Best practice: email with download links

Hi @freitasm,

If someone fills out your form but isn’t subscribed to marketing emails, HubSpot won’t let you send them a follow-up email with the download link—that’s just how the system stays compliant.

Here’s what most people do to work around it:

  • Drop the download link on the Thank You page so they get it right away, no email needed.
  • You could also add a link to the pdf as an external page instead of a thank you page
  • If you have the Transactional Email add-on, you can email the link regardless of their subscription status.
  • Or you could add an opt-in checkbox to the form like “Yes, send me stuff”—that way you’re covered to send follow-up emails too.

Best,

Jess