Facebook Lead Ads Gated Content: Download a File Directly From a Form

2 months ago

September 25, 2022 by - No Comments

Back in May, Facebook announced a series of new features for Lead Ads that would roll out over a series of months. One of those features is Gated Content, and you may have this feature now (I do).

This is a potentially big and useful update for marketers. Let’s talk about what Gated Content is, how to set it up, and when this might be most useful.

What is Gated Content?

The normal process of collecting leads with Facebook lead ads when offering a digital product (like an ebook) goes like this:

  1. Complete the form, providing your email address
  2. Advertiser connects your email address to their CRM
  3. Details regarding that digital product are sent via email

It’s not an immediate process. And, thanks to spam folders and deliverability issues, the lead may never receive the thing they requested.

Gated Content helps solve this. You (the advertiser) can allow Facebook to host the PDF, JPEG, or PNG file. Once the user completes the form, they can immediately download the file without leaving.

Facebook Lead Ads Gated Content

Set it Up

Create a Facebook Lead Ad as you normally would. If using ODAX, use the Leads objectiveThe campaign objective is the ultimate goal for your Facebook ad. Your selection will impact options, including optimization and delivery. and choose the “Instant Forms” conversion location from the ad setAn ad set is a Facebook ads grouping where settings like targeting, scheduling, optimization, and placement are determined..

Facebook Lead Ads Conversion Location

From the ad level, create a new form.

Facebook Lead Ads Form

Create your form as you normally would. The difference will be the final step, “Message for Leads.”

Facebook Lead Ads Form

This is where you’d normally provide a thank-you message and CTAA call-to-action is a button or link on your ad that suggests the action you want your audience to take. Examples: "Learn More" or "Sign Up." that sends people back to your website. There’s one difference, though. Now you can select “View File.”

Facebook Lead Ads Gated Content

Once selected, you need to provide the PDF, PNG, or JPEG file and CTA button text.

Facebook Lead Ads Gated Content

That’s it!

Managing Leads

Keep in mind that leads will be managed the same way as typical Facebook lead ads. They will be held by Facebook for up to 90 days and can be found within your Lead Center. You may also use third-party software that syncs these leads to your CRM.

Who is This For?

There are a few groups that could benefit most from Gated Content.

First, obviously, any brand offering a digital file in exchange for an email address could benefit. With the lower barrier, it is more likely that the lead will actually receive the thing that they wanted. If you do a good job of messaging in that document, you may end up with more leads that become buyers.

A second group that benefits is those who don’t have a website — or an effective website. Typically, you would need to provide a URL to your website for the final step. That is no longer required for Gated Content.

The final group is brands who have less technical expertise. Normally, if you’d want a lead to receive their document quickily, you’d need to utilize a third-party tool to sync to your CRM and campaignThe campaign is the foundation of your Facebook ad. This is where you'll set an advertising objective, which defines what you want your ad to achieve. within your CRM that would deliver the document.

That’s why I think this is most beneficial for brands that don’t have a fully functioning CRM and don’t want to spend money on a tool that helps deliver these documents. It can all be handled within the form now.

Potential Drawbacks?

Of course, there is one potential drawback to Gated Content. If someone can immediately unlock a file in exchange for contact information, they don’t technically need to provide valid info. While the form would auto-fill from a user’s profile, a lead could change the info to something they do not use.

Normally, there would be no motivation for this since they would need to provide a valid email address in order to receive the file. Now that it’s no longer a requirement, it also may be less likely that you get valid email addresses.

I should add that Gated Content forms do look slightly different. They feature “Unlock Exclusive Content” text and imagery.

Facebook Lead Ads Gated Content

If leads catch on that this means that they don’t need to provide a valid email address, it will become more likely that your lead quality will drop. In the meantime, it’s also quite possible most people won’t realize that they will get the document at the end of the form.

Do the positives outweigh the negatives? You’ll need to find out. Test it and see what happens!

Your Turn

Will you use the Gated Content feature?

Let me know in the comments below!

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