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Marketing (AMS)

Create lead magnets

Generate checklists, guides, ebooks, worksheets, and cheat sheets, then approve, download, and share them.

A lead magnet is something valuable you give away in exchange for an email address. Your marketing system generates them for you under Pages → Lead magnets.

Choose a type

Start the lead magnet wizard and pick one of five formats, all downloadable documents:

  • Checklist, a step-by-step list people can print and use.
  • Guide, a comprehensive how-to with actionable advice.
  • Ebook, a longer, more in-depth resource.
  • Worksheet, fill-in exercises.
  • Cheat Sheet, a quick-reference sheet.

Interactive formats (quizzes, AI reports, and calculators) are switched off for now, because they cannot collect email addresses yet, so the wizard does not offer them.

The wizard walks you through the details, and you can point it at one of your audience profiles and at specific documents from your content library so the content matches your audience and your material.

Generate and refine

The system writes the content. The usual way to change it is Regenerate: say what is wrong, press Regenerate with feedback, and it reworks the draft (leave the box blank to start from scratch). Edit opens the underlying content directly if you want to change something precisely. Generate Cover produces the branded cover image.

Approve it

A new lead magnet is a Draft. Press Approve to publish it, and its badge changes to Published. Only then do Download PDF and Create landing page appear.

After you approve a lead magnet, Edit and Regenerate are hidden, so the version people have already downloaded cannot change underneath them. Press Unapprove if you need to change it.

Connect it

Connect the lead magnet to a landing page so it is delivered when someone signs up, or drop it into a campaign.

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