How to Create a Twitter Lead Generation Card

How to Create a Twitter Lead Generation Card

Twitter cards are the little known lead generation super power of the social media world. Many don’t even know that they exist, or perhaps they just don’t understand how to use them. Well, that all ends now.

What are Twitter Cards?

Many people have seen Twitter cards, but probably haven’t even realized what they even are. Not to worry, Twitter can be hard at times, in fact here are 5 things you might be getting wrong. Twitter cards are rich tweets, displaying additional information other than the tweet copy itself, including:

Here’s an example Soundcloud audio card:

Soundcloud Card

Configuring Twitter Cards for Your Blog Content

The beautiful thing is, with the Yoast SEO plugin for WordPress you can easily configure Twitter cards for your website content. After installing the plugin, simply navigate to the social menu, then click the Twitter tab. There, you’ll see how to add Twitter card meta data and the default card to use (see below). I highly suggest using the Summary with Large Image card, as it displays a large featured image when users power your links to Twitter.

Yoast SEO Twitter Card

Some platforms other than WordPress do support Twitter cards, but you’re best to consult with the platform for more information.

What is a Twitter Lead Generation Card?

Now that we have the basics of Twitter cards out of the way, it’s time to dig into the good stuff – lead generation Twitter cards. This magical Twitter card will allow a user to opt-in for any lead generation magnet direct from Twitter. For example, I created a lead generation card for my 30 Ideas Every 30 Days. When a user clicks the Email the Tutorial button, they will receive an email straight to their inbox with details on how to download my tutorial and template. The email address used is the one associated to the user’s Twitter account.

Keep Your Scopes Twitter Card

How to Set-Up Twitter Lead Generation Cards

To set-up a lead generation card doesn’t take a lot of skill, but sometimes it does take a little bit of patience. You’ll need to gather various pieces of content, code, and URLs to generate a card, but it is definitely worth it.

1. To get started, visit or if you’ve never advertised with Twitter before (note, you won’t be able to create lead generation cards without a Twitter ads account)

2. Navigate to Creatives > Cards then Create Lead Generation Card


3. Enter the card description, upload your image (800x200px), and add your button call-to-action. You should also provide a link to your privacy policy on your website, and the fallback URL. I use the original landing page for the fallback URL, just in case they would like to learn more.


4. Next you’ll want to add a destination where they will be directed after submitting the card. You may want to redirect them to a thank-you page or a download page. Don’t forget to include a message that they’ll receive on Twitter after submission.


5. If you would like to integrate your email application so that emails are automatically saved to an email list, you’ll now need to configure your data settings. Please note, this is not required, as you can download your data from Twitter and then import to your email application.

I integrated my Twitter card with Active Campaign, which means each time someone opts-in, they are added to one of my email lists, and a subsequent auto-responder sequence. Check out Active Campaign’s tutorial on how to integrate Twitter cards. It honestly took me no more than 10 minutes to complete.

Here are some ways you can integrate Twitter cards with other email applications:

Just a note, if you’re new to create Twitter cards, you may be asked to validate your website and cards. You can use this tool here to do just that.

How to Download Your Data Direct from Twitter

As noted above, you’re not required to integrate your email application (although it does help to automate the process). You can download a CSV file of your data direct from Twitter to then upload to an email list, or even for custom audiences on Twitter and Facebook. Simply navigate to the Twitter card, then click the Download Leads button.


What Can I Do With Twitter Lead Generation Cards?

Now that I’ve done my whole spiel on how to create lead generation cards, I bet you’re wondering what you can actually do with them. Here are some strategies you might want to consider:

Compose and Pin a Tweet

Once your Twitter lead generation card has been created, you can now compose a tweet. Simply navigate to the card and click the compose button. From there, you can add your tweet copy and tweet it out. Once published, you may want to pin it to the top of your feed.


Create an Ad

Using your composed tweet from above, you might want to consider running an ad using Twitter ads. Navigate to the Campaigns page > Create New Campaign > Leads on Twitter.


Tweet it Out to Prospects

Now that you have your card all set-up, why not let people know? Tweet to others using the link, which they can follow at their leisure. If you’re using an automation tool for Twitter, you may want to consider adding the card to the tweet.

Phew! That was a lot of information, but trust me, it’s not as hard as it seems, is it? Need help getting started? Give me a shout and I would love to help.

  • Sorcery! Some how you made a “How-to” post fun and easy to understand. I can’t tell you how many times I’ve fallen a sleep-clicked away- from How-To post because they were so boring. Can’t wait to set these up for my new site and freebie offer.

    • Haha! Sorcery! That gave me a good smile. I can’t wait to see your Twitter card, @kate_doster:disqus! Thanks for stopping by!

  • pediatricsafety

    Hi Afton, Maybe I’m missing something – or maybe Yoast has changed – but I couldn’t find a twitter tab under social. The only thing I see is options to add metadata for Facebook. Am I doing something wrong? Thanks! -Stefanie

    • Hi Stefanie, if you go to your Yoast settings, under the “Social” tab, you should see a Twitter tab. You’ll want to enable it there and select “Summary with Large Image” from the dropdown. This will enable the Summary Link/Images I mentioned above.