Skip to content
LoquentLoquent

Gate a page behind a form

Some pages earn their keep: a pricing guide, a case study, a proposal. A gate locks a page like that behind a short form. The moment a visitor fills it in, they stop being a stranger — they become a Contact in your CRM, their earlier visits attach to their name, and they never see the gate again. Your AI teammate can follow up the moment they unlock.

You set gates up in Website. Open it from the sidebar and choose the Gates tab.

The Gates tab of Website showing a list of gates with their page match, gate style, and an Enabled pill, and a New gate button.
The Gates tab: every gate on your site, with its pages and style at a glance.

Create a gate

Section titled “Create a gate”

  1. Tap New gate and give it a name only your team sees.

  2. Under Which pages, choose Exact path for one page (like /pricing) or Pattern to cover several at once (like /guides/*). A hint below tells you how many of your tracked pages the match covers.

  3. Under How to gate, pick a style:

    • Blur — the page shows through a soft blur, so visitors can see there’s something worth unlocking. The friendliest choice, and search engines can still find the page.
    • Soft — the page is free for the first few visits, then the gate appears. You choose how many free views. Good for guides people come back to.
    • Hard — nothing shows until the form is filled. Maximum capture; best for pages you share directly rather than ones people find in search.

  4. Under Collect, pick which of your published lead forms the gate shows. If you don’t have one yet, build it in the Forms tab first — see Lead-capture forms.

  5. Adjust the Form copy — title, message, button label — and watch the live preview update as you type. Leave Ask for consent on to add a required checkbox with your own wording.

  6. Flip Enabled on and tap Create gate. It’s live on your site right away.

The gate editor with the page match, the Blur, Soft, and Hard style cards, the form picker, form copy fields, and a live preview of the gate card on the right.
The gate editor: everything on the left, and a live preview that updates as you type on the right.

Skip the gate for people you already know

Section titled “Skip the gate for people you already know”

If you’re sending a page to someone who’s already a Contact — a proposal, a price sheet — there’s no reason to make them fill in a form. On the gate’s edit page, the Personal links panel builds a special link for one Contact: search their name, paste the page’s address, and tap Copy personal link.

When they open that link, the page recognizes them instantly — no gate, no form, on any device — and their visit is recorded under their name.

See who’s on your gated pages

Section titled “See who’s on your gated pages”

Open any gate and scroll to Audience. The tiles across the top show how the gate is doing — page views, how many visitors saw the gate, how many unlocked it, and the conversion rate. Below, the Visitors list shows everyone who touched the covered pages: Contacts by name, with a link to their record, and anonymous visitors by location and browser, so you can see the interest that hasn’t introduced itself yet.

The Audience section of a gate showing page views, gate views, unlocks, and conversion tiles above a funnel and a visitor list with identified Contacts and an anonymous visitor.
The Audience view: the funnel on top, and every visitor — named or not — below.

Once someone unlocks, everything they do on your site — and every chat with your AI teammate — is tied to their name, so the follow-up starts warm.