Blueprints are pre-made email automation workflows. Currently, you can find two of them in the automation builder. We’ll continually roll out new blueprints.

Let’s go through each:

1.Lead Magnet Delivery

Go to “Build Automations” and select “NEW AUTOMATION”.

Choose “Lead Magnet Delivery”.

Click on “NEXT”.

Check the “OVERVIEW”, “EMAILS INCLUDED” and “SIGN UP FORMS” tabs to get insights into what makes up the blueprint.

For the template to work it has to create some Tags and a List. You can choose which ones you’d like to create by ticking in the following sample elements, then click “CREATE”.

You can use this automation blueprint for any type of lead magnet delivery.

For the sake of this explanation, we are using an ebook.

1. Trigger: the contacts fill out your form to download a free ebook that you offer on your site.

2. Add Tag: the contacts get a tag that denotes they show interest in your ebook to be trackable. 

It gets an additional “active” tag. We use the “active” tag on contacts who are going through an automation. So we can filter them out of bulk campaigns, to avoid sending them too frequent emails.

3. Send email: the contacts get an email with the ebook download link in it.

4. Wait for: wait 3 days to give some time for the contacts to click on the download link.

5. Link click condition: we split contacts into 2 branches: contacts who downloaded your ebook and contacts who did not.

6. Add Tag: if the contacts downloaded the ebook, they get the tag “lead-magnet-1-downloaded”.

7. Remove Tag: then the active tag gets removed, for the contacts here this automation is over.

8. Send email: The contacts who didn’t download your ebook get a reminder email, with the download link in it.

9. Wait for: wait 3 days again to give some time for the contacts to click on the download link.

10. Link click conditions: once again, we split contacts into 2 branches: contacts who downloaded your ebook (from the 2nd email) and contacts who did not.

11. Add Tag: if the contacts downloaded the ebook, they get the tag “lead-magnet-1-downloaded”.

12. Remove Tag: then the active tag gets removed, for the contacts here this automation is over.

13. Add Tag: if the contacts still didn’t download the ebook, they get the tag “lead-magnet-1-NOT-downloaded”.

14. Remove Tag: then the active tag gets removed, for the contacts here this automation is over.

Now you can “PUBLISH” your brand new Lead Magnet Delivery Automation. 🎉

2. Welcome New Subscribers

Click on “CHOOSE THIS

Click on “NEXT”.

For the template to work it has to create some Tags and a List. You can choose which ones you’d like to create by ticking in the following sample elements, then click “CREATE”.

Check the “OVERVIEW”, “EMAILS INCLUDED” and “SIGN UP FORMS” tabs to get insights into what makes up the blueprint.

You can use this automation blueprint for welcoming new subscribers and introducing your brand to the new subscribers.

1. Trigger: the contacts fill out your form to subscribe to your newsletter on your site.

2. Add Tag: the contacts get a tag: “active”. We use the “active” tag on contacts who are going through an automation. So we can filter them out of bulk campaigns, to avoid sending them too frequent emails.

3. Send email: Send a welcome email to  thank them for subscribing and engage them. 

4. Wait for 3 days: wait 3 days until the next email.

5. Send email: send them a follow-up email with cornerstone content to give some value. 

6. Wait for 3 days: wait 3 days until the next email.

7. Send email: send them a follow-up email again to introduce them to your brand.

8. Remove Tag: the “active” tag gets removed because the automation is over and we can send the contacts newsletter and other campaigns.

9. Add Tag: 2 tags gets added to the contacts: “lead”, “newsletter-subscriber”.

Now you can use your superb new “Welcome New Subscribers” automation. Feel free to customize in any way you’d like.

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