Deliver a lead magnet with a Kit sequence
An ebook request drops the reader into a Kit sequence that sends the download link and nurtures from there.
New ebook download request submitted
Add the subscriber to a Kit sequence that emails the download link and a welcome series
One-directional. A submission triggers the action — nothing is written back into your form.
Gated content only works if the link arrives fast. This flow hands the request to Kit the moment it is submitted, and Kit sends email one — the one with the download in it — while the reader is still on the page.
Marketers running an ebook, a template pack or a research summary use it to stop sending by hand. The rest of the sequence does the follow-up: a related post on day three, a reason to look at the product on day six, written once and left alone.
Setting it up
- 1
Publish the download request form with Full Name and Work Email required and everything below them optional. Each extra required question here costs you downloads.
- 2
Build the Kit sequence before anything else: email one carries the download link, the later emails carry the follow-up. The Zap has nothing to point at until that sequence exists and is published.
- 3
Keep the file wherever you already host it and paste that link into Kit's first email. The form never sends the asset; Kit does.
- 4
In Zapier, set the New Submission trigger to the download form and load a sample submission.
- 5
Choose Kit's Add Subscriber to Sequence action and select the sequence you published.
- 6
Map Work Email to the subscriber email and Full Name to first name — Kit uses that field for the greeting in every email of the series.
- 7
Map Company Name, What are you most interested in? (check all that apply) and How did you hear about us? to Kit custom fields, so the answers are on the subscriber record when someone follows up by hand.
- 8
Test with a real submission, wait for email one to land in your own inbox, then turn the Zap on.
What maps where
Using the Lead Generation Form as the starting point. These are its real fields — swap in your own and the mapping works the same way.
| Form field | Kit (ConvertKit) |
|---|---|
| Full Name | Kit subscriber first name, used as the greeting in email one |
| Work Email | Kit subscriber email address |
| Company Name | Kit custom field: company |
| What are you most interested in? (check all that apply) | Kit custom field: interests |
| How did you hear about us? | Kit custom field: source |
Variations worth knowing
Branch on What are you most interested in? (check all that apply) with a Zapier path and send each answer to its own Kit sequence. A single embedded form then covers every asset you publish, instead of one form and one Zap per PDF.
Put an Add Tag to Subscriber action ahead of the sequence step. A sequence ends; a tag does not, so a broadcast three months later can still find everyone who asked for this particular download and offer them the next one.
If something isn't arriving
A Kit sequence sends only to confirmed subscribers, and it must be published rather than sitting in draft. Check the sequence status first, then open the subscriber record to see whether they are still marked unconfirmed.
Full Name arrives as one string, so Kit's first name field ends up holding something like "Priya Nair". Add a Zapier Formatter step to split on the first space before the Kit action, and set a fallback in the Liquid tag inside the email.
Frequently asked questions
Can the form email the download link itself instead of Kit?
It can send a confirmation, but the sequence is the better home for the link. Kit already owns the follow-up emails, the unsubscribe handling and the open reporting, so keeping delivery there means one template to edit when the file moves.
Does the reader end up on my main list as well?
Only if you add it. Add Subscriber to Sequence puts them in that sequence and nothing else; adding them to a Kit form is a second action in the same Zap. Running both is common, so the reader stays on the list once the series ends.
How quickly does the first email arrive?
The New Submission trigger is real time, so Zapier usually has the submission within seconds and Kit queues email one straight after. Kit's own sending delay applies, and a double opt-in step holds the sequence until the reader confirms their address.
Related automations
- Add newsletter signups as tagged Kit subscribers
A signup on your site lands in the Kit form you chose, carrying a newsletter tag and the topics the reader picked.
- Send webinar registrants into a Kit reminder sequence
Registrants land in a Kit sequence that confirms the booking and sends reminders before the session starts.
- Tag course waitlist signups in Kit
Waitlist signups arrive in Kit tagged course-waitlist, ready to email as one segment on launch day.
- Tag customers who opt in when leaving feedback
Feedback submissions with the follow-up box ticked add the customer to Kit with a left-feedback tag.
- Tag notify-me signups by the product they want
Notify-me requests create a Kit subscriber tagged with the product, ready for a single restock broadcast.
- Add buyers to a customers list after each order
Each order form submission adds the buyer to a Customers list in Constant Contact for updates and repeat-purchase emails.
Build the form first
The automation needs somewhere to fire from. Publish a form, connect it once, and every submission from then on runs this flow.
Start free