Gated Portals?

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Question... as I am looking potentially to put together more tools for customers to have access to. How have you all looked to gate your knowledge base tools for specific clients? 

 

-Can you gate them by domain/IE register and we recognize they are a known customer?

-Do you do approval gating? Where someone has to be approved before they log in?

-Or do you just say, we don't care everyone can log in, and just monitor it? 


Just interested in hearing folk's thoughts on putting controls around access for this data.


Appreciated,
JP

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
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Hey @JustinPerkinsC!

 

I've used both smart content (on landing pages) and registration lists (passwords & registrations) here to help with these items.  The smart content works about 80% of the time, the later 20% is affected by cookies, adblockers, etc.  Passwords typically work better in this use case, we just share them via emails to recipients that are known customers. 

 

Hope that helps!

Chris Bryant | Your Dedicated HubSpot Expert
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Hi @JustinPerkinsC,

 

I want to tag in some subject matter experts to share their thoughts on this topic. 

 

@Josh@Mike_Eastwood@Bryantworks do you have any suggestions for @JustinPerkinsC?

 

Thanks,
Jenny


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Hey @JustinPerkinsC!

 

I've used both smart content (on landing pages) and registration lists (passwords & registrations) here to help with these items.  The smart content works about 80% of the time, the later 20% is affected by cookies, adblockers, etc.  Passwords typically work better in this use case, we just share them via emails to recipients that are known customers. 

 

Hope that helps!

Chris Bryant | Your Dedicated HubSpot Expert
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Hi Justin

 

It's an interesting discussion. More and more we're "ungating" content so it can be read by more people, and indexed by Google.

 

Smart Content works well for simple ungating to known visitors, however it's not 100% reliable. 

 

As Chris mentioned there are more challenges because we rely on Cookies so different devices may give the visitor different experiences (i.e. if they ungate some content on their mobile they may not see the ungated content on their laptop).

 

Logins and passwords are definitely an option but it's not particularly user friendly (one day we'll look back and laugh about securing sites with passwords).

 

I challenge you to find a way to connect over and above your content. If you can demonstrate great value with some ungated content, what's the logical next step for the visitor to take? Is it a Strategy Session, a Video Series? In other words how can you encourage more engagement on a 1:1 level?

 

Have fun

Mike

 

 

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 Hi @JustinPerkinsC,

 

I'd echo what @Mike_Eastwood and @Bryantworks have explained. We've used smart content for gating based on an approval process. Once approved, the contact is added to the list and can access the content via list membership smart content. Again, not 100% reliable and it causes a delay.

 

What we're more commonly doing/seeing/recommending (depending on the circumstances) is to leave as much ungated as possible. We're finding that there's nothing proprietary in most of the knowledge base content and in some cases it can be beneficial for users to see that there is a comprehensive knowledge base as part of the buying qualification.

 

There are definitely some instances we've come across in which it would be nice to have a better gating system on certain types of content; for example, client-specific or potentially employee-specific like you'd see on an intranet/extranet. 

 

Thanks for the ping @jennysowyrda!




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Great feedback folks and much appreciated as always. Going to experiment a bit on our end! 


Thanks,

JP

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
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