Send a gated piece of content

Capture a gated content form, send new leads the content to download and assign the leads.

About this template

This journey demonstrates how to handle gated content for lead generation. Capture a gated content form and automatically email the content to the lead. After a few days follow up to see if the user has downloaded the content automatically. If interest is shown in the content, assign the lead and send a sales outreach. If the lead has not yet read the content automatically send a follow up.
Tags: Customer Acquisition, Success with Autopilot, B2B Marketing, Service Providers, Financial Services, Lead Generation, and Lead Management
Integrations: Salesforce, Facebook

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey


Form Submitted
Add a contact to a journey when they submit a form.


Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).


Send Email
Send a contact a personalized marketing or transactional email.
Add to List
Add a contact to a list.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Add Salesforce Task
Create a contextual Salesforce task.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

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What’s Autopilot? Watch this video to learn more.