This guide assumes that you already have a opt-in page setup on your website and you’re ready to do the behind-the-scenes setup to deliver your freebie.

Step 1: Add the resource to your website

Login to your WordPress website and upload your free resource (we recommend using the PDF file format) to your media library.

From your WordPress dashboard go to ‘Media’ and then ‘Add New’. Now, upload your file.

Note that the preview of your file might look incorrect due to how WordPress displays PDF files in the media library. To verify that your file is working locate the file in the Media Library and click it to view more info. Then copy the ‘File URL’ link and paste it into a new browser window.

What you see here is what your subscribers will see when they download your resource. 

Once you’ve verified that your resource looks as expected you can move on to adding it to Mailchimp.

Step 2: Login to Mailchimp

Login to your Mailchimp account.

Step 2: Open the Automations page

Use the menu on the left to select ‘Automations’.

Step 3: Choose a starting point

From the Automations page scroll down until you see a variety of preset starting points and select the ‘Welcome new contacts’ option.

Mailchimp can help you setup a whole series of emails that begins when someone joins your email list, but for this example we will just send one email containing the resource. To do this, select the ‘Single Email’ option.

Step 4: Setup your welcome email

Mailchimp will now walk you through the process of setting up your welcome email. Give you email a name so you can recognise it and choose an audience to send the email to if you have more than one.

Step 5: Write your email content

Because Mailchimp doesn’t know that you’ll be using this email to deliver a free resource you’ll want to update the content so that it’s clearer.

Here’s an example of how we might approach this:

Subject – “Here’s your free resource/ebook/guide/etc”


Hi [their name].

Thanks for requesting your free copy of [whatever your resource is called]. This resource is the result of countless hours of [research/trial & error/working with clients in your position] and I’m thrilled to be able to share it with you.

You can download it here (include a link here)

I hope you find it insightful and useful…”

The idea is to thank them for downloading the resource, tell them why it is valuable and what benefits it will bring them and then provide them with the link.

When put together with a bit of your personality it might look something like this:

Hey [their name]!

A little birdie told me that you requested a copy of or our free ebook, so here it is: The Ultimate Guide To Upgrading Your Coaching Website (this would be a link to the resource). 

We know that sometimes it’s not just about knowing what to do – it’s about having the support and accountability to actually do it. So if you feel overwhelmed by the sheer scale of what you need to do I’m going to be back in your inbox each week to break each section down into digestible chunks.

So, grab yourself a coffee, open the guide and get stuck in!

Step 6: Edit the welcome email

With your email content ready you can now click on the ‘Edit Design’ button to edit your welcome email.

Wait for the editor to load and then make your changes.

There are many design changes you can make to this email but we’d advise keeping it simple. For now, the main bits are to swap the dummy logo with your own, insert your content and ensure there’s a link to your free resource.

Change the logo

Click on the logo block in the live preview on the left, then click on ‘Replace’ in the editor on the right. Upload your own logo and resize it if required.

Insert your content

Next, click on the content block below the logo to bring up the content editor.

You’ll notice that there is some odd looking text that looks like this: Hi,*|IF:FNAME|* *|FNAME|*.*|END:IF|*

This is a special bit of Mailchimp code that will automatically add the recipients name. Ideally we should leave this code as it is, although you can change the initial ‘Hi’ greeting if you wish.

If we were to add the content we created above it would now look like this:

Add a link to your resource

Refer back to Step 1 of this guide to find the File URL for your uploaded resource.

Copy this URL and then over in Mailchimp create a download link by highlighting your text, clicking the link icon in the text editor and pasting in your link.


Once you’ve setup your link the string of text will turn blue, like this:

Step 7: Save & activate

Press the ‘Save & Continue’ button in the bottom right of the screen to proceed with the setup.

Finally, once you’re ready to start sending your email you can enable it by pressing the ‘Start Sending’ button at the top right.

The next time someone joins your list the welcome email will send and they will receieve their free download.