Articles on: Design

Add a Lead Gate to your Simplebooklet

The Lead Gate lets you collect reader information — like email, name, and phone number — directly from within your Simplebooklet. You can offer something in return (a discount code, a free consultation, exclusive content) or simply gate access to your booklet behind a form.


Available on: Pro and Business plans.



Why Use a Lead Gate?


Every reader who opens your booklet is a potential lead. The Lead Gate captures their contact details at the moment of highest engagement — while they're actively interested in your content. You control what information you ask for, when the gate appears, and what message they see when they submit.



How to Set Up a Lead Gate


  1. Open a Simplebooklet from your Dashboard and click the Design tab.



  1. In the left-hand toolbar, click Popups.



  1. Toggle Lead Gate on.



  1. Click the pencil icon next to Lead Gate to open the configuration panel.




Configure Your Lead Gate



Headline and Description


  1. Enter a Headline — a short, attention-grabbing line that explains what the reader gets or why they should submit their info (e.g., "Get Exclusive Access" or "Unlock the Full Guide").


  1. Enter a Description — a sentence or two with more detail about what they're signing up for or receiving.



Required Fields


  1. Choose which fields to require from the reader:


Tip: Only ask for what you actually need. Fewer required fields = higher submission rates. Email alone is often enough.

  • Email

  • Phone

  • Name

  • Business Name



Privacy Policy


  1. Optionally, add a Privacy Policy link so readers can see how their information will be used. This builds trust and may be required depending on your region.



Skip Option


  1. Toggle on Allow Skip if you want to give readers the option to bypass the gate without submitting.


If your Lead Gate appears early in the booklet, enabling Skip is recommended — forcing submission before readers have seen any content can increase bounce rates.



Submit Button Text


  1. Customize the text on the Submit button (e.g., "Get Access", "Send My Info", "Unlock Now").



Success Message


  1. Enter a Thank You / Success Message that appears after a reader submits the form (e.g., "Thanks! Your discount code is SAVE20.").



Page Placement


  1. Choose which page the Lead Gate appears on. The live preview updates automatically as you select a page, so you can see exactly what your readers will see and where the gate will appear before publishing.


Setting it to page 1 gates access immediately; a later page lets readers engage with your content before asking for their details.


Placing the gate near the end works well when you're offering an incentive in exchange for contact info — readers are already invested by the time they see it.


The Lead Gate and Message Popup cannot appear on the same page. If you're using both, make sure they're set to different pages.



Where Leads Are Stored


Submitted leads are saved to your Reports tab under the Lead Gate section. From there you can view, export, and manage all submissions for that booklet.



How This Impacts the Reader's Journey


The Lead Gate activates at the Action stage of the Reader's Journey — the moment a reader makes the commitment to engage with your content more deeply. By capturing their contact information, you create a direct line of communication that extends well beyond the booklet itself, turning a passive reader into an active lead.



Other Ways to Enable Lead Gate


Lead Gate can also be toggled on from the Share page under Access Controls — it's still there if that's where you're used to finding it.






Updated on: 30/04/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!