The basic setup in Kit
- Create a form (inline, modal or landing page) for this lead magnet.
- Open the form settings and find the incentive email section.
- Upload the PDF or add a link to where it is hosted.
- Edit the subject and message so it is clear the email contains the download.
- Optionally add a tag or set up an automation that starts your welcome sequence.
Kit renamed itself from ConvertKit in 2024, so older tutorials use the old name. Menu labels change over time; check Kit’s help center for the current steps.
If your form is somewhere else
If the opt-in page lives outside Kit, for example on a page built with Magnetbrief, the page can add subscribers to a Kit form through Kit’s API. Kit then sends the incentive email as usual.
Tip
Use one form per lead magnet. It keeps reporting clean and lets each freebie start its own sequence.
Common follow-up questions
Does Kit require double opt-in?
The incentive email doubles as a confirmation step. Kit lets you change this per form; check your form settings and your local consent rules.
Can I send people to a thank-you page instead?
Yes, Kit forms can redirect to a URL after sign-up. Many creators show a thank-you page and still deliver the file by email.
Updated 2026-11-15. General information; not legal, medical or financial advice.