Docs

PDF / Resource Block

Published July 27, 2026

The shared PDF / Resource block presents a private PDF inside either a Flow or Bio Funnel. Use it for guides, worksheets, reports, templates, and other downloadable resources.

Access options

Open access

Preview or download immediately.

Verified by: Published resource and a signed, expiring file link.

Lead capture

Complete the selected Lead Capture block first.

Verified by: A matching saved lead submission.

Add a resource

  1. Upload the PDF under Dashboard > Asset Library.
  2. Add PDF / Resource from the Advanced Flow Blocks or Bio Blocks picker.
  3. Select the PDF and add a clear title and description.
  4. Choose open or lead-capture access.
  5. Optionally enable the inline preview and add a secondary CTA.
  6. Publish and test the complete participant path.

Use External Checkout separately

The provider-agnostic External Checkout step can open any supported HTTPS checkout page and guide visitors after they return. A return indicates navigation back to the flow—not verified payment. For paid files, configure fulfillment in Stripe, PayPal, Square, Gumroad, Lemon Squeezy, or the selected payment provider.

Analytics

Resource activity records impressions, gate views, lead submissions, access grants, previews, downloads, failures, and secondary CTA clicks.

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