#227 How to Use Gated Content and Forms Strategically with Liz Coralli

Unicorns Unite: The Freelance Digital Marketing Virtual Assistant Community

Funnel Series #3

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

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Links Mentioned in the Show:

• Check out the next ActiveCampaign Study Hall events: https://www.activecampaign.com/events
• 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!

Connect with Liz:

• Instagram: @activecampaign
• Facebook: ActiveCampaign
• LinkedIn: Liz Coralli

Connect with Emily:

• Facebook Community: Emily’s Unicorn Digital Marketing Assistant Lab
• Instagram: @emilyreaganpr
• Facebook: @emilyreaganpr

3 ways we can work together:

1. Get on the waitlist for the Live Unicorn Digital Marketing Assistant School. My signature course on digital marketing implementation will give you the confidence and teach you HOW to do the work that’s in demand and highly marketable. This is the secret weapon to getting booked out. Or get started now with the Self-Study version of UDMA School here.
2. Got the skills but need help getting your digital marketing services business to take off? I’ve got an advanced tight-knit referral and networking community that can help and I would love for you to apply here for the Digital Marketing Workgroup. You’ll get the latest updates and trainings, networking opps and job leads from online business owners who are looking to hire digital marketing implementers and assistants.
3. Looking for a fast way to get your foot in the door with up-to-date skills? Take my 2-hour Quickstart to Facebook Community Management workshop and learn how to help online business owners like course creators and membership site owners manage and engage their community

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