In this article, we will go over how to create your UpViral campaign.


Navigate to the Create Campaign page from the top menu. 



From here, you will need to enter a Campaign Name.

For the purpose of this tutorial, we will choose "Ebook Giveaway".


Click Create.



This will bring us to the setup process.


You will see on the left-hand side a series of steps you will have to undergo before the campaign can be completed.

The first thing you can do is offer a reward.



Step 1: Rewards


A reward is given after a participant earns a predetermined number of points. There is no chance or luck involved; if the requirements are met, then the reward is gained.


Since this step is optional, you can choose to skip it by clicking on "Skip this step".



Otherwise, set up your rewards by clicking on ADD A REWARD. This is where you can then enter the name of the reward, how many points are needed to attain the reward, and the reward type.



Once you have set up your rewards (or opted to skip that step), we can then move on to the next step: Setting up a sweepstake.


Step 2: Sweepstake


A sweepstake gives your audience a chance of winning a prize. Not everyone who enters gets to win, thus making it luck-based.



Participants increase their chances of winning by sharing your Sweepstake with their friends.


You can choose to turn the sweepstake on or off by clicking the button beneath Activate Sweepstake.



Once that is done, the next step is to set up your points system.


Step 3: Points


Under the Points section, you get to decide how many points your audience gets per action they take. Points will be used to unlock rewards or win prizes in Sweepstakes.


For example, you might want to give them 1 point for joining your campaign. Another option would be only to give them points when they actually refer another person to your campaign.



This is the page where you can determine how many points go to each action taken.


From there, we can move onto the Lead Capture portion of the setup.


Step 4: Lead Capture


Every UpViral campaign starts with building up your email list. This means asking for your leads' email addresses, plus any other information you may need.


From here, you have two options.


You may opt to choose the Lead Capture Page, which will host the campaign on UpViral. Otherwise, you may incorporate your campaign into your existing website by adding an Embeddable Widget.



If you choose to use the Lead Capture Page, you are then brought to a page where you can select the template you wish to use.



Selecting a template will bring you to the template editor where you can adjust the look and feel of your campaign, as well as the questions you ask your audience.


Saving this and going to the next page brings us to Social Share Pages.


Step 5: Social Share Pages


This is the page your audience will see after they have joined your campaign. After entering their name and email address, they will see a page where you will incentivise them to share your campaign with their friends.


Clicking on "CREATE NEW SOCIAL SHARE PAGE" will bring you back to the template selection screen, as you will have to set up the appearance of your share page as well.


This is if you chose to host the campaign on UpViral. If you had chosen to host the campaign as an embeddable widget, you would see templates for that.


Selecting a template will allow you to adjust how it looks, as well as choose which social share buttons to enable.



Saving and moving to the next step will bring us to Social Media Appearance.


Step 6: Social Media Appearance


From here, you can control how your campaign will appear on social media after subscribers share their referral link.


People will see a certain headline, description, and image, and this is where you get to adjust how that will look.


So enter a title, description, and image. You can set this up for other social networks as well by clicking on the tabs above the section.



Then we move onto Email Notifications.


Step 7: Email Notifications


This is where you set up the emails that you send out to your audience, depending on which conditions are met.


For example, if someone subscribes to your campaign, you will need to determine what kind of email they will receive. The same goes for what you send out when they get their friends to sign up as well.



Step 8: Email Autoresponder


From there, you would want to make sure that anyone who signs up for your campaign would end up in your email autoresponder


This is where you can select your email autoresponder. However, for new users, you will have to set it up, which can be done in a few short steps.


Click on the + button next to the drop-down list. This will bring up a prompt where you can select your autoresponder from our extensive list. In case your autoresponder is not on the list, you can select the HTML Form and opt to use that instead.




The next section covers advanced settings that we will go over in another article.


From there, a link to your campaign will be generated, which you can then begin sharing.