Building Your First Lead Capture System in UnityBuilder

Let's set up a complete lead capture system to start growing your email list with engaged followers. This process has three main components: creating your lead magnet, building your landing page, and setting up the automation to deliver it.

Step 1: Create a Simple but Valuable Lead Magnet

1. Identify a specific problem your audience faces that you can solve

2. Create a simple digital asset like:

   • A PDF checklist or cheat sheet

   • A short video tutorial

   • A mini-guide or resource list

3. Design it using Canva or similar tool

4. Save as PDF or appropriate file format

5. Upload to Google Drive or Dropbox to get a shareable link

Step 2: Build Your Landing Page in UnityBuilder

1. Log into your UnityBuilder account

2. In the left sidebar, click "Funnels" or "Sites & Funnels"

3. Click "Create Funnel" or "+ New Site"

4. Select "Landing Page" or "Squeeze Page" template

5. Give your funnel a name related to your lead magnet (e.g., "Style Guide Opt-in")

6. Choose a template that matches your brand style

7. Customize your landing page:

   • Add your headline focusing on the benefit of your lead magnet

   • Write compelling description text (keep it brief)

   • Add your brand logo and colors

   • Insert an image of your lead magnet (e.g., PDF cover)

   • Set up a simple form asking for Name and Email (minimum)

   • Create a clear call-to-action button ("Get My Free Guide")

8. Set up form settings:

   • Connect the form to your contact database

   • Ensure it applies appropriate tags (create a tag like "Lead Magnet: [Name]")

9. Set up Thank You page:

   • Add confirmation message

   • Hint at what happens next ("Check your email in 5 minutes")

10. Click "Save" and "Publish" your landing page

Step 3: Set Up Your Delivery Automation

1. Go to "Automations" or "Workflows" in the left sidebar

2. Click "Create Automation" or "+ New Workflow"

3. Name your automation (e.g., "Lead Magnet Delivery")

4. Set the trigger:

   • Select "Form Submission" or "When contact submits form"

   • Choose the form from your landing page

5. Add your automation steps:

   • Add step: "Send Email"

   • Select a template or create a new email

   • Add a subject line: "Your [Lead Magnet Name] Is Here!"

   • Write a friendly message thanking them

   • Include the download link or attachment to your lead magnet

   • Add your branding and signature

6. Add a follow-up step:

   • Add another "Send Email" action

   • Schedule it for 2 days later

   • Create a "checking in" email asking if they found the resource helpful

   • Include links to your social profiles

7. Add a final step:

   • Apply tag "Completed Lead Magnet Sequence"

8. Review your automation flow

9. Toggle the automation to "Active" status

Step 4: Test Your Complete System

1. Visit your landing page URL

2. Fill out the form with your own information

3. Check that you receive the lead magnet email promptly

4. Verify the lead magnet download works correctly

5. Check that the follow-up email arrives as scheduled

6. Verify that tags are applied correctly in your contact record

Step 5: Drive Traffic to Your Landing Page

1. Create posts on your social platform promoting your lead magnet

2. Add the landing page link to your social profile bio

3. Create a short video explaining the benefits of your lead magnet

4. Consider pinning a post about your lead magnet to the top of your profile

Step 6: Monitor and Optimize

1. Check your conversion rate after 1 week

2. Review landing page analytics in UnityBuilder dashboard

3. Test different headlines or images if conversion rate is below 20%

4. Check email open rates and adjust subject lines if needed

This complete lead capture system will start building your email list while delivering real value to your audience. As you grow, you can create additional lead magnets for different audience segments.