Add a Lead Gate to your Simplebooklet

The Lead Gate Management Tool is a powerful tool for collecting valuable reader information, whether you're gathering contact details or offering something in return. You can use it to capture emails, names, and phone numbers, or customize it to provide incentives like discount codes, free consultations, or exclusive content. It’s not just about data collection—it’s about creating an exchange that benefits both you and your audience. Fully integrated with your reports and CRM tools, the Lead Gate ensures you can follow up effectively while delivering real value. We’ll go over the two ways to set up a Lead Gate—through the Share tab or the Design tab—and how to customize it to collect valuable reader information and enhance engagement.


Available on all plans.

How to Add a Lead Gate to your Simplebooklet

Method 1: Adding a Lead Gate via the Share Tab

Open your Dashboard and scroll to the Simplebooklet you want to add a lead gate to.

Tap the Share button for that Simplebooklet

Under the Access Control section, toggle on the Lead Gate feature.



Click the Settings icon next to the toggle to open the Configure section.

Customize your lead gate settings:



Headline: Use your booklet title or write a custom headline.

Description: Add a personalized message to engage your readers.

Select Required Data: Choose the information to collect, such as email, phone number, name, or business name.

Privacy Policy: Provide a link to your privacy policy, or leave it blank to use Simplebooklet’s default policy.

Skip Option: Enable or disable the ability for readers to skip the lead gate.

It's best to enable the "Skip" option unless the lead gate is placed near the end of the booklet. This ensures your audience has a chance to view your content before being asked for their information.

Submit Button Label: Customize the text on the submit button (e.g., “Continue” or “Get Started”).

Success Message: Create a thank-you message or share additional content after submission.

A success message isn’t just a confirmation—it can deliver its own valuable content. Consider including a thank-you note, a link to another resource, or next steps to keep readers engaged.

Logo Display: Your logo won’t appear in the lead gate unless it’s added to your Brand Kit or through the Presentation section in the Design tab.

Select the page where you want the lead gate to appear.

Position the Lead Gate based on your goal. Place it early in your booklet if your content is valuable enough that readers would be willing to share their details upfront. If you prefer to use it as a reward, position it near the end—after readers engage with your content—offering incentives like discount codes, free consultations, or exclusive access.

Save your changes. The lead gate will now appear when readers view your booklet.

Method 2: Adding a Lead Gate via the Design Tab

Open your Dashboard and select the Simplebooklet you want to edit.

Tap on the Design tab.

Click the Engage icon from the toolbar on the left-hand side.

Under the Calls to Action section, toggle on the Lead Gate feature.



Click on the Pencil Icon next to the toggle to open the Configuration options.

Customize your Lead Gate settings

Check Step 5 of the Share Tab Method for details on customizing your Lead Gate settings.

Click Save to apply changes.

Updated on: 18/03/2025