This guide provides the step by step process to create a campaign that uses Shopify 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 Shopify
  • 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

For a step by step instructions you can refer here on how to Create a Campaign

Now on the step, where you set up your Lead Capture UpViral will ask you define where you will host your campaign. As we are hosting this campaign on Shopify (for Lead / Optin Page and Thank you page) , please select “Embed a widget”.

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Once you select Embed a widget, UpViral will lead you to the campaign editor menu the same goes with setting up Share Widget.


Step 2 - Setup UpViral Embedded widgets

For Embedded Lead Capture widget you can refer on Option 2 here: https://support.upviral.com/support/solutions/articles/4000127890-create-your-lead-capture-page 


For Embedded Share widget you can refer on Create Share widget (Embedded) here: https://support.upviral.com/support/solutions/articles/4000128421-create-your-share-page 


A - Setting up Optin / Lead Page in UpViral

First off, you need to get the actual Shopify 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) >> Review Campaign >> Installation >> paste the URL of your Shopify Lead Page

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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) >> Review Campaign >>Installation >> paste the URL of your Shopify Thank-you page and click SAVE URL's AND CONTINUE.

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C - Create Share 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 Shopify 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 Share 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.

For more details here's a detailed information of how to set this up: https://support.upviral.com/support/solutions/articles/4000129712-how-to-set-up-rewards 


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

For more details here's a detailed information of how you can set up your Points: https://support.upviral.com/support/solutions/articles/4000128949-how-to-set-up-points-for-your-campaign- 


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.


For more information you can check out how to set up notifications here: https://support.upviral.com/support/solutions/articles/4000075835-how-to-set-up-email-notifications 


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. Here's more information on how to add your autoresponder: https://support.upviral.com/support/solutions/articles/4000075847-how-to-add-your-autoresponder- 


Select your autoresponder from the list and add a name to it. 


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


Step 3 - Configure Shopify

Now as everything is setup on UpViral, you need to setup Shopify 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

A - Setup Optin Page of your Shopify

Now this is the process where we will start creating Lead and Thank you page in Shopify. 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.

To start off, Login to your Shopify stpre Dashboard  and from the Online Store menu, select Pages.

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and when you are inside , click Add Page.

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

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 Now click the <> icon from the page Editor.


This will open the HTML editor for that page.

Now copy the optin form code from UpViral > Your Campaign > Review Campaign > Installation > HTML Form (Advanced) >

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And paste it in the HTML editor of your Shopify Lead / Optin Page. 

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 > Review Campaign> Installation > HTML Form(Advanced) > Step 4.

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And now again paste it in the same place on your optin page, just beneath the optin form code.

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After adding the both the codes save the page.

This concludes setting up of the Optin Page on Shopify.

B - Setup Thank you Page

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


Go to UpViral > Dashboard > Your Campaign > Installation > Widget (recommended)

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And paste this code in the HTML footer of your Thank You page. Make sure the code is always at the end, if you want to add custom content or styling to the page.

  

Once done save and publish the page.


At this stage, the Campaign has been set up successfully using the integration between UpViral and Shopify.



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