✨ Lead Magnets Overview

• Beautiful, high-converting form pages: When someone wants your freebie, they simply fill out a form.

• Automatic contact capture: Once submitted, their information is instantly added to your SAGA CRM with all data attached.

• Seamless delivery: The freebie is sent to them via email automatically.

How does the Lead Magnet Looks like?

The Lead Magnet is a webpage containing the information you want to share.

• Title & description

• The Freebie thumbnail

• The form

• & More details

• Your Name & Profile Picture

How does it work?

Once the form inside the lead magnet is filled and submitted, the lead will promptly receive an email from you. This email will contain the promised freebie (PDF or a Link).

You’ll be notified when a new lead is generated in your SAGA account, and you’ll be able to see which Lead Magnet they interacted with—both through the icon on their contact card and in the activity panel within their contact profile.

⚙️ Settings Note

Note: Remember, all settings related to Lead Magnet can be found within your Prospecting Settings. 

🎯 Main Benefits

• Convert curious visitors into actual leads

• Save time with automation

• Keep your leads organized inside SAGA

• Integrate lead magnets with your LinkMate (SAGA’s version of Linktree)

🛠️ What You Can Do with Lead Magnets

You have multiple ways to use Lead Magnets in SAGA:

1. Use pre-made Lead Magnets as they are

2. Duplicate existing ones and customize them

3. Create your own from scratch

4. Add them to your LinkMate

Option 1: Pre-Made Lead Magnets

SAGA includes ready-to-use Lead Magnets you can start sharing immediately.
Where do they come from?

On the Lead Magnets page, you’ll always find a dedicated tab with existing Lead Magnets:

• If you’re part of a team, these may have been created by your team

• If you’re not in a team, you’ll see default templates provided by SAGA

Can I use them without editing?

Yes — and this is the important part
Even if you don’t edit anything, these Lead Magnets are already:

• Connected to your profile

• Shared through a personal URL

• Linked to your CRM

This means that every contact who fills out the form will appear in your Contacts page, exactly like any other lead. No extra setup required.

Preview Before You Share

To know exactly what you’re sharing:
Click on a Lead Magnet to open its details
Use Preview to see the public page as a visitor

• Send yourself a test email to check the freebie that’s delivered automatically

This lets you confidently share the Lead Magnet knowing:

• What the page looks like

• What content is sent via email

Once ready, just copy the link and share it anywhere.

Easily share ready-made Lead Magnets, automatically linked to you, with potential leads.

Option 2: Duplicate & Customize

If you like a pre-made Lead Magnet but want to adapt it:

• Duplicate it

• Use it as a starting template

• Edit text, visuals, or the freebie itself

This gives you full flexibility while saving time.

Option 3: Create Your Own Lead Magnet

Follow these steps to create and personalize your Lead Magnet!

1. Access the Lead Magnet Section

1. Navigate to the Lead Magnet section.

2. Click on "My Magnets".
   ⚠️ Note: This feature may not be available on your current plan.

3. Click on "Create Lead Magnet" to get started.

2. Fill Out the Basic Info

A window will open where you can:

• ✏️ Name your Lead Magnet

• 🔗 Customize the URL slug (the final part of the link) — or leave it as is.

• 🎯 Select the interest: is your magnet about Business or Product?

✅ Once done, click "Create Lead Magnet".

3. Customize Your Lead Magnet

You’re now inside the Lead Magnet Editor.
You can always revisit the settings by clicking "Settings" in the top right corner.

Now let’s personalize each section:

✍️ Form Page (The Opt-in Page)

This is the public page you'll share with people so they can sign up to get your freebie.

• 📝 Click on any text to edit it.

• 🖼️ Click on the thumbnail image to replace it.
  💡 Tip: Use Canva to create a custom image in A5 or A4 format for best results.

• You can either choose an image to upload or add a link to a video

Once you’re done, click the button “Confirm” at the page bottom, to start editing the next part.

NB You’ll be always able to come back and edit the page!

🎉 Thank You Page

This is the page people see after submitting the form.

• Edit all texts freely.

• Customize the button:

  • 🔘 "Message Me" button (with optional pre-filled text).

  • 🔗 Or insert a custom link, like a Calendly appointment page.

Once you’re done, click the button “Confirm” at the page bottom, to start editing the next part.

Theme
Choose a color scheme and a typography to make your Lead Magnet reflects your personal brand

📩 Email Sequence
Here you can edit the Email Sequence your leads will receive once they fill in the form.

First Email:

In this email you’ll share the free content (freebie) with your leads. This will be sent immediately

• Choose to deliver the freebie as a PDF or a Link (e.g., a board page).

• Edit the subject line, email content, and button text in the email.

Optional Email Sequence:

You can choose to build a sequence of emails that will be sent automatically over time. This allows you to nurture your leads, provide extra value, or guide them toward a specific action.

• You can add one or more emails to your sequence by clicking “Add email to sequence.”

• For each email, you can set a delay time (e.g., send 2 days after the previous one).

• You can use our template builder to easily design professional-looking emails.

⚠️ Remember to click “Save” each time you edit an email to make sure your changes are applied.

Now your Lead Magnet is ready to be shared! You can share it by clicking on the share button on the top right corner!

4. Manage Your Lead Magnets

Return to "My Magnets" to:

• ✏️ Edit an existing Lead Magnet.

• 📧 Send yourself a test email by clicking the Lead Magnet card.

• 📤 Share your Lead Magnet using the "Share" button.

🎉 You’re all set!
Start growing your audience with personalized, professional Lead Magnets!

Add Lead Magnet to your Linkmate

Easily integrate your Lead Magnet into your LinkMate page by following these simple steps:

1. Open the LinkMate page from the left menu.

2. Click on the "Links" tab at the top of the page.

3. Click the “+ Add New Link” button.

4. Choose the “Lead Magnet” option.

5. 📋 Select the Lead Magnet you want to add from your list.

6. 🖼️ Decide if you want to:

   • Change the thumbnail image

   • Add an animation to the link preview

7. Once you’re happy with the setup, click “Save”.

✅ Done! You’ve successfully added a Lead Magnet to your LinkMate profile — now go get those leads! 🚀

💬 Need Help?

If you need assistance with importing contacts or have questions about the process:

• Support Centre: Need help? Start a chat with the Fibi AI Agent in your SAGA. If they can’t help, a human team member will take over.

• Book a Call: Schedule a demo with our team