White Papers Gated Downloads

We recommend opening each page/resource/form in a new tab for each step. You will need to return to some pages/resource/forms in later steps.

Steps updated to reflect new Gravity Forms to Infusionsoft Integration purchased in May 2022. Changes are only in sections 1 and 2. Instructions directly from the integration provider, obtaincode, are here. For screen shots of new steps, visit the procedure guide.

  • Each White Paper requires a resource detail page, a unique form, a ‘Resource Download’ page, an ‘Resource Attempt’ page, a download gate, and a redirect for 404 to attempt page.
  • Name each form, download, etc. with the name of the White Paper it will be attached at the beginning.
  1. Open Forms in a new Tab.
    1. Duplicate an existing white paper form.
    2. Edit new duplicate form (indicated by with “(1)” in the title). Rename by clicking on the form title.
    3. In a later step you will need to update the confirmation page (in Settings) to link to the Download page.
    4. In the form, you need to add a hidden field that will add Infusionsoft tags to the contact when they fill out the form.
      1. Under Standard Fields, drag and drop the Hidden field under email address in the form.
      2. Hover over the Hidden Field and click Settings.
      3. Pull the Infusionsoft tag ID for the tag associated with the whitepaper download. You can find this in Infusionsoft by going to CRM > Settings > Tags and searching “download”. The tag ID is in the “ID” column.
      4. Then, go back to the whitepaper gravity form settings. Under Field Settings > Advanced, enter the tag ID for the whitepaper download.
      5. Next, you’ll do the same process to pull the 4 subscription tag IDs from Infusionsoft so that people who fill out the form get added to the email list. You’ll separate tag IDs by comma like: 91,92,93,etc.
      6. Save the form.
  2. In a new tab, open GF – Infusionsoft > Integration
    1. You should see the gravity form you just created at the bottom of the list, click the pencil edit icon next to the form under “Action”.
    2. Under the Object drop down, select “Contacts”
    3. Under object fields, click “Filter”
    4. Under Infusionsoft Integration? check the check box
    5. Under Action Event, select “Create/Update Object Record”. This option means if the email address submitted with the form matches with an existing record, it will update the existing contact record. If the email address submitted with the form does not match an existing record, it will add a new contact record.
    6. Under Gravity Form Form Field > Email Address, map the appropriate contact email field using the drop down
    7. Under Hidden Field, you will select “Tags” from the drop down
    8. You don’t need to put anything for Download Monitor – Gravity Forms Lock
    9. Hit Save Changes
    10. Once you have integrated the gravity form with Infusionsoft, the previous “x” should change to a check mark next to the form on the GF – Infusionsoft > Integration page list of forms under “Integration Status”.
  3. In a new tab, open Downloads and Add New
    1. Name the Download and
    2. Click “+Add File” and then “^ Upload File” in the Downloadable Files/Version section.
    3. Select intended White Paper pdf from Media Library (white papers folder), or upload new White Paper at this point. (the url for the file will now appear in the File URL field in Downloadable File/Versions.
    4. In the right column section “Gravity Forms Form” select the new form you just created in step 1.
    5. Publish
  4. In a new tab, open Pages and search ‘Resource Download’.
    1. Clone a regular “Resource Download” page and a “Resource Download Attempt” page.
    2. Open each clone draft in a new tab.
      1. For each, edit name to include the new White Paper name.
      2. Edit and delete permalink url field and click “OK”.
      3. Publish. (the new page name will now create the url)
    3. On the Download Resource page, replace the short code ID in the wysiwyg with the one from the new Download Gate. (Short code can be found in Download Information section in the upper right corner of the new Downloads Gated you created in step 3.)
      1. Further down the page, update Title override.
      2. Publish.
      3. After publishing return to corresponding form. Under Settings > Confirmation edit the Default Confirmation to link to this Resource Download page url. (a drop down of pages will allow you to select this page). Save Confirmation.
    4. On Download Resource Attempt page, change the text link “go back and try again” to go to the White Paper Resource page. If you haven’t created the resource yet, do so now and come back to this page to update the link.
  5. In a new tab, open Resources > Add New. 
    1. Create new White Paper Resource. Full directions are found here.
      *Remember, when creating a White Paper Resource you must first add ‘White Paper’ in the Types category in the right column and update the Resource. Once updated additional fields become available on this page specific to the White Paper template.

      1. In the section “White Paper” further down the page, add the resource thumbnail image and update the Gravity Form download id with the short code from the Download Gate created in step 3.
      2. Update.
  6. Return to Download Resource Attempt page and update the “go back and try again” link to go to the resource page just created. (same as step 4.d above)
  7. View Download Resource page and click on the download button to get the broken 404 url.
    1. In a new tab open Tools > Redirect and Add New.
    2. Enter 404 url as the Source, and the Resource Download Attempt page url as the Target. Change the Group from Modified Post to Redirections.
    3. Click Add Redirect to save.