---
title: "Getting Started with Lead Magnets"
description: "Learn how to create downloadable resources that attract leads and support your marketing funnels."
url: https://help.clearcrm.com/en/articles/11501898-getting-started-with-lead-magnets
collection: "Marketing"
updated: 2026-09-02
language: en
---

# Getting Started with Lead Magnets

Learn how to create downloadable resources that attract leads and support your marketing funnels.

Lead magnets are one of the most effective tools for turning website visitors into leads.

They’re simple:  
You offer something valuable—like an eBook, checklist, or template—in exchange for a visitor’s contact info.

Inside ClearCRM, lead magnets are tightly integrated with your **forms** and **landing pages**, making them an essential part of your marketing flow.

## Step 1: Navigate to Lead Magnets

To get started:

-   Go to the **Marketing** section from the left-hand menu.
    
-   Click on **Forms & Lead Magnets**.
    
-   Make sure you’re on the **Lead Magnets** tab.
    

Here you’ll see a searchable, categorized list of your existing lead magnets. You can also export them when needed.

## Step 2: Create a New Lead Magnet

Click the **Add New Lead Magnet** button.

On the creation page, fill in:

-   **Name** – The title of your downloadable resource
    
-   **Category** – Choose an existing one or create a new one using the ➕ button
    
-   **Download Points** – Set the value of the magnet (optional, for gated content strategies)
    
-   **Color** – Assign a color for visual clarity
    
-   **Published** – Toggle this on when you're ready to go live
    
-   **Description** – Add a short summary
    
-   **File Upload** – Upload the actual PDF, image, or file your users will download
    

When you’re done, click **Save**.

## Why Use Lead Magnets?

Lead magnets are about creating a **value exchange**:  
👉 “Give me your email and I’ll give you this helpful resource.”

Once someone downloads your magnet, they become a lead inside ClearCRM—ready for follow-up, email campaigns, or direct outreach.

## Best Practice: Combine with Forms and Pages

Lead magnets work best when paired with:

-   **Forms** – To collect user data
    
-   **Landing Pages** – To showcase the offer and drive conversions
    

You can embed your forms directly on your website or on any landing page built with ClearCRM.

This trio—**Form + Magnet + Page**—is the engine behind automated lead generation in your system.