The Complete Guide to Gating your Content


I have to be honest with you, I’m a bit of an inbound marketing nerd.

It’s so much more honest than outbound marketing. Advertising, cold calls, email blasts… They all seem so disconnected.

Inbound marketing, though. It’s genuine. It’s about creating something which appeals, educates and enlightens your target market. Earning their attention, rather than paying for it.

Now of course I recognize that with the right outbound sales strategy, this type of marketing has its place. I’ve written way too many articles discussing the strength of Facebook advertising (and those articles are way too public) for me to get away with that for long.

Nonetheless, if inbound marketing was facing off against outbound in a cage fight, I know which side I’d be rooting for.

This article will discuss one of the critical components of inbound marketing: gated content.


  1. Define gated content: what it is, how it works, and why you should be using it
  2. Give a few examples of proven gated content and how to create them
  3. Give a step-by-step guide to creating a funnel around gated content

What is Gated Content?

Gated content is any content which can only be accessed once a website visitor has provided lead information.

It’s one of the top lead generation strategies out there.

How Does it Work?

It works by incentivizing lead generation. A previous brand touchpoint (predominantly blog) will have convinced your website traffic that you know what you’re talking about. You know your stuff, so you’re worth hearing from. You’ve also created something comprehensive and seriously valuable.

It’s one step beyond subscribing to your blog. And not because gated content leads are necessarily _more_ interested in your business than subscribers, but because they have provided you with valuable lead information which enables you to nurture them into a sale with onboarding strategies (email, remarketing, etc).

Why Should I be Using Gated Content?

Because it’s one of the best ways to capture valuable lead information at the same time as you’re generating leads.

Many smart marketers, however, might recommend you sacrifice lead generation in favor of more downloads by removing or not including a gate on your content. This has led to…

The Great Gated Content Debate:

The great gated content debate can be boiled down to a single question: Are you interested in views or qualified leads?

Or, more accurately… what’s a lead worth to you? What’s a view worth to you?

Here’s how I think about it:

As I said earlier, a gated piece of content is a highly valuable resource. If I were to give it away for free, many people would love it and share it with their friends. It might even go viral.

If I were to gate it, fewer people would see it **but each one of them would have provided me with valuable lead information I can use to nurture them into a sale** (see the gated content funnel in Section 4 below).

For me (and, likely, you) every qualified lead is worth several readers. Even if I quarter my total downloads by gating my content it’s worth it.

Top Tip for Gated Content vs SEO:

One of the best ways for your business to get to the first page of Google’s search results is to create a kickass piece of content and then not gate it. This is a strategy we utilized with (among others) my Complete Guide to Conversion Optimization – a 12-chapter, comprehensive guide to website optimization. In this case not gating the resource was worth it for us, given our attempt to rank on Google.

3 Examples of Proven Gated Content

Here are three gated content examples:

The examples above feature a webinar landing page, a content upgrade (gating access to bonus content from the Wishpond blog) and a case study (gating access to a brand-specific report from data analysis company Cardinal Path).

My personal favorite is the content upgrade.


  • They’re Hyper-Contextual: Embedded within the blog post, not at the bottom
  • They’re Hyper-Relevant: Related to the exact content at hand
  • They’re Hyper-Valuable: Add value to the existing content, and are exclusive to that content

These elements combine to create a gated content performing 85% better than subject-focused ebooks.

Check it out:

gated content

To learn more about content upgrades, check out “How we Used Content Upgrades to Increase Email Opt-ins 16X.” For content upgrade examples and a downloadable how-to guide, I recommend “7 Content Upgrade Ideas and Examples that Helped Build 100k Subscriber Lists.”

Step-by-Step Guide to Creating a Gated Content Marketing Funnel

Step 1: Create your gated content

To create a content upgrade… you have a few options.

  • Simply make a PDF copy of your blog article so readers can download it and save it for future reference
  • Create a resource of associated tools, plugins, apps or even stock photos (Google Drawing and Canva are, surprisingly, awesome for this)
  • Create additional helpful how-to guides
  • Create a checklist for a complicated how-to article
  • Create templates that readers can download and fill out (you’ll have to pay for Adobe Reader)

I recommend starting out with the simple PDF version of an article. A lot of people may want to read your content offline or at their leisure. A hardcopy gives them the ability, and is far and away the easiest content upgrade to create.

To create a webinar…

  • Pick a topic: What topic are people are curious to learn more about, but is also related to your products?
  • Create your presentation: live feed of your screen? Write a script. Find examples or case studies. Are you co-hosting? If so, what role are they playing. Will you have a Q&A?
  • Create your slides: How much information? Images? Is the slide deck going to be available to download?
  • Choose a date and time: What works best for your target audience?
  • Promote it: Send to email list. Add exit popup on blog. Promote on social accounts. Run Google/Facebook/Instagram/YouTube ads if positive ROI.
  • Set up automatic emails for before and after.
  • Set up a webinar landing page to collect leads.
  • Set up tracking: Are you giving entrants a unique link? How will you track whether or not entrants actually viewed the webinar (and how much of it). Will you track entrants as they progress through your marketing and sales funnel?
  • Are you sending webinar entrants and attendees a recording after the webinar is over?

