Collections

Lead Gate

By Scott.Brownlee

Updated about 2 months ago

A lead gate allows you to require a customer to enter in their email address, their name, or their phone number, or all three at once. The customer cannot access the simplebooklet until they enter this information.



Adding a Lead Gate

You can add a lead gate by doing the following:

Go to the DESIGN tab.
Tap the POPUPS menu.
Select the LEAD GATE menu.



A slideout will open where you can select the data you want to collect.  The data you can collect are:

email address
phone number
name


Switch the toggle to the on position (orange) to collect that customer data. You also need to provide a privacy statement for their data. By default, we provide a link to our privacy policy. However, you can change the link to your own privacy policy on your website.

Removing a Lead Gate

To remove your lead gate, simply switch off the toggles (grey) for each of the data fields you are currently collecting. If all are toggled off then this will automatically remove the lead gate from your simplebooklet microsite.

Getting Your Lead Gate Results

Your lead gate results are sent to you through two different channels:

Email

When a customer fills in the lead gate and hits send, the account owner of the simplebooklet will receive an email with the details submitted.

Dashboard

On the dashboard, you will find a button that says LEADS.  This will display the leads that you have received categorized by the booklets they were submitted to.  

You can download the leads in an xls spreadsheet for use in other platforms.

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