Use Case: Capture Software Downloads

Software companies often provide their software for download directly from the website, whether the software be completely free or “try before you buy”, and in order to start the download, the site visitor must fill in a form. The form might have many fields, such as name, email, phone, company name, url, linkedin, etc etc.

Chances are, if you are offering software (or any digital product) for download, you already have such a form and you have no intention of replacing it. Your form will already store the customer details somewhere and send the submitter to the actual download link (or send them an email with a link to download) when submitted, so you don’t want to change or break that process. Fortunately, you don’t need to change it – just use the form capturing embed and the existing process will remain and work as usual, while the lead is invisibly added to your list in Womplify!

In this use case you will learn how to:

  • Capture an existing form
  • Create a mailing List
  • Create an autoresponder
  • Create a trigger
  • Add a tag


Level: Easy

  1. Create mailing list
    First of all you need a mailing list to add your leads to, when they use the software download form.
  2. Create form capture embed
    Now create a form embed. In this case though, the type of embed you need is the Existing Form Capture embed which, as its name implies, captures submissions on existing forms. You may want to check the boxes for Auto-Verify Email? and Auto-Verify Subscription?.
  3. Create auto-responder sequence
    Create several email messages and add them to the mailing list you created in step 1, and assign them to a sequence. These emails can be for teaching how to use the software just downloaded and/or contain offers to encourage purchase, or whatever you want. You could also have the first email in the sequence contain the direct software download link.
  4. Create a Trigger
    Next you should create a trigger to add a tag to your captured leads. So, in the new trigger popup:

    • Define the Triggering Event – Subscribed
      In the WHEN section, select Lead Cycle: Subscribed and give the trigger a name such as Tag on Download, and a Description.
    • Define Condition – List Match
      The IF condition simply checks if the subscription is to a specified list. To do that, select List: Match a List and then select the List you created in step 1.
    • Define Action – Add Tag
      The last part of a Trigger is the Action, which in this use case is to add a Tag. Just select Lead Data: Add Lead Tags and then type in a keyword, such as “download1” and press Enter.
  5. Activate Trigger
    When you are happy with your trigger definition, you can activate it by checking the Active box at the top right corner of the EVENT section in the New Trigger popup.