Lead magnets and lists

A lead magnet is something useful you give away for an email address: a PDF guide, a link to a video, or a calorie calculator. Everyone who completes one joins your pipeline, is added to a list, and starts a follow-up email sequence. Lists group leads so an automation can run for all of them.

Create a lead magnet

1. Open My Leads and click the Lead magnets tab.
2. Click New lead magnet and choose Calorie calculator or PDF or link. TrainerStack creates the magnet, a list called "Free guide leads" or "Calorie calculator leads", and an automation that sends the follow-up emails.
3. In the editor, give it a Name and a Link to share. The name is used in the delivery email and shown as the lead's source.
4. For a PDF or link, choose A PDF I upload (PDF only, up to 20 MB) or A link starting with http or https. Write the Headline, Introduction, Button label and the Message after they sign up.
5. For a Calorie calculator, set the units, the Email step headline, an offer for each goal, and whether to show a button to your booking page under the results.
6. Choose which list people are added to under Add everyone to list, then click Save.
7. A calculator starts Live. A PDF or link magnet turns on by itself the first time you save it with a file or link attached. Otherwise click Turn on.
8. Copy the public link from the row and share it.

What you should see

• A Live pill on the row and a Completed count that grows as people sign up.
• New leads in Pipeline with the source "Lead magnet" and the magnet's name under it. Existing leads with the same email are matched rather than duplicated.
• The person receives the PDF or link by email. It is never shown on the page, so it only reaches real addresses.

Lists

1. Click the Lists tab to see every list. Open one to see its members, each with their email, when they were added, and where they came from.
2. Click New list to create one by hand, and Add leads inside a list to add people from your pipeline.
3. Lists do not send anything by themselves. Use them as the Added to a list trigger in an automation, as an If / else condition, or as an Add to a list action.

If it is not working

• "Add your PDF or link before turning this on." A PDF or link magnet needs something to send. Open Edit, attach it, and save.
• Nobody receives the guide. Check Automations. The delivery sequence must be On. If it is Paused or Draft, nothing is sent.
• "That link is already taken." Links are unique across all trainers. Choose another.
• "That is not a PDF" or "over the 20 MB limit". Re-export the file as a PDF, or shrink it.
• Enquiry-form leads are not on any list. Only lead magnets add people to lists automatically. Add them with Add leads, or use an automation action.
• Someone shows "Unsubscribed" on a list. They stay on the list but no sequence will email them. That is their choice and cannot be undone by you.
• Deleting a magnet stops the public link immediately. Leads it already captured stay in your pipeline and lists.