Depending on your license, you can use our lead generation feature to gate your Foleon publications. In this article, we’ll talk about when you should use the lead generation feature and how to set it up.

In this article

  • About the lead generation feature
  • Using the lead generation feature
  • Managing leads

About the lead generation feature

Our lead generation feature allows you to block (further) access to your publication on any page. Visitors are prompted with a pop-up and will have to fill in their personal details in order to access your publication (or the rest of it). Depending on your license, you can either collect their personal details with a form or with social login through Facebook or LinkedIn.

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 marketing content?

Using the lead generation feature

If you’re on the Advanced license you’re able to gate your content with a form, and if you’re on the Expert license you’re also able to use social login.

Let’s walk through the process.

Step 1. On your dashboard, open a publication. Then select Publication settings > Access control, pick Lead generation from the dropdown, and hit Save.

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

Step 2. After you’ve picked a template, start editing and styling it as you like.

Editing and styling for lead generation forms works just as it does elsewhere in Foleon.

Step 3. Complete the form with additional fields.

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.

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:

For each field of the lead generation form, open its settings, click on General settings, and scroll to its 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 to Zapier correctly.

Step 4. Your readers don’t want to fill in forms? Use social login instead (Expert and above).

You can even let readers make the choice between using a form or social login.

Social Login through Facebook or LinkedIn guarantees that your leads are accurate by pulling data from readers’ public profiles. Say goodbye to fake leads!

Read more about setting up social login in our article: Setting up social login for lead generation.

Step 5. When you’ve finished setting up and styling your gate, connect it to any of your pages.

Simply grab the lead generation gate and drag & drop 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.

Step 6. Once you’re satisfied with your publication and the gate you’ve created, hit Publish or Preview and witness your gated content in its full glory.

Visitors can only continue reading after filling out the form or logging in via Facebook or LinkedIn.

See an example in action here: (it triggers on page 3).

Managing leads

You can download all lead generation submissions as a CSV from your dashboard. Simply click the 3 dots of a publication and click 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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