Articles on: Design

Engage - Lead Gate

Lead Gate Popups



Introduction




Popups enable you to create gated content that requires customers to provide some personal information for access.

Available on all paid plans.

Benefits



Here's how it works: a reader can flip through the first 2 or 3 pages, and then a popup lead gate requests their email address or other information before they can continue. Popups can be extremely helpful for gathering basic information from your readers and customers. By getting to know your customers better, you can tailor your content to make it even more appealing to them.

Step-by-Step Guide





Below is a walkthrough showing you how to install a lead gate popup.

Log into your Simplebooklet DASHBOARD.

Locate the Simplebooklet you would like to edit and click on the DESIGN button, which appears as a painter's palette.

Design

Click Engage Tab from the left navigation bar.

Engage Tab


Then click on the pencil icon for Lead Gate.
Lead Gate

A Lead Gate modal will popup for you to enter in your details.


The first thing you will need to do is paste the link of your Website Privacy Policy in the blank space provided to protect yourself legally.
What this does is assure your customers (or anyone who provides information on your site) how you will use and won't abuse the information they give you.

Write a message to accompany your request for your customers in the blank space under Custom Message.

Beside Display On Page enter which page you would like your lead gate to appear before your customers can progress.

Next choose whether you would like to toggle on the Skip Button.
This will give your customer the choice to skip entering any lead gate data in order to access your content.

Under Select Information To Collect toggle on the following options you wish to collect from your customers:
Email Address
Phone Number
Name
Business Name

At the bottom, the second tab allows you to Connect To Zapier to automate with other platforms.


At the bottom, the third tab allows you to Link To Klaviyo to redirect yourself to your Brand Kit.


Once you're done, tap DONE.

You've successfully installed a lead gate popup on your Simplebooklet!

Updated on: 26/07/2024

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