Skip to main content

Send PDFs to Sign-Ups Efficiently 🧐

I make YouTube lessons and I often have a PDF of the lesson that I email to viewers who sign up with their email.
At the moment, I do this by creating a simple sign up form (double opt-in) that gives the viewer a tag, and then a FluentCRM automation that sends the email to the user with a link to the PDF.
As a result, I have to create a new sign-up and automation each time I create a new PDF.
Is there a way to streamline this process?

Sean Johnson

The most simple from a non technical point of view seems to be if you go to "settings", then "double opt-in settings" at the bottom of the screen you've got an option to "enable tag based double opt in redirect".
This would mean you have to create a tag and a redirect to the web page that holds the link to each pdf download (maybe the redirect could be the pdf download - "Not sure, i've not done it" but I'd try that.

I've followed a more technical programming approach which is a modified workflow that I'm migrating from my aweber list

That involves writing custom php code, where I "enhance" the functionality.
I pass a hidden variable in a html form containing my blog post pageID, you for example if not using a blog, would come up with your own ID structure for each Youtube video.
I then store that ID in the "company_id" field of the subscribers table and use this to send custom "opt-in" bribes to subscribers depening on where they came from, essentially "content upgrades" which is what you're doing.
Three php code pages one for a custom redirect plugin that I wrote and one to process the subscriber and one to deliver the opt in "bribe" are required.

Eli Howes

Hey, thank you so much for taking the time to think about these ideas and reply to me. For the first suggestion, I think that wouldn't work for viewers that are already subscribed but still want the PDF- right? The second idea seems very cool but a bit complex for me. I'm no coder!