How to Create Gated Content

A step-by-step guide to planning, creating, and implementing gated content that generates quality leads.

Step-by-Step Process

Follow this comprehensive workflow to create effective gated content campaigns.

1

Choose the Right Format

Select a content format that best delivers value to your audience while addressing their needs.

Ebook or Guide

Best for in-depth exploration of complex topics. Ideal when you have comprehensive knowledge to share.

Webinar

Great for demonstrating processes or hosting discussions. Offers engagement through Q&A.

Template or Tool

Perfect for practical problem-solving. High perceived value with relatively low production costs.

Research Report

Excellent for positioning as an authority. Attracts decision-makers seeking industry insights.

Pro Tip

Match your content format to your audience's preferences. For busy executives, consider concise reports or templates. For practitioners, detailed guides or interactive tools often work best.

2

Pick a Problem Worth Solving

Identify specific pain points that your target audience faces, then create content that addresses these challenges.

Research Methods

  • Review customer support questions
  • Analyze sales call objections
  • Survey existing customers
  • Explore industry forums and discussions
  • Check competitors' gated content topics

Evaluation Criteria

  • Problem severity (is it urgent?)
  • Audience size (how many face this issue?)
  • Alignment with your solutions
  • Competitor coverage (is there a gap?)
  • Your ability to provide unique insight

Pro Tip

The most effective gated content solves problems that are both important and difficult to solve without guidance. Look for challenges where your expertise can provide significant value.

3

Create the Content

Develop high-quality content that delivers on the promise of your gate.

Content Creation Best Practices

  1. Start with an outline: Map the key points and structure before writing.
  2. Focus on actionable insights: Provide practical, implementable advice.
  3. Include data and examples: Support your points with evidence and case studies.
  4. Design for readability: Use headers, bullet points, and visuals to break up text.
  5. Polish the presentation: Invest in quality design and formatting.
  6. Add unique value: Include original research, proprietary frameworks, or exclusive insights.

Content Creation Tools

  • Canva: For creating professional designs
  • Grammarly: For checking grammar and clarity
  • Google Docs: For collaborative writing
  • Adobe Creative Suite: For advanced design
  • Hemingway Editor: For improving readability

Content Testing Methods

  • Peer review by subject matter experts
  • Feedback from sample audience members
  • Readability assessments
  • Design review for visual appeal
  • Final fact-checking and editing

Pro Tip

The quality of your gated content must exceed what's freely available. Users who feel disappointed after providing their information are unlikely to engage with your brand again.

4

Build a Landing Page

Create a compelling landing page that convinces visitors to exchange their information for your content.

Essential Landing Page Elements

  • Clear, benefit-focused headline that addresses the problem
  • Persuasive subheading that elaborates on the value proposition
  • Bulleted list of benefits highlighting what readers will gain
  • Preview or sample of the content (image, excerpt, or table of contents)
  • Social proof such as testimonials, download counts, or endorsements
  • About the author/company section establishing credibility
  • Simple, focused form that collects only necessary information
  • Clear call-to-action button with action-oriented text

Landing Page Platforms

  • Unbounce: Specialized landing page builder
  • Leadpages: User-friendly with templates
  • WordPress + plugins: Flexible, self-hosted option
  • HubSpot: Full marketing platform with landing pages
  • Instapage: Advanced testing and personalization

Optimization Tactics

  • A/B test headlines and form lengths
  • Optimize page load speed
  • Use directional cues to guide attention
  • Minimize distractions and navigation options
  • Ensure mobile responsiveness

Pro Tip

Keep your form as short as possible while still collecting the information you need. Each additional field can reduce conversion rates by 4-5%.

5

Add a Form or Login Gate

Implement the actual "gate" that will collect user information before allowing access to your content.

Form Best Practices

  • Only ask for information you'll actually use
  • Make all non-essential fields optional
  • Use field validation to ensure quality data
  • Include clear privacy information
  • Consider progressive profiling for returning users
  • Test form completion on multiple devices

Form & Gate Solutions

  • Google Forms: Simple, free option
  • Typeform: Interactive, user-friendly forms
  • Gravity Forms: Powerful WordPress solution
  • HubSpot Forms: Marketing automation integration
  • Memberful: For subscription-based content
  • ConvertKit: Email marketing with forms

Pro Tip

For high-value content, consider using multi-step forms that gradually ask for more information as users progress, rather than overwhelming them with a long form upfront.

