Gated content is content that is purposefully hidden behind a feature. In Lead Gen & CRM, content is normally gated behind form fills.
Gated content is a key content marketing strategy, as it forces leads to interact with your forms and submit their information.
This article will detail how to create simple gated content pathways.
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Uploading Media Content
In order to gate media content behind forms, you will need to first provide the content. You can use Lead Gen & CRM's Media Center to add and house media content. To upload media content to the Media Center, do the following:
Refer to Media Center Overview for more information on uploading and using media assets and other content. |
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Note: For video files, use a video streaming service (such as YouTube or Vimeo) to host the video content and provide the link when uploading to the Media Center. Video files tend to be large, and are best managed in a dedicated service.
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Obtaining Trackable Links
Once you have uploaded media content, you will need to create a trackable link to go with it. Trackable links are necessary to place Media Center assets into emails and landing pages. To create trackable links, do the following:
Refer to Media Center Overview for more information on tracking links. |
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Note: Trackable links will not establish new tracking. Since they are a more generic link that is connected to your Lead Gen & CRM environment, the interaction with that media will only display in the Life of the Lead for leads that are already tracked.
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Creating Forms
Once you have uploaded media content and created its trackable link, you can use the link in a form. This means that you will need to create a form. To create a form, do the following:
Once created, a modal window will appear that contains the form's embed code. This is the code that you paste into a webpage to place created forms on a page. You can close this window. Refer to Form Embed Code Overview for more information on embed codes. |
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Note: You must have one field set to the form to be able to save the form.
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Configuring Forms
Once you have created and saved a form, you can add field and formatting content. This information will be gathered when the form is filled out. To add content to your Lead Gen & CRM form, do the following:
Refer to Using Lead Gen & CRM Forms for more information on creating, configuring, and editing forms. |
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Important: An email address is required for Lead Gen & CRM to be able to gather form data.
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Note: If you want a field to be hidden on the form and always pass the same value when it is submitted, enter that value in the Default or Hidden Value text field in the Is Hidden option.
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Configuring Form Buttons
By default, every form comes with a button. You can configure the appearance of a form's button. To configure buttons that appear in your forms, do the following:
Refer to Creating Form Buttons for information on further customizing form buttons. |
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Important: Consider changing the form's button text in the General Styles section from Submit to something that explains to the lead that they will obtain a file or information when they submit their information, such as Download Now or Request a Demo.
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Creating Landing Pages
Landing pages serve many different functions. You may find that you want to have a landing page serve as a destination page for when users fill out forms. Once you have enabled at least one landing page site, configured your domain settings, and set funnel categories, you can create landing pages. To create new landing pages, do the following:
Refer to Creating and Editing Landing Pages for more information on configuring funnels, adding content to the landing page, and placing forms on landing pages. |
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Important: The funnel domain cannot be changed after the landing page has been created.
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Note: Blocks and elements, by default, will appear at the bottom of the landing page.
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Gating Media Content
You can set forms to navigate to or download specific media content after a lead has filled out your form. When paired with required fields, you ensure that leads can access your content only after they have filled out form information. This requires that you have first uploaded media content to the Media Center, obtained the media content's trackable link, and created a fully configured form. To gate downloadable content behind a form fill, do the following:
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Gating Landing Pages
There may be times when, instead of using downloadable media content, you want forms to direct to specific landing pages after they have been filled out and leads have submitted their information. You can use your forms to link out to landing pages to or otherwise gate specific landing pages. This requires that you have first put together a landing page and created a fully configured form. To link to landing pages or other content after a form fill, do the following:
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Gating External Content
There may be times when you want to direct form submissions to external webpages or other content. You can use your forms to redirect to external content, such as webpages, images, videos, files, and other content not hosted in Lead Gen & CRM. This requires that you have first created a fully configured form and have the external content's URL available. To link to external content after a form fill, do the following:
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