When agencies seek to capture new leads, there are a variety of ways to make it possible. However, this process must be carried out effectively as a particular lead should know what’s in it for them and why they should give their contact information. Educational materials such as ebooks, whitepapers, checklists, free guides or quizzes work well in this case.
Once the welcome email is sent, you should wait for a few days. If they click the link to download the PDF, you can send them an email a few days later, following up on their feedback.
If they do not click through, you can send them a follow-up email cadence two or three days later, reminding them to download the ebook.
** Note: Your automation will not work properly if you do not clearly set up all the required conditions.