Email Gates

Require email to view certain steps.

2 min read · Last updated December 2024

Require email to view certain steps of your guide.

How email gates work

You can gate any step in your guide. When readers reach that step, they’ll need to enter their email to continue.

This turns your guide into a lead generation tool—you provide value upfront, then capture contact information.

Setting up an email gate

  1. Open your guide in the editor
  2. Click the step where you want the gate
  3. Enable “Require email to continue”
  4. Save your changes

Readers will see the gate when they reach that step.

Best practices

Gate after demonstrating value (steps 3-5)

Don’t gate too early—readers need to see value before sharing their email. Gate too late and you miss the opportunity.

Good timing: - After showing what they’ll learn - Before the most valuable content - At a natural pause point

Keep the form simple (email only)

Every extra field reduces conversions. Start with email only, add more fields only if essential.

Explain what they’ll receive

Tell readers what happens after they submit:

  • “Get the complete guide in your inbox”
  • “Unlock the remaining 5 steps”
  • “Continue learning”

Viewing captured emails

Access your leads from:

  1. Dashboard → Your guide → Analytics
  2. Download as CSV for your records

Integration with email tools

Connect Stepsies to your email marketing platform to automatically add leads to your list. See Integrations for setup.

More in Lead Capture

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