Lead generation
White papers, case studies, and product guides are your best lead magnets, but only if there is a gate in front of them. Add a configurable lead form to any hosted document page or custom micro-page, share it via a branded short link or QR code, and export the captured contacts to your CRM.
- Configurable gate with name, email, phone, and company fields (1 to 4 fields)
- Consent copy required when the gate is enabled, captured with every record
- Leads stored, exportable as CSV, and attributed back to the distributing link
- Identified conversions can flow to HubSpot, Customer.io, or Klaviyo
- 7-day cookie unlock so returning visitors skip the gate
PDF · 24 pages · Acme Research
Publishing a PDF as a direct download link leaves you with no information about who downloaded it. You can see total downloads in aggregate, but you cannot connect those downloads to names, job titles, or companies, and you have no opt-in record to use for follow-up. Linking to a hosted document page with a lead gate solves this without requiring a separate form builder, landing page tool, or third-party embed.
A lead capture gate sits in front of the hosted page content. When a visitor arrives via your branded short link or QR code, they see the form first. After they submit the required fields and the consent copy you have written, the page unlocks and the content is revealed immediately. The gate is attached to the page itself, not to the link, so you can update the fields or consent text at any time without changing your short link or reprinting QR codes.
Leads are stored against the owning page and the short link that delivered the visitor, which means each export row tells you not just who submitted but which campaign link or distribution channel brought them there. You can run the same document across a LinkedIn ad, an email CTA, and a printed QR code, each using a different branded short link, and compare lead capture rates by channel in the same reporting view. When you are ready to act on the data, export it as a CSV and import it into your CRM, or connect it through your own API or Zapier workflow.
When your backend reports the attributed outcome with a customer-owned external ID, Nimriz can send that identified conversion directly to HubSpot, Customer.io, or Klaviyo. CRM identity is resolved only for those destinations and is not added to analytics, alerts, spreadsheets, or warehouse events.
Lead gates are available on supported plans (Professional and above). They work on custom micro-pages and document pages.
Who it is for
Needs to gate white papers, buyer guides, and research reports so every content download generates a named, attributable lead record without spinning up a separate landing page tool or form embed.
Needs to publish gated case studies, templates, and toolkits via a branded link and QR code, with consent captured at submit time and leads exportable to the nurture CRM or email platform.
Needs a QR code at a booth, session, or print placement that leads to a gated page collecting contact info on the spot, with submissions attributed back to the event link for post-event follow-up.
What you get
Choose between one and four fields from name, email, phone, and company. The gate appears before any page content is visible, so visitors must submit before they can access your document or micro-page. At least one field is required when the gate is enabled, and the field set is intentionally bounded so the gate stays focused rather than becoming a full form builder.
When you enable the gate, you must add a plain-text consent line that appears alongside the submission form. The consent copy you write is shown to every visitor before they submit, so opt-in intent is captured with the contact record. There is no skip path in the shipped gate: every visitor who reaches the page sees the gate and must submit to unlock the content.
Every submission is stored against the owning hosted page and the short link that delivered the visitor. You can export leads as a CSV from the dashboard and filter by page or by link so you know which campaign or distribution channel drove each contact record. From there, import the CSV into your CRM, email platform, or sales tool, or connect it via your own API or Zapier workflow.
Lead gate views and form submissions are tracked as distinct events, so you can see conversion rates at both the page level and the individual distribution link level. Privacy-aware analytics means no raw IP address or full User-Agent string is stored alongside lead records, keeping your reporting clean without tying contact information to individually identifiable network data.
After a successful submission, a short-lived page-scoped cookie keeps the page unlocked for that browser for approximately seven days. Returning visitors who reload the page or click the link again from the same browser access the content directly without seeing the gate again. The public page still has the gate enabled for any browser that has not previously submitted.
How it works
Gate content, capture leads, export for follow-up
Upload a document or build a micro-page, enable the lead gate with the fields you need, and share the page via a branded short link or QR code. Visitors fill in their details to access the content, and you export the leads into your CRM or outreach tool.
Create a hosted page and upload your content: a PDF white paper, case study, guide, or a custom micro-page with structured blocks.
Enable the lead gate, choose the required fields (name, email, phone, company), and write the consent copy that appears on the public gate form.
Share the page with a branded short link or QR code. The gate appears before the content loads for any visitor who has not previously submitted.
- When a visitor submits the form, they get immediate access. A 7-day page-scoped cookie keeps the page unlocked for return visits in the same browser.
- Export captured leads as CSV at any time. Filter by date range, by page, or by the individual short link that delivered traffic to see channel-level attribution.
Setup
- 1Create a hosted pageIn the dashboard, open Pages and create a new document page or custom micro-page. Upload your PDF or build the page with structured blocks. Publish the page when the content is ready. Lead gates are available on these two page types on supported plans.
- 2Enable the lead gate and choose your fieldsOn the page editor, toggle Lead capture on. Select between one and four fields from name, email, phone, and company. All four fields are optional to include but at least one must be selected. You cannot add custom or freeform fields in the shipped gate. See the lead capture gates doc for the full field reference.
- 3Add your consent copyWrite the plain-text consent line that will appear on the public gate form. This text is required when the gate is enabled. Use it to collect opt-in, set expectations about follow-up communications, or state how the submitted data will be used. Keep it concise so it does not discourage submission.
- 4Share via a branded short link or QR codeUse a branded short link for digital channels such as email, LinkedIn, or paid ads. Download the QR code for print materials, event booths, or offline placements. If you are distributing across multiple channels, create a separate short link per channel so you can compare lead capture rates by source. See hosted pages for share options.
- 5Export leads and bring them into your CRMFrom the Pages view in the dashboard, export your lead list as a CSV. Filter by date range or by individual page or link to scope the export to a specific campaign. Import the CSV into your CRM, email platform, or sales pipeline, or connect it via your own API or Zapier. Nimriz stores leads and makes them exportable; downstream CRM sync or email automation is handled by your own tools or integration layer. See the exports doc for format details.
What good looks like
Before: ungated PDF link
- PDF shared as a direct download link with no gate in front of it
- Download count visible in aggregate but no individual contact records
- No way to know who downloaded, what company they are from, or whether they opted in
- No attribution to the campaign link or channel that drove the download
- Each channel re-uses the same raw file URL with no per-channel visibility
After: gated hosted page with consent
- Hosted document page with a lead gate that requires name, email, and company
- Consent copy written by you appears on the public form before submission
- Each submission creates a named lead record stored against the page and the delivering link
- Separate branded short links per channel so attribution tells you which source drove each lead
- CSV export ready to import into your CRM, email tool, or Zapier workflow
Qualified leads attributed to the campaign link, with consent captured at submit time and the contact record ready to export.
Frequently asked questions
How does consent capture work on the lead gate?
Where do captured leads go, and how do I get them into my CRM?
Which fields can I collect on the lead gate?
Is there a way for visitors to skip the gate and access the content directly?
Does the lead gate work on document pages and custom micro-pages?
Which plans include the lead gate?
How is lead data stored, and what analytics are captured?
Can I use one page with multiple distribution links for different channels?
Related use cases
Deeper reading
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