Getting More From Document Library Pro’s Built-In Lead Generation
Document Library Pro (aff link) now has lead generation built in. Its lead capture form lets you gate document downloads behind a contact submission – collecting names and email addresses from every visitor who wants access to your content. That’s a powerful capability right out of the box, and it works from day one.
The DLP Power Pack’s enhanced Lead Form Builder (added to Power Pack V2.1) takes that foundation and gives you the flexibility to make it truly your own. Whether you want to qualify leads more precisely, gather context about who’s downloading, or automatically route opted-in contacts straight to your newsletter platform – the Lead Form Builder provides the tools to do it, without any custom development.
The flexibility to build a form that fits your site
Every site is different. The Lead Form Builder lets you extend the DLP lead form with additional fields tailored to your audience and your goals — no coding required. Three field types are available:
- Text — open-ended input for things like company name, job title, or a specific question
- Select — a dropdown for structured answers such as industry, team size, or use case
- Checkbox — a single tick-box, perfect for consent, newsletter opt-ins, or simple yes/no questions
Each field can be required or optional, full-width or half-width (pairs automatically share a row to keep things compact), and positioned exactly where it makes sense in the form.
Place fields exactly where they belong
| Position | Where it appears |
|---|---|
| Before name fields | At the very top, before first name, last name, and email |
| Before privacy consent | After the name and email fields, before the privacy checkbox |
| Before submit button | After privacy consent, just before Submit |
This means you can lead with a qualifying question if that suits your workflow, or keep additional fields towards the end so the form feels approachable from the start.
Tailored for your industry and audience
The right fields depend on what your documents are for and who’s downloading them. A few examples of how sites could put this to use:
Professional services sharing whitepapers and reports: A “Company” text field and a “How did you hear about us?” dropdown give you the organisation and source behind every download — without asking for anything that feels intrusive.
SaaS products sharing feature guides or onboarding docs: A “Which product are you using?” dropdown positioned before the name fields sets useful context immediately. Pair it with a “Current plan” select and your team gets instant qualification data alongside every lead.
Agencies sharing portfolio PDFs or case studies: A “Project type you’re interested in” select helps route enquiries to the right person. A half-width “Approximate budget” dropdown alongside it gives a useful signal without making the form feel like an interrogation.
All submissions — contact details and every custom field value — are stored locally in an admin table with filtering and CSV export. You always have your data, regardless of what external tools you connect.
Enable the “Pretty Lead Email” setting to include custom fields in the new lead email, which will now include some simple styling.
Connecting to your newsletter platform
One of the most valuable uses of the Lead Form Builder is combining document downloads with newsletter growth — in a way that’s straightforward, respectful, and compliant.
Adding a newsletter opt-in checkbox to the form means visitors can actively choose to hear from you at the same moment they’re already engaging with your content. The Lead Form Builder’s conditional webhook then takes care of the rest: submissions where the box is ticked are automatically forwarded to your platform of choice; submissions without it are stored locally as normal.
Setting it up
Add the opt-in checkbox
In the Lead Form Builder, create a new field:
- Type: Checkbox
- Label: Yes, keep me updated with news and resources
- Field Key:
newsletter_opt_in - Position: Before privacy consent, or before submit — whichever feels right for your form
- Required: No
Configure the webhook
In Lead Capture settings under Webhook Integration:
- Enable the webhook toggle
- Paste your webhook URL from Zapier, Make, n8n, or any platform that accepts HTTP POST
- Set Send Condition to Only send if [newsletter opt-in] is checked
- Optionally add a Secret Key to sign each request — your endpoint can verify the signature to confirm the data genuinely came from your site
What gets sent
When someone ticks the box and submits, the webhook fires with a full JSON payload:
{
"event": "lead_capture",
"submission_date": "2026-03-26 10:45:00",
"document": {
"id": 42,
"title": "2026 Industry Report",
"url": "https://yoursite.com/reports/2026-industry-report/"
},
"contact": {
"first_name": "Sarah",
"last_name": "Jones",
"email": "sarah@example.com"
},
"fields": {
"newsletter_opt_in": "1",
"company": "Acme Ltd"
},
"site_url": "https://yoursite.com"
}
Your automation platform picks this up and can add the contact to a list, tag them with the document they downloaded, trigger a welcome sequence, or feed into any workflow you have running.
When the box isn’t ticked, the lead is still saved locally with all their details — the webhook simply doesn’t fire. Every download is captured; only opted-in contacts reach your newsletter platform. Clean, GDPR-friendly, and fully automatic.
Test before you go live
The webhook settings include a Send Test button that fires a sample payload to your URL immediately — no need to submit a real form. Use it to confirm your Zapier zap, Make scenario, or n8n workflow is set up correctly before any real leads come through.
The Recent Deliveries log shows the last ten webhook attempts with status and timestamp, so you can quickly see whether everything is working as expected.
Summary
Document Library Pro’s built-in lead generation is already a strong foundation. The DLP Power Pack’s enhanced Lead Form Builder gives you the flexibility to go further — tailoring the form to your site with custom fields, qualifying your leads with structured data, and connecting opted-in contacts directly to your newsletter platform through a conditional webhook.
More context on every lead. Smarter connections to your tools. And total control over who ends up in your lists.