What is a lead magnet in Trackler?
A lead magnet is a low-threshold way to collect new leads through your website.
Visitors fill in a form and automatically receive access to your Track. This turns interest into action immediately.
Step 1: Create a form and make it external
Go to Forms
Create a new form
Add at least an Email address field
Publish the form
Set the form to External
You will now receive a public URL that you can use outside Trackler.
Step 2: Add the URL behind a button on your website
Use the external form URL:
Add it to a button on your website
For example:
“Download free e-book”
“Request a free intake session”
“Get the checklist”
When someone clicks the button, the external form opens.
Step 3: Create an Open Invite
Before setting up the automation, you need an Open Invite link.
Go to Track Settings → Track Invitations
Create an Open Invite
Copy the generated invitation link
You will use this link inside your workflow.
An open invite allows anyone with the link to join the Track themselves.
Step 4: The lead fills in the form
The visitor:
Clicks the button on your website
Fills in the form
Submits the form
The data is automatically stored in Trackler.
Step 5: Create a workflow for automatic invitation
Go to Workflows and create a new workflow.
Trigger
External form submitted
Actions
Retrieve the email address from the form
Send an email to that address
Add the Open Invite link to the email
Example message: Thank you for your request!
Click the link below to access your Track: (Open Track invitation link)
Publish the workflow.
From now on, every new lead automatically receives an invitation.
Next Steps: Nurture flows and automation
It doesn’t stop here.
Once someone joins your Track, you can set up additional workflows such as:
Automatic welcome message after joining
Information email after 2 days
Reminder after 7 days
Additional content after 14 days
Automatic follow-up when someone is inactive
This allows you to build a fully automated funnel inside Trackler.
What happens next?
The lead:
Receives the email
Clicks the invitation link
Becomes a member of your Track
Automatically receives further follow-up
And voilà — you are together in one environment and the magic can begin.
Why does this work so well?
No more manual invitations
Immediate follow-up of website visitors
Higher conversion rates
Fully automated process
Expandable with nurture automations
Your website becomes an active entry point for new participants.