Setting up a lead magnet automation within Shopify

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1

I am fairly new to Shopify, and am trying to figure out if I can set up a lead magnet automation using the native marketing tools.

There doesn’t seem to be much info on this out there, I found this discussion which looks helpful, but as it’s a few years old I thought I would ask to see if there were updated options.

Any pointers on setting this up natively within Shopify welcome - here’s what I’m trying to do:

  • Offer something of value to user for joining email list (lead magnet)
  • Have a landing page for signup form
  • When someone signs up via that form, they are sent a specific email with details - or redirected to a specific page on site with details
  • Ideally subscriber is tagged to show they signed up via that lead magnet

Any info on which parts of this are completely impossible, and which parts might be do-able would be really appreciated.

I know I can go the route of Mailchimp / Mailerlite /ActiveCampaign / Klayvio but just trying to assess what the native tools are capable of…

Thanks!

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  • Offer something of value to user for joining email list (lead magnet) - (add a product)
  • Have a landing page for signup form (the closest things are check out so they purchase fo $0 or contact form)
  • When someone signs up via that form, they are sent a specific email with details - or redirected to a specific page on site with details ( confirmation of product purchase - however it would have less friction and faster to set up with native tools Mailchimp active campaign etc.. )
  • Ideally subscriber is tagged to show they signed up via that lead magnet (custom scripts)
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This problem sounds a bit difficult to solve, you can find a professional to help you solve this problem!

4

Thanks Jessica. Are you saying you think this can be done within Shopify native tools with the aid of a Shopify developer?

5

Thanks for that. Sounds like best option is going to be to do this outside of Shopify alright.

6

Any chance there’s been any update on this for the native shopify email?

Otherwise, I may have to go back to using a third party for email.

7

I’ve set up a lead magnet using the Powr form builder on Shopify. I found a great tutorial on YT by The Marketing Bully called How to create freebies which details how to set it all up. Very simple and easy to follow.

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Offering a free lead magnet on Shopify without using an expensive third-party tool like Klaviyo can be accomplished using some of Shopify’s built-in features and other cost-effective tools. Here’s a step-by-step guide to help you set it up:

1. Create Your Lead Magnet

Ensure your lead magnet (e.g., an eBook, guide, discount code, or exclusive content) is ready and available in a digital format.

2. Set Up a Landing Page- Using Shopify Pages:

  1. In your Shopify admin, go to Online Store > Pages.
  2. Click Add page.
  3. Create a compelling landing page with information about your lead magnet and a call-to-action for visitors to sign up.

3. Use Shopify Forms for Email Collection- Built-in Forms:

  1. Go to Online Store > Themes and click Customize on your active theme.
  2. Add a section or pop-up for an email signup form. Many themes come with built-in form options.
  3. Customize the form to collect email addresses, and add a message about the free lead magnet.

4. Automate Email Response Using Shopify Email- Shopify Email:

  1. Install the Shopify Email app from the Shopify App Store if you haven’t already.
  2. Go to Marketing > Create campaign > Shopify Email.
  3. Create an email campaign that automatically sends the lead magnet to new subscribers.
  4. Use the email editor to design the email and include a link to download the lead magnet or instructions on how to access it.

5. Tag New Subscribers for Future Marketing- To tag new subscribers and segment them for future marketing, ensure that your form or landing page automatically tags users when they sign up.

  1. In the form settings, add a tag to new subscribers (e.g., “Lead Magnet Signup”).
  2. This tag can help you filter and target these subscribers in future campaigns.

6. Promote Your Lead Magnet- Social Media and Blog Posts: Promote your lead magnet across your social media channels and in blog posts to drive traffic to your landing page.

  • Website Pop-ups: Use Shopify’s built-in features or cost-effective apps to create pop-ups on your website that promote your lead magnet.

7. Integrate with Free or Low-Cost Apps- Mailchimp: Mailchimp offers a free plan for up to 2,000 contacts and can integrate with Shopify to help manage your email marketing.

  • Privy: Privy offers free plans with basic features for creating pop-ups and forms.

By using these steps, you can effectively offer a free lead magnet on Shopify without incurring high costs from third-party tools. This approach leverages Shopify’s native capabilities and integrates with free or low-cost apps to enhance your email marketing efforts.