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Funnel Series #3
Using Gated Content and Opt-In Forms Strategically
We’re diving into two hot topics in the online business world: when to gate your content and how to make forms work for you. To help us nerd out, I’ve brought in Liz Coralli, the training manager at ActiveCampaign. I was at this training this past spring, where she mentioned she could chat about forms for an entire episode—so of course I had to have her on!
Liz runs Study Halls—multi-day, in-person workshops where she helps attendees dive deep into ActiveCampaign’s powerful features. She makes this tech feel approachable and fun. Based in Colorado, she loves exploring the Rocky Mountains but is also traveling the world with ActiveCampaign, leading workshops that I highly recommend for anyone looking to level up their skills by specializing in the tech that the higher-level entrepreneurs are using.
Listen to learn more about
- The difference between gated and ungated content and the value each brings
- When to consider gating specific types of content
- The questions you should and shouldn’t include on an opt-in form to avoid scaring off potential leads
- The age-old dilemma every marketing assistant faces: to double opt-in or not?
- Why specializing in high-value platforms like ActiveCampaign is better for enhancing client engagement
Just a quick recap: in this Funnel Series, we’ve covered the behind-the-scenes work and broken down different types of funnels. We’ve gone through the stages—awareness, interest, consideration, and conversion. Now we’re answering when do we ask someone for their email in exchange for access?
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Connect with Liz:
- Instagram: @activecampaign
- Facebook: ActiveCampaign
- LinkedIn: Liz Coralli
Links Mentioned in the Show:
- Check out the next ActiveCampaign Study Hall events here
- Join The Digital Marketer’s Workgroup: Are you already doing marketing work but need more clients and a stronger referral network? Join a tight-knit community of freelancers and get access to behind-the-scenes conversations, support, and troubleshooting that every solo marketer needs. Plus, you’ll benefit from advanced trainings, networking opportunities, and exclusive job leads. Apply here!
Tune in to more Funnel Series Episodes:
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