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, beside the CREATE A CAMPAIGN button is where you can add the title to your Campaign, click on that button once you've set up your campaign title.



  1. You will be directed on Rewards setup screen. If you're running a Giveaway campaign here's where you can set up your rewards. If you're running Sweepstakes campaign you can skip this step by click on the 'Skip this step' then next to the Sweepstakes section is the Points section where you can set up points for your campaign. 


 

  1. On the Appearance section is where you can set up your Lead Capture, select EMBED INTO MY EXISTING TOOLS

  2. You will be brought to a page where you can select the Lead Capture widget you want to embed to your site or tool used. Click on the 'Select Template' button of the widget of your choice. 

            

 

  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. You can now set up your Share Page or Share widget. Select the Embed a Widget option

    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.


    Select the Share Widget you want to embed to your thank you page or share page by clicking on the Select Template
    Edit as desired. Click SAVE and GO BACK after editing.


 

  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 Install Campaign section, place in a dummy URL for the meantime (any URL will do) on Step 1: Enter Campaign URL. In this case, we will be placing in “http://www.upviral.com”. Then click the SAVE URL'S AND CONTINUE button, you can skip the Step 2: Choose Share Page URL section and add the URL of your share page or thank you page later on.

 

 

  1. Under Step 3: Install code, 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.