How to Create a Collect Emails / Applications Product 🧲

What is a Collect Emails / Applications Product?

A Collect Emails & Applications Product is a product that will let you collect information from your client, usually an email or a phone number, in exchange for a free product. You won't be able to add a price to this type of product as it's meant to be used in exchange for information, not money.


The type of product you're offering in your Lead Magnet has to be accessible either through a downloadable file or by a link to an online page (URL).

Examples of products you can offer as a Lead Magnet:

  • Templates
  • Guides
  • Short E-books

This product is also known as a Freebie or a Lead Magnet.


How to Add a Collect Emails / Applications Product on your Stan Store:

  1. In your Stan dashboard go to the My Store tab.
  2. At the bottom of the page click on the + Add Product button.
  3. Select Collect Emails / Applications


How to Customize Your Collect Emails / Applications Product

To customize the way your product looks on your storefront, make sure you're on the Thumbnail page.

  1. Select Image. The first step is to select the image for your thumbnail. To do so click on the Choose Image button in the middle of the box. Here you'll get the choice of uploading your own image or choosing one of our images. Note that the image should have the size 400x400px to look the best on the storefront.

  1. Add Text. The next step is to add text to your thumbnail. You can add a title, a subtitle, and the text for the button.

  1. Collect info. In this section, you get to set up the information that you want to collect. The fields Name and Email will always be there and can't be removed or adjusted.


Phone Number Field

The field for Phone Number is by default made invisible. If you want this field visible in your Lead Magnet, click on the little icon of the eye being covered by a diagonal line. By clicking on this icon, the field for Phone Number will become visible in your Lead Magnet. And if you want to hide it again, you just click on the eye again.

Lead Magnet without the Field for Phone Number
Lead Magnet with the Field for Phone Number

Required Fields

If you want a field to be required to be filled out by all your customers, toggle on the Required option. By toggle on this option, your customers will not be able to download the product without having filled in all required fields.

Lead Magnet with the Field for Phone Number not being required to fill out
Lead Magnet with the Feild for Phone Number being required to be filled out

If you want to add any additional fields to the form you can do so by clicking on the  + Add Field button. You have the option to add the following fields: Text, Multiple Choice, Dropdown, and Checkboxes. Remember, if you want the fields you add to be required by all customers to fill in - you have to toggle on the Required option next to the field.


How to Upload File(s) to the Collect Emails / Applications Product

  1. Go to the Product page.

  1. Click on the Upload button in the middle of the page. If you don't see the Upload button, make sure you've selected the Upload File option.
  2. Select your file(s) and wait while the system uploads them. Once you see the green checkmark next to the file(s) your files are uploaded.
  3. Save the product using the Save As Draft or Publish buttons.


Below is how your product will look when there are files uploaded. You will see the list of files at the bottom of the Upload Attachment & Files section and in the Preview to the right.



How to Add a URL

  1. Go to the Product page.
  2. Click on the Redirect to URL button.
  3. Paste your link in the first field. Don't forget that the link needs to include http://at the beginning of the link.
  4. In the second field, name the link as you want the link to show to the customer.
  5. Save the product using the Save As Draft or Publish buttons.

Below is how your product will look when there is a URL added. You will see the URL and the name of the link in the Upload Attachment & Files section and you will also see the link in the Preview to the right.



Advanced Settings on the Options Page

Collect Emails / Application Products and Email Flows

On the Options page, your first section is called Email Flows. Click on the section to open it up.


Here you'll be able to see what Email Flows are connected to this product and you can also add a new Email Flow by clicking on the + Add Flow button.


Customize Your Confirmation Email

On the Options page, you can edit your Confirmation Email. This is what your customers will receive once they've opted in for your Lead Magnet.


Integrations

In the Options Page, you'll find the section called Integrations. If you have Mailchimp or Zapier connected, this is where you can make adjustments for your Collect Email / Applications Product.


🚨 Please note

  • The confirmation email will only be sent if there is a file or a link added to the product. If there is no product the confirmation email will not be sent to the client.
  • You can upload any kind of file to your Collect Email / Applications Product, including, but not limited to: XLS, PDF, PSD, EPS, SVG, and MP4. The recommended size for your digital download is under 500 MB.
  • Collect Emails / Applications Products can not be used as Landing Pages.

Related Articles:

Still need help? Contact Us Contact Us