(Note: feel free to skip steps 1-4 if your campaign is already launched and you have an opt-in and share design created.)
Step 1 - Make sure you create an UpViral campaign first by clicking on "Create New Campaign" at the top of your dashboard.
Step 2 - You can head straight to the Design Pages section so you can create an opt-in and share widget design first (it's important that you have these two created before installing UpViral into your own website or else you wouldn't be able to launch the campaign).
Step 3 - When editing either your opt-in page or share page templates, make sure you click on the third button (widget view) at the topmost portion of the page so that you can see how the UpViral widget looks like in widget view.
(Note: for HTML form setups, you don't necessarily need to design your opt-in form since you'll be using your own page's form which usually already has its own design; you just need to make sure the fields on UpViral are similar to the fields you have on your page's form. So if you have a phone field on your page's form, make sure you also have a phone field for example on your UpViral form. For other setups such as a standard embedded widget, popup widget, or popover widget, the design you create on the opt-in form would be the design that will be shown on your live page).
Step 4 - After making sure you have opt-in and share designs created, you can now launch your campaign by clicking on the Launch Campaign buttons.
Step 5 - Installation
First, click on the "Embed campaign" button once you're on the Publish tab of your campaign.
This will then open four steps, in which the first one is to choose how you want to embed your campaign as.
- Standard - if you want to embed UpViral as a widget directly displayed on your website
- Pop-up - if you want to use a text/button before the UpViral widget is displayed as a pop-up on your website
- Popover - if you want to use a popover button before the UpViral widget is displayed on the corner of your website
- HTML form - if you already have an existing form with name and email fields (usually for ClickFunnels setups or setups where you're using your own autoresponder form design on a page)
The second step is to choose where you want the share widget to be displayed. If it's on the same page, choose the first option. If it's on a different URL (usually the page after your opt-in page), then paste the URL of your share page on the second option.
The third step is to choose where you want referral traffic to go to. Usually this is the same URL as your opt-in page if you want the loop of opt-in - share - opt-in to continue as people refer their friends back to the page they signed up from. If you want to use UpViral's page for the opt-in, then choose the first option. If you have your own opt-in page on your website, choose the second option and paste the URL of your opt-in page on the field.
Finally, the fourth step will show you what codes you need to copy and paste into your website's editor. If you're not sure how to add codes onto your specific webpage, you may need to contact your webhost.
The codes displayed in this final step also vary per widget type that you chose, sometimes this just shows 1-2 codes (ex. Standard embedded widget, Pop-up, and Popover setups) but sometimes it shows 3 codes (ex. HTML form setups), so be sure to copy all of the codes in their respective places depending on the widget type you choose.
Example for HTML form setups:
Copy Code 1 on the body of your lead capture page
Copy Code 2 on the header/footer of your lead capture page (if you have pages in between your lead capture and thank you page, you can paste this on those pages as well)
Copy Code 3 (share widget) on your share/thank you page