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Downloading .PDF Files After Form Submissions

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Taylor Glass
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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.

The following user roles can create forms:

  • Administrators
  • Marketing Managers


Article Contents


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 a .PDF file.
  3. Create a trackable link for the desired .PDF file.
  4. 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:

  1. In a browser tab, in an .HTML editor, create an empty .HTML document. 
  2. Paste the supplied code into the .HTML document.
  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.
  11. Click Save Changes.
  


Supplied code for Step 2.
 
Note: If you are using Wordpress, copy the permalink URL for the page you have created and use it for the Thank You Page URL.


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