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Downloading .PDF Files After Form Submissions

Article: 000050217
Updated: July 16, 2024

Point to a PDF file from your form's Thank You page for your lead to view or download

Leads who fill out a Lead Gen & CRM form can view or download a .PDF file hosted online.

This article will detail how to configure the Thank You Page field to point to a .PDF file hosted within the Media Center or on a webpage.

Article Contents

 
 
Users:
Administrators✓ 
Company Managers✓ 
Marketing Managers✓ 
Sales Managers  
Salespersons  
Jr. Salespersons  


Uploading Files and Creating Trackable Links

If a visitor goes to a landing page and fills out a form to receive a .PDF file, the file can be set to download after the form is submitted. 

To upload a .PDF file for users to download after submitting a form, upload or open an uploaded .PDF Media Center asset:

  1. Click Trackable Links > Add Trackable Link.

    Add Trackable Link
     
  2. Enter a name for the trackable link.
  3. Click Add Link.

    Enter name and create trackable link
     
  4. Click Trackable Links and copy the created trackable link.

    IMAGE DESCRIPTION.


Setting Landing Pages

You can set landing pages to have downloadable .PDF files.

To set up a landing page with a downloadable .PDF file, create or edit a landing page and add a form to the landing page.

  1. Click the form within the landing page editor to access the Form Settings panel.
  2. Click Form Editor. A new tab will open, bringing you to the editor for the selected form.

    Landing Page Form
     
  3. Click the Settings tab.

    Forms Settings
     
  4. Paste the created trackable link in the Thank You Page URL under Thank You Page.

    Form Thank You Page Settings
     
  5. Click Save Changes. Close the form editor tab and return to the landing page editor.

    Save Changes to Form
     
  6. Click Publish.

    Publish Changes to Landing Page


.HTML Redirection

When a form is submitted, a lead can access the associated custom page and be redirected to a .PDF file. This is done through the use of .HTML redirection.

Note: Constant Contact offers Professional Services to assist with custom coding.

To redirect to a .PDF file after a form is submitted, do the following: 

  1. Open a new tab in your web browser.
  2. Create an empty .HTML document in that browser tab. 
  3. Paste the following code into the .HTML document: 
    <html>
<head>
<meta http-equiv="Refresh" content="0; url=http://www.examplefilepathgoeshere.com/" />
</head>
<body>
</body>
</html>
  4. Replace the URL in the supplied code with the location of the .PDF file.  
  5. Save this .HTML file on your server.
  6. Open another new tab in your web browser.
  7. Log in to Lead Gen & CRM in that browser tab.
  8. Click Forms in the left toolbar.
  9. Create or edit a form.
  10. Click the Settings tab.
  11. Insert the .HTML file's location in the Thank You Page URL field.
    Note: When inserting the .HTML file's location in the Thank You Page URL field, Wordpress users need to use the permalink URL for the page they have created.
  12. Click Save Changes.
 

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