Connecting your Marketing Automation Platform
In order to the following features to work GatedContent.com needs to connect to your Marketing Automation Platform. Different Marketing Automation Platforms connect in different ways so contact your account manager and they will let you know what information is required depending on your MAP.
Install GatedContent.com on Your Web Instance
To enable GatedContent.com Forms on your website you will need to install the script on every page you will be deploying gates to.
Create New Fields
Your initial account deployment will include a set of default fields that can be added to form types. You can modify these fields and create new ones. One all your fields are created please let you account manager know and we will finish the configuration for yuo.
Create Form Types (Templates)
Once you have all your fields set up they can be added to your form types. Form types are the templates your gate editors can choose from.
Enable Form Field Prepopulation
The look and feel of your gates can be customised in the manage styles area located in the left side menu. There are two tabs; one for base styles and one where your media queries will go for responsive design. You can write styles in CSS and SASS.
Deploy your First Gate to a Web Page
Now you have all the key elements configured in your account you can create and deploy your first gate. Remember you will need to have the GatedContent.com script and your marketing automation tracking script on the page too.
Configure Events for Analytics
Set Up Your Folder Structure
In the browse gates area you have the ability to create the folders which store your gates. We would highly recommended planning your folder structure, hierarchy and gate naming conventions in advance. This will help you find the correct gate more easily and enable you to restrict access to certain folders using the manager groups function.
Create New Users
Create User Accounts so your team can log in to GatedContent.com.
Manage User Groups (Form Folder Permissions)
With GatedContent.com it is possible to restrict access to gate folders by creating groups. This can be useful for example, in cases where an organization has several regional teams working on a variety of campaigns. This is an optional feature and may not be installed on your account.
Manage User Roles (Feature Permissions)
Using the Manage Roles Area in the GatedContent.com platform it is possible for Administrators to control what users can access and edit. Your account will start with five default roles; Administrator, Basic User, Editor, Manager and Translator. These can all be edited or you can create new roles. This is an optional feature and may not be installed on your account.
Enable Languages and Update Translations
Administrators can navigate to the Manage Languages area where they will be presented with a list of available languages that can be activated.
Once you have activated the relevant languages you will need to provide translations for each available phrase. These can be edited one by one or via a bulk update. This is an optional feature and may not be installed on your account.
Set Up Progressive Profiling
Progressive profiling is the process for incrementally gaining additional data on a contact through additional form submissions. Progressive profiling allows form fields to be split across multiple steps.
Set Up a MultiStep Form Type
GatedContent.com enables the creation of wizards and similar types of forms. Assigning fields to different steps is a great way to encourage users to complete you form and works perfectly for a questionnaire. This is an optional feature and may not be installed on your account.
Set Up a Two Column Form Type
With GatedContent.com you have the ability to display form fields at half width. This allows for the creation of fully or partially double column forms. This is an optional feature and may not be installed on your account.
Bulk Import or Update Gates
With GatedContent.com you can save time by uploading up to 100 gates at once. This is an optional feature and may not be installed on your account.
Field Rules (Conditional Logic)
When creating and editing form fields, GatedContent.com provides you with a powerful rules engine to tailor behavior and functionality.
Download the GatedContent.com Google Chrome Extension
GatedContent.com provides a useful Google Chrome extension for form editors and administrators. The tool allows you to detect gates on a page, troubleshoot issues and preview changes on a live web page.