To begin, navigate to Browse Gates and click the Create a new gate button to open the Gate Editor.

The editor is organized into five tabbed sections: Content, Form, Gating, Messaging and Miscellaneous.

Note: Each instance of Formulayt has a customized editor configured to match your company's integration and feature requirements.



Content Settings

Gate type determines the type of content being gated. Available options depend on your content delivery platforms and may include:

  • General (intake or contact form)
  • Download (PDF or other documents)
  • Video (displays video from your chosen platform)
  • Webinar (sign-up integrated with your webinar provider)
  • Event (sign-up integrated with your event management provider)
  • Page-Gate (gates entire web pages using a modal form)



Form Settings

Define core information including Gate name, Form language, Form type and Custom Fields.

The Gate name identifies your form in reports and often serves as a hidden value in form submissions. We recommend establishing a global taxonomy for gate names to efficiently manage multiple gates across campaigns.

Form type selection determines displayed fields, appearance, and behavior such as validation or progressive profiling. Form types are configured by your account administrator to maintain global governance and compliance.

Use the Review form type menu to manage switchable fields and set field requirements based on your form type configuration.

Form language controls the display language. Most elements are pre-translated, including field labels, validation messages, dropdown values, opt-ins, and disclaimers.


Custom Fields

Add additional fields with these options:

  • Field type: Text, Long Text, Dropdown, Checkbox, or Hidden field
  • Question text: Label associated with the field
  • Field options: Available options for dropdown fields (one per line, use pipe separator for display text)
  • Field value: Value for hidden fields
  • Required field setting

Note: Custom fields typically send data to generic containing fields - one for question text, one for user responses.



Gating Settings

Gate Behaviour controls form display logic. Options include:

  • Always open gate
  • Keep gate open for current visit after submission
  • Keep gate open for subsequent visits
  • Open gate if required fields were previously completed
  • Open gate if another gate in same group was submitted

Additional settings vary by gate type:

  • Download URL/text: For Download gates
  • Video ID: For Video gates
  • Webinar ID: For Webinar gates
  • Event ID: For Event sign-up gates

Messaging Settings

Configure user-facing messages:

  • Intro message: Initial HTML content shown above the closed form
  • Thank you message: HTML content displayed after form completion
  • Gate open message: HTML content shown on return visits for open gates

Miscellaneous Settings

Define additional data capture and measurement features:

  • Asset name/ID: Identifies the content piece in reporting and submission data
  • Campaign name/ID: Used for Marketing Automation processing
  • Notification email: Optional submission notifications
  • Repost to Eloqua Form: Optional secondary form processing for campaigns



After creating your gate, proceed to deploying the gate to a web page.


Need Help?

If you have questions about creating gates or encounter any issues, our technical support team is here to help. Create a new support ticket and we'll assist you with your form management needs.