PDF

AUTOMATION
T O O L K I T
Introduction
Welcome to this comprehensive guide on using
InfoEngine.ai to automate the delivery of your PDF guide
to customers.

InfoEngine.ai is an all-in-one tool that simplifies the

process of selling and delivering digital products.

In this guide, we'll walk you through setting up your own

professional system to sell and deliver PDF guides with
ease

What We'll Cover:

1. Setting up your domain and dedicated email
2. Configuring Stripe integration for payment collection
3. Creating and hosting your PDF guide
4. Setting up marketing workflows for automatic delivery
5. Troubleshooting and FAQs
Key Features of InfoEngine.ai:
Professional domain connection (we'll guide you
through best practices)
Stripe integration for secure payment collection
Support for Apple Pay, Amazon Pay, Klarna, and
Afterpay via Stripe
Automated PDF delivery to customers post-purchase
Marketing workflow templates for efficient customer
communication

Let's get started with setting up your automated PDF guide

delivery system!
Setting Up Your
Domain and Email

Why This Step is Important

Before we dive into payment processing and PDF delivery,

it's crucial to set up a professional domain and dedicated
email address.

This step is vital for several reasons:

1. Professional appearance: A custom domain lends

credibility to your business.
2. Improved email deliverability: A dedicated email
address helps ensure your emails reach customers'
inboxes.
3. Access to Apple Pay: Setting up a domain enables
Apple Pay integration via Stripe, potentially increasing
your sales.
Purchasing a Domain
Go to GoDaddy.com and search for your desired
domain name.
Tip: Use your author name or brand for versatility.
Avoid numbers and special characters.
Example: "johnsmithguides.com" instead of "john-
smith-pdf-guide-2023.com"
Select and purchase your domain.
Connecting Your Domain to InfoEngine.ai
1. Log in to your InfoEngine.ai account.
2. Navigate to the Domain Settings section (Sites >
Settings icon in the top right).

Click on the "Add" button In the top right.

Enter your GoDaddy domain name.
Ensure you're logged into GoDaddy in another browser
tab.
Follow the prompts to automatically connect your
domain.
Head back over to the InfoEngine.ai tab and you
should see something like this:
Then once your domain authorization is completed,
you will be asked to lik your domain with your funnel
(your sales page)
Select your funnel from the dropdown menu:

No that your domain is connected, now it’s time to set up

your dedicated email address inside of InfoEngine.ai.

This email address will be used to automatically send your

PDFs to your customers post-purchase.
Setting Up Your Dedicated Email Address
1. In InfoEngine.ai, navigate to Settings > Email settings >
Email Services
2. Click the “Dedicated Domain” button on the right side
of your screen.
3. Click the “Add Domain” button on the right side of your
screen.
4. In the “Enter Domain Name” field, enter the domain
that you want to send emails with.

IMPORTANT: This needs to be formatted like this:

[AUTHOR FIRST NAME].[YOUR DOMAIN HERE].

Example: ewan.thepdfmethod.com
Then click the “Continue” button

Then wait a few seconds for it to connect

Then click the “Authorize domain” button

Then click the “Connect” button

Then click the “Verify Domain” button

Then you should see the all records are verified apart
from the bottom one. We will now verify this record
manually. This step will help improve your email
deliverability and open rates, and reduce the chance of
your emails landing in spam folders.
Now head over to GoDaddy.com in a new tab and
make sure you are logged in
Then click your profile name in the top right of your
screen and click “My Products”
Then scroll down until you see your domain and click
the “DNS” button

Then click the “Add New Record” button

Then select “TXT” from the “Type” dropdown.
Then in the “Name” field, copy and paste the exact text
from your InfoEngine tab that you have open and then
paste it into the “Name” field in GoDaddy

Then do the same for the “Value” text

Your record in GoDaddy should look like this (below)
Then click “Save”
Then open InfoEngine again and click the “Verify
Domain” button again.

Your dedicated sending email is now be set up and ready

inside of your InfoEngine account!
Configuring Stripe
Integration

Why We Use Stripe

Stripe is a powerful and secure payment processing
platform that allows you to accept various payment
methods, including credit cards, Apple Pay, Amazon Pay,
Klarna, and Afterpay.

By integrating Stripe with InfoEngine.ai, you can easily

collect payments for your PDF guide.

Setting Up Stripe Integration

Before you begin, make sure you have a Stripe account. If
you don't, go to Stripe.com and create an account.
1. Log in to your InfoEngine.ai account.
2. Navigate to the "Payments" tab on the left-hand panel.
3. Click on the "Integrations" tab (top-right of your
screen).
4. Find the "Stripe" integration and click on the "Connect"
button.
5. You'll be redirected to the Stripe login page. Log in to
your Stripe account.
6. Authorize the connection between your Stripe account
and InfoEngine.ai.

Once connected, you'll be able to accept payments

through various methods, including Apple Pay and
Amazon Pay, which can significantly increase your
conversion rates. (Make sure you
Once connected, you'll be able to accept payments
through various methods, including Apple Pay and
Amazon Pay, which can significantly increase your
conversion rates.

