Creating Gates

This guide walks you through creating a new gate in the Formulayt platform. Gates combine forms, gating behavior, messaging, and tracking to convert users.

To create a new gate:

The editor is organized into six tabbed sections: Content, Form, Gating, Messaging, Miscellaneous and Embed. The Embed code tab only appears once you save your gate.

Note: Each Formulayt instance has a customized editor configured to match your company's integration and feature requirements.

When creating a gate the first thing you do is select what type of content you are gating, this is referred to as the gate type. Gate type determines the type of content being gated. Your available options may include:

Additional settings vary by gate type:

Define essential information about your gate in the Form tab.

The gate name identifies your form in reports and often serves as a hidden value in form submissions. Establish a consistent naming convention to efficiently manage multiple gates across campaigns.

Form types in Formulayt act as the templates for your form. The form type determines which fields are displayed, how they appear, and their behavior including validation and progressive profiling. Form types are configured by an account administrator to maintain governance and compliance.

Click the Review/Modify Fields button to see the fields configured for that form type. Some form types will allow certain fields to be displayed or hidden and whether the field is mandatory or optional.

The form language controls the display language of your gate. Most elements are pre-translated, including field labels, validation messages, dropdown values, opt-ins, and disclaimers.

Some form types have the option of adding custom fields into a gate. These are for one-off use cases.

Field types available:

To learn more read the custom fields guide.
​
​Note: Custom fields typically send data to generic containing fields - one for question text, one for user responses.

A gate supports the concept of an open and closed gate. When a gate is closed a user must submit the form to access the content or thank you message. When a gate is open the user does not see the form and goes directly to the content. In certain circumstances a blind submission will occur when a user consumes the content. To learn more read the blind submissions guide.

​ Gate behaviour controls whether the gate is open or closed. Options include:

The messaging tab allows you to configure the user-facing messaging associated with this gate. Messaging is configured using a rich-text editor allowing headings, links, and styling.
​
Configure user-facing messages:

The Miscellaneous tab is an area where hidden values or metadata can be added to the gate for back-end processing or triggered actions in your marketing platform. The fields available in this section are determined by the account administrator as shown in the gate editor fields guide.

Example fields may include:

After creating your gate, proceed to deploying the gate to a web page.