Lead Capture Template | Capture Name & Email, and Send an Affiliate Link
This template helps you collect a user’s name and email address and automatically deliver a free guide on Instagram. If the user has already completed the lead form and has the tag `lead_form_completed`, the guide is sent immediately. If not, the flow asks for the user’s first name and email first, stores the information, applies the tag, and then delivers the download link.
What This Template Does
This template helps you capture a user’s first name and email address and automatically deliver a free guide download link on Instagram.
The flow starts with a short message asking the user to tap a button to continue. After that, the system checks whether the user already has the tag `lead_form_completed`.
If the tag already exists, the template assumes that the user has previously submitted their details and sends the free guide link immediately. If the tag does not exist, the user is asked to enter their first name and email address. Once the information is submitted, the flow stores the data, applies the tag, and then sends the download link.
This makes the template useful for lead generation, free resource delivery, and building a reusable Instagram DM funnel for eBooks, guides, checklists, or other downloadable content.
👉 Click to install this Template
Customize the Template
After installing the template, the flow will be added to your "Flow" menu as a draft.
Before using it, you should review the content, define the right triggers and keyword, update the texts, images, button labels, links, and anything else you want, and then publish the flow to make it active.
👉 read the full Template Installation and Customization Guide
Template Explanation
In the Trigger Node (Number 1), you define the trigger type and the keyword for activating the flow. This section works the same way in all templates, and full setup instructions are provided in the template installation guide.
Once the selected trigger is activated, the user enters Node 2 (Instagram Node), where they receive a short message and are asked to tap the button to continue.
After that, the flow moves to Node 3 (Condition Node), which checks whether the user already has the tag `lead_form_completed`.
If the tag already exists, the flow sends the user directly to Node 4 (Instagram Node), where the free guide download link is delivered immediately without asking for their details again.
If the tag does not exist, the user is sent to Node 5 (User Input Node), where they are asked to enter their first name.
After the user submits their first name, the flow continues to Node 6 (User Input Node), where they are asked to enter their email address.
Once the user submits their email address, the flow moves to Node 7 (Action Node), where the tag `lead_form_completed` is added to their profile.
After that, the flow continues to Node 8 (Instagram Node), where the free guide download link is sent to the user.
This structure allows the template to deliver the guide immediately to users who have already completed the lead form, while collecting both name and email from new users before sending the same resource.