Articles in this section

See more

Downloading .PDF Files After Form Submissions

Avatar
Cris Echeguren
  • Updated
Follow
Leads who fill out a SharpSpring form can view or download a .PDF file hosted online by way of the Thank You Page field on your form.

This article will detail how to configure the Thank You Page field to do so through either using the Media Center or by using a .PDF file hosted a webpage.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
        
  Toolbar:    
0NavMarketing.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


Uploading Files and Creating Trackable Links

If a visitor goes to a landing page and fills out a form to receive a .PDF file, the file can be set to download after the form is submitted. 

To upload a .PDF file for users to download after submitting a form, do the following:

  1. In SharpSpring's top toolbar, click
    Content > Media.
  2. Upload or open an uploaded .PDF Media Center asset.
  3. Click Trackable Links > Add Trackable Link.
  4. Enter a name for the trackable link.
  5. Click Add Link.
  6. Click Trackable Links.
  7. Copy the created trackable link.
  


Click to enlarge.


Setting Landing Pages

To set up a landing page with a downloadable .PDF file, do the following:

  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Create or edit a landing page.
  3. Add a form to the landing page.
  4. Click that form to access the Form Settings panel.
  5. Click Form Editor.
  6. Click the General tab.
  7. Under Thank You Page, paste the created trackable link in the Thank You Page URL.
  8. Click Save Changes.
  9. Click Publish.
  

Click to enlarge.


.HTML Redirection

When a form is submitted, a lead can access the associated custom page and be redirected to a .PDF file. This is done through the use of .HTML redirection. To redirect to a .PDF file after a form is submitted, do the following:   
Note: SharpSpring offers Professional Services to assist with custom coding.
  1. In a browser tab, in an .HTML editor, create an empty .HTML document. 
  2. Paste the following code into the .HTML document:
    <html>
    <head>
    <meta http-equiv="Refresh" content="0; url=http://www.examplefilepathgoeshere.com/" />
    </head>
    <body>
    </body>
    </html>
  3. Replace the URL in the supplied code with the location of the .PDF file.  
  4. Save this .HTML file on your server.
  5. In another browser tab, log in to SharpSpring.
  6. In SharpSpring's top toolbar, click Content > Forms.
  7. Create or edit a form.
  8. Click  cog.png  Options > Edit Form.
  9. Click the General tab.
  10. In the Thank You Page URL field, insert the .HTML file's location. Wordpress users need to use the permalink URL for the page they have created.
  11. Click Save Changes.

Related articles

×

What's wrong with this help article?

Still didn't find what you are looking for?