This guide provides the step by step process to create a campaign that uses Shopify hosted lead and share/thank you page powered by the UpViral referral system.
After going through this guide you will be able to:
Set-up a campaign or giveaway using UpViral.
Create an opt-in/lead capture page and share/thank you page in Shopify.
Integrate the lead page and share/thank you page with the UpViral referral system.
Integrate your autoresponder with UpViral.
Step 1: Set-up your rewards and points.
Here, you will need to define the reward(s) you are giving away and the rewards points structure. The basic steps involved include naming your reward, assigning points for your participants to unlock it, and specifying your reward type.
Here’s detailed information on setting up your reward/s: https://support.upviral.com/support/solutions/articles/4000129712-how-to-set-up-rewards
Here’s detailed information on setting up your points: https://support.upviral.com/support/solutions/articles/4000128949-how-to-set-up-points-for-your-campaign-
Step 2: Set-up your lead capture page and share page.
UpViral will ask you how your visitors will be signing up for your campaign.
Since you are hosting your campaign on your Shopify website (for both lead capture and share pages), be sure to select the Embeddable Widget.
After selecting this option, you will be taken to a section where you need to set-up your lead capture widget.
Here’s more information on creating the embedded lead capture widget: https://support.upviral.com/support/solutions/articles/4000127890-create-your-lead-capture-page
Next, you need to set-up your share widget. Choose Embed a widget.
Here’s more information on creating an embedded share widget: https://support.upviral.com/support/solutions/articles/4000128421-create-your-share-page
For the social media appearance section, this is where you decide how your campaign will look on social media (Facebook, Twitter, Pinterest) and email.
Simply complete the fields and upload an image of your campaign:
Step 3: Set-up your email notifications and autoresponder.
For this section, you will define the emails that will be sent out automatically to your leads and their triggers.
Check out this guide to learn more about setting up email notifications: https://support.upviral.com/support/solutions/articles/4000075835-how-to-set-up-email-notifications
Next, you will be setting up the email autoresponder that you will be using in the campaign. But 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-
(Note: Most autoresponders with either require the API key or will UpViral will automatically direct you on their website to authorize it.)
Step 4: Install the UpViral code on your Shopify website.
First off, you need to get the actual Shopify URL of your opt-in page and share/thank you page.
But assuming that we haven’t completely created these pages yet, for demonstration purposes, we will use dummy links in the lead and share page URL fields.
Head over to Review Campaign >> Installation. Paste the URLs of your Shopify website lead page and share/thank you page in steps 1 & 2:
Step 3 is where you will be Installing the UpViral code on your website. You have two options:
HTML Form (advanced)
By using Widget (recommended), you can have your widget appear as an embedded or pop-up form. You can also adjust the widget alignment (Left, Center, or Right).
There’s a code provided at the bottom which you should copy and paste into the HTML editor for the Shopify page.
On the other hand, if you choose HTML Form (advanced), you will need to complete these details:
And then copy and paste the form codes below to your HTML editor:
If you don’t know how to create your lead and share pages in Shopify, follow these steps:
To start off, Login to your Shopify store Dashboard and from the Online Store menu, select Pages.
When you are inside, click Add Page.
You can give this page any name such as Optin Page.
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 (My Campaigns) > Setup > Review Campaign > Installation > Step 3: Install Code > COPY CODE depending on whether you chose Widget (recommended) or HTML Form (Advanced)
Note: In the example screenshots below, we are using the code for HTML Form (Advanced)
And paste it in the HTML editor of your Shopify lead/opt-in page.
Now you need to add the Snippet Code in the Footer of the Optin Page.
And now again paste it in the same place on your opt-in page, just beneath the opt-in form code.
After adding both the codes save the page.
This concludes setting up of the opt-in page on Shopify.
Setting Up Your Share/Thank you Page:
Now again, on your Shopify Dashboard create new Page. This will be your Thank You Page.
Go to UpViral (My Campaigns) > Setup > Review Campaign > Installation > Step 3 Install Code.
Then copy the code in Step 5:
And paste this code in the HTML footer of your share/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!