Monthly Archives: January 2014

How To: Send a Secure File after Someone Signs Up on your MailChimp Form

MailChimp Logo

If you run a website and do much of your marketing through email, a popular way to gain more subscribers to your mailing list is to offer a special incentive for signing up, such as access to a free ebook or magazine. You can now easily send your subscribers a download link to your document immediately after they sign up with your MailChimp form. Follow the steps below to learn how.

Step 1: Create a signup form in MailChimp

Login to MailChimp and go to your Lists.
 Next to the List you want people to sign-up for, click on the drop-down arrow and then select Signup forms.

MailChimp List Sign Up

On the next page, choose General Forms. You’ll perform a few steps here to customize each step in your signup process.

Customize MailChimp Signup ProcessUse the WYSIWYG editor to:
1) Customize your Signup form,
2) Signup form “thank you” page*,
3) Opt-in confirmation email, and
4) Confirmation “thank you” page.

On the Confirmation “thank you” page reserve a spot for your file download link. We’ll return here later.

Lastly, under #5, the Final “welcome” email, decide if you want to leave this email on or turn it off.

After you finish your set up, you can share the provided link to your form or you can embed it in your website.  To embed it, go to Signup Forms > Embedded Forms, and scroll down to find the copy/paste code on the bottom-right.

*On your Signup form “thank you” page you might add some text explaining when your subscriber will receive their download.MailChimp Customized Text on Signup Thank You Page

Step 2: Create a download link to your file with Digioh

Now that you’ve set up your form, you’ll need to set up your document.  First, sign up for Digioh, a service that allows you to send, track, and protect files for your MailChimp subscribers.

Once you have a Digioh account, connect it to your MailChimp account and Add a File.
Link Digioh and MailChimp Accounts
Under Security Options, you’ll see a few choices: List Grower Security (a person can sign up to view the document), Membership Security (the person must already be on your list to view it), or No Security.  Since we want sign ups in this case, choose your list from List Grower Security.  This way, if anyone forwards the link to your document, they’ll be prompted to join your list.
List Grower Security

After setting your options, move on to the next page. Your document will upload and you’ll receive the download link to copy/paste in MailChimp.
Digioh Download Link for MailChimp

Step 3: Paste your Digioh download link in MailChimp

With your download link in hand, you can now go back to MailChimp and place your link in the Confirmation “thank you” page, giving your subscriber instant access to your file.MailChimp Customized Text on Confirmation Thank You Page

In addition, you can also send the file in an autoresponder email, which can be sent as early as the top of the hour after someone signs up, so they’ll easily be able to save it in their inbox for later reference.

To create an autoresponder email, navigate to your sidebar and click on Autoresponder, then Create Autoresponder email.

First, select the list you want to send the autoresponder to and choose “entire list.”  On the next page choose Subscription to list as the event trigger, uncheck the trigger-on-import box, set the email to be sent Within the hour of the sign up, and finally, make sure that it will be sent out on all days.

MailChimp Autoresponder Configuration

Keep following the steps and you’ll soon be able to design your autoresponder.  To customize the template, just click on a “block” and edit on the right.
MailChimp Email DesignerSave your design and make sure the text-version looks okay, too.

On the last screen you’ll need to review MailChimp’s checklist and fix any outstanding issues.  Once you’ve done that, Preview and Test your email to make sure it looks good in your inbox.  Then, and most importantly, click Start Autoresponder!
MailChimp Autoresponder Set Up Final Steps

Phew!  I know we’ve come a long way, but before you go live, be sure to test your whole set up by subscribing yourself to your list through your Signup Form.  Remember, you will need to wait until the top of the next hour to receive your autoresponder email, but everything else should be nearly instant.

If you have any questions, just let us know in the comments below!

Best of luck!

How To: Send a Secure File after Someone Signs Up on your AWeber Form

AWeber logo

Let’s say someone just signed up on your website using an AWeber form and you want to immediately send them an eBook, report, or other document. There really hasn’t been an easy and automatic way to do this until now. Follow our steps below to learn how to send a file immediately after someone signs up on your AWeber form.

Part 1: Create a form on AWeber

Log in to your AWeber account and choose the list you want people to sign up for.

Choosing the desired AWeber list

If you need to create a list, go to Create and Manage Lists, then Create A List.  Follow the instructions to create a new list.

Create a new list in AWeber

When you’ve finished creating or selecting your list, click on the Sign Up Forms tab and then Create Your First Sign Up Form.

You can choose from a wide variety of templates to start customizing your form.  You may also add in custom fields and edit the form by clicking on the sections you want to change.

Creating an AWeber Sign Up from

When you are satisfied with your form, save it and Go to Step 2: Basic Settings.  Consider creating a custom Thank You page on your website that the subscriber will be directed to after submitting the form.

Directing the AWeber form to a custom thank you page

On Step 3, choose how to publish your form.  For the best look, choose to embed it in your website.  Remember to test it!

dg5

Part 2: Sign up for Digioh

Now that you’ve set up your form, you’ll need to set up your document.  First, sign up for Digioh, a service that allows you to send, track, and protect files for your AWeber subscribers.

Once you have a Digioh account, connect it to your AWeber account.  Go to My Account, then after connecting your accounts, return to your Digioh Dashboard and Add a File.
Digioh's AWeber connector
Under Security Options, you’ll see a few choices: List Grower Security (a person can sign up to view the document), Membership Security (the person must already be on your list to view it), or No Security.  Since we want sign ups in this case, choose your list from List Grower Security.  This way, if anyone forwards the link to your document, they’ll be prompted to join your list.

List Grower Security in Digioh

After setting your options, move on to the next page.  Your document will upload and you’ll receive the download link to copy/paste in your AWeber Follow-Up email.

Digioh download link for an AWeber message

Part 3: Paste the Digioh download link inside the AWeber confirmation email

Creating a follow up message in AWeber

In AWeber, go to Messages > Follow Up Series.  Then, Create Your First Follow Up.

Create your message using the drag-and-drop features.  Click on the Personalize button to insert merge fields such as First Name.

You can place your Digioh download link where it fits best in your message, including linking it to custom buttons.  Be sure that when you paste the download link the {!email} merge field is included at the end.

Customizing an AWeber follow up message

Now you have a choice to make.  After someone signs up with your form, you can have AWeber automatically send a confirmation email (Confirmed Opt-In) and then send the download link after they confirm, or you can turn the confirmation email off so the subscriber immediately receives their download link.  There are pros and cons to both approaches.

If you’d like to bypass the confirmation email, go to List Options > List Settings > Confirmed Opt-In and turn off the Opt-In Requirement.
Finding the Confirmed Opt-In settings in AWeberTurning off Confirmed Opt-In message in AWeber
That does it!  Remember to test your set up whenever you make a change!