How to create a lead magnet or free resource
A lead magnet is a free resource people claim in exchange for their contact details. In Tapmy, build a free offer around one small problem, ask only for what you need, and test the claim with your own email before sharing it.
On this page
Free offers work on Free, Pro and Max. Do not describe a free claim as a purchase or show a price on it.
What makes a good lead magnet?
Pick one problem your audience has and a resource that solves it fast, such as a checklist, template or short guide. Finish the file before you build the page. Decide the minimum information you need (usually an email address) and write a short, honest note on how you will use it and whether you will send marketing.
How do I set up a free resource in Tapmy?
Avoid "ultimate guide" promises. A narrow resource earns more trust, and it should relate to your work without holding back something people need.
- Name the person it is for and the job it does for them.
- Choose a format and check which Tapmy product or form component handles free access for you.
- Write a clear title, a short summary of what is inside, the format, any software needed, and what happens after they claim it.
- Ask only for essential fields. If you want to send marketing, ask for that consent separately from delivery where the law requires it.
- Attach the tested file and add short access instructions and a support contact.
- Build the public page with one main call to action and no price wording.
- Claim it yourself while signed out, using an email you control. Check the contact record, the confirmation, and the download.
- Review any follow-up message for relevance, consent, an unsubscribe option and accurate claims before you turn it on.
How do I know it works?
A visitor understands the offer, gives only what is needed, gets the file, and knows who sent it and how to reach you. In your creator view, the contact appears once with no odd fields. A published page is not proof that delivery works, so test it signed out.
Why is the contact saved but the file never arrived?
- Delivery is missing. Check that the file is attached, the confirmation step completed, the email is typed correctly, and the spam folder.
- The form asks for too much. Remove fields you do not need for delivery or a stated business reason.
- Duplicate contacts. Look at earlier claims before deleting or merging anything.
The audience and CRM view is on every plan. Adding contacts by hand, plus Marketing and Funnels, is on Max. Exact consent controls, form fields, automation and link expiry should be checked in your own account, since this page does not describe built-in email sending.
If a buyer may have paid for anything, do not charge again or remove access while you investigate.
What should I do next?
After your claim test passes, share the link in one channel, then decide on a helpful next offer without assuming consent.
Still stuck? Contact Tapmy Support with the public URL, the email used, order or receipt reference if any, exact time and time zone, expected result and screenshots. Never send passwords, codes, full card data or private keys.