Digital marketing · Lead generation

What's the best way to gate content?

Richard Pridham Investor, President & CEO at Retina Labs

August 18th, 2017

I want to force users to complete a form in order to get our content (case studies, white papers, eBooks...). What's the best way to do this on a WordPress site without going with a full-blown marketing automation system? Ideally, I'd the visitor to receive an e-mail after they've completed the form with the link to the document (or show them a page with the link). I want to get a notification message with the info captured from the form. Any recommendations?

Shel Horowitz I help organizations thrive by building social transformation into your products, your services, and your marketing

August 19th, 2017

There are tons of forms plugins that can do this. Go to the WordPress plugins page in your admin panel, click on add plugin, and look for good reviews and high numbers of stars for a forms plugin that integrates with mailing list providers. Then set it up to feed into one of those providers, such as GetResponse, MailChimp (no cost until you hit 2000 users), AWeber, etc. Chose one that will work as you scale up. If you're adding 5 users a month, MailChimp will be viable for a long time. But if you're adding 100 or more, you will run out of your room in your 2000 in less than two years, and MailChimp is expensive once you cross that line. You want to avoid having to switch providers, as you will lose subscribers every time you do.

Nathan Sann President - BlendedMarket LTD

Last updated on August 18th, 2017

I recently built out a site for a client that had this exact request. After looking at a few different options we determined that the best $ to download was a plugin off of codecanyon.


The plugin appears to be well supported (it was so easy to use I didn't ever need to contact them.) I think it does exactly what you are looking for without being attached to a specific file service. I always prefer a single payment over software over a service for things like this.

Richard Pridham Investor, President & CEO at Retina Labs

August 18th, 2017

Just to clarify: I'm not looking necessarily for subscribers. I just want to put content behind a form. Secondly, there is no money changing hands. This is for free corporate marketing assets.

Faisal Ali FoundeFull-Stack Designer and Brand Strategist

August 18th, 2017

Hey Rechard !! I also think it's quite of hassel doing a marketing automation and stuff while it could be done the easy way, i think you should look for *Optin Ninja* with delicate opt-in forms pre-made for our ease. And the setup is also very easy - I think you should give it a try Peace :)

Meg Wal Leveraging sustainable consumerism with online socail platforms

August 18th, 2017

Hi Richard. By no means am I an expert on this, but I'm working on a site right now and using the sumo (fremium) plugin. You could potentially create a form (either a pop-up or embed on a page in your website) and when the user completes the form, they get directed to a "success" page (for completing the form) which you could either add a link to where users could access the content or you could send this link via email (an automatic message generated when users complete the initial form). Not sure if that's exactly what you need, but hope that helps in some way!

Destiny Diekedie Founder & CEO

August 18th, 2017

Very easy to do. I don't know much about wordpress but if you want it programmed from scratch for you on your site, I could do it for free.