IMPORTANT: Make sure you enable “Register domains for

Apple Pay” once connected in InfoEngine
Creating and Hosting
Your PDF Guide

Uploading Your PDF to InfoEngine.ai

1. In your InfoEngine.ai account, go to the “Media
Storage” tab on your left side panel.
2. Click on "New Upload" and then “Upload File” and then
select your PDF guide file from your computer files.
3. Once uploaded, copy the URL of the PDF file (Hover over
the uploaded file > Click the 3 small dots > Click “Get Link”

Creating a Download Button on the Thank You Page

1. Go to your funnel in InfoEngine.ai (“Sites” tab > click
your funnel).
2. Click your Thank You page and click “Edit”.
3. Add a new button element to the page.
4. Set the button text (e.g., "Download Your Guide").
5. In the button settings, paste the URL of your PDF
guide.
6. Save and publish the page.
Setting Up
Your Product
Now that you have your sales page and PDF ready, it's
time to set up your product in InfoEngine and connect it to
your checkout page. This crucial step ensures that
customers can purchase your PDF guide smoothly.

Creating Your Product

From your InfoEngine dashboard, click on the
"Payments" tab in the left sidebar.
On the Payments page, click on "Products" in the top
menu.
Click the "Create Product" button in the top right
corner.
Fill out the product details:
Product Name: Enter the title of your PDF guide
Description: Briefly describe your PDF guide
Product Type: Select "Digital Goods"
Upload a product image (optional): This could be
your PDF cover
Pricing: Enter your price
Select "One-time" for the payment type
Click "Save" to create your product.
Linking Your Product to the Checkout Page

Now that you've created your product, you need to

connect it to your checkout page:
Go to the "Sites" tab in the left sidebar.
Find your sales page in the list and click the title of the
sales page
Select "Products" from the the right side of the page.
In the pop-up window, click the "Add Product" button.
Find the product you just created in the list and select
it.
(Optional) You can override the display name or price if
needed.
Click "Save" to add the product to your page.

Verifying the Connection

To ensure your product is correctly linked to your
checkout page:
Preview your sales page.
Find the "Buy Now" button (or equivalent) and click it
to open the checkout page.
Scroll down in the checkout form and verify that your
product name and price are correctly displayed.
Congratulations! You've now successfully set up your
product and linked it to your checkout page. Customers
can now purchase your PDF guide through your
InfoEngine checkout page.

Remember: The checkout page in your template already

includes an order form, so you don't need to add one
manually. InfoEngine automatically connects your newly
added product to this existing order form once you have
linked it to the checkout page.

In the next section, we'll set up the automation to deliver

your PDF guide to customers after purchase via email.
Setting Up Marketing
Workflows

InfoEngine.ai provides pre-built marketing workflow

templates to streamline your PDF delivery process.

Configuring the Automatic PDF Delivery Workflow

1. In InfoEngine.ai, go to the Workflows section.
2. Find the "Thank You Email - Automatic PDF Delivery"
template.
3. Click to edit the workflow.
4. Click this Trigger
5. Update the settings of the trigger so that you select
your correct funnel where you are selling your PDF. Then
make sure the submission type is set to “Sale”

6. Then click the “Save Trigger” button

7. Now click the email modal and in the right side panel
that pops up, proceed to edit the settings of the fields.

IMPORTANT: Update the From Name and From Email that

you will be sending with.

The From Name should be the author name that you want
to use.

The From Email should be formatted like this:

support.[YOUR DEDICATED EMAIL DOMAIN]

Mine is [email protected]
8. Scroll down and change the email message so that it fits
your brand and the PDF that you are selling. In the
example below, I am selling a PDF guide about Yoga.

9. Once done, you can test your email and then click the
“Save” button.
10. No, you just need to enable the Publish toggle

11. Click the “Save” button

This workflow will automatically send an email with the

PDF guide attachment to customers immediately after
their purchase.

Note: If your PDF file is too large to attach directly to an

email, you can use Google Drive as an alternative hosting
method. Simply upload your PDF to Google Drive, create a
shareable link, and use this link in your email templates or
download buttons.
Troubleshooting
and FAQs
Here are some common questions and issues you might
encounter:

Why isn't my domain connecting automatically?

Ensure you're logged into your GoDaddy account in
another browser tab. If issues persist, contact
InfoEngine.ai support.

My emails are going to spam folders. What can I

do? Make sure you've added the DMARC record to
your DNS settings as instructed in Section 1. Also,
ensure your email content isn't triggering spam filters.

Can I use a different payment processor instead of

Stripe? A: Yes! There are a bunch of other integrations
to choose from including PayPal, but we strongly
recommend using Stripe.
How do I update my PDF guide after I've already
set up the delivery system? Simply upload the new
version to your Media Library and update the link or
attachment in your email template and download
button on your Thank You page.

Can I send different PDFs to different customers

using the same system? Yes, you can create multiple
workflows and thank you pages for different products,
all using the same domain and email setup.