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

On your Upviral Dashboard, click on Create New Campaign and choose the template:

You may select Custom Campaign to create your own campaign or select any of the available pre-created campaign templates as shown below. These pre-created campaign templates can be edited and personalized to suit your needs.

Here is a video for your reference:

For custom campaign:

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 create an incentive.

Step 1: Incentives

An incentive 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 "Actions".

Otherwise, set up your rewards by clicking on Add Incentive. 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: Grand Prize

A grand prize 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 the grand prize with their friends.

You can choose to turn the grand prize on or off by clicking the button at the bottom left.

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

Step 3: Points

By clicking on Actions, 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, you will also set up your Custom Actions

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 Landing 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 Landing Page, you are then brought to a page where you can select the template you wish to use.

You will have the option to select Upviral Template and it 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.

You may also click on "Page from my campaigns" to view and select the pages that you have created from the previous campaigns and re-use them.

You can also click on "Create Custom Page" if you'd like to start from scratch.

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 incentivize them to share your campaign with their friends.

Clicking on Add Template 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 different 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 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: 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.

Step 9: Advanced settings

Here you will do all the technical steps to your campaign, it differs a little depending on if you are using an Upviral hosted landing page or if you are using a widget.

Step 10: Installation

Like advanced, the installation will differ depending on your lead capture type, for landing pages, you will get the campaign URL. For embeddable widgets, you have an option to integrate your campaign to your own page as an Embedded Widget, Pop-up Widget, or HTML form. 

Landing page:

Embeddable widget:

Step 11: Review and go live. 

The last step to setting your campaign live will be to review all the elements, check that there are no errors and then start your campaign. 

If the card is Grey, you have left that section with default settings.
If the card is Green, you have made some customizations and all is well.

If the card is Red, you have an error that needs to be addressed. 

Once you set the campaign live you will then be sent to the promotion page to start promoting your campaign. 

How To Create Pages and Widgets Using the Drag & Drop Editor:

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3 - To speed up ticket resolution, follow these useful tips How to Write the Perfect Support Ticket (That Gets Results Fast)