How To Ask Your Visitors to Complete Your Form Before Downloading a File

Offering your visitors a free file download, such as a PDF file, in exchange for completing a short form is a great way to consistently generate qualified leads for your business. Setting up such a form with Before & After Pro is easy, and takes just a few minutes.

Just follow the steps below to setup your own lead capture form:

Before you begin, go ahead and create a new form to use for this Goal in your forms plugin of choice. We recommend Contact Form 7.

Step 1: Create a New Goal in Before & After

From the Goals menu, select New Goal.

Step 2: Select Your Contact Form in the Before Meta Box

In the Before Meta Box, use the drop down menu to select the contact form you’d like to use.

Note: If you’re not using Contact Form 7 or Gravity Forms, just select the Text option and paste in the shortcode for your form. You’ll also need to place a [complete_goal] shortcode on your Thank You page (see Step 4).

Step 3: In the After Meta Box, Enter Your File Details

In the After Meta Box, first select the choice for “Link to a file to download”. Then enter the URL of your file into the box labeled File URL.

You may also want to customize the text of the download link. You can do so by simply entering your own phrase in the Link Text box.

You should also enter an URL to which visitors who try to download the file without first completing the form. This should usually be the page where you will display the form. Enter this URL into the third text box.

Step 4: Save Your Goal and Add It To Your Website

Now click the Publish button to finish creating your Goal. Once you’ve done so, copy the [goal] shortcode from the Shortcodes Meta Box. We’ll paste this shortcode into the place where we want our Lead Capture form to appear.

Note: If you’re displaying your form by pasting its shortcode into the Text box in Step 2, go ahead and copy the [complete_goal] shortcode too. You’ll need to paste this shortcode onto the “Thank You” page for your form.

Now edit the Page or Post where you’d like to show your lead capture form. Simply paste the [goal] shortcode we just copied into that page, and your form will appear in that position. Once your users have completed your form, they’ll see a download link instead.

That’s all! You can now share the page that contains your Goal, and start collecting leads! Your visitors will first see your form, and then once they’ve completed it, a link to download the file.

And don’t worry – once your users have completed the form, they won’t be asked to complete it again until their cookie expires. And if they share the download URL with their colleague, that person will also be asked to complete the form before they can access your file.

If you have any questions, please contact support!