Send a PDF to a customer after a purchase

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Send a PDF through an email

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Create an automation

1. Open the Sales tab from your Dashboard.
2. Click Offers.
3. Select the title of the Offer you would like to include the PDF with.
4. Locate the Automations section at the bottom of the page.
5. Click + Add Automation.
6. From the “When” dropdown menu, select Offer is purchased.
7. From the “Then” dropdown menu, select Send an email.
8. Select To the Person.

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Add a PDF to the automated email

1. Enter the Subject and Body text of your email.
2. Click the Upload File icon and upload your file.
3. Edit the Text to display on the download link of your PDF.
4. Optional: Enter a title.
5. Click Ok.
6. Optional: Add a conditional.
7. Click Save.

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Send a PDF with a Thank You Page

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Create a Landing Page

1. Open the Website tab from the Dashboard.
2. Select Pages.
3. Click the Landing tab.
4. Select + New Landing Page.
5. Choose one of the templates in the Thank you section. (You may use any landing page template you like, this is just a suggestion.)
6. Click Get started.
7. Give your Landing Page a Title.
8. Click Create.

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Edit the Call to Action (CTA) button to include a download

1. Hover over your Call to Action button and click Edit. (If your landing page template does not already have a Call to Action button, you will need to add one.)
2. Select Download a file from the Button Action dropdown menu.
3. Click Pick File and upload your PDF.
4. Optional: Select Open In New Tab.
5. Design your button color, text color, size, and style.
6. Change any other text, sections, or blocks on your landing page as needed.
7. Click Save.

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Change the Offer Post Purchase settings

1. Open the Sales tab from the Dashboard.
2. Select Offers.
3. Click the title of the Offer you would like to include your PDF with.
4. Locate the Post-purchase settings section.
5. Select Existing Landing Page.
6. Select your Thank You page from the landing page dropdown menu.
7. Click Save at the top of your Offer page.