6

Deliver the Content

Ensure users receive the promised content promptly and in a user-friendly format.

Delivery Methods

  • Immediate download: Direct access after form submission
  • Email delivery: Sending the content via automated email
  • Access page: Redirecting to a protected page
  • Member portal: Access through a login-protected area
  • Drip delivery: Sending content in installments

Follow-up Strategy

  • Send a thank you email with the content
  • Include next steps or related resources
  • Set up an automated follow-up sequence
  • Ask for feedback after a few days
  • Provide contact information for questions

Pro Tip

Always confirm that delivery systems are working correctly by testing the entire process from the user's perspective regularly. Nothing damages trust more than filling out a form and not receiving the promised content.

Tools & Platforms

Recommended solutions to help you create and manage your gated content strategy.

Content Management Systems

  • WordPress: Flexible, widely-used CMS with many plugins
  • HubSpot CMS: Marketing-focused CMS with built-in tools
  • Webflow: Visual design-focused CMS with gating options
  • Contentful: Headless CMS for custom implementations
  • Drupal: Enterprise-level CMS with robust access controls

Email Marketing Platforms

  • Mailchimp: User-friendly with landing page capabilities
  • ConvertKit: Built for content creators and courses
  • ActiveCampaign: Powerful automation capabilities
  • GetResponse: All-in-one marketing platform
  • Klaviyo: Strong e-commerce integration

Marketing Automation

  • HubSpot: Comprehensive marketing platform
  • Marketo: Enterprise-level automation
  • Pardot: B2B marketing automation (Salesforce)
  • Drip: E-commerce focused automation
  • Keap (formerly Infusionsoft): Small business automation

Content Gating Solutions

  • LiveDocument The next generation of gated content
  • MemberStack: Membership and paywall functionality
  • Leadpages: Landing pages with lead capture
  • OptinMonster: Conversion optimization toolkit
  • Thrive Leads: WordPress lead generation plugin
  • RightMessage: Personalized CTAs and forms

Gating Options

Different approaches to gating content based on your business goals and audience needs.

Form Gate

The Classic Approach: Visitors complete a form to access content.

Best for:

  • Lead generation campaigns
  • One-time content downloads
  • Marketing qualified lead creation

Implementation Tips:

  • Keep forms short (3-5 fields maximum)
  • Clearly communicate what happens after submission
  • Consider using multi-step forms for higher-value content

Paywall

The Premium Approach: Users pay for access to premium content.

Best for:

  • High-value, exclusive content
  • Professional or industry-specific resources
  • Established brands with proven content value

Implementation Tips:

  • Offer free previews or samples
  • Consider tiered pricing options
  • Provide compelling value proposition justifying cost

Email-Only Gate

The Low-Friction Approach: Just an email address required for access.

Best for:

  • Top of funnel content
  • Newsletter list building
  • Markets with high form abandonment rates

Implementation Tips:

  • Use email verification to ensure quality
  • Set clear expectations about email communication
  • Consider adding progressive profiling later

Login Wall

The Membership Approach: Create an account to access a library of content.

Best for:

  • Content platforms with multiple resources
  • Community-based content models
  • Recurring engagement strategies

Implementation Tips:

  • Offer social login options to reduce friction
  • Clearly communicate the benefits of membership
  • Regularly add new content to maintain engagement

Conversion Tips

Strategies to increase the effectiveness of your gated content and maximize conversion rates.

Keep Forms Short

Only ask for information that's truly necessary for your marketing and sales processes.

Implementation: Start with name and email only, then use progressive profiling for additional data.

Offer Teaser Content

Provide a sample of the gated content to showcase its value before asking for information.

Implementation: Share the introduction, executive summary, or a few key insights as ungated content.

Create Urgency

Use limited-time offers or exclusive access to motivate immediate action.

Implementation: Limited registration spots for webinars, early access periods, or bonus content for a limited time.

Add Social Proof

Show that others find your content valuable to build trust and credibility.

Implementation: Display download counts, testimonials, or reviews from previous content users.

Optimize for Mobile

Ensure your gated content process works seamlessly on all devices.

Implementation: Test forms, landing pages, and content delivery on various devices and screen sizes.

Test Continuously

Regularly experiment with different elements to improve conversion rates.

Implementation: A/B test headlines, form fields, button text, and page layouts to identify what works best.

Ready to Create Your Own Gated Content?