Leads who fill out a SharpSpring form can view or download a PDF document 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 hosted a webpage.
Using the Media Center
If a visitor goes to a landing page and fills out a form to receive a PDF, the PDF can be set to download after the form is submitted.
To have visitors download a PDF after submitting a form, do the following:
Step One: Go to the Media Center and create a trackable link for the desired PDF.
Step Two: Copy that trackable link to the clipboard.
Step Three: Create a landing page, or edit an existing one.
Step Four: Add a form to the landing page.
Step Five: Click that form to access Form Settings on the right.
Step Six: Click the green Form Editor button in Form Settings.
Step Seven: Scroll up and click the General tab.
Step Eight: Paste the trackable link in the Thank You Page URL section under Thank You Page.
Step Nine: Scroll down and click Save Changes.
Step Ten: Save and publish the landing page when ready.
There is a way that, when the form is submitted, the lead will hit the custom page and immediately be redirected to the PDF. The proper way to display a PDF after a form submission is through the use of an HTML meta redirect.
To redirect to a PDF after a form is submitted, do the following:
Step One: In an HTML editor, create an empty HTML document.
Note: If you are using Wordpress, create a new page.
Step Two: Paste the code listed below into the file.
<meta http-equiv="Refresh" content="0; url=http://www.examplefilepathgoeshere.com/" />
Step Three: Replace the URL in the code with the location of the PDF.
Step Four: Save this file on your server.
Step Five: In SharpSpring, open or create a form.
Step Six: Click the icon.
Step Seven: In the General tab, insert the HTML file's location as the Thank You Page URL.
Note: If you are using Wordpress, copy the permalink URL for the page you've created and use it for the Thank You Page URL.