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

 

After going through this guide you will be able to:

  • Create Optin / Lead Page in ThriveLeads 

  • Create Thank You page in ThriveLeads

  • Integrate Lead and Thank You page with UpViral Referral System

  • Integrate your autoresponder 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 OPTIN PAGE

 

Now this is the process where we will start creating Lead or Opt-in page in ThriveLeads. The Lead Page will be the optin or 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 optin page. Here are the steps:

 

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

 

 

  1. From the Thrive Dashboard menu, go to Thrive Leads.

 

 

  1. From the Thrive Leads page, click the blue ADD NEW button just beside Lead Shortcodes menu.

 

 

  1. Give a name for the Lead shortcode. In this case, let us name it as UV Integration Optin Test. Click ADD LEAD SHORTCODE button.

 

 

  1. Click Edit.

 

 

  1. Click the CREATE FORM.

  

 

  1. Name the form. In this case, we will name it as UV Integration Optin Form Test.

 

 

  1. Click on CREATE FORM.

 

 

  1. Click the blue pen (Edit Design) button to edit the form.

 

 

  1. Choose any Opt-in templates. In this case, we will be using Shortcode Set 024. Scroll down and click Choose template to select the form.

 

 

  1. From the form to be designed, click the Opt-in element and click Connect with Service button. 

 

 

  1. Click Create a new Connection.

 

 

  1. Under Step 1: Choose Connection Type, selected HTML Form Code and click Go to the next step.

 

 

  1. Copy the code under Step 3: Add the following HTML form code into the ‹body› tag of your lead capture page to the box under Step 2: Insert HTML code.

 

 

  1. Label the fields, preferably, the same name as the Field Properties.

 

 

  1. Click Save Changes.

 

 

  1. Go back to your Integration page in UpViral and copy the javascript code under Step 4: Add the following code to the header or footer of your lead capture page. as seen on the blue box.

 

 

  1. Click the HTML button, the one that says </>.

 

 

  1. Add the copied javascript code on the HTML form that popped out and click Save.

 

 

  1. Click Save Changes again to apply changes.

 

 

From this point, you have setup your option form through the ThriveLeads plug-in of Wordpress.



CREATE A THANK YOU PAGE

 

Now this is the process where we will start creating Thank you page in ThriveLeads. The Thank You page will also serve as the share widget or element. Here are the steps on creating your Thank Ypu page:

 

  1. From the Thrive Dashboard menu, go to Thrive Leads.

 

 

  1. From the Thrive Leads page, click the blue ADD NEW button beside the Lead Shortcodes menu.

 

 

  1. Give a name for the Lead shortcode. In this case, let us name it as UV Integration Thank You Test. Click ADD LEAD SHORTCODE button.

 

 

  1. Click Edit.

 

 

  1. Click the CREATE FORM.

 

 

  1. Name the form. In this case, we will name it as UV Integration Thank You Form Test.

 

 

  1. Click on CREATE FORM.

 

 

  1. Click the blue Pen (Edit Design) button to edit the form.

 

 

  1. Choose any Opt-in templates. In this case, we will be using Shortcode Set 023. Scroll down and click Choose template to select the form.

 

 

  1. From the form, delete the Click-to-Action button. Hover over the CTA button and click the red ex (X) to delete.

 

  1. Drag a </> Customer HTML element under Thrive Leads Settings to where the opt-in form and CTA button was deleted

 

 

  1. Click </> Insert Custom HTML button and Insert Custom HTML into the Page box should appear.

 

  1. Go back to the UpViral's Integration page. 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 to the Insert Custom HTML into the Page from ThriveLeads Wordpress page.

 

 

  1. Click “Save”.


 

  1. Click “Save Changes” at the top.

 

 

  1. Go back to the Thrive Leads Dashboard and take note of the Thrive Leads ID. Place on a notepad and note if it’s the Optin page or the Thank You page

 

 


SETTING THE OPTIN AND THANK YOU PAGE UP ON WORDRESS

  1. Go back to the Wordpress menu.

  1. From the Wordpress menu, hover over to the Pages menu and click All Pages.

 

 

  1. We will now be adding the Opt-in page. Click “Add New” button from the “Pages”  menu.

 


  1. Under Add New Page, name the page (ThriveLeads Test Page in this case) and paste the ThriveLeads code as taken from the ThriveLeads dashboard you have just took note.

 

 

  1. Click Publish.

 

 

  1. Take note of the Permalink as this serves as the Opt-in Page’s URL.

 

 

  1. Click on Add New again. This time we will be adding the Thank You page.

 

 

  1. Under Add New Page, name the page (ThriveLeads Thank You Test Page in this case) and paste the ThriveLeads code for the Thank You page as taken from the ThriveLeads dashboard you have just took note.

 

 

  1. Click Publish.

 

 

  1. Take note of the Permalink as this time, it will serve as the Thank You page’s URL.

 

 

  1. Update Step 1: Enter the URL of your lead capture page and Step 2: Enter the URL of your Share widget page with the permalinks for opt-in and thank you pages, respectively, and click the SAVE URL’S AND CONTINUE button.

 

 

  1. Scroll down and under Test Integration, click CHECK INTEGRATION button.

 

 

NOTE: Ignore any errors which might come up.


From this point, your lead capture or Opt-in page using the Wordpress plug-in ThriveLeads and Thank you page or Share widget should not be integrated.