Add Lead Magnet To Email For Delivery

Estimated Time of Completion: 0.5 hour

This needs testing. 1hr will do.

Do you need your Lead Magnet set-up to be delivered automatically from your Auto-Responder?  

Your Doer has been trained to get this done so that your subscribers are being kept happy in a really automated way.  

Tell your Doer what lead magnet you want to be delivered automatically and they’ll set it up for you. 

Also, if you’ve got Infusionsoft, your Doer can set-up your lead magnet to be linked to automatically double-opt-in the subscribers' email address. This will dramatically improve your deliverability rate and generally help your emails get read more in the future.

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  • You'll need to describe the task. We'd recommend 'Add Lead Magnet to [Your CRM] for Email Delivery: MF0018'
  • Assign the To Do to your Doer
  • Set a Due Date
  • Add notes: 
    • You can provide your Doer with this URL in order to provide them with context on the task. 
    • Ensure your Doer has access to your CRM (eg. Infusionsoft, Active Campaign, MailChimp)
    • Advise your Doer what lead magnet you would like to set up for email delivery
    • Let your Doer know who the lead magnet will need to be sent to - is it going to a particular email list/clients with a particular tag?
    • Add in any other notes or requirements that might be relevant to the task
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.