Managing Lead Magnets
Learn how to edit, organize, activate/deactivate, and delete your lead magnets.
Overview
Once you've created lead magnets, you'll want to manage them effectively. This guide covers all the management tasks you can perform.
Viewing Your Lead Magnets
Dashboard View
Click Lead Magnets in the sidebar to see all your lead magnets. The list shows:
- Name: Click to open the detail page
- Status: Active or Inactive
- Distribution: Direct Access or Public Form
- Views: Total view count
- Links: Number of access links created
- Created: When it was created
Sorting and Filtering
Use the controls at the top of the list to:
- Sort by: Name, date created, views
- Filter by: Status (active/inactive)
Detail Page
Click any lead magnet to see its detail page with:
- PDF preview
- Analytics summary
- Access links list
- Settings and actions
Editing Lead Magnets
Editing Basic Info
- Open the lead magnet
- Click the Edit button (or pencil icon)
- Update the name or description
- Click Save
What Can Be Changed
| Setting | Can Edit? |
|---|---|
| Name | Yes |
| Description | Yes |
| Distribution type | Yes |
| PDF file | Yes (Pro+ only) |
| Active status | Yes |
Activating and Deactivating
How Status Works
- Active: All access links work normally
- Inactive: All access links show "This content is not available"
Toggling Status
- Open the lead magnet
- Find the Active toggle
- Click to toggle on/off
Or from the list view, click the status badge.
Use Cases for Deactivating
- Outdated content: Disable temporarily while updating
- Campaign ended: Stop access after a promotion
- Seasonal content: Hide off-season materials
- Testing: Check what recipients see when disabled
Deactivating a lead magnet doesn't delete it or its analytics. You can reactivate at any time.
PDF Replacement
On Pro and Team plans, you can replace the PDF file without changing existing links.
How to Replace
- Open the lead magnet
- Click Replace PDF (or the upload icon)
- Upload the new PDF
- Confirm the replacement
What Happens
- All existing access links continue to work
- Links now show the new PDF
- Previous views and analytics are preserved
- Recipients see the updated content immediately
Use Cases
- Fix typos or errors
- Update pricing or dates
- Add new content
- Refresh seasonal materials
Version your files before replacing. Keep "ProductGuide_v1.pdf" on your computer in case you need to revert.
Learn more about PDF Replacement →
Deleting Lead Magnets
Before You Delete
Consider these alternatives:
- Deactivate instead of delete (preserves analytics)
- Archive by deactivating and noting in description
- Replace the PDF with updated content
How to Delete
- Open the lead magnet
- Click the ... (more) menu
- Select Delete
- Type the lead magnet name to confirm
- Click Delete
What Gets Deleted
- The lead magnet and its file
- All access links (they'll stop working)
- All generic links/landing pages
- All analytics data
Deletion is permanent. All existing links will immediately stop working and show an error.
Bulk Actions
Currently, lead magnets must be managed individually. For bulk operations, consider using the API.
Dashboard Organization
Search
Use the search box to find lead magnets by name.
Best Practices
- Use clear names: Include type, topic, and date
- Add descriptions: Note campaign, audience, or context
- Deactivate old content: Keep things tidy without deleting
- Regular review: Check analytics monthly to identify top performers
Next Steps
- PDF Replacement - Update files seamlessly
- Understanding Analytics - Track performance
- Access Link Settings - Control access