Portal Demo Resource

THE CHALLENGE

Organizations need to capture leads while providing valuable content to potential customers. Traditional direct download links provide no opportunity for marketing engagement.

Key challenges in resource distribution:

• Lead Capture - Direct downloads miss the opportunity to collect valuable contact information for sales follow-up.

• Content Protection - Ungated resources can be freely distributed without any tracking or accountability.

• Compliance Requirements - GDPR and other regulations require explicit consent before storing personal data.

• Marketing Attribution - Without proper tracking, it’s impossible to measure which resources drive conversions.

This demo showcases the gated resource download system that solves these challenges. Click the button below to experience the full email verification flow.

THE SOLUTION

The gated resource download system provides a seamless user experience while capturing valuable lead data:

User Flow:

1. User clicks the download button on a gated resource
2. A modal appears requesting name, email, role, and consent
3. Backend generates a unique verification code and sends it via email
4. User enters the 6-digit code in the verification form
5. Upon verification, a secure download link is generated (valid for 1 hour)
6. User downloads the resource, lead data is stored for marketing

Backend Integration:

The system integrates with the CCM portal backend, which handles:

• Email verification with configurable expiration (default: 24 hours)
• Download token generation with time-limited validity (default: 1 hour)
• Lead data storage including UTM parameters and consent flags
• Admin interface for managing gated resources and viewing leads
• CSV export for CRM integration

SETUP INSTRUCTIONS

To configure a gated resource in the CCM admin panel, follow these steps:

Step 1: Access the Admin Panel

Log into the CCM intern application at http://localhost:8010 with your admin credentials.

Step 2: Create Gated Resource

Navigate to the “Gated Resources” tab and click “Add New Resource”. Fill in the form:

• Resource ID: portal-demo-2025 (must match the portal_resource_id in Hugo frontmatter)
• Resource Title: Display name shown in the modal
• Resource Type: Select the appropriate type (PDF, whitepaper, etc.)
• Upload File: Select the PDF or document to serve

Step 3: Configure Verification

• Set Is Active to Yes to enable the resource
• Set Requires Verification to Yes for gated downloads, or No for direct downloads

Step 4: Test the Flow

Return to the Hugo site, find the resource, and test the download flow. Check the “Download Leads” tab in the admin panel to verify lead capture.

Troubleshooting:

• If the modal doesn’t open, ensure the React bundle is loaded
• If verification emails don’t arrive, check SMTP configuration
• If downloads fail, verify file permissions on the storage directory

THE CHALLENGE

Organizations need to capture leads while providing valuable content to potential customers. Traditional direct download links provide no opportunity for marketing engagement.

Key challenges in resource distribution:

• Lead Capture - Direct downloads miss the opportunity to collect valuable contact information for sales follow-up.

• Content Protection - Ungated resources can be freely distributed without any tracking or accountability.

• Compliance Requirements - GDPR and other regulations require explicit consent before storing personal data.

• Marketing Attribution - Without proper tracking, it’s impossible to measure which resources drive conversions.

This demo showcases the gated resource download system that solves these challenges. Click the button below to experience the full email verification flow.