You can use our lead generation feature to gate your Foleon Docs. In this article, we’ll talk about how to set up a gate using a native Foleon form.

Do you want to use a Marketing Automation Platform (MAP) form to gate your Foleon content? Follow these links:

💡 This feature is not included in every plan. If you're interested in using this functionality, please reach out to our Customer Success Management team.

In this article

Why gate your content?

Our lead generation feature allows you to block (further) access to your Foleon Doc on any page. Visitors are prompted with a pop-up and will have to fill in their personal details in order to access your Foleon Doc or the rest of it.

If you have content that’s valuable enough to gate (like eBooks or white papers), this feature is perfect for giving visitors a taste of your content before they commit to leaving their personal details for the entire thing.

It’s similar to when you order a nice bottle of wine at a restaurant, your server gives you the opportunity to taste it and ensure it meets your expectations before committing to the whole bottle. Well, why shouldn’t you offer the same sort of experience with your content?

How to set up a Lead Generation gate

In the editor, go to your Foleon Doc settings. Scroll down to the Lead Generation tab, and switch on "Gate your Foleon Doc". Select Use a native Foleon form.

This will prompt you with an overview of lead generation templates we designed to help you get started. Take your pick and hit Save.

After you’ve picked a template, you can edit and style it the way you want. Add elements and change the settings to achieve your desired look.

You can add additional fields to your lead generation form. Navigate to the form fields (making it blue) and click on Edit form.

You have the option to add a field preset, custom fields, and elements. For every component that you add to your form, you can style it by clicking on the settings in the form.

If you’re looking to automatically push new leads to your CRM, email marketing platform, or 1.000+ other apps using Zapier, make sure you properly set up the field names for each field in your form.

In the settings of a specific field, open the General settings, and scroll down to Field name.

We advise setting the following field names if you’re looking to collect any of these reader details:

- First name > first_name
- Last name > last_name
- Full name > name
- Email address > email
- Phone number > phone
- Gender > gender
- Company name > company
- Job title > job

This makes sure this data gets transferred correctly if you're using Zapier.

⚠️ If you’re generating leads in the European Union, make sure you include opt-ins and link to your privacy policy to get proper consent from readers. Read more about this in our blog Foleon and GDPR compliance.

Send submissions to an email address

You can receive email notifications for every form submission.

In the lead generation form builder, open the form settings by clicking on the black cogwheel icon. In the general settings, fill in one or multiple email addresses in the send submissions to field.

💡 You can add multiple email addresses by separating them with commas.

Assigning the gate to a page

When you’ve finished setting up your lead generation method, connect it to any of your pages.

The lead generation form can be found in the Pages overview. Simply grab the lead generation gate and place it in front of the page on which you want the gate to appear. Instead of gating your entire piece of content, you can give your readers access to a limited portion and make them hungry for the rest.

In the example below, you can see that the gate is linked to the second page, which is clear from the red "chain" between the two

Once you’re satisfied with your Foleon Doc and the gate you’ve created, hit Publish or Preview and witness your gated content in its full glory.

Managing your leads

You can download all lead generation submissions as a CSV from your dashboard. In your project, click on the 3 dots of a Foleon Doc and then on Get form results.

Alternatively, you can also automatically process and transfer leads from Foleon to 1,000+ other apps through our Zapier integration. Find out how this works in our article: Connecting Foleon to Zapier.

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