Everyone

How do I automatically email a PDF when someone subscribes?

Connect your sign-up form to an email tool, then create an automation that runs when someone joins (or gets a specific tag) and sends an email with a link to the PDF. Every major email tool supports this.

The pattern every tool uses

  • 1FormCollects name and email.
  • 2List, group or tagMarks which freebie they chose.
  • 3Trigger“When someone joins / is tagged”.
  • 4EmailShort, with one download button.
  • 5TestSign up with a fresh address.

The names change between tools (tag, group, segment, form) but the pattern is the same: mark the person, trigger the email, link the file.

Read the full answer

Tool-specific guides

A hosted opt-in page can also deliver the file on screen right after sign-up, which is how Magnetbrief pages work, while your email tool sends follow-ups.

Common follow-up questions

Should the PDF come instantly?

Yes. People expect it within a minute or two, while they still remember signing up.

What if someone does not get the email?

Ask them to check spam and promotions tabs, and see why subscribers do not receive a lead magnet.

Updated 2026-11-15. General information; not legal, medical or financial advice.