Step-by-Step guide on How to Gate your video with a Form
Here's a quick video:
Step 1: Create Your Form
Heres' an article on how to create a form:
https://support.dubb.com/en/articles/5764845-how-to-create-embed-and-use-dubb-forms
Step 2: Create a Call-to-Action (CTA) with the Form
Go to Assets > Calls to Action.
Click the blue “+” button to create a new CTA.
Fill out the following fields:
Name: For your reference.
Owner: Automatically set to you.
Type: Select “Form”.
Form: Choose the form you just created.
Gate Video: Toggle this ON to require form submission before video plays.
Select Button Text
Note: You can customize the button text.
Click Save and Close.
Step 3: Attach the Gated CTA to a Video
Go to the video where you want to add the form.
Scroll down to the Calls-to-Action section.
Click “+” to add a CTA.
Select the form-gate CTA that you created.
Here's an article on how to add CTA on your Video:
https://support.dubb.com/en/articles/11635872-how-to-add-cta-call-to-action-on-your-video
That’s it! Your video is now gated. When viewers try to play the video, they’ll be prompted to complete the form first.
Step 4: Test the Viewer Experience
To make sure everything is working properly:
Open the video link in an incognito window.
Click play—you should be prompted with your form.
After form completion, the video will begin playing automatically.
Bonus: If someone tries to exit the page, the exit-intent pop-up will also display the form.
Benefits: This method effectively collects and qualifies leads by requiring users to provide contact information before viewing your content.
Ready to Go Further with Dubb?
If you're on a free or basic plan, upgrading gives you access to:
Full video tracking analytics
Advanced automation features
Unlimited custom CTAs
Priority support and expert training
Level up your outreach today.
If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!