Mission Plans -

Mission Plan One

By Nicholas Smith

Gating your most valuable content behind a lead generation form is an extremely effective way to collect the email addresses of your target audience. This mission plan covers how to do just that!

The Mission:

Create a form follow that collects users’ information as they fill out a lead generation form, sends their data to the Mailchimp email marketing platform, and then displays the pages of gated content to users once they’ve submitted the forms.

The Components

• Gravity Forms – At it’s core each Mission Plan is designed around the use of Gravity Forms.
• Submit to Access – This plugin provides a simple way to protect your content, requiring the visitor to submit a form in order to gain access.
• Mailing Service add-on – Various options are available here. Check out any of the following to accomplish your mission: MailChimp, ActiveCampaign, HubSpot, Email Octopus, Constant Contact, Campaign Monitor, Emma.

The Mission Brief

There are a number of key integrations and builds involved in this mission plan.

Steps include:

• Building the lead generation form.
• Installing and configuring the Mailchimp Add-On (to send form submission data to MailChimp).
• Creating the target page containing the gated content ( this page is protected behind the lead generation form).
• Creating the gateway page (this page displays the form).
• Installing the free Submit to Access plugin by Gravity Wiz (this plugin prevents the target page from being accessed until the form is submitted).
• Configuring Submit to Access on the target page to restrict and grant access to the gated content.
• Configuring the form confirmation settings to redirect users to the target page once the form is submitted, enabling them to view the gated content.

Steps to Setup

1 Build a Lead Generation Form

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2 Install and Configure the Mailchimp Add-On

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