How to offer a PDF download in exchange for customer contact information (name, email)?

Shopify Discussion
1

Hi everyone,

I’m looking to offer a downloadable PDF (such as a guide or an activity sheet) on my Shopify store, but only in exchange for the customer’s contact details — ideally at least their first name, last name, and email address.

I’d like to:

  • Display a form or pop-up where users enter their details

  • Automatically send the PDF (either by email or redirect to the file after submission)

  • Store the contact info, possibly in the Shopify Customers section or via an app

I’m not sure what the best way is to do this — should I use a Shopify app, custom code, or an integration with something like Mailchimp or Klaviyo?

Has anyone set up something similar? I’d appreciate any tips, app recommendations, or examples.

Thanks in advance for your help!

2

Hi @claire_verty ,

It’s feasible using Klaviyo — and it’s actually one of the most popular ways to do exactly what you’re trying to achieve on a Shopify store.
Let me know if you are not familiar with Klaviyo I will help you to do this.

Thanks!

3

Yes, you can definitely do this on Shopify, and the easiest way is to use an app or email marketing integration.

Here are two solid options:

  1. Use Klaviyo or Mailchimp:

Create a form (popup or embedded).

Once the user submits their name/email, trigger an automated email with the PDF download link.

Their info gets stored in your email list, and you can sync that with Shopify.

  1. Use an app like “Downloadable Digital Assets” or “Email Before Download”:

These let you lock the PDF behind a form.

You can either redirect to the PDF immediately or send it by email.

Contacts can be stored and synced with your Shopify customer list.

Let me know which method you prefer, and I can help walk you through the setup.

4

Hi @claire_verty ,
Offering a downloadable PDF in exchange for contact details is a great way to grow your list while providing value to your audience. You can achieve this easily using apps or integrations without needing custom code.

Here is a simple approach that works well:

  1. Add a popup or form to your store
    Use an app like Mailmunch, Privy, or Popupsmart to collect first name, last name, and email. These apps let you design forms and control when and where they appear, such as after a few seconds or when someone scrolls down.
  2. Send the PDF after form submission
    You can either redirect users to a download page or send them the file via email using your email marketing app. This gives you flexibility depending on whether you want instant access or email verification.
  3. Store and organize contacts
    Apps that sync with tools like Mailchimp or Klaviyo can automatically store your leads. Alternatively, you can export contacts and upload them into Shopify manually or through an app integration.

If you’re looking for a simpler, Shopify-integrated solution to follow up with subscribers using email automations, you might want to try Retentionly – AI Email Marketing. It offers:

  • Easy setup in minutes
  • Usage-based pricing with no cost per contact
  • Live chat support, and our team can help set up your flows at no extra cost

Feel free to install Retentionly and reach out if you need help getting started.

Cheers,
Retentionly Team

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