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Contextual Gated Forms & Lead Capture System

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1. Overview

Capture qualified leads at the right moment with intelligent forms that adapt to your content and context. This system gates high-value resources - playbooks, case studies, toolkits - behind smart capture forms that pre-qualify prospects while building your pipeline. Every form submission flows directly into your CRM, triggers automated email sequences, and tracks conversion metrics so you know what’s working.

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2. Step-by-Step Guide

Accessing Gated Content
  1. Click any playbook or gated resource link from the Fiftyknots platform
  2. If not authenticated, a modal displays with contextual messaging specific to that resource
  3. Enter your email address, first name, last name, and company name
  4. Check the box to opt in to marketing communications (required for some content)
  5. Click “Get Access” - you receive immediate access to the resource
  6. Check your inbox for a welcome email with a direct link to the content
Submitting the Onboarding Form
  1. Navigate to the “Get Started” page or click “Request Demo” on the marketing site
  2. Complete Step 1 (Contact Information): first name, last name, email, phone, company
  3. Click “Next” to proceed to Step 2 (Project Details)
  4. Select your project type, budget range, and timeline from the dropdown menus
  5. Enter your goals and challenges in the text areas provided
  6. Click “Next” to advance to Step 3 (AI Experience)
  7. Indicate your AI experience level and add any additional context
  8. Click “Submit” - within 3 seconds, you receive a confirmation message
  9. Expect a confirmation email within 10 seconds and a sales follow-up within 24 hours
Requesting a Data Foundation POC
  1. Visit the Data Foundation POC page from the Fiftyknots navigation
  2. Fill in your basic contact details: name, email, company
  3. Select your preferred POC plan (Starter, Professional, or Enterprise)
  4. Choose your timeline (15 days, 30 days, or 45 days)
  5. Describe your current data challenges and expected outcomes
  6. Review the GDPR privacy notice and opt in to communications
  7. Click “Request POC” - you see a success message confirming submission
  8. Sales team receives immediate notification with your details and priority flag
Pre-Populating Forms on Return Visits
  1. Complete any form on the platform (contact, onboarding, or gated content)
  2. Your information saves to session storage automatically
  3. When you access another form during the same session, contact fields auto-populate
  4. Review pre-filled information for accuracy
  5. Update any fields as needed and submit
  6. Session clears after 24 hours or when you close your browser

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3. Common Questions

Q: What happens if I submit the same form twice? If you submit a form with the same email within 24 hours, you see an “Already submitted” message. After 24 hours, you can resubmit and your contact record updates with the new information. Q: Do I need to fill out a form every time I access gated content? No. After you complete one gated content form, you gain session-based access to all gated resources during that browser session. You only fill out the form once per session. Q: How quickly will I hear back after submitting an onboarding form? You receive a confirmation email within 10 seconds. For high-priority submissions (budget over $10,000 or timeline under 30 days), the sales team receives immediate notification and typically responds within 4 business hours. Q: Can I opt out of marketing emails? Yes. All forms include a marketing opt-in checkbox. You can uncheck this to receive only transactional emails (confirmations, direct responses). You can also unsubscribe from marketing emails at any time using the link in any email footer. Q: What if the form doesn’t load or I get an error? Forms require JavaScript to function. If you see a “JavaScript required” message, enable JavaScript in your browser. If submission fails, your data still saves to our database - you don’t need to re-enter everything. Refresh the page and try again, or contact support.

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4. Troubleshooting

Issue: “Invalid email address” error when submitting The form validates email format automatically. Ensure your email follows the standard format: name@domain.com. If you’re certain your email is correct but still see this error, try a different browser or clear your browser cache. Issue: Form fields are not pre-populating on subsequent visits Pre-population relies on session storage. If fields appear empty: (1) Verify you’re using the same browser and haven’t cleared data, (2) Check that you’ve previously submitted a form in this session, (3) Note that session storage clears after 24 hours or when you close all browser tabs. Issue: Confirmation email never arrived Check your spam folder first - automated emails sometimes filter incorrectly. Confirmation emails send within 10 seconds of submission. If you don’t receive it after 5 minutes, verify the email address you entered was correct. Contact support with your submission details for manual verification. Issue: Form won’t advance to the next step Multi-step forms require all mandatory fields before proceeding. Look for red validation messages under incomplete fields. Budget ranges, timelines, and project types require selection from dropdown menus - free-text entries won’t validate. Complete all required fields (marked with asterisks) before clicking “Next.” Data Room Detail - After submitting a gated content form or onboarding request, your submissions create entries in your personal Data Room where you can track all documents, playbooks, and resources you’ve accessed. View your complete content library and engagement history. Analytics Dashboard - Track your own engagement across the platform, including which playbooks you’ve accessed, forms you’ve completed, and resources you’ve downloaded. See your journey progression and next recommended steps. Journey Overview - Once you complete onboarding, you gain access to your personalized Journey Overview showing your current stage, active tasks, and milestone progress. Forms feed directly into journey initialization, determining your starting point and recommended pathway.