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Market to Your Customers with Account Engagement
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          Gating Content with Forms

          Gating Content with Forms

          Gated content requires visitors to submit a form to access resources, such as a white paper. It’s a great way to convert visitors to prospects. You can gate content that’s hosted with Account Engagement and content hosted elsewhere.

          Required Editions

          Available in: All Account Engagement Editions

          Autoresponder Email

          To make sure that a prospect provides a valid email address before granting access to content, use an autoresponder email to confirm the address. If the visitor doesn’t provide a valid email address, the visitor doesn’t receive the content. To use this method, create an email template that includes a link to your content. On your form or form handler, add a Send Autoresponder Email completion action, and select the email template.

          Redirect on Form Completion

          To redirect a prospect to the content upon form completion, include a link in your form’s Thank You content. You can also redirect the prospect directly to the URL of the content by enabling Redirect the prospect instead of showing the form’s Thank You Content. Enable the setting in the form builder or the landing page builder. If your form isn’t embedded on an Account Engagement landing page, enable this setting from the form builder.

           
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          Salesforce Help | Article