This guide provides the step by step process of integrating your campaign with Instabuilder.

 

After going through this guide you will be able to:

  • Create Optin or a Lead page in Instabuilder
  • Create a Thank You page in Instabuilder
  • Integrate Opt In and Thank You page with UpViral Referral System
  • Integrate your Instabuilder with UpViral

 

Prior to starting, review the guide below that shows the step by step process on initial steps of creating campaigns for integration:

 

How to create a campaign that can be embedded as a widget in my site?


CREATE AN OPT-IN PAGE

 

Now this is the process where we will start creating Opt-In and Thank you pages in Instabuilder. The Opt-In Page will be the entry point into the giveaway. People will sign up to the giveaway via this page.

 

When the participants enter their information and signup for the giveaway, they will be directed to a thank you page, which acknowledges their participating and motivates them to share the giveaway with their friends and circles to increase their chances of winning.

 

Let us start with the opt-in page. Here are the steps: 

  1. Login to your WordPress Site Dashboard and click InstaBuilder.

 

 

  1. From the InstaBuilder menu, go to Dashboard.

 

 

  1. From the InstaBuilder Dashboard, click New Page.

 

 

  1. Choose a template. Select Text Squeeze to filter opt-in templates that enables someone to enter his name and email.

  1. Select any template. In this case, we will be selecting the Get Fit Now template. Click Choose to select.

 

 

  1. Click the form to make the form menu to appear.


  1. Click the gear to make the Opt-in Settings to appear. 

 

 

  1. Under Opt-In Settings, click Opt-In Form HTML Code and paste the code under Step 3: Add the following HTML form code into the ‹body› tag of your lead capture page.

 

 

  1. Click Process.

 

 

  1. At the top (lower right part), click the huge gear icon.

 

  1. Under this menu, click Scripts/Codes.

 

 

  1. Under Footer Scripts of Script Settings, paste the code under Step 4: Add the following code to the header or footer of your lead capture page. of the integration page.

 

 

  1. The name of the page is defaulted to the template name. To change the URL, click Change Permalink at the top.


  1. Click Edit Permalink. In this case, we will be naming it as http://upviraltest.com/instabuilder-optin-uv-integration-test/.

 

  

  1. Click Hide This Panel and click PUBLISH at the top.

 

 

  1. Click Exit Editor.

 

 

  1. If you went back to the page to edit any content or any part, do not forget to click the diskette icon at the top to save changes.

 

 

  1. If promoted to a browser window to leave the site, just hitt the option that allows you to leave.

 

 

From this point, the opt-in page using Instabuilder has been set up.

 

CREATE A THANK YOU PAGE

  1. From the InstaBuilder menu, click New Page.

 

 

  1. Choose a template. You can filter Thank You Page to only show thank you pages/templates.

 

 

  1. Click Choose to select.

 

 

  1. Remove the Click-to-Action button. Click the CTA button and delete the red trash bin icon.

 

 

  1. If prompted with a question to delete the element, click OK. (Screenshot below is from Chrome. It might be different for IE or Mozilla Firefox).

 

 

  1. From the menu at the left side, click the HTML element (with </> symbol) and drag to any part of the form where to place the widget.

 

 

  1. Click the box that says Edit this element to replace this text with your code. then click the gear to open up the Code Settings.

 

 

  1. Go back to your UpViral Integration page and copy the code under Step 5: Add the following code where you want your share widget to appear. It's the same code as provided on the 'Review & Publish' page, so it's possible you've already added this. and paste inside the Code (HTML/CSS/JavaScript) box under Code Settings menu.

 

 

  1. Click the diskette at the top to save the changes.

 

 

  1. Click the big gear icon at the top and go to Scripts/Codes.

 

 

  1. Go back to your UpViral Integration page. Copy the code under Step 4: Add the following code to the header or footer of your lead capture page. and paste it under Footer Scripts of the Scripts Settings menu.


 

  1. Click the diskette at the top and you should see the UpViral widget.

 

 

  1. The name of the page is defaulted to the template name. To change the URL, click Change Permalink at the top.

  1. Click Edit Permalink. In this case, we will be naming it as http://upviraltest.com/instabuilder-thankyou-uv-integration-test/.

 

 

  1. Click Close and publish the page by clicking PUBLISH at the top.

 

 

  1. Exit out from the page editor by click the arrow pointing downwards and clicking Exit Editor.

 

 

  1. If promoted to a browser window to leave the site, just hit the option that allows you to leave.

 

 

From this point, the Thank You page using Instabuilder has been set up.

 

COMPLETING THE INTEGRATION

 

  1. Go back to your campaign in UpViral.

  2. Under Ways to enter, go to Custom Lead Capture Page.

 

 

  1. Update the box under Step 1 : Enter the URL of your lead capture page with the URL of the opt-in page and the box under Step 2 : Enter the URL of your Share widget page with the URL of the Thank You page.

 

 

  1. Click SAVE URL’S AND CONTINUE to apply changes.

 

 

  1. Scroll down and at the bottom part of the page, under Test Integration, click CHECK INTEGRATION.

 

 

NOTE: You may ignore the errors that showed up. Integration in this case is still successful.


It’s a wrap! Instabuilder is now integrated with your UpViral campaign.