel containing two steps:

A squeeze page is simply another name for a sign-up page.

You can rename the steps to something more meaningful if you prefer.

Before moving on: Check that you can see both steps listed inside your funnel.

Don't worry if the template contains text, images or sections you don't need. We'll change those next.

In the page builder:

Your sign-up page should clearly explain:

For example:

Free Checklist: 10 Simple Ways to Organise Your Online Business

Feeling overwhelmed by all the little jobs involved in running your business? Download this free checklist to help you get things organised.

Click the elements you want to customise and use their settings to adjust the colours, typography and spacing.

Check your headings, body text, buttons and backgrounds so the page feels consistent with the rest of your business.

Depending on your chosen template, you may also have page-wide typography and colour settings.

The page builder uses sections, rows and elements.

Use the editor's elements panel to drag additional content onto your page. You can also select unwanted sections or elements and remove them.

You don't need a complicated page. A clear heading, short explanation, relevant image and sign-up form are usually enough.

Save your changes before continuing.

You can also change the font and colours throughout by navigating to Settings at the top of the page and selecting your fonts and colours. Here you will also find your SEO settings.

1. While still in the page editor, click the email input field.

2. Open its settings.

3. Check that the field is linked to the Email contact field.

This ensures the email address someone enters is saved against their contact record.

If you'd like to personalise future emails, you can also ask for someone's first name.

1. Add another Form input element if the template doesn't already have one.

2. Open its settings.

3. Select the appropriate first-name contact field.

For most lead magnets, a first name and email address are plenty. You don't need to ask for someone's phone number, address or other information unless there's a genuine reason.

This part is important because the button needs to submit the form, not simply open another page.

1. Click the button beneath your form.

2. Open its settings.

3. Change the button text to something relevant, such as Send Me the Checklist.

4. Set the button action to Submit form.

5. Set the destination or redirect to To the next step.

This means that when someone completes the form and clicks the button, Savvy Funnels can save their details and take them to your thank-you page.

Save your page.

Before moving on: Make sure your form has an email field and the button is configured to submit the form.

Your email should contain

Your subject line

For example: Here's your free Simple Systems Checklist

Your email message

Keep it friendly and straightforward. Thank them for requesting the resource, tell them how to access it and briefly remind them who you are.

Your resource

Decide how you'll deliver it. You can provide a link to a downloadable file or use a file attachment.

Make sure your resource is accessible to the people receiving the email. A link to a private file they don't have permission to open won't work.

Ensure you click Save.

If you want to add additional emails, you can create them here and select the time delay between each email.

Check your contact record

1. Return to your Savvy Funnels dashboard.

2. Open CRM > Contacts.

3. Find the email address you used for testing.

4. Open the contact record.

5. Check that your lead magnet tag has been applied.

Check your delivery email

Open the inbox for your test email address.

Check that:

• The email has arrived.

• The subject line and sender details are correct.

• The resource link or attachment works.

• The email looks sensible on mobile.

• Any additional links work.

If the email doesn't arrive, check your spam or junk folder first. Then return to your funnel's automation rule and confirm the trigger and actions have been saved correctly.

Testing tip: If you've already used the same email address to test the funnel, use a different address or a fresh test contact when checking the full sign-up process again.