The setup at a glance
- 1Pick the formYour email tool’s embed code is the simplest.
- 2Dedicated pageA clean page for links from social and email.
- 3In-post formsOffer the freebie inside related articles.
- 4AutomationEmail tool sends the link on subscribe.
- 5Check speedAvoid heavy pop-up plugins on mobile.
WordPress sites usually get most sign-ups from blog posts. Put a short, matching offer inside your most-read posts, not only in the sidebar.
Read the full answer
Match the offer to the post
A post about pricing your coaching packages converts better with a pricing worksheet than with a general “free guide”. That is the idea behind a content upgrade.
Do I need a plugin?
Not necessarily. Pasting your email tool’s embed code into a block works for most sites and avoids another plugin to maintain.
Common follow-up questions
Should I host the PDF in the WordPress media library?
You can, but files there are public to anyone with the link and can be indexed. Hosting through your email tool or a delivery page gives you more control.
Which page should the form go on?
Start with your three most-visited posts and one dedicated freebie page.
Updated 2026-11-15. General information; not legal, medical or financial advice.