Collect viewer emails in playlists and deal rooms
Ask viewers for their email with a required gate, a skippable pop-up, or a banner at the top or bottom of a playlist or deal room.
Collect viewer emails in playlists and deal rooms
Knowing who's viewing a playlist or deal room makes its insights far more useful. Collect viewers email asks viewers for their address, either as a gate they must pass or as a lighter, optional prompt.
Snapshot 📸​
Applies to: Playlists and deal rooms. The optional prompts (pop-up and banners) are available in deal rooms and Choose Your Own Adventure playlists.
Location: Playlist or deal room editor → Settings (gear icon in the top bar) → Collect viewers email
Choose how to ask​
- Open the playlist or deal room in the editor.
- Click the gear icon in the top bar to open Settings.
- Turn on Collect viewers email. It starts on Required.
- In deal rooms and Choose Your Own Adventure playlists, pick an option from the dropdown:
| Option | What viewers see |
|---|---|
| Required | Blocks the content until the viewer gives an address. The only option that can verify the address. |
| Pop-up | A card over the content that viewers can dismiss. Gets the most responses, but interrupts the most. |
| Banner at the top | One quiet line pinned above the content |
| Banner at the bottom | One quiet line pinned below the content |
- Optionally, write your own message. The field is Custom welcome message for Required, and What to ask for the other options. Leave it empty to use the default wording.
Sales Hub, Customer Hub, and Content Hub playlists offer Required only.
Required gate options​
With Required selected, you can also turn on:
- Email Verification: viewers confirm their address through a link sent by email before they can view. See Control who can view a playlist or deal room.
- Allow non-work domains (e.g. @gmail.com): without it, viewers must use a work email address.
What viewers see with the pop-up and banners​
- The content is readable behind the prompt. Viewers can type their email and click Send, or click Not now.
- Once a viewer submits or dismisses the prompt, it doesn't come back for that playlist or deal room in the same browser. A different device, a private window, or cleared browser data shows it again.
- Viewers Walnut already knows aren't asked, for example signed-in Walnut users, viewers who came through a link with their email in it, and viewers who already filled in a lead form.
- An email given this way identifies the viewer in Insights. It doesn't unlock anything: it doesn't count as passing a Required gate or a gated page.
FAQs​
Why is the Collect viewers email toggle greyed out?
Either your company enforces Email Verification for all content, or, in a deal room, some pages or the Mutual Action Plan are gated to specific email addresses. Gating needs verified emails, so remove those gates first.
Can I use the pop-up and require a verified email at the same time?
No. You choose one option at a time, and only Required can verify an address.
Do viewers need a work email for the pop-up and banners?
By default, yes. Personal addresses such as @gmail.com are accepted only when non-work domains are allowed for the playlist or deal room.
Related Resources​
Control who can view a playlist or deal room