The Quick Setup And Simplified Approach To Nurture Leads Through Lead Magnets

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Step 1. Set Up Lead Magnet

• Go to Websites and Forms > Surveys and Builder > Lead Magnet Surveys > Quick Simplified Setup
• Choose a lead magnet template (1-5)
  

Step 2. Edit Lead Magnet Form

• Click into lead magnet form and edit text
• Collect name, email, and phone number (and optionally social media handle)
  

Step 3. Add Lead Magnet Resource

• Upload file to File Uploads and get link
• Add link to lead magnet form redirect
  

Step 4. Set Up Automation

• Go to Automation > Lead Magnets
• Link lead magnet form to lead magnet automation
• Tweak follow-up sequence (emails, text messages, etc.)
  

Step 5. Track Lead Magnet Downloads

• Leads will appear on Opportunities Board and Lead Management Board > Lead Magnet Downloads
  

Step 6. Nurture Leads

• Use lead magnet downloads to gather email addresses and nurture leads