How To Create a Lead Capture Form Using Gravity Forms and Before & After Pro

Gold Plugins > Documentation > Before & After Pro Documentation > How To Create a Lead Capture Form Using Gravity Forms and Before & After Pro

In this tutorial, we’ll show you how to wrap your content (i.e., a whitepaper download) with a Gravity Form, using our plugin Before & After Pro. When we’re finished, you’ll have a working lead capture form that your visitors will need to complete before they will can access your content.

Step 1: Create a new Gravity Form in WordPress. It can have as few or as many fields as you would like.

Create a new Gravity Form
Create a new Gravity Form

Step 2: Create a new Goal in Before and After

First, select Goals from the Before & After menu
First, select Goals from the Before & After menu
Next, click the "Add Goal" button to create a new Goal
Next, click the “Add Goal” button to create a new Goal
  1. In your WordPress dashboard, Find the Before & After menu, then click on Goals
  2. Click Add New Goal at the top of the screen
  3. This will bring you to the Add New Goal screen

Step 3: In the “Before” section, select the Gravity Form you just created from the dropdown menu

Note: be sure to also select the radio button for “Show a Gravity Form”

Select your new Gravity Form in the Before section
Select your new Gravity Form in the Before section

Step 4: In the After section, choose the reward you’d like to offer

Specify the reward your visitors will receive in the After section
Specify the reward your visitors will receive in the After section

In this example, we are offering a whitepaper download (a PDF file), so we will choose “Link to a file to download”, and paste the URL of our PDF

Note: be sure to also select the radio button for “Link to a file to download”

Step 5: Publish your goal, and copy the shortcode

publish-and-get-shortcode
First, click Publish. Then, copy the shortcode for your new goal.

Step 6: Paste the shortcode into the page (or post) where you would like the lead capture form to appear

Add your new goal shortcode to any page or post!
Add your new goal shortcode to any page or post!

That’s all! Now when your visitor access this page, they’ll see your new lead capture form!