This guide provides a step-by-step process on installing your UpViral campaign as a popover widget. This would be useful if you're installing UpViral on a third-party tool such as ClickFunnels, WordPress, LeadPages, and others.


(Note: If you haven't created your Upviral campaign, you may follow the steps on How to create a campaign?)


Installation & Embedding Your Campaign 

On the SETUP page, click Embed from the left-hand panel. Then click on  + Create embed



STEP 1 
In the Where will you embed the campaign field, type the URL of the website where you want the campaign to appear.



STEP 2

Select Your Opt-In Form

  • Choose UpViral opt-in form to use the built-in UpViral widget.

Alternatively, choose Connect your own form if you prefer to use your site’s existing form.

 (For this guide, we’ll select the UpViral opt-in form.)




STEP 3

Under How you want to display your campaign, select POP-UP.
 ✅ This option shows a floating widget that expands when clicked.







Configure Pop-Up Settings

Once you select Pop-up, you can adjust the following:

  • Popup background opacity – Set the transparency of the background overlay (e.g., 0 for transparent, 0.5 for dim).

  • Show pop-up on page load – Enable this to make the pop-up appear automatically when a visitor opens the page.

  • Days before showing pop-up again – Set how many days the pop-up should remain hidden after a visitor has seen it.

  • Closable pop-up – Allow visitors to close the pop-up manually.



Step 4:  Add and Test the Embed Code

  1. Add the embed code to your website, then click “Test Embedding” once you’re done.

  2. A pop-up message will appear saying “Keep the tab or popup open for proper testing.”

    • Simply click “Run Test” to proceed.

  3. If you encounter any issues during the test, try removing and reintegrating the code before testing again.





Step 5: Choose Where to Redirect Users

Choose where participants will access their Share Page after signing up.

You have two options:

Option 1: UpViral’s Share Page

If you select UpViral’s Share Page, participants will be redirected to the default UpViral-hosted Share Page.

Once this option is selected, proceed to the next step:

Step 6: Redirect Referral Users

Choose where to send referral traffic after signup.

  • Redirect referral users to this embed:
     Enable this option if you want referral visitors to be directed to the embedded version of your campaign (on your website).

  • If this option is disabled, referral traffic will be redirected to the Upviral-hosted campaign and not to your website

Option 2: Custom URL Page

If you select Custom URL Page, participants will be redirected to your own page where the UpViral share widget is embedded.

Once this option is selected, proceed to the next step:

Step 6: Where to Display Your Share Page

Specify where and how the Share Page should appear on your site.

  • Website or Page URL:
     Enter the exact URL where you’ve embedded the UpViral share widget.

  • Alignment within the Page:
     Choose how the widget should appear on the page: Left, Center, or Right.

  • Form Width:
     Adjust the width of the form (e.g., 80%) to fit your page layout.

  • Add the embed code to your website where you want the Share Page to appear.

  • Once added, click “Test Embedding.”

  • A pop-up message will appear saying “Keep the tab or popup open for proper testing.”

    • Click “Run Test” to verify the integration.

  • If you encounter any issues during the test, try removing and reintegrating the code, then run the test again.

Step 7: Embed and Test the Code

(This step applies if you selected Option 2: Custom URL Page in the previous step.)

  1. Add the embed code to your website where you want the Share Page to appear.

  2. Once added, click “Test Embedding.”

  3. A pop-up message will appear saying “Keep the tab or popup open for proper testing.”

    • Click “Run Test” to verify the integration.

  4. If you encounter any issues during the test, try removing and reintegrating the code, then run the test again.

FINAL STEP

Redirect Referral Users

Decide where referral leads (users who join via a shared link) will be sent:

  • Redirect referral users to this embed – Sends all referral traffic to this specific embedded version of your campaign.

  • Switch off – Referral traffic is sent to:

    • The UpViral-hosted campaign page, or

    • Any other website where this campaign was previously embedded.


A. You’ll see a confirmation message:  “Your campaign has been embedded successfully!” ?

B. Click on  Save and Exit to preview your live campaign.




If you encounter any difficulty in adding codes to your webpage, you may contact your web host for assistance.


How to get your support tickets resolved faster

Statistics have shown us that the more you tell us when you report an issue, the faster we solve that ticket. So...

1 - If you have screengrabs, please include them. A picture is worth a thousand words.

2 - If you have recorded a video showing the issue you're having, please include that as well. A video is worth a million words.
We recommend a free service called Loom for creating these videos. (this is a link to useloom.com)

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