Pro tip
Use Forms to give away access to freebies like a digital file, a live consultation call, or your course in a Kartra Membership. Offering something in exchange for a person's contact information can be a great way to increase opt-in conversions.
When you create a "Product" asset in Kartra, you must configure checkout details and connect a payment processor. Products can be offered for a $0 fee, but when you use the Product asset type, your customer will still be required to enter their credit card to get your offer.
To give something away without requiring a payment or credit card, create a "Form" asset instead. This allows you to collect a new prospect's contact information in exchange for your offer instead of payment details.
Give away a free download
- Go to Media > Files and upload the file you want to give away. This creates a download link.
- Go to Pages and create a success page for your form. When people submit your opt-in form, they will land on this page. Add a button to the success page and link it to file you uploaded in the previous step. Publish the page.
- Go to Forms and create an opt-in form. At the Confirmation step, connect the success page created in step 2 in the Success page module. Complete the form setup.
- Go to Pages and create an opt-in page where people will go to complete your opt-in form. Locate the opt-in form component on the page or drag a new one into the canvas. Edit the form component and link the form you created in step 3. Publish the page.
Using this setup, visitors to your opt-in form will submit their information and automatically go to the final success page. On the success page, they can download your giveaway.
Alternatively, you can send a link to the download in the Form's welcome email.
Give away access to a membership
Giving away access to your membership illustrates the power of automation in your account. This process can be adapted to create many different experiences for your prospects and customers.
- Create an opt-in form and go to the Basic automation step of the setup wizard
- Create a new rule:
- IF Lead fills form [this form] ... THEN Grant access to membership [Your membership] + [Access level]
With these rules set, every lead who completes your form will automatically be granted access to your membership.
