Lead Magnets
The Lead Magnets feature in the Toolkit for SureCart addon enables customers to skip the cart and checkout process and instead receive digital downloadable SureCart products for free by entering their email address into a subscription form.
⚡Quick Highlights
- Offer free digital downloads without requiring checkout, simplifying lead capture
- Collect email addresses through customizable forms to grow your mailing list
- Integrate seamlessly with SureTriggers and other tools to automate follow-up workflows
Use Lead Magnets To Provide Product Downloads In Exchange For Subscribing
Hello, I’m Nelson Miller, the owner of SurelyWP and the creator of this addon for SureCart. I enjoy developing tools that help you succeed, and I hope you find this one beneficial! If you have any questions, please feel free to send me a message.
Lead Magnet
Use Cases
Explore these popular ways store owners and admins are using lead magnets.
Grow Your Email List With Free Downloads
Offer eBooks, templates, or guides as free resources to convert visitors into subscribers.
Offer Trials Or Product Samples
Let users try limited versions of your products to build interest and trust.
Add Bonus Downloads To Blog Posts
Enhance your content with complementary PDFs, checklists, or workbooks.
Share Event Or Webinar Resources
Provide exclusive materials, like slides or handouts, to event participants.
Run Seasonal or Limited-Time Promotions
Engage returning visitors with time-sensitive freebies or themed downloads.
What To Expect From SurelyWP And Toolkit/Lead Magnets
Seamless Integration
Every SurelyWP addon is carefully designed to fit naturally within the SureCart workflow and interface, making it intuitive and easy to use.
Dedicated Expertise
Our development team works exclusively on SureCart addons, combining deep knowledge of its codebase with a love for the platform.
Friendly Support
We provide personal support whenever needed, helping customers get the most out of their addons and solving any technical problems quickly.
Trusted Quality
Our addons are built to the highest standards, delivering reliable performance that customers count on for their ecommerce stores.
Customer Focused
Most of our features and addons are inspired by conversations with customers, using your feedback to decide what we work on next.
Lead Magnets Settings
Explore all the settings to configure and customize the Lead Magnets feature!
NOTE: We display all settings, options, and interface screenshots directly on this product page rather than hiding them in separate documentation. This ensures complete transparency so you can see exactly what the plugin offers before purchasing. You can refer back here anytime while configuring and using the plugin, or after we release updates, to always find the latest information.
Set Up A Free Product To Use As A Lead Magnet
Effortlessly transform SureCart products into powerful lead magnets with our plugin. Start by creating the product in SureCart that you’d like to use as a lead magnet. You can set it up just like a normal product, adding the title, description, images, and other details.
Ensure The Product Is Free And Set As A One-Time Payment
It’s important to make sure the pricing is set to a one-time fee of $0 to ensure the product will be available for free when used as a lead magnet.
Add Your Downloadable Lead Magnet Files To The Product
The lead magnets feature leverages SureCart’s downloadable files functionality, allowing users to access the product by subscribing with their email rather than making a purchase. Be sure to add at least one file to the downloads section to make it accessible to subscribers to download from their Customer Dashboard.
Enable The Lead Magnet Feature On The Product
After creating your product, you can activate it as a lead magnet in one of two ways, either by enable it from the SureCart product page on a per-product basis, or by selecting products as Lead Magnets in SurelyWP addon settings.
Option 1: Enable The Lead Magnet From The SureCart Product Page
You can quickly activate a product as a lead magnet directly within the SureCart product page using our integrated setting. This streamlined option allows you to enable lead magnets on a per-product basis with ease.
Note: This setting is hidden if lead magnets are already configured to apply to “All Products” in your SurelyWP addon settings.
To activate, ensure the product meets the following criteria: the pricing must be a one-time price, set to free $0, and the Lead Magnets feature must be enabled in the SurelyWP addon settings and set to “Specific Products.”
Option 2: Select Products As Lead Magnets In The SurelyWP Addon Settings
Alternatively, you can designate lead magnets directly from the SurelyWP addon settings. Choose to apply lead magnets to all products, specific products, or products within specific collections. (Note: Only free products with a $0 price can be used as lead magnets.)
Add An Email Subscribe Button On Lead Magnet Product Pages
When a SureCart product is designated as a lead magnet, the pricing display and add to cart or buy now buttons are removed and replaced with an email subscribe button.
Lead magnets work seamlessly on any product page setup—whether using SureCart’s default pages or custom layouts built with a page builder.
Customize The Button Text And Location
Customize the text of the subscribe button to prompt visitors to sign up. You can also choose where to place the button in relation to the other elements on default SureCart product pages.
Subscribe Button Block/Page Builder Integration To Trigger Email Optin Form Popup
For those using the block editor or any other page builder, integrating the subscribe button has never been easier. With the Gutenberg Button block, you can trigger the subscribe form popup by simply adding the class surelywp-lead-magnet-button in the Additional CSS Class field. This enables the button to function as a trigger, opening the email subscribe form directly related to the product.
If you’re adding the subscribe button on a non-product page, you’ll need to take an extra step to ensure the correct product’s form appears. In this case, add two classes:
- surelywp-lead-magnet-button
- lm-product-id-{product_id}
Replace {product_id} with the actual product ID, which you can find by navigating to SureCart > Products and checking the URL of the individual product page. This ensures the subscribe form popup will display the correct product details when clicked.
With this integration, you can easily use any page builder, including Gutenberg, to create custom subscribe buttons without needing to rely on default product page layouts.
