Skip to content
Digioh HowToDigioh HowTo
  • Get Digioh
  • Pricing
January 28, 2014 by Rishi

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

How To: Send a Secure File after Someone Signs Up on your MailChimp Form
January 28, 2014 by Rishi

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.

[Related: 5 Ways to Supercharge Your Email Marketing (Infographic)]

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 Audiences. Then click Signup Forms, and select the form builder.

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

Use the forms and response emails dropdown to select the part of the form you want to work with. You will want to build the following sections:
1) Customize your Signup form,
2) Opt-in confirmation email, and
3) Confirmation “thank you” page.

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

Lastly, for 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 on your website.  To embed it, go to Signup Forms > Embedded Forms, and scroll down to find the copy/paste code on the bottom-right.

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.

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.

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.

In addition, you can also send the file in a Customer Journey, which can be set to go out right after a user signs up.

To create a Customer Journey head to Automation > Customer Journey

Start by creating a Customer Journey.

Keep following the steps and you’ll soon be able to set up a journey map. Add a “send email” event to it

Click on “Gets Email” and select whether you want to use a template or a previous campaign for the starting point for the design.

Select the template or email you want to work with, and once you’re in the editor, add your Digioh link

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 through your Signup Form.

If you have any questions, feel free to send us a message.

Share this:

  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on X (Opens in new window) X
  • Click to email a link to a friend (Opens in new window) Email
  • More
  • Click to print (Opens in new window) Print
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on Reddit (Opens in new window) Reddit
Previous articleHow To: Send a Secure File after Someone Signs Up on your AWeber FormNext article How To: Send a Secure File after Someone Signs Up on your Campaign Monitor Form

7 comments

Bea Hubert says:
February 10, 2014 at 9:16 am

With the final welcome email (#5 above), should I turn it off or on? What is the advantage of it either way?

Thank you,

Bea H.

Casey Lauderdale says:
February 11, 2014 at 1:26 am

Hi Bea,

I think it’s somewhat of a personal choice, but I wouldn’t recommend placing your Digioh link in the welcome email. The welcome email is a nice reminder of the information the subscriber has just entered into the system, but it also has a huge unsubscribe button in it that you can’t alter. You don’t want people to sign up for your list only to sign right back off when they get the download link. In this way, your autoresponder can not only provide the download link, but offer much more interesting info (that would also not fit well in the welcome email) that will show your subscriber that there’s plenty of great content to come and that they should stay on your list.

I hope that helps you out!

Pingback: How to Attach a File in a MailChimp Newsletter | How To Web Tutorials by Digioh
Praveen says:
September 4, 2015 at 4:07 am

Thank you for the tutorial article. I was trying to figure out how to send a free downloadable file to my subscribers when they sign up for the newsletters.

Rishi says:
September 4, 2015 at 6:12 am

Thanks Praveen – Glad to be helpful 🙂

Himadri Subrah Saha says:
April 14, 2016 at 11:56 pm

Thanks very much for your trick. I was really looking for this steps. I wanted to send my subscribers a file when some subscribe to my blog. Thank you.

Rishi says:
July 13, 2016 at 7:49 am

Our pleasure! Thank you 🙂

Comments are closed.

About Digioh

Digioh powers personalized forms, pop-ups, surveys, product recommendation quizzes, landing pages, and preference centers for leading brands. With a drag-and-drop builder, 400+ integrations, powerful targeting, and a custom JavaScript editor, Digioh helps you convert site visitors into customers. Visit us to learn more!

Latest Posts

  • How to Build a Product Recommendation Quiz for eCommerce
  • How to Embed a Calendly Scheduler Widget in Your Pop-Ups to Book More Demos
  • How to Build Landing Pages Integrated with Segment
  • How to Integrate Your Preference Center with Segment
  • How to Build a Preference Center for Sales Cloud (Salesforce CRM)

Categories

  • ActiveCampaign
  • AWeber
  • Campaign Monitor
  • Constant Contact
  • Customer.io
  • Digioh
  • E-commerce Personalization
  • ExactTarget
  • GetResponse
  • Google Analytics Salesforce Marketing Cloud
  • iContact
  • Infusionsoft
  • Mad Mimi
  • Magento
  • MailChimp
  • Salesforce
  • Salesforce Commerce Cloud
  • Salesforce Marketing Cloud
  • Segment
  • SendGrid
  • VerticalResponse
  • Weebly
  • Wix
  • WooCommerce
© 2023 Digioh