When using UpViral you have the option to integrate it into your own websites or 3rd party tools. 


Below we'll guide you through how to set this up exactly.


Requirements

Please note that in order for UpViral to work, your audience will need to enter their email address in the UpViral form first.


In other words, in order to integrate UpViral into your website you'll need to add an opt-in form (where your visitors can enter their email address in). Only after entering their email address, the UpViral integration will work.


Step 1 - Create an integrated UpViral campaign


Create a new UpViral campaign by clicking on "Create Campaign" at the top.


Next, enter a name for your campaign and hit "Create".




Then you can set up your Campaign you can get more information from here on setting up your campaign: 


How to Create a Campaign


Finally it's important that you select the option to "Embed Into My Existing Tools":




Step 2 - Add your Lead Capture Widget


In this step you'll need to select the Lead Capture widget where you will have to embed to your opt-in page. You can check out more information about setting up your lead capture widget here: Create Your Lead Capture


Step 3 - Add your Share Widget


Next you'll need to enter the link to your your thank-you page. This is the page where you want the viral widget to appear.


You can check out here for more information about setting up your Share widget: Create your Share widget


On the 'Installation' section of your campaign, you can add the URLs of your Lead Page and Share page 


Note: You can add multiple links as well if you would like to show the viral widget on multiple pages. Once you've added your first link, click on the plus sign to add your 2nd (or 3rd, 4th, etc) link. You'll have the option to use these links for split-testing.


  • When split-testing is enabled for a certain link, subscribers to your campaign will randomly see any of your thank-you pages that have this enabled. By doing this, we can keep track which thank-you page will perform best (e.g. gets people to share the most).
  • When split-testing is disabled we will not send any visitors that way after they registered. This is handy if you would like to show the widget on other places besides the initial thank-you page.


Step 4 - Create your referral widget


Under the Install Code step of your Installation section of your campaign you'll need to decide whether you want to show your widget as a popup (on top of your existing page) or embedded into your page. 






Step 5 - Integrate your campaign into your website or tools


Once you've set up your campaign, it's time to integrate your campaign into your website. There are a couple of things you'll need to do for that.


Step 5a - Navigate to the "Installation" tab inside your campaign for the following steps. 


Step 5b - copy paste the JS code to your pages under the HTML Form (Advanced) tab 




Copy this code, and paste it to the bottom of your pages (just before the </body> tag). 


This means it needs to be added on your opt-in page.


Step 5c  - copy-paste your embedded code


In case you chose to embed your campaign, you will see this on your Installation page as well: 




Copy-paste that code onto your thank-you page. Where you put that code into your page, is also the location where the UpViral widget will be shown.


Step 5d - add the UpViral email form into your website


Finally, you'll need to add this code into your website:



This is an form code, which will add an email opt-in form to your website. 


Please note that your audience needs to enter their email address into this form in order for the widgets to appear.


There are multiple ways you could do this:

  • You could copy-paste this code right into your website, in case you want to use our opt-in form as-is.
  • In case you already have a tool that collects email addresses (e.g. a plugin or other 3rd party tool), you can add the HTML form code into that tool - so that you can keep on using your existing opt-in forms. Your tool will then submit your audiences' email addresses into UpViral.