Report Sharing with Integrated Lead Capture

Blocksurvey blog author
Written by Wilson Bright
Mar 13, 2024 · 4 mins read

Sharing a report can do more than pass along information. It can also collect contact details from the people who read it. Lead capture is the process of gathering and storing information about potential customers, usually called leads. BlockSurvey builds lead capture directly into report sharing, so the two happen at once.

Combining insight sharing with lead capture

Say you have built a detailed industry report full of useful data and practical strategies, and you are ready to share it with your audience. With lead capture in place, each download also becomes a chance to connect with a potential customer instead of just handing over a file.

How it works

After you finish collecting data, BlockSurvey generates reports that give your audience real value. When you share one of these reports, lead capture is built into the process. To turn it on, the survey creator enables the Email Gating feature while creating the report.

Before readers can open the report, they are asked for their contact information, namely their name and email. Every download then becomes a lead capture opportunity. BlockSurvey also checks that the emails entered are valid and will not bounce.


Integrated lead capture provides analytics to monitor leads captured through the sharing of reports.

Readers get useful insights, and you get their contact details, which lets you nurture these leads and move them through the sales funnel.

Benefits of integrated lead capture

  • Quality Leads: You attract leads who are genuinely interested in what you offer. These leads are more likely to engage with your brand and become customers.
  • Personalized Communication: Because you know what your leads care about, you can shape your messages around their specific needs. That kind of personalization improves engagement and builds trust.
  • Streamlined Nurturing: When lead capture is part of report sharing, nurturing leads follows naturally. You can follow up with targeted campaigns, educational content, and offers that guide leads toward a purchase.

Conclusion

At BlockSurvey, every interaction is a chance to strengthen your relationship with your audience. By adding lead capture to report sharing, you share useful insights and set up the contacts you need for longer-term engagement and growth. To get started with integrated lead capture, share your reports as usual. Each download brings you a step closer to your next customer.

Explore related BlockSurvey features: email verification, gated forms & surveys, and cross-tab analysis.

Report Sharing with Integrated Lead Capture FAQ

What is an example of gated content?

A gated survey report or research summary is a common example of gated content: viewers must submit their name and email before they can view the results. BlockSurvey's Email Gating feature turns any shared survey report into this kind of gated content, capturing contact details at the moment of highest interest.

What is a gated lead?

A gated lead is a contact who submitted their name and email to unlock access to a piece of content, such as a survey report or set of results. Because they took an action to see the content, gated leads are generally more engaged than contacts collected through a passive, unrelated signup form.

How to generate survey leads?

Survey leads are generated by gating the survey results or report behind a short contact form, so respondents and viewers submit their email before seeing the findings. BlockSurvey's Email Gating feature does this automatically when enabled during report creation, validating each address to prevent bounces and logging every submission as a captured lead.

How to create a lead capture form?

A lead capture form can be built directly into a shared report by enabling Email Gating during report creation, which prompts viewers to enter their name and email before they can view the content. No separate form builder is required, since the gate itself acts as the lead capture form and captured leads are tracked in analytics automatically.

Is a gated survey report secure and compliant?

Yes. Email Gating validates each submitted email address before granting access, which filters out bad data and reduces bounce rates, and captured leads are stored and tracked within BlockSurvey's platform rather than passed to an external service.

Can I track the leads captured through a gated report?

Yes, BlockSurvey provides analytics that show who submitted their email to unlock a gated report, so you can monitor how many leads a report captures over time. This makes it possible to see how much a specific survey or report contributes to your pipeline.

How do I turn on Email Gating for a report?

Enable Email Gating while creating the report, and viewers will automatically be required to submit their name and email before they can access it. No additional setup or third-party tool is needed, since gating and lead tracking are both built into the report-sharing flow.

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blog author description

Wilson Bright

Wilson Bright is the co-founder of BlockSurvey, an AI-native, privacy-first survey platform designed to help Institutional Researchers uncover deeper, more actionable insights. He believes the future of Institutional Research lies in combining ethical data collection with intelligent automation to make evidence-based decisions faster, fairer, and more transparent.

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