Do you want to increase signups and boost conversions? Create a contact form to require an email to download a file. Giving users a download file after form submission is the way forward. Learn how to set it up so only those who sign up can download files.
If you produce high value content that you want to drive sales, you can turn it into gated content. This is the practice of only granting access to files after a user enters their email address or other information. You can then use these emails to turn leads into sales through direct content marketing.
The most popular gated content option that you've no doubt seen on dozens of websites, is through a contact or signup form. You'll see something like 'Grab our free marketing ebook when you sign up'. This typically enables users to download a PDF after submitting a form. A common place to find these free download forms is in the sidebar or footer, where they're very visible but not as disruptive as a popup. Read our recent post on how to include a contact form in your sidebar if you want to boost conversions.
Information exchange is a win-win scenario. You get valuable email addresses to grow your list and your target customers get value for free.
If you're finding it difficult to encourage people to sign up to your email list, gated content could very well be the way forward for your email marketing strategy. It helps you stand out and also provide value to your potential customers, even before they've bought anything from you. What's not to love about it?
Just think of the contacts and conversions you could be missing out on by not using this marketing strategy!
If you're now wondering whether offering file downloads on your WordPress site is difficult, don't worry it's not. In today's post we’ll show you how to require an email address before offering a protected file download from a WordPress contact form or signup form.
Step 1 – Create a download manager form
The very first step in creating a form that supports file downloads is to create a brand new form with the Formidable form builder plugin. This form will not be seen on your site. It will be used to upload and manage the files you will be offering to your leads. As you'll be using this form to manage the protected files (gated content), call this form 'Protected Files' to make it easier.
Now you'll need to populate your form with some fields. First add a Text field. This will be a single line field and we'll call it 'File Name'.
Once that's added and renamed, expand the options of the field and make sure you check the boxes 'Required' and 'Unique'. You can see what it looks like in the image below.
The next field you should add to the form is a File Upload field. This is how it should look below:
Now it's time to save the form, so click ‘Create’. When the new form settings load, you should find a list of check boxes once you scroll down. Check the box that says ‘Protect all files uploaded in this form’. To save this change, simply click ‘Update’.
Step 2 – Display files with a View
In order to allow people signing up to see these files, you'll need to display them. You can do this by creating a new View. This is just like when you create a brand new form, except you click on View instead of Forms.
Call your new View ‘Display Protected File’. In the View Format, select Single Entry.
Now's the time for some simple code.
In the content box you’ll need to enter some HTML, as shown below:
<a href="[x]">Open [y]</a>
Just make sure you replace [x] with the Field ID of your file upload field and [y] with the Field ID of the File Name field (added in step 1) in order for it to work. Once you've done that, scroll down and find an option for 'Filter Entries' in the Advanced Settings section.
Add a filter and change the options to: File Name field equal to [get param=filename default=0]
Save your changes before moving onto the next step.
Step 3 – Create a contact form to require an email address to download a file
Now that the groundwork is in place, let's create the contact form you will show on your WordPress site. Be sure to include an email address field and check the Required box.
If you would like to request any other details, feel free to add whatever fields to the form that you would like.
Step 4 – Display the download file after submission
The next step is to show them the downloadable file after the form is submitted. This puts all the steps above into action in order to collect an email before download in WordPress.
To do this, go to the Form Settings page for the contact form you already created.
Simply set the form to Show a Message on submit. This will be a success message, telling the user they've successfully signed up. In this message is where you'll display the View where users will be able to download the file.
The View shortcode should look like this:
[display-frm-data id=123 filename="Test File"]
In this code, the 123 stands for the ID of your View and the Test File means the File Name when you submitted the form originally. If you'd like to include multiple files, repeat the shortcode with a different file name.
The final step is to update your form, save all your changes and then publish.
Now you should have a fully functioning form that gives new subscribers or contacts access to files you want them to have. Let us know how you get on with your file download form!
If you're not already using Formidable Forms, we have plenty of great features to help your websites boost conversions. We offer simple solutions to complex problems.