How to create a workflow to offer a paid gated content?

Revenue Hub Tips, Tricks & Best Practices
1

I want to know if I’ve created a PDF guide and I’m hosting it on my WordPress website, how can I create a workflow to offer that content after a successful paid transaction.

2

Hello @Sam62 ,

If i have to do I will run an automation in which I am going to send a marketing email in which I will place this pdf guide link using any CTA .

And in trigger of this automation I will choose any deal stage is closed won.

Then another way to do this is via whatsapp message template. If you have integrated whatsapp with your hubspot portal then you can create a whatsapp message template and in message you can use that link and through workflow you can sent this message template to contact.

Thank you

Shubham Nigam

3

Hi @Sam62,

Are you using HubSpot payments in this process or a different payment solution?

Best regards

PS. @SNigam, I had tagged you accidentally.

4

@karstenkoehler I don’t know what payment platform they have used but if they anyhow collected the payment and they managing with deal then this will work I think.

5

If you are using HubSpot Pyments then the things are more simple you just have to create a form and in that you have to enabled this below options -

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So everytime after filling form it will ask to fill up payment information and then you cabn send them email with attachment of PDF or link.

Thank you

6

+1 for @SNigam’s solution here, @Sam62. I’d definitely use HubSpot payments so when someone fills out the form and gives you the payment, you can send them the PDF in a follow up automated email. As for the promotion, email marketing, organic social, and paid ads could all help. Those aren’t necessarily workflows, but you’ll use a workflow for the actual offer once payment is made. And you can embed the HubSpot form on a WordPress page.