1. Choose an Email Marketing Service

For this example, we’ll use Mailchimp, a popular and user-friendly email marketing service.

Sign Up for Mailchimp:

1. Go to Mailchimp.
2. Click on “Sign Up Free” and follow the prompts to create your account.

2. Create a Sign-Up Form in Mailchimp

Create an Audience:

1. After logging in, navigate to the “Audience” tab.
2. If you don’t have an audience set up, create one by following the prompts. Ensure you fill out all necessary details about your audience.

Create a Sign-Up Form:

1. Under the “Audience” tab, select “Sign-Up forms”.
2. Choose “Form builder” to create a new sign-up form.
3. Customize the form to collect the necessary information (e.g., email address, name).
4. Save the form.

3. Embed the Form on Your WordPress Site

Install the Mailchimp for WordPress Plugin:

1. Log in to your WordPress admin dashboard.
2. Go to Plugins > Add New.
3. Search for “Mailchimp for WordPress” and install the plugin by ibericode.
4. Activate the plugin.

Connect the Plugin to Mailchimp:

1. After activation, go to Mailchimp for WP > Mailchimp.
2. You will need to enter your Mailchimp API key. To get the API key:
   • In Mailchimp, go to Account > Extras > API keys.
   • Generate a new API key (if you don’t already have one) and copy it.
   • Paste the API key into the Mailchimp for WordPress settings in your WordPress dashboard.

Create a Sign-Up Form Using the Plugin:

1. Go to Mailchimp for WP > Forms.
2. Click “Add New Form”.
3. Customize your form fields as needed. Typically, you would at least collect the email address and first name.
4. Save the form.

Embed the Form on Your Site:

1. After saving the form, you will see a shortcode for the form.
2. Copy the shortcode.
3. You can now embed this shortcode in any post, page, or widget on your WordPress site:
   • For posts or pages, go to the desired post/page and paste the shortcode where you want the form to appear.
   • For widgets, go to Appearance > Widgets, add a Text widget to your desired widget area, and paste the shortcode into the widget.

4. Set Up Automated Emails in Mailchimp

Create an Automation Workflow:

1. In Mailchimp, go to the “Automations” tab.
2. Click “Create” and select “Classic Automations”.
3. Choose “Email” and then “Welcome new subscribers”.
4. Name your automation and select the audience you created earlier.
5. Click “Begin”.

Configure the Welcome Email:

1. Design your welcome email:
   • Add a compelling subject line, such as “Welcome! Here’s Your Free Email Scraping Course”.
   • Use the email designer to create a professional and engaging email.
2. In the email content, include a link to download the PDF course. You can upload the PDF to Mailchimp or link to a file hosted on your website.

Activate the Automation:

1. Once you have customized the email, click “Next”.
2. Review the settings and click “Start Sending” to activate the automation.

5. Test the Process

Test Your Form and Automation:

1. Visit your WordPress site and fill out the sign-up form with a test email address.
2. Check your email to ensure you receive the welcome email with the PDF link.

Conclusion

By following these steps, you have successfully set up an email capture form on your WordPress site and configured Mailchimp to automatically send the PDF course to new subscribers. This setup will help you attract and engage visitors, grow your email list, and provide valuable content to your audience.