For more on webinars, check out “How to Create an Online Sales Funnel with Webinars.”

To create an ebook…

Read this article: The Ebook Design Kit for Marketers Who Can’t Design for S#!t once you’re done this one.

Bonus Strategy for Gated Content Creation: The Content Pillar Principle

This is the content marketing principle that you invest different amounts of resources into different types of content. All of the content created drives attention towards a piece of “pillar” content which is gated.

I write one blog article which might be shorter (perhaps on a Wishpond feature release. I’ll invest more time, energy and resources on a standard article (something like “5 Ways our Clients Use Marketing Automation To Simplify Success“), even more on an article like this one, and (in different ways) more yet again on a case study, infographic, video or podcast.

Yet they all revolve around the same subject, and they all inform and drive attention towards a single resource (my content pillar) which will be gated:

gated content

I can also create a content pillar first, and then use the content therein to construct smaller pieces of content after the fact (though that’s not how I’ve ever done it).

Because I’m such a huge fan of content upgrades, the Wishpond blog has moved away from this model in the past six months or so, but if you’re just starting out it’s a great way to think about your content strategy holistically.

Step 2: Create your landing page

Something like this:

Another option is to create a click popup directly from an article or webpage.

Something like this:

For more on click popups, check out “3 Lead Generating Click Popup Examples in Action.

Step 3: Segment your new leads intelligently

My first step after creating a new piece of gated content is to ensure that the leads I generate with it aren’t just disappearing into the ether.

gated content

Step 4: Nurture your new leads with email and remarketing

Step 4 of my gated content funnel is to turn my leads into paying customers. I do this in a couple of primary ways. One you’re likely already doing and the other you should be soon.

Lead nurturing with an automated email campaign

Email marketing is the number one strategy for communicating with leads and customers and developing a relationship, and that’s because it works.

For every $1 spent, email marketing generates $38 in ROI. (Source)

That said, manually emailing the leads you generate from gated content doesn’t scale (as in, breaks the damn thing).

So we automate.

  • We create between four and six emails which deliver content directly related to the gated content which was converted on.
  • We set up the conditions of our automated email marketing campaign (namely that someone has converted on our gated content and hasn’t already signed up for our service)

That’d look like this:

gated content

  • We set up the actions of our automated email campaign (namely, the sending of our four to six emails)

Here’s what adding our first email would look like:

gated content

Automated email messages average 70.5% higher open rates and 152% higher click-through rates than “business as usual” marketing messages (Source). This is because they’re sent to leads and customers when they’re most interested in the content. Automated and targeted emails generate 1800% more revenue than batch-and-blast email sends (Source).

For more on nurturing segmented leads into sales with content they’re interested in, check out my articles “How to Create Email Drip Campaigns to Nurture Leads” or “B2B Email Drip Campaign Ideas and Examples.”

Lead nurturing with remarketing

You want to take every advantage you can when it comes to turning a gated content lead into a sale, so here’s one you might not have considered: remarketing existing leads.

Let me give you a hypothetical:

Let’s say I ran a social media management startup and you had just downloaded one of my content pillar ebooks on Instagram marketing.

This means I know you’re interested in Instagram, allowing me to segment you into a List of “Instagram-interested Leads from Content,”

I can automate sending you 5 Instagram-focused emails (and I should), but I can also promote my company by exposing you to Instagram-focused ads, all around the internet.

Here’s how I could set it up:

No matter what remarketing platform or provider I’m using (Facebook, Google or a 3rd party), they’ll have a bit of javascript which I can use to trigger the addition of a lead to a remarketing audience.

Here’s what this code looks like (from PerfectAudience) for people interested in our Instagram contest tool:

gated content

And here’s how I can add that javascript to my marketing automation tool:

Step 1: Create the same set of conditions as I did for the email drip campaign above (downloading my gated content and not being an existing merchant).

Step 2: Paste the Javascript provided by my remarketing tool into the “Run Javascript” option of my workflow’s actions.

Step 3: Set my code’s trigger to be any visit to my homepage. This needs to be done because my remarketing javascript must be triggered by a page visit.

gated content

Step 4: Set up a remarketing audience of “Instagram leads” within my remarketing tool which will be populated by this workflow.

Once this is set up, I just need to create a remarketing ad focused on the benefits of my company’s Instagram social media marketing platform. Something like this:

gated content funnel

To learn more about remarketing to leads, check out my article on marketing automation use-cases.

Wrapping it Up

Hopefully that’s given you a better all-round idea of gated content. Remember that gating content should only be done once you’ve developed a bit of a reputation with non-gated content. Also, be sure to measure the return you get from your gated content leads vs the readership increase from non-gated (but awesome) content pillars.

Related Reading:


Leave a Reply

Your email address will not be published. Required fields are marked *