I want to create a landing page that is gated for those that aren’t in the CRM but automatically downloads for those that are in the CRM.
The content being produced is two-fold, informative research that we want to share with those that are already on the CRM to nurture and then to feed the funnel with those that are not. For those then that are in the CRM, I want this to be a good user experience and do not want them to have to complete the form.
I haven’t been able to find a native feature that would exactly solve your use case, but I wanted to share this knowledge base article on requiring membership to access content. You can invite your CRM contacts to register for a page with the gated content. This would apply to a CMS Enterprise subscription.
Let’s see if our subject matter experts have insight on gated content in HubSpot - Happy New Year @TomM2, @Jnix284, @HFisher7, do you have any advice for @CBligh?
Hey @CBligh you could use smart content to achieve something similar. This would display different content for someone who is visiting on a browser with a cookie associated with a contact. You could make the form smart based on a list, with the list just being an active list with something like “email is known”. Then you could display either a message just linking to your content page, or just display the content in here too.
It’s worth noting that this is always cookie based however, meaning if a contact is still within your CRM and they use a different browser, or clear their cookies, they will still need to fill out the form again. There’s no way to recognise which contact is using a browser without the cookie being known.
My name is Dom, a Product Manager at HubSpot. My team and I are currently looking for Alpha testers for a brand new feature in Hubspot called Audiences that will allow marketers to create segments of anonymous website users based on a number of filters such as location, language, device, browsing history etc and use these segments for content personalisation, to increase your conversions and gather insights as your website visitors.
If you’re a marketer interested in this functionality please feel free to reach out to me via a direct message and I can add this feature to your portal.