How to Gate Videos Using Forms
Gating videos with forms allows you to collect and qualify leads by requiring viewers to complete a form before watching. Follow these steps to set up video gating:
Step 1: Create a Form
Go to Assets > Forms.
Click the + sign to add a new form.
Enter the Form Name (for internal use).
Set the Form Title (visible to viewers).
Add a Form Description (appears above the form).
Define the Button Text (e.g., "Submit").
Benefit: This customizes the form to match your brand and capture the information you need.
Step 2: Configure Form Fields
Choose which fields (e.g., name, email) are required or optional.
Benefit: Collect essential information to qualify leads.
Step 3: Set Completion Actions
Decide what happens after submission:
Display a custom message.
Redirect to a specific URL.
Add a tag to the contact for organization or campaign triggers.
Benefit: Guide viewers to the next step after they submit the form.
Step 4: Create a Call-to-Action (CTA)
Go to Calls to Action.
Name your CTA (e.g., "Video Gate Test").
Select the form you created.
Check the Gate Video option to require form completion before video access.
Benefit: This ensures that viewers must fill out the form to watch the video.
Step 5: Attach the CTA to Your Video
Edit the video and delete any existing CTA.
Add the new CTA and save changes.
Benefit: This links the form to your video, gating the content.
Step 6: Distribute Your Video
Share the video link via social media or direct channels.
Viewers will be prompted to fill out the form before accessing the video.
Benefit: Capture and qualify leads effectively by controlling access to your video content.
Here is a video with instructions:
How to Use Forms to Gate Your Videos
Gating your videos with forms helps generate and qualify leads. Here's how to set it up:
Create a Form
Navigate to Assets > Forms > Add New Form.
Name your form.
Set the Form Title (visible to users) and Form Description (text above the form).
Customize the Button Text (e.g., "Submit").
Choose required fields (e.g., Name, Email).
Set Completion Action
Choose what happens after submission: display a message, redirect to a URL, or add a tag for organizing contacts.
Create a Call-to-Action (CTA)
Go to Assets > CTAs > Add New CTA.
Name the CTA (internal reference).
Select the form you created and check "Gate Video" to restrict access until the form is filled.
Attach CTA to Video
Open the desired video.
Attach the CTA, save, and preview in an incognito window to ensure functionality.
Benefits: This method effectively collects and qualifies leads by requiring users to provide contact information before viewing your content.