Recently I was looking for a way to capture customer lead information at the point a user attempts to download a document from our site.
Then I started to think can I tie in subscribing them to a MailChimp list at the same time. I searched around for suitable plugins as I don’t want to have to hack the solution, but couldn’t really find anything to do what was needed in a single plugin. There are some great document management plugins and there are some plugins specifically to get email addresses before downloading or subscribe before downloading, but I found the doc management plugins too much for what I need and the email / subscribe plugins needs a form on the page where want the download link (not ideal if you want a list of multiple download links on the same page).
So to achieve a neat solution you need the following plugins:
The process goes like this:
1. Click on a document download link on the page
2. User presented with a CF7 form on a new page including an opt in to MailChimp list (file name for download passed via url using CF7 dynamic text)
3. Fill out the form then CF7 onscreen confirmation message pops up including download link (created from file name in url)
4. Download link also sent to users email using CF7 confirmation email
5. User subscribed to MailChimp list using MC4WP (via MailChimp double opt-in confirmation email process)
To achieve this:
1. Install the 3 plugins
2. Upload your files for download to a suitable folder within the site directory.
3. Create your download link in the page:
Instead of linking directly to the file, create a link to another page (where you can add your CF7 form) adding the following to the url:
“[newpage]?download=[filename]” where [newpage] is the url to the page, and [filename] is the filename of the file you intend to provide for download. ‘?download’ gives us a variable to be picked up in our CF7 form.
4. Create your CF7 form adding in merge fields that match your MailChimp List fields and preceeded with “mc4wp-” to allow MC4WP to pick up the values to be passed up to MailChimp. Note the MC4WP plugin requires EMAIL and FNAME as a minimum:
Notice the field [mc4wp_checkbox “Subscribe”] which adds the checkbox for MC4WP to automatically subscribe the user to your MailChimp list (the checked / unchecked status of this field is read from your MC4WP checkbox settings in the MC4WP plugin).
Also notice the field [dynamictext download uneditable “CF7_GET key=’download'”]. This field is powered by the CF7 Dynamic Text Extension plugin and picks up the value of the variable ‘download’ passed over in the link url from the original page – once its available in the CF7 form we can use it to build the download link url.
5. Amend the CF7 confirmation message – this is where I set the download url using the file path of the folder and the file name taken from the [download] value passed from previous page:
6. Amend the CF7 email messages – again I included the download link as above.
7. Lastly add your CF7 form shortcode to the page you directed the link to – maybe call it something like “Document Download”
There’s plenty of support available for all of those plugins via their support pages.