Full Content Build [Part 5]: Creating a Thank You Email
- Clone and Name the Email
- Go to Marketing → Email.
- Clone an existing Thank You Email template.
- Name it clearly: Thank You Email – [Funnel Stage] – [Content Offer Name].
- Go to Marketing → Email.
- Set Email Type
- Mark the email as an Automated Email (not a one-off regular send).
- Mark the email as an Automated Email (not a one-off regular send).
- Add Content
- Insert text provided by the content writer (e.g., “Thank you for downloading [Offer Name]. You can access it below.”).
- Add the Primary CTA Button:
- Link it to the file download (the content offer PDF/guide).
- Link it to the file download (the content offer PDF/guide).
- Add a Secondary CTA (different from the main offer), such as:
- Schedule a consultation
- Download another content offer
- Visit the resource library
- Schedule a consultation
- Insert text provided by the content writer (e.g., “Thank you for downloading [Offer Name]. You can access it below.”).
- Set Sender Information
- Configure the email to send from the Contact Owner (recommended) or a company email.
- Add Personalization Tokens:
- Contact Owner First Name (for “From” name)
- Contact Owner Email (for “From” address)
- Contact Owner First Name (for “From” name)
- Configure the email to send from the Contact Owner (recommended) or a company email.
- Configure Subject & Preview Text
- Add subject line (usually “Thank you for downloading [Offer Name]”).
- Add preview text (also provided by the writer or create a simple variation).
- Add subject line (usually “Thank you for downloading [Offer Name]”).
- Campaign & Web Version Settings
- Associate the email with the correct Campaign.
- Enable Web Version (optional) so users can view the email in a browser.
- Use the subject line as the web page title.
- Associate the email with the correct Campaign.
- Review Send Settings
- Ensure the **“Don’t send to unengaged contacts” box is unchecked.
- This guarantees all contacts who submit the form will receive the email, regardless of engagement history.
- Ensure the **“Don’t send to unengaged contacts” box is unchecked.
- Style & Design
- Make sure CTAs display properly on mobile (max width).
- Adjust padding for a clean, tight fit.
- Make sure CTAs display properly on mobile (max width).
- Publish
- Review content, CTAs, settings, and campaign association.
- Review content, CTAs, settings, and campaign association.