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Using the Asset Delivery Feature to Send Download Links to New Subscribers Automatically

The asset delivery feature lets you upload files (e.g. PDF reports) to your WordPress site and have those files automatically delivered whenever someone signs up through a Thrive Leads form.

You can choose whether or not a downloadable file should be sent and which downloadable file should be sent, on a form-by-form basis.

Most typically, this feature is used for content upgrades.

Asset Delivery: Overview

There are a few components that, all working together, will automate your downloadable asset delivery. These components are:

  1. An opt-in form, created with Thrive Leads.
  2. An autoresponder or CRM system, where new leads will be recorded (so you can follow up with them in the future).
  3. One or several downloadable files (typically free reports, free ebooks, PDFs).
  4. An email delivery service, to ensure that your downloadable files are delivered instantly and don’t end up in a spam folder.

You can learn all about creating opt-in forms in Thrive Leads in this guide. For connecting to your autoresponder or CRM system, click below on the logo of the system you want to integrate with, to view a tutorial.










Asset Delivery Setup Wizard

To start using the asset delivery feature, go to your WordPress admin dashboard and open the Thrive Dashboard:

In the Thrive Dashboard, hover over the hamburger menu of the Thrive Leads card and then select “Asset Delivery” from the drop-down list:

You will be taken to a setup wizard that walks you through the initial setup steps. You only have to do this setup process once. After that, you can add and edit your downloadable assets directly.

Follow the instructions in the setup wizard to arrive at the main dashboard view.

Asset Delivery Main Dashboard

You will be taken to this view, where you have to set up three initial steps:

First, you have to configure the “Email Delivery Service” you’d like to use:

Note: This first step is identical to the process that you have to do in the Thrive Dashboard when setting up the API connection with your preferred service.

Here’s a list of all the currently supported services:

After you’ve connected to the chosen service, you can proceed with setting up a “Default Email Template”. Click on the “Default Email Template” card and you will be prompted with this pop-up:

By default, every new asset group you create will use the default email template. When you click on an asset group and click on the “customize email” link, you can make changes to that template.

Any changes you apply within an asset group will only apply to that specific group.

This way, you have the choice: you can create your email template once and then use it for every asset group, you can have a different, individually customized email for each asset group or you can have anything in between.

Once this is done as well, both cards will become green and marked as “Ready” in this dashboard:

Now the only thing left to do is set up the third step, the “First Download Link”. If you click on this card, you will trigger this pop-up where you have to name the asset group:

Next, proceed with uploading the files that will be sent to your newly added leads:

You will be redirected to the “Media Library” where you can upload or select the file and once you do that, you can click on “Save & Continue”:

And that’s done – all three steps will be marked as “Ready” and now you can start sending e-mail through the chosen service:

With all these steps set up and configured, your dashboard will look like this now:

This is how you can navigate it:

1) The status indicator in the top right shows you whether emails are sending or not. Normally, you’ll see 3 green icons, indicating that everything is okay

Should there be a problem with the email delivery service or should you ever delete the default email template or all of your asset groups, it will be indicated in this area, with clear instructions on how to fix the problem.

2) To add a new Asset Group, click this button:

3) This is where you’ll see a list of all your asset groups. An asset group is one or several download links and an email template. Each asset group can be associated with one or more Thrive Leads opt-in forms:

You can always use the available options to edit the name of the asset group:

Then, if you click on this downwards pointing arrow, you can open the list of details:

And lastly, you can remove it from the trash icon:

Set up the Lead Generation form

The final part of making sure that the process runs smoothly is to make sure the “Asset delivery” toggle of your Thrive Leads form is enabled.

The toggle will appear in the “Advanced” section when editing the “Lead Generation” element inside your Thrive Leads form.

And that’s pretty much it! This is how you can use the asset delivery feature to automatically send download links to your newly added subscribers.

Make sure to also check out other tutorials from our knowledge base if you want to learn more about Thrive Themes.

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