Ask for contact details before a guide opens
Updated 22 October 2026
The Short Answer
Turn on Ask For Contact on any guide in Configure Page → Guides and a reader gives their name and a phone number or email before it opens. The card then reads Get the Guide instead of Read, so nobody is surprised by a form. Their details arrive as a lead with a note saying which guide they wanted.
This is off on every guide until you turn it on, one guide at a time.
How do I ask for contact details before a guide opens?
The guide needs to be on your page first. Then:
- In the left rail, open My Page.
- Scroll to Configure Page → Guides.
- On the guide's row, press the switch just before the bin.
- Point at the switch to check it: the card reads Ask For Contact On.
It saves by itself. On your page, that guide's card now says Get the Guide where it used to say Read. To stop asking, press the switch again — it then reads Ask For Contact Off.
Can I switch it on while adding a guide?
Yes. In Add a Guide the same switch is a column headed Ask For Contact, with the line Readers give their name and number before this guide opens.
It is per guide, and it starts off — so nothing changes on the guides you already have unless you go and change them, one at a time.
What does the reader see?
The card changes 1 word: Get the Guide where an open guide says Read, so a reader knows a form is coming.
Pressing it opens a box titled Get the Guide, with Enter your details below to access the guide., fields for their name, phone number and email, and above the button the line your name will contact you about this enquiry. — with your Display Name in it. They need a phone number or an email. They press Open the Guide, then Open the Guide once more to open it in a new tab, with your page still behind it. Not Now closes the box.
Where do the details go?
The same place a lead from a chat on your page goes. It arrives in your Inbox as a contact — one per person, matched by phone number or email — and you get the same lead alert you already get.
The note on it reads Asked for: and the guide's title — so you know not just that someone is interested, but in what.
Does it ask the same person twice?
No. Once someone has given their details, every other guide on your page opens with a single press on the same phone or computer.
Someone who already gave their number while chatting to your assistant is not asked at all — it is the same question, so it is not put twice.
Can someone skip it by copying the link?
No. The rule lives at the address that serves the file, not on the card, so guessing or forwarding the address gets a refusal rather than the PDF.
You are the exception: you can open your own guides from My Page without answering anything, including before your page is switched on.
Should I turn it on?
It is a trade, and worth making deliberately. An open guide travels: it gets forwarded, screenshotted and shared in group chats, and you never see who read it. A guide that asks gets read by fewer people, and you get every one of their contact details.
A reasonable split is to leave a short market update open and ask on the one that took you a week to write.