Delivering PDFs or other downloads

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Home > Fulfilling digital orders > Delivering PDFs or other downloads

If you sell ebooks, videos or other downloadables, watch this video to learn how to put your digital product delivery on autopilot.

In this lesson you'll learn:

How to upload your digital product files to Ontraport
How to create a product delivery email
Steps for automatically delivering your digital product
How to add triggers and product delivery emails to your automation
How to publish your automation so you can start getting paid

Return to: Fulfilling digital orders

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Transcript

In the last lesson, you saw the two things you need to deliver a digital product: an order form and a delivery automation. Now let's build the delivery. You'll upload your file, write an email that links to it, and set up an automation that sends that email the moment someone buys. This works for ebooks, PDF guides, worksheets, audio files and any other download. Click your profile icon, then Administration. Under Data, click File Manager. Click Upload File and choose your file. If a file with that name is already there, you can replace it or rename the new one. Give your file a clear name before you upload it, like the product's title, so it's easy to find later. File Manager takes any file type. One caution: it isn't HIPAA or GLB Act compliant, so don't store medical records or anyone's personal financial information there. If your download is hosted somewhere else, or you're delivering a link, like a webinar link, you can use a tracked link instead. Click your profile icon, then Administration. Under Data, click Tracked Links, then New Tracked Link. Give it a name, enter the Destination URL, and click Save. When a contact Ontraport recognizes clicks a tracked link, that click can trigger automations. Next, write the email that delivers the file. Go to Contacts, then Messages, and click New message. If Contacts is the only object in your account, you'll find Messages under Automations instead. Simple Mail works well for a short, personal delivery note. Use Advanced Mail if you'd like a designed email with a download button. Highlight the text you want to link, or select your button. Click the hyperlink icon, choose Ontraport Hosted File, and pick your file. For a tracked link, choose Tracked Link instead, then select your link. Always link text or a button, rather than pasting a bare web address. Then add your subject line and the rest of your message. Because this email delivers something your customer paid for, it counts as transactional. In the email's settings, check "I certify that this is a transactional email." Transactional emails reach customers even if they've unsubscribed from your marketing, so buyers always get what they paid for. That also means the email can't sell. Leave out links to order forms or opt-in forms, and any sales message. If you send marketing as transactional, Ontraport can suspend your transactional email, or your email sending altogether. Then save your email. Now the automation. Go to Automations, then New Automation, and start from scratch. If you've turned on other objects, like Companies or Deals, you'll find Automations under Contacts instead. Give your map a clear name, like "Ebook delivery." Click the plus icon, then Add Trigger, and choose Purchases product, one of the Sales triggers. Select your digital product. This trigger fires however the sale happens: from your order form, a sale you enter by hand, a rule, or the API. Now the trigger settings. Set "Who can activate this trigger?" to "Any contact in account," so new buyers can come in. Then set "If contact is already on map, then…" to "Move here when triggered." That way, if someone buys again, they're moved back to the trigger and get the email again. With "Ignore this trigger," they'd stay where they are. Click Done. Under the trigger, click What Happens Next? and add the Send an Email action. Choose your delivery email and click Done. Every map also has a default trigger called Added to Automation, for contacts you add by hand. Under it, add a Go To and drag its handle to your Send an Email step. Now anyone you add manually, like a customer who needs the file again, gets the same delivery email. Every What Happens Next? box needs an element before you can publish, so add an End below your email. Click the checklist icon to make sure every element is set up. Then click Publish, then Save & Publish. So: upload your file, link to it in a transactional delivery email, and send that email from an automation that starts with the Purchases product trigger. The same setup works for anything you deliver by link, like a webinar or a coaching session. That wraps up digital orders. Next up: the physical product fulfillment overview, for orders you need to ship.