Shortcode For Subscribe Button Integration
If you’re not using SureCart’s default product pages but displaying your products on other pages or post types, you can now easily add the subscribe button with the shortcode [surelywp_lead_magnet_button]. This gives you the flexibility to place the inquiry button wherever you want, making it ideal for custom layouts built with page builders.
When using the shortcode on a non-product page, it’s important to include the product ID. This ensures that the correct product name appears in the subscribe form popup, providing a seamless experience for your customers. You can find the product ID by navigating to SureCart > Products and checking the URL slug of the specific product in your browser’s address bar.
Here’s an example of how the shortcode would look with a product ID:
[surelywp_lead_magnet_button product_id=”5420a0f8-06d0-491f-9fcf-987b838c406c”]
With this flexibility, you can customize how and where customers interact with your products, even if you’re not using the standard SureCart product pages.
Capture Email Addresses In A Popup Subscription Form
After clicking the subscribe button, a popup window opens with an email optin form to subscribe the visitor to your email marketing list. This feature provides a super convenient way for customers to contact the store owner.
Capture Email Addresses Using An Inline Subscription Form
You also have the option to display the Lead Magnet subscription form inline directly on the product page, instead of opening in a popup. This makes it easier to create seamless lead capture flows, especially if you want to feature the form more prominently on landing pages or blog posts.
Configure The Subscription Form Fields
We offer an intuitive backend Subscription Form Fields interface which allows you to drag and reorder fields, show or hide specific fields, and customize the label and description text for each one. We have also added the ability to customize the form heading text, submit button text, and the message displayed to existing customers who attempt to submit the form again.
Consent Checkbox Field With Privacy Policy Link Support
The subscription form includes a Consent Checkbox field whcih you can enable or disable to set whether the checkbox is required before submission. You can customize the checkbox text, and the input supports a {privacy_policy_link} variable, which will automatically insert a link to your privacy policy if a URL is provided. Consent data is stored in the user’s meta data when the form is submitted.
Message When Email Verification Is Used
If you have the email verification feature enabled (see below), the popup window will close and this message will display to inform the user that they will receive an email to confirm their subscription and complete the download.
Message For Existing Customers
If a customer who already has access to this product tries to subscribe to download it again, this message will display to inform the customer that they should log in to access the existing product download.
Verification Double-Optin Email
Our plugin provides the optional feature to require a verification email before the order is placed and before the customer is subscribed. After submitting the optin form, the customer must check their inbox and click the link to confirm their subscription. Clicking this verification link will process the order and redirect the customer to the account where they can download the resource.
Customize The Verification Email Template Subject And Text
You can enable or disable the verification double-optin email and customize the email subject line and text.
Access The Lead Magnet In The Customer Account
After the customer has submitted their email address, the customer will be automatically redirected to the Download tab in the SureCart Customer Dashboard. From here, the customer can click the individual download item to download the lead magnet resource from the individual download page. The download will always remain available in the customer account to access in the future.
Password Note:
For new customers without an existing account, SureCart handles this perfectly by creating the order without an account password, but then SureCart places a reminder notice at the top of the Customer Dashboard to set a password (see screenshot below).
Custom Lead Magnet Tab In The Customer Dashboard
The lead magnet product downloads will appear in your normal “Downloads” tab in the Customer Dashboard. However, we also have a special tab, like if you are customizing your dashboard tabs with our other feature, you may want to hide the Downloads and only show our Lead Magnet tabs instead. this special tab provides an easy way for customers to access all their lead magnet downloads in one place. This tab can be fully customized, allowing you to set the tab’s label text and choose an icon that fits your site’s style. When customers log in, they’ll see a list of all their lead magnet files available for download, creating a seamless experience that keeps your valuable content front and center.
Display Lead Magnet Download Files Anywhere
The Toolit addon’s [surelywp_toolkit_downloads_list] shortcode can be used with a lead magnet attribute to display download files associated with a customer’s orders. This can be used anywhere on your site, such as in the Customer Dashboard, client portal, or other page, to provide users with convenient access to their purchased files. It’s a great way to reinforce the value of your lead magnets while giving users access to their content in one familiar place.
FAQs
How to integrate with SureTriggers?
1. Set Up a Workflow in SureTriggers
• Create a New Workflow – In your SureTriggers dashboard, click Create Workflow.
• Add Trigger – Select SureCart as the trigger app and choose Order Created as the event.
2. Apply a Filter to Identify Lead Magnet Orders
• Add Filter – This ensures the workflow only processes orders related to your lead magnet.
• Configure Condition:
– Field – Checkout.lineItems.data.O.
– Operator – is equal to
– Value – [Enter the specific Price ID of your lead magnet product]
(Note: To find the Price ID, go to your SureCart product settings and locate the ID for the lead magnet product.)
3. Add Action to Integrate with ActiveCampaign
• Add Action – Select ActiveCampaign as the action app.
• Choose Event – Select Add/Update Contact.
• Configure ActiveCampaign List – Choose the list you want to add the contact to (e.g., “List Name”).
• Map Fields – Align SureCart fields to ActiveCampaign fields:
– Email – Checkout Customer Email
– First Name – Checkout First Name
– Last Name – Checkout Last Name
4. Test and Activate the Workflow
• Test Workflow – Use SureTriggers’ testing tool to verify the workflow.
• Activate Workflow – Once tested, activate the workflow to automate lead magnet contact collection.
By following this workflow, every time a customer downloads your lead magnet, their details will be automatically added or updated in ActiveCampaign, streamlining your lead management and follow-up process.
