Content Gating

Folloze allows you to use Content Gating to require unknown users to identify themselves on a form before viewing content items. You can also choose to require known users to complete a form before viewing an item. 

You can gate all the content on your board or only specific items. 

To enable content gating on boards:

1. Select the board on which you want to enable content gating. 
2. Click the Designer tab > Items.
3. In the Content Gating pane, enable the toggle. Leads will be prompted to complete a form before viewing the gated content item. 
4. To require leads to complete the form before viewing gated content, enable Mandatory Gating. If disabled, users can view the item by closing the form. 
5. To also require known leads to complete a form before viewing gated content, enable Known Visitor Gating. If disabled, only unknown leads are required to complete a form before viewing gated content.  
6. If you enabled content gating, select a form from the drop-down list.
7. Give the form a Title.   
8. Configure the form fields as Optional, Required, or Invisible. To learn more about adding forms to boards, see Adding Call-to-Action Buttons on Boards. 
9. In the Submit Form Button Label pane, name the button label (i.e., Send, Submit). 
10. Enter a thank you message to display when the lead submits the form, i.e., Thanks for contacting us! 
11. In the On submit, open a URL - inline pane, add a URL to redirect leads upon submitting the form. Or, leave the field empty for leads to remain on the board.  
12. To automatically fill in the form in case the lead is recognized by the system, enable Auto fill. 
13. To add a Privacy Message to the form, select a message from the drop-down menu.
14. Click Save. 

After content gating is enabled, you can gate specific content items in the Content tab. 

To gate a content item: 

1. Go to the Content tab. 
2. Select the item you want to gate. The Edit Item dialog opens. 
3. Click the Visibility tab and under Audience Permissions, select Gating from the drop-down list.
4. Click Save. A lock icon appears on the gated item.