📬 How to Create a Collect Emails / Applications Product on WithMe
Want to grow your email list or gather info from potential clients? The Collect Emails / Applications product (also known as a Lead Magnet or Freebie) is perfect for that! It allows you to offer something valuable—like a guide, template, or e-book—in exchange for contact info.
🧩 What Is It?
This product type is designed to help you collect key info—like emails and phone numbers—from your audience. It’s always free (you can’t add a price), and it's meant to deliver value while growing your list or screening applicants.
🎁 Examples of lead magnets you can offer:
Downloadable templates
Quick-start guides
Short e-books
Google Docs or Notion links
You can deliver your freebie through either:
A downloadable file, or
A redirect link (to a page, doc, or site)
🛠️ How to Set It Up
Go to the My Store tab in your WithMe dashboard.
Click + Add Product at the bottom.
Select Collect Emails / Applications.
🎨 Customize the Product Look
1. Thumbnail Tab:
Image: Upload your own or choose from our library (400x400px recommended).
Text: Add a title, subtitle, and button text to catch attention.
📝 Choose What Info You Collect
By default, Name and Email fields are required and can’t be removed.
You can:
Toggle on Phone Number if you want to collect that too
Make fields required so people must fill them out to access your freebie
Click + Add Field to collect even more info (options: text, dropdowns, checkboxes, etc.)
📎 Upload a File or Add a Link
To upload a file:
Go to the Product page
Click Upload File and choose your file
Once uploaded (look for the ✅), hit Save as Draft or Publish
To add a link instead:
On the Product page, choose Redirect to URL
Paste your full link (make sure it starts with
http://orhttps://)Add a name for the link (this is what your audience will see)
Hit Save as Draft or Publish
⚙️ Optional: Advanced Settings
On the Options tab, you can:
Connect Email Sequences – automate follow-ups or nurture emails
Customize the Confirmation Email – what your audience receives after opting in
Add Integrations – connect tools like Mailchimp or Zapier
🚨 Heads up: A confirmation email will only be sent if your product includes a file or link.
✅ File Types & Recommendations
You can upload nearly any kind of file—PDFs, videos, templates, etc.
🎯 We recommend keeping files under 500MB for best performance.