Tips, Tricks & Best Practices

Sam62
Top Contributor | Elite Partner
Top Contributor | Elite Partner

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

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.

Satyam Mishra

Content Specialist

Content Marketing | MakeWebBetter

087652 87591
satyam@makewebbetter.com
www.makewebbetter.com
St STE 714705, Portland, OR 97220, United States
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0 Upvotes
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SNigam
Key Advisor

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

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 - 

SNigam_0-1674562878222.png

 

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 

 

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

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

+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.

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

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

Hi @Sam62,

 

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

 

Best regards

 

PS. @SNigam, I had tagged you accidentally.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

SNigam
Key Advisor

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

@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.

SNigam
Key Advisor

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

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