Download the Lead Magnet CHEAT SHEET

After trying out Ontraport, ActiveCampaign, Mailchimp, Mailerlite, Campaign Monitor, SendGrid and Convertkit, I settled on Drip but I still wanted the pretty LeadBox popups which Drip lacks.

Here’s my solution on how to have pretty LeadBoxes but still utilize the power of Drip.

WHY NOT JUST USE THE LEAD MAGNET DELIVERY SYSTEM INSIDE OF LEADPAGES INSTEAD OF DRIP: Drip is much more powerful + easier to segment your list and provides analytics and download history. Drip has more advanced automations, workflows, rules, behaviors and segmentation based on user email behavior when they receive your Lead Magnet link via the Drip workflow.

OTHER DRIP PROS Tons of integration, great customer support with screenshots on how to fix problems and they’ll create a FREE 5-day email course for you. Yep, FREE!

DRIP CONS No Drag + Drop HTML email builder but I have another video that provides the solution you can watch here

This is an affiliate link but I 100% support and recommend Drip because it’s what I use for all of my sites + my clients sites.


Hi, everyone. I’m Lisa. Today I’m going to show you how to deliver a lead magnet using my favorite tools, which are Leadpages, Drip, Amazon S3, and Bitly. Bitly is optional. I just like it because I can track links on which places my downloads are getting hit the most and which they’re not. We can talk about that later.

First, what you’re going to do is you’re going to go into Drip and you’re going to create a new opt in form. That’s step one. We’ll name this My HTML Cheat Sheet. I’m going to go ahead and activate it so I don’t forget later. I want to add another field down here. I want to collect first name. I’m going to make that required. Add that field. I’m going to move it on top because I think that’s more intuitive. For visibility, I’m going to say only show on specific pages, otherwise it will pop up. That’s a default feature of Drip. I’m saving to say save settings.

We’re going to create an email. We’ll go up over here to Campaigns and we’ll say new Drip campaign. We’ll say Drip HTML Cheat Sheet Campaign. In here, under emails, I will say start from scratch.

All right. I’ve gone ahead and typed in this email. I am now ready to insert my download, which is my lead magnet. I’ve uploaded it already to Amazon S3. If you want to know where to find the link, you simply click on Your Download, click Properties inside Amazon S3, and I am going to copy this link.

I created a Bitly link for this, so I am going to both put the link over here. If I double click my image, and I’m going to let it open in a new window, and over here, your free download. I’m going to make this a link as well.

This is my email. I’m going to save it. If I want, I can send a test email to myself. I’ll do that. It’s landed over here in my inbox. I’ll go ahead and test out this link. It works just fine. It’s delivering the lead magnet as promised, so we’re good to go.

Next, you’re going to create an automation. We’re going to go to New Workflow. We are going to call it The Drip Cheat Mail Workflow … Or Cheat Sheet. My first step is when someone submits a form, and that form is the one we just created, the Drip HTML Cheat Sheet opt in, it’s going to be the trigger. The next step is I want to apply a tag and I’m going to call it the Drip Cheat Sheet HTML Cheat Sheet.

Then I want to send them the campaign so they get the email that has the lead magnet. I’ll say send a campaign. In here is my Drip HTML campaign. That’s pretty much it. Over here on the right, you want to go ahead and make sure you start it.

The next part is Leadpages. This is my Leadbox that pops up, so people can opt in to be sent this workflow. Inside Leadpages, I’m going to make sure I’m at Leadboxes. I don’t need a whole page. Just a pop-up box. I’m going to click Create Leadbox with Standard Builder. I’m going to name this Leadbox HTML Cheat Sheet. I am going to integrate it with Drip.

I’ve already set up my Drip integration on the backend. Over here, it will give me a list of all of my campaigns and all of my workflows. If I don’t see it, I can simply click reload, and it will pull all of the latest workflows and campaigns from Drip. I can see it right here. Workflow, Drip HTML Cheat Sheet. I also like getting emails, so I get a little notification. That’s integrated with lead notifications. I’ll say customize this form.

I want to collect first name. Over here, I am going to … So, email’s okay. I want to add first name. Again, I’m going to move it to the top because I think first name and then email is a little more intuitive.

I’m going to make sure it’s required. I’m going to change this by uploading a new image. I already have it in here, so I’m going to select it. I’m going to just change this. This is the default text. Once you’ve clicked there, on the left, you can edit the text inside here. I’m going to say, “Download your HTML email cheat sheet now.” Over here, for the call to action, I’m going to say, “Yes, please.” I want the letter spacing to be a little wider, so I’m going to make it a little bigger. It’s not that important.

We’re done. We’re going to go ahead and save this. Then we’re going to publish it. You’re going to click Publish, and it’s really just that easy. All of this code in here is what you could embed on a website. We’re going to save this code. I’m going to copy this code. I’m going to go over here to a Google document and I am simply going to paste it in because I don’t need the whole thing. The only part I need is this first link right here, through to the end inside those quotes, so I’m going to Control-C over there.

I’m over here in YouTube. To download the cheat sheet, I’m going to put my … Now, this is a really long URL, so I’m actually going to make this a Bitly link. The other nice thing about this link is you can put this pop-up box even in Facebook. This is a post and I can say, “Download the cheat sheet now,” and I can put that link, I can publish it. Right from Facebook, if someone clicks this, it’s going to bring that pop-up for you in a new window.

You can also make it your sign up button, too, and use that as the URL. That’s why I really like the Leadbox. It’s pretty versatile and you can use it in a lot of different places. You will paste that in there and we’re all set. We’re going to go ahead and publish this. Now, when people put in that URL, so we’ll put it in up here, our Leadbox is going to pop up. This is our Leadbox. People can sign in with the test name, they can put their email, they’ll say, “Yes, please,” and then they’ll be entered into this automation here, where they will have the HTML cheat sheet tag, edit them, and then the campaign will start, which sends them their email. Inside that email is the link to download the cheat sheet, which we stored on Amazon S3.

That’s pretty much it. I think it’s really easy. I really like the pop-up feature of Leadboxes. I know there are other tools out there, I think Thrive and everything else, but that’s kind of my system and what I use. Hopefully that helps you. All right. Let me know if you have any questions and I will see you next week with some more tutorials.