Articles on: Guides

Deliver free digital samples to a customer

Method 1 – Using a free Shopify product

This method works by creating a free Shopify product and allowing users to go through the checkout process and get a free digital download after checkout.

What do I need?

This works on all plans.

Step 1 – Create the free product in Shopify

Go to your Shopify dashboard
Click “Products”
Click “Add product”
Set the price to 0.00
Disable the “Track quantity” box
Uncheck the “This is a physical product” box
Click “Save”

Step 2 – Upload your file to the app

Go to the Upload page
Upload the file

Step 3 – Attach the file to your free Shopify product that you created earlier

Now, click on the uploaded file in the app. It will load a page with a drop-down search box. This is what you will use to attach the file to your free Shopify product.

Once this is attached, then you are good to go! A download email will be sent to anyone who has purchased the free product.

Altogether, you can deliver the downloads using three methods:

Via email – available on the free plan and paid plans
The Thank You page (checkout page) – available on all paid plans
The customer accounts – available on the Premium plan

Top tip:

The great thing about using this method is that you can use a post-purchase app to upsell paid products with an offer on the checkout page. It’s a great way to upsell current products.

Video guide

Method 2 – Using an email app sign-up form

This method works by adding an email newsletter-style entry box on your site, and then the downloads are sent via this email app once someone signs up with their email address.

What do I need?

An email app, such as Klaviyo or similar, that allows emails to be sent using sign-up forms

Step 1 – Sign up for the email app

In this tutorial, we are using Klaviyo. They have a free plan for up to 250 saved emails and 500 emails sent per month. Other email apps will have different pricing brackets.

Step 2 – Go to “Sign-up forms” > click “Install Code Snippet”

What we need to do is install the snippet of code that allows the sign-up forms to work on your store.

Copy the code snippet.

Step 3 – Place the code in your store

Go to your Shopify store
Go to “Online store” > click the 3 dots button > click “Edit code”

Find your theme.liquid file
Paste the code above the closing </body> tag

Note: this will place the code on all pages of your site. If you only want it on one page, just place the code on that single page.

Step 4 – Create an email list ready to collect emails

Go back to Klaviyo
Click “Audience” > “Lists & segments”
Click the “Create List / Segment” button

Follow the steps to finalise it and save it.

Step 5 – Create a signup form

Now you need to create the signup form.

Click on “Sign-up forms”
Click on “Create Signup Form”

Step 6 – Finalise the template

Simply just customise the template of the signup form in any way that suits you. Once you are done, publish it.

Step 7 – Paste the Signup form code onto your site

Now paste the signup form code onto your site wherever you want it to show.

Creating the flow will trigger an email to be sent to whoever signs up with their email address.

Video guide

Updated on: 15/12/2023

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