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Full Content Build [Part 5]: Creating a Thank You Email


  1. 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].

  2. Set Email Type

    • Mark the email as an Automated Email (not a one-off regular send).

  3. 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).

    • Add a Secondary CTA (different from the main offer), such as:

      • Schedule a consultation

      • Download another content offer

      • Visit the resource library

  4. 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)

  5. 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).

  6. 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.

  7. 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.

  8. Style & Design

    • Make sure CTAs display properly on mobile (max width).

    • Adjust padding for a clean, tight fit.

  9. Publish

    • Review content, CTAs, settings, and campaign association.

Click Publish to finalize the Thank You Email.