What is a Free Offer?
A Free Offer is a one-time purchase offer that costs $0 and allows users to unlock your content using just their email—no credit card required.
Free Offers are designed to help you:
Grow your audience
Capture emails
Turn new users into paying customers over time
How Free Offers work
When a user claims your Free Offer:
They enter their email address (if coming from a shared link)
A Playbook account is created (or matched)
They get instant access to your content
They automatically follow your account
You can then track and re-engage these users later.
How users access your Free Offer
From a shared link (new users)
Users will:
See what’s included in the Free Offer
Enter their email
Click Unlock for free
Access the content in the app
From inside the app (existing users)
If a user is already on Playbook and finds your Free Offer in your channel:
The offer will be labeled with a “Free” badge
The user must tap the Free Offer
Then confirm they want access (“claim” it)
This step is required to:
Clearly track who has claimed the Free Offer
Ensure accurate Audience and analytics data
Allow you to target and message these users later
How to create a Free Offer
Step 1: Go to Offers
Navigate to Offers
Click Create
Step 2: Add your offer details
Enter a name that clearly describes the value (e.g., “7-Day Challenge”)
Add a description explaining what users will get
Step 3: Turn on “Free offer”
Toggle Free offer on under Price
This sets your offer to $0 and enables email-only access
Step 4: Choose what’s included
Select the content you want to include:
Programs
Community access
Extras (PDFs, resources, etc.)
Step 5: Publish your Free Offer
Click Publish
Your Free Offer is now live and ready to share
How Free Offers help you make money
Free Offer are the top of your funnel:
User joins for free (email capture or claim)
User experiences your content
User converts to a paid offer
You can track this journey and understand what drives revenue.
Where to see Free Offer users and conversions
Audience
In your Audience tab, you can:
See users who claimed your Free Offer
Identify them as non-paying users
Track when they become paying customers
Analytics
You can track:
Free Offer claims (email conversions or in-app claims)
Paid conversions from those users
This gives you a clear Free → Paid funnel view.
Best practices for using Free Offers
1. Offer clear value
Good Free Offers include:
Short programs or challenges
Starter guides
Sample content
2. Focus on outcomes
Make it clear what users will achieve—not just what’s included.
3. Use Free Offers as entry points
Free Offers work best when they lead naturally into:
A paid program
A subscription
4. Promote your Free Offer
Share your Free Offer link:
On social media
In your bio
In email campaigns
Common questions
Why do users need to enter their email?
Email is required to:
Create or match a user account
Give access to your content
Track conversions from free to paid
Do users need to enter a credit card?
No, Free Offers do not require a credit card.
Can I see who claimed my Free Offer?
Yes. You can view all users in your Audience tab, including:
Users who claimed via email
Users who claimed directly in the app
Why do users have to “claim” a Free Offer in the app?
Requiring users to tap and confirm access ensures:
Accurate tracking of who has access
Clean analytics and reporting
The ability to message and convert those users later
What happens when a user upgrades to a paid offer?
They are marked as a paying customer
Their Free Offer history is preserved
You can see that they converted from Free → Paid
Can I change what’s included in a Free Offer after publishing?
Yes. Since the offer is free, you can update included content at any time.
Summary
Free Offers are a powerful way to:
Grow your audience
Capture and track users
Drive conversions to paid offers
Use them as the first step in your funnel to turn new users into long-term customers.