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Workflow templates / Sales & leads

Trade a freebie for an email

A freebie flow: a happy hello, a button to claim, a request for the email, a warm thank you and a link. It works for any cheat sheet, guide or template.

Works with: Any channel

How it works

  1. Someone sends your keyword in a DM.
  2. They tap to claim the freebie.
  3. They type their email.
  4. A thank you and the link arrive.

Steps in the workflow: Trigger, Reply buttons, Send message, Send message, Wait for reply, Condition, End, Set variable, Set variable, Reply buttons.

Who it is for

Creators who give a free guide to grow an email list.

Good to know

Tips for this template
Set the link on the last button and add your image.

Try it on real customer chats

Connect your number and start replying today.