Set up email automation for lead magnet

Set up an automated email to send lead magnet to your customer

Type SOPs · PDF

Execution time 5-10 Mins

Last updated 29 March 2024

Who does this Marketing Manager, marketing consultant, or any person responsible for marketing strategy for your business

Length 14 pages

Comes with From Leads to Sales: Funnel Building 101

Automate the delivery of your lead magnet when someone signs up for it

Successfully set up an automated email to send a lead magnet to your audience via Mailchimp

An automated email workflow for delivering a lead magnet saves you time and effort while growing your email list

What is inside 23 headings

Login to your MailChimp account. If you don’t have a Mailchimp account, sign up for one here.
Select “Automations” “Customer Journeys” from the dashboard.
Click “Create Journey”
Name this journey and click “Start building”.
Click “Choose a starting point”.
Select “Tag added”.
Locate the tag for people who’ve downloaded your lead magnet and click “Save Starting point”
Then, hover to the “+” icon and click “Add a journey point”.
Click “Send email”.
Click “edit” right next to the subject line.
Edit the email subject line and preview text, then click “Save”.
Next, click “Select a template”.
You can select any layout you like. For this SOP we’ll choose a basic 1 Column layout.
Drag an image (your logo) to the email logo placeholder.
Click the pencil icon to edit the email.
Edit the copy of your email. You should be able to preview the email on the left.
Highlight the call to action and insert a link.
Paste the URL of the free template (aka lead magnet) and click “Insert”.
Click “Save & Close”
Once done, click “Save and return to journey”.
Once done, click “Continue”.
Select a reason why you’re using the journey feature and click “Turn on”.

The document 14 pages

It comes with From Leads to Sales: Funnel Building 101, or with the full library.

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