demobook

Kit: Set up direct incentive delivery

Demo summary

Shows how to use the 'Incentive' settings to automatically deliver a PDF download or redirect to a URL immediately after a user signs up.

Step-by-step

  1. Open the form settings
  2. Scroll down and select the Incentive tab
  3. Ensure Send incentive email is checked
  4. Select either Download or URL as the post-signup action
  5. Upload your file via Choose file or enter the destination URL
  6. Click Save
  7. Click Publish

Options

  • Deliver a PDF, photo, or document via the Download option
  • Redirect users to an unlisted YouTube video or webpage via the URL option
  • Send the incentive via email instead of a direct redirect

Tips

  • Use the URL option for unlisted content intended only for specific subscribers

All demos from “How to Use Convertkit (Kit) to Deliver Your Freebie

  1. 0:293:11Create a landing page and custom form fieldsThe creator demonstrates how to select a landing page template, edit the content, and add custom form fields like 'First Name' and 'Location' to the sign-up form.KitBuild a lead-capture landing page
  2. 3:401:33Set up direct incentive deliveryCurrentShows how to use the 'Incentive' settings to automatically deliver a PDF download or redirect to a URL immediately after a user signs up.KitDeliver a lead magnet / freebie
  3. 5:132:10Create a lead magnet automation triggerDemonstrates setting up a visual automation from scratch, using a form join as the trigger to start an email sequence.KitBuild a welcome / drip automation
  4. 7:231:17Drafting the delivery email with personalizationShows the email editor interface, adding subscriber first-name personalization tags, and attaching a file or link to the email body.KitDesign a newsletter / email (drag-and-drop editor)
  5. Watch “How to Use Convertkit (Kit) to Deliver Your Freebie” →

Deliver a lead magnet / freebie

  1. 4:592:36Set up a thank you page and lead magnet deliveryShows how to create a custom thank you page and configure the incentive email to automatically deliver a file download (lead magnet) upon subscription confirmation.Kit
  2. 4:112:23Setting up incentive email and lead magnet deliveryShows how to configure the 'Incentive' settings to automatically send a download link or file to new subscribers.Kit
  3. 3:401:33Set up direct incentive deliveryCurrentShows how to use the 'Incentive' settings to automatically deliver a PDF download or redirect to a URL immediately after a user signs up.Netta Dobbins