Do you want to have users enter an email address before downloading a file from your WordPress site?
Many businesses use free file downloads like eBooks, white papers, etc to collect email addresses and potential leads. These lead magnets convert really well because it offers users an incentive that motivates them to sign up.
In this article, we’ll show how to easily require an email address to download a file in WordPress.
Why Require an Email Address to Download a File in WordPress?
Email is still the best way to communicate with customers online. Many businesses collect email addresses as potential leads that they can follow up with to make a sale.
For instance, an online store may capture email leads based on user interests. Those users may not make a purchase right away, but it gives you an option to convert them later.
Similarly, if you are selling an online course, you can offer users a free lesson download in exchange for their email addresses. This way, you can send targeted emails to those users and convince them to buy your premium course.
It doesn’t always have to be a free file download. You can sell e-books, music, software, and other digital downloads.
What You Need to Collect Email Addresses
The easiest way to collect and build email lists is by using an email marketing service. This allows you to not only collect the email addresses but also be able to send beautiful emails, create customer segments, track open rates, and more.
1. Collect Email Address for File Downloads in WordPress with OptinMonster
This method is the most flexible, incredibly powerful, and recommended for all users.
For this method, we’ll be using OptinMonster. It is the best lead generation software on the market and allows you to easily collect email addresses with powerful popups, sign up forms, banners, and more.
Upon activation, you need to visit MemberPress » Settings page to enter your license key. You can find this information under your account on the MemberPress website.
Next, you need to switch to the ‘Payments’ tab and select a payment method to accept payments for membership subscriptions. You can also create free subscription plans if you want.
MemberPress supports PayPal and Stripe. You can also use Authorize.net with their Plus and Pro plans.
After selecting your payment method, you’ll be asked to provide your account details. You can also choose to add multiple methods.
Once finished, click on the ‘Update Options’ button to save your changes.
Now you are ready to create a membership plan.
Simply go to the MemberPress » Memberships page and click on the Add New button.
On the next screen, you can give your membership plan a name and set a pricing option. Depending on how you want to organize your memberships, you can choose lifetime, expiring, or fixed expiring plans.
After that, click on the Publish button to make your membership plan available.
Next, you need to create an access rule. This allows you to control which parts of your website you want to be protected and available to members-only.
On the next screen, first you need to choose which content you want to be restrict under ‘Protected Content’.
MemberPress offers a whole range of options. You can select posts that match certain tags, categories, pages that are under the same parent page, single posts, or any URL.
For instance, we have chosen to protect all content tagged members-only.
Below that, you need to select who will have access to the protected content. We have chosen anyone who has Basic membership.
Once you have set up the rule, don’t forget to click on the Save Rule button to save your changes.
Next, you need to create content that you want to be protected. For this tutorial, we want users to be able to download a file.
You can create a new post in WordPress, based on our rules settings we will simply add the tag members-only to protect this page.
After that, you can simply add your file download as a link or a download button in the post content.
Next, scroll down to the ‘Membership Unauthorized Access’ box and set the ‘Unauthorized Message:’ to custom. After that, you can add a custom message you want to show to users who have not signed up yet.
You can now save or publish your content and preview it in a new browser window using incognito mode. You’ll see your custom unauthorized access message with the login form.
Connecting MemberPress to Your Email Service
MemberPress works with all top email marketing providers and you can automatically add all new members to your website into your email list.
Simply go to the MemberPress » Addons page and install the addon for your email provider. For the sake of this tutorial, we’ll show you Constant Contact but settings are pretty much the same for most email providers.
Next, go to MemberPress » Settings page and switch to the Marketing tab. From here, you can connect your email service by providing your account API keys.
For details, you’ll need to see MemberPress documentation for your email service provider.
After entering the required information, click on the Update Options button to save your settings.
Next, you need to visit MemberPress » Memberships page and edit the membership plan you created earlier. Scroll down to the ‘Membership Options’ box and switch to the Advanced tab.
From here you can check the option to enable email sign up checkbox for that membership plan.
After that, don’t forget to click on the ‘Update’ button to save changes.
Now when users visit the sign up page, they will see an option to subscribe to your email list.
Tracking Your File Downloads in WordPress
Now that you have enabled email requirement to download a file in WordPress, you may want to see how users are finding it and how many users download it.
You can do that by using the MonsterInsights. It is the best Google Analytics plugin on the market and allows you to easily track file downloads in WordPress.
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