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 or a Lead page in ClickFunnels
  • Create a Thank You page in ClickFunnels
  • Integrate Lead and Thank You page with UpViral Referral System
  • Integrate your ClickFunnels 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 and Thank you page in ClickFunnel. 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. On your Click Funnel dashboard, click Add New:



  1. On click Add New Funnel window, click the Choose button select Collect Emails.



NOTE: The key objective behind your giveaway is to capture emails and build up email / contact list of participants. Therefore, our lead page must be designed to capture emails.


  1. On Add New Funnel Wizard, name the funnel and click on Build Funnel button.



  1. This will direct us on the funnel dashboard. Select an Email Optin Template. In this case, we will be selecting, "Dark Big Headline".



NOTE: You can leave the Select Group Tag blank.


  1. Click Edit Page to edit the page and edit the Optin Page as necessary.



  1. Click Save on the upper right corner of the page for any changes and click on the back arrow on the upper left corner to exit back from the editor and go back on the dashboard:



From this point, an Optin page has been already set.



CREATE A THANK YOU PAGE


  1. Click on Thank You menu. Click on Select Template to choose the template to be used. In this case, we will be using "Simple Download page".



  1. Click Edit Page and edit the Thank You Page as necessary. 



  1. Click Save on the upper right corner of the page for any changes and click on the back arrow on the upper left corner to exit back from the editor and go back on the dashboard:




SETTING UP LEAD/OPTIN IN UPVIRAL FOR INTEGRATION


From the point, both UpViral and ClickFunnel campaigns has been set up. The next steps show how to integrate the ClickFunnels to your campaign.


  1. Get the actual ClickFunnels URL of your Optin Page and Thank you page.


Optin Page



Thank You Page



  1. Go back to the Setup dashboard of your recently created UpViral campaign. This is your campaign where you paused from the Review step and click Tip: Integrate your campaign into your own lead capture pages here.



  1. This will direct you to Ways to Enter tab. Within You can integrate UpViral into your own custom lead capture pages and/or 3rd party tools window, Disabled button shows as a default. Click it to and it will switch to Enabled.



  1. Under Integrate into your custom lead capture pages::

    • Place in the link of Click Funnel's optin page to Step 1:Enter the URL of your lead capture page.

    • Place in the link of Click Funnel's Thank You page to Step 2:Enter the URL of your Share widget page.

    • Click SAVE URL'S AND CONTINUE.



  1. Go back to Click Funnels. From your funnel dashboard, select your Optin page and click Edit Page.



  1. From the page editor, hover your mouse to the SETTINGS menu at the top and click INTEGRATIONS.



  1. Under EMAIL INTEGRATION SETTINGS appearing on the right pane, set the following:

    • INTEGRATION should be null (Html Form)

    • ACTION should be Integrate Existing Form



  1. On PASTE WEB FORM CODE (HTML):, paste the code under Step 3: Add the following HTML form code into the ‹body› tag of your lead capture page as left of from UpViral.



  1. After pasting the code, click Parse & Save Web Form.



  1. Ensure that name fields matches up with respective input, text area or drop down elements.



  1. Go back by clicking any part of the page and hover the mouse over once again to  SETTINGS and click TRACKING CODE.



  1. Under FOOTER CODE of the TRACKING CODE window, paste the code inside UpViral's Step 4: Add the following code to the header or footer of your lead capture page box.



  1. Exit out from the window to go back and click SAVE at the top.




SETTING UP THE THANK YOU / SHARE PAGE IN UPVIRAL


After the Lead / Optin Page, we will now configure the Thank You Page.


  1. From your funnel dashboard, select your Thank You page and click Edit Page.



  1. We will need to add an ELEMENT. Hover your mouse to the ELEMENTS menu at the top and click ADD ELEMENT.



  1. Under ELEMENTS appearing on the right pane, kindly scroll down from the choices and please choose CUSTOM JS/HTML. Drag it to the location where you want the share widget added.



  1. Once you have  added the  CUSTOM JS/HTML and placed to where you want your share widget to show. Kindly click the OPEN CODE EDITOR 



  1. Paste the widget code to the box that will show up after clicking the OPEN CODE EDITOR.


  2. Exit out from the window to go back and click SAVE at the top.


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 optin page.

 

 

  1. Update the box under Step 2 : Enter the URL of your Share widget page with the URL of the thank you page. The Thank You page is where the Share widget will appear.

 

 

  1. Click SAVE URL’s AND CONTINUE

 

 

  1. Scroll down and click CHECK INTEGRATION.

 

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