This guide provides the step by step process of initial stage when creating a campaign to be integrated for a 3rd party tool such as Click Funnels, Wordpress lead capture plug-ins, LeadPages and others.


After going through this guide, you will be able to learn the initial steps needed during campaign creation prior to integrating 3rd party tools. Here are the steps:

  1. Login to UpViral Dashboard at the login link http://app.upviral.com.

  2. Once inside the Dashboard, from the top menu, go to Create a Campaign tab. On the next screen, name your campaign and click CREATE.



  1. You will be directed on Lead Capture setup screen. Select EMBED INTO MY EXISTING TOOLS.


 

  1. On Create your lead capture widget setup page, select your desired template. Click Select Template.


 

  1. Edit as desired. After editing your widget, click SAVE; then, GO BACK to return to the Setup dashboard.


 

  1. As you go back, click SAVE & NEXT: SETUP SOCIAL SHARE TEMPLATES


 

  1. Edit as desired. Click SAVE and GO BACK after editing.



  1. Under What type of share-page do you want?, select Embed a Widget.

 

 

IMPORTANT: DO NOT SELECT CREATE FULL WIDTH PAGE. THIS WILL LEAD YOU TO A SETUP ROUTE WHERE YOU MIGHT NOT BE ABLE TO OBTAIN CODES THAT WILL BE USED UPON INTEGRATION.

 

  1. Under Share widget, click SAVE & NEXT: SOCIAL APPEARANCE.


 

  1. Continue setting up your campaign. Click the links below for the video tutorials:

    1. Control Social Media Appearance

    2. Referral Point Setup

    3. Run a giveaway

    4. Run a sweepstake/contest

    5. Email Notifications

    6. Email Autoresponder

  1. From the Review Campaign section, place in a dummy URL for the meantime (any URL will do). In this case, we will be placing in “http://www.upviral.com”.

 

 

  1. Under Install your widget, select whichever you desire:

    1. If you want your widget embedded, select EMBEDDED.

    2. If you want the lead capture or widget popping out from the screen, select POPUP.


 

  1.  Click Tip: Integrate your campaign into your own lead capture pages here link.


 

  1. Under Ways to enter menu, click Disabled to switch the button and it will show the Enabled button. 


 

  1. This directs you to Integrate into your custom lead capture pages screen where the URL that you have entered under Enter the URL of your lead capture page will show. Place in another URL as well under Step 2: Enter the URL of your Share widget page and click SAVE URL'S AND CONTINUE button.


 


From this point the HTML and JS (Javascript) codes needed for integration are all visible. Pause from this page since these codes will be needed when integrating with the lead magnet/lead capture tool.