How the Emberhop lead gate works

The lead gate is a form that appears inside the document viewer at a page you choose. When a visitor reaches that page, the viewer pauses and displays a short form asking for their name, email address, and optionally their company name. Once they submit the form, the viewer continues from where it stopped. Their contact details are saved to your Emberhop leads list automatically.

The lead gate is available on Essential and Pro plans. It is not available on the Free plan.

How to enable the lead gate

Open the document you want to gate from your Emberhop dashboard.

Go to the "Lead Gate" tab in the document settings.

Toggle the lead gate on and enter the trigger page number. This is the page at which the form will appear. Page 3 is a common starting point as it gives readers enough content to decide the document is worth their contact details.

Save your settings. The change takes effect immediately on any live embeds showing this document.

Choosing the right trigger page

Where you set the trigger page has a noticeable effect on how many leads you collect and how qualified they are. Setting it too early, like page 1, tends to produce a low conversion rate because visitors have not seen enough content to decide it is worth their email address. Setting it later, like page 5 or 6 of a ten-page document, gives readers more context and tends to produce better quality contacts.

A gate on page 3 of 10 gives readers enough to commit without letting them read so much that they no longer need to give you their details.

What data the lead gate collects

The lead gate form collects three fields by default:

Name (required)
Email address (required)
Company (optional, shown by default but can be turned off in document settings)

All submitted data is stored in Emberhop's analytics database, which is hosted in the EU. You can view leads from the Leads section of the document, export them as a CSV, or access them via the API.

Where leads appear

Leads appear in two places in the dashboard. The first is on the document's own analytics page, where you can see each lead alongside the page they gated at, the referrer domain, and the time of submission. The second is in the organization-wide Leads section, which shows leads across all your documents in a single sortable list.

Good to know

Emberhop does not send marketing emails to leads on your behalf. The lead gate collects contact details and stores them for you. What you do with that data is up to you and your own marketing or CRM workflow.

Returning visitors and the lead gate

Once a visitor has submitted the lead gate form for a particular document, the gate does not appear again for that visitor on the same browser. Emberhop uses a cookie to remember that they have already submitted. This means repeat readers get an uninterrupted experience after their first conversion.