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Add digital products to lead forms
Add digital products to lead forms

How to add a digital product to a lead form, so leads can get access to the link once they pay

Updated over a week ago

Have digital products or services that you offer? These might look like:

  • Templates

  • Workbooks/worksheets

  • Workshops/online courses

  • Youtube series

  • Ebooks

You can add these products to your lead forms as a special type of service item: digital products. At the moment, digital products are available only in lead forms, but HoneyBook is working on bringing this to smart files.


Add a digital product to a lead form

Before you begin

Digital products are an option for lead forms. Learn more about creating and customizing a lead form. If you've currently editing a lead form, skip to step 5 below.

1. From the top navigation menu, select Clients > Lead Forms

2. Find and open an existing lead form, or click Create New to start from scratch

3. Find the lead form's Services block.

a. If you need to add one, select the plus icon under a block > select Services

b. You'll need to either add a template or create a new Services block as well

4. Add a new service that covers the digital product

a. Add the digital product's name, description, and price

5. Select the Services block's outline

a. A new menu will open on the right

6. Toggle on Add a digital product link > enter the URL to the digital product

a. Consider hosting the digital product on Dropbox or Google Drive, then using the share link from those services here

b. The URL must begin with http:// or https://

7. Depending on if the lead form's done, continue editing the lead form or publish the form

Client experience with digital products

Once a lead submits your form, they’ll be brought to a confirmation page. From this page, they’ll be able to open and download, and copy the link to, any digital products that they paid for.

The lead will also receive an email confirmation where they can access the digital product link(s).

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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