This guide provides the step by step process to create a campaign that uses WordPress hosted lead and thank you page powered by UpViral referral system.

 

After going through this guide you will be able to;


  • Setup Campaign / giveaway on UpViral
  • Create Optin / Lead Page and Thank You page in WordPress
  • Integrate Lead and Thank You page with UpViral Referral System
  • Integrate your autoresponder with UpViral

 

Step 1 - Create Campaign in UpViral

 

To start off, login to UpViral Dashboard at the login link http://app.upviral.com.

 

Once inside the Dashboard, from the top menu click Create a Campaign option. In the next screen provide the name of the campaign you want to create.

 

When you click next, UpViral will ask to you provide the type of campaign you want to create.


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You can select from either a Contest, Giveaway or a Generic Campaign. 

 

Now in the next step, UpViral will ask you define where you will host your campaign. As we are hosting this campaign on WordPress (for Lead Pages and Thank you pages) , please select “Integrate into my existing tools / 3rd party tools”.

 

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Once you select the integrate into my existing tools, UpViral will lead you to the campaign editor menu where you will be adding the links of lead and thank you page along with referral widget, giveaway rules and email settings.

 

Step 2 - Setup UpViral

 

Once the initial setup is complete we will now; 


  • Add Lead Page and Thank you Page URL from WordPress to UpViral ( on lead and thank you page)
  • Create Referral Widget
  • Define Social Media Appearance
  • Configure Giveaway Reward Points and Rules
  • Setting Up Email Notifications and Autoresponder
  • Get / Copy campaign code snippet from UpViral to be copied on WordPress

 

A - Setting up Optin / Lead Page in UpViral

 

First off, you need to get the actual WordPress URL of your Optin Page and Thank you page. However, as we haven’t completely created the page yet, we will use dummy links for now in the Lead and Thank You Page URL.

 

In your UpViral Dashboard (assuming that you're in your campaign dashboard) >> Settings tab >> on the Appearance Menu Click Lead Pages >> paste the Dummy URL for Lead Page.


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Once saved, Click Next: Setup Thank-you page

 

B - Setup Thank you page in UpViral

 

The process is almost same as adding Lead Page / Optin URL. On your UpViral Dashboard (Assuming you are already in your campaign / dashboard) >> Settings tab >> on the Appearance Menu

 

Click Thank-you Pages >> paste the Dummy URL of your WordPress Thank-you page and click Save.

 

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C - Create Referral Widget

 

Referral Widget is an UpViral component that is displayed on the Thank you page (after a user has opted in for the giveaway /giveaway). The referral widget provides the referral link of the opted in user and ways to share the giveaway/giveaway referral URL on popular social networks.

 

Once a user has setup its Thank you page URL from WordPress to UpViral, UpViral will automatically lead the user to the Referral Widget section.

 

When on the Referral Widget section, click “Create New” on top right part of the page.

 

After naming and selecting the referral widget template, you will be taken to a Widget Editor menu where you will customize the content, social sharing icons and other components.


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The Referral Widget can be shown 1) as a popup on top of your thank-you page, or 2) embedded into your thank-you page. For this guide, we are using the popup widget.

 

D - Setup Giveaway Rewards & Rewards Points

 

Now here you will define the Reward (s) you are giving away and the rewards points structure.

 

Rewards - Here you will define / upload your reward and the total points needed to unlock the reward.

 

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Rewards Points- In this section, you will define the exact number of points needed to win the giveaway.

 

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E - Email Notifications

 

On the email notifications section, you will define the different emails that will be sent out automatically. Typically, a giveaway contest is configured with email when a user registers, someone signups through their referral link and when they win a contest.

 

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Using UpViral you can create the entire email message that will be sent out using your autoresponder


F - Email Autoresponder

 

In this section you will define the autoresponder you will be using for this giveaway.

 

However, before specifying the autoresponder you need to add one. Go to Dashboard > Settings > Autoresponders and click on Add New Autoresponders.

 

Select your autoresponder from the list and add a name to it. For this giveaway we are using MailChimp and the integration requires Secret API Key to be added before you can start using it.

 

Most autoresponders with either require the API key or will UpViral will automatically direct you on their website to authorize it.

 

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Step 3 - Configure WordPress

 

Now as everything is setup on UpViral, you need to setup WordPress with UpViral codes.

 

These code will be implemented on both optin (leadpage) and thank you page. The UpViral automatically generates a code snippet that enables;


  • Create and Activate Optin Page / Lead Page
  • Create and Activate Thank You Page
  • Activate the Referral Widget on Thank You Page
  • Integrate the autoresponder with UpViral and WordPress

 

A - Setup Optin Page of your WordPress

 

Now this is the process where we will start creating Lead and Thank you page in WordPress. The Lead Page will be the optin or entry point into the New Year 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.

 

Note: Before setting up the Optin page or even Thank You page,  you need to add a Header / Footer Plugin for WordPress. We recommend adding this plugin - Insert Headers and Footer Plugin

 

To start off, Login to your WordPress Site Dashboard  and create a New Page.

 

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You can give this page any name such as Optin Page.

 

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Now from the WordPress Editor select “Text” option.

 

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Now copy the optin form code from UpViral > Your Campaign > Settings > Integration


 

And paste in the “Text” section of your WordPress page.

 

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Now you need to add the Snippet Code in the Footer of the Optin Page.

 

First copy the Java Snippet code from UpViral > Your Campaign > Settings > Integration.

 


And now paste it in the footer of your optin page.

 

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This concludes setting up of the Optin Page on WordPress.

 

B - Setup Thank you Page

 

Now again, on your WordPress Dashboard create new Page. This will be your Thank You Page.

 

Similar to the Lead Page, we will also need to add the Java Snippet code in the footer of Thank You Page.

 

Go to UpViral > Dashboard > Your Campaign > Integrations and copy the javascript code snippet from there.


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And paste this code in the footer of your Thank You page.

 

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Once done save and publish the page.

 

Now go back to UpViral and replace the Lead and Thank You Page URL’s you just created, in place of the dummy URL’s.

 

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At this stage, the Campaign has been setup successfully using the integration between UpViral and WordPress.