A ready-to-use conversational form

Gated content form template

Gate an ebook, guide or report with a short form. Everyone gets the download fast, and only readers researching a purchase are asked if they want a conversation.

10 questionsAbout 3 min5 branches2 endingsRead the template guide
Use this template

Free to customize. No code needed.

The real thing. Go ahead, try it.

Use this template
A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Email
  • Short text
  • Dropdown
  • Single select
  • Yes / No
  • Long text
  • Consent

The conversation

What a respondent is asked, in order.

Your guide is nearly ready. Tell us where to send it.

1

What's your work email?

Emailrequired
2

And your first name?

Short textrequired
3

Which company are you with?

Short textoptional
4

Which best describes your role?

Dropdownoptional
5

What brought you to this guide?

Single selectrequiredsplits the flow
6

How soon would you want something in place?

Single selectoptionalif interest is Researching a purchase
7

Would you like someone to walk you through it?

Yes / Norequiredif interest is Researching a purchasesplits the flow
8

What are you trying to fix?

Long textoptionalsometimes asked
9

Which part are you most curious about?

Single selectoptionalif interest is General learning
10

Staying in touch

Consentoptionalsometimes asked

Endings

On its way 馃搫

Guide sent, and we'll be in touch 馃搫

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your gated content form

  • Which fields do you truly need before handing over the file, and which could you learn later?
  • Is a work email worth the downloads it will cost you, given who reads this guide?
  • What happens to someone who asks for a call, and who owns that reply?
  • Does the consent wording match what you will actually send?

How to use the responses

Sort responses by the reason people gave. Readers researching a purchase who asked for a call are sales conversations, so pass them on the same day with their timeline. The problems people describe are a list of topics for your next guide, and the learning focus answers show which part of the subject pulls readers in. Only email people who agreed to hear more.

How to customize and share this template

  1. 1Change the greeting and endings to name the guide, and add its download link to both endings or send it from your own email as responses come in.
  2. 2Decide whether to keep the work email rule, and trim the role list to the people you write for.
  3. 3Embed the form on the landing page for the guide, and export the responses to CSV to see which reasons bring in the most readers.

Frequently asked questions

What is gated content?

Content such as an ebook, report or checklist that visitors get in exchange for filling in a short form. It is a common way to turn readers into leads.

How many fields should a gated content form have?

As few as you can manage. An email and a name are often enough, and every extra required field loses some readers, so this form keeps the qualifying questions to the people who are researching a purchase.

Should I ask for a work email to download content?

It helps if you sell to businesses and want better leads, but it costs downloads from freelancers and students. Turn it off in the email question if reach matters more than qualification.

Do people who download content consent to marketing emails?

Not automatically. This form asks separately and lets people say no, so you only email readers who agreed.

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