This guide provides the step-by-step process of integrating your campaign with Instabuilder.

After going through this guide you will be able to:

  • Create Optin or a Lead page in Instabuilder
  • Create a Thank You page in Instabuilder
  • Integrate Opt-In and Thank You page with UpViral Referral System
  • Integrate your Instabuilder with UpViral

Prior to starting, review the guide below that shows the step by step process on initial steps of creating campaigns for integration:


How to create a campaign that can be embedded as a widget in my site?


CREATE AN OPT-IN PAGE


Now, this is the process where we will start creating Opt-In and Thank you pages in Instabuilder. The Opt-In Page will be the entry point into the giveaway. People will sign up for the giveaway via this page.


When the participants enter their information and signup for the giveaway, they will be directed to a thank you page, which acknowledges their participation and motivates them to share the giveaway with their friends and circles to increase their chances of winning.


Let us start with the opt-in page. Here are the steps: 

  1. Login to your WordPress Site Dashboard and click InstaBuilder.


  1. From the InstaBuilder menu, go to Dashboard.


  1. From the InstaBuilder Dashboard, click New Page.


  1. Choose a template. Select Text Squeeze to filter opt-in templates that enables someone to enter his name and email.

  1. Select any template. In this case, we will be selecting the Get Fit Now template. Click Choose to select.



  1. Click the form to make the form menu appear.




  1. Click the gear to make the Opt-in Settings appear. 



  1. Under Opt-In Settings, click Opt-In Form HTML Code and go to your Upviral campaigns Publish page > Embed Campaign > Installation then copy code 1 as shown below and Add the following HTML form code into the ‹body› tag of your lead capture page.



  1. Click Process.



  1. At the top (lower right part), click the huge gear icon.



  1. Under this menu, click Scripts/Codes.




  1. Under Footer Scripts of Script Settings, paste the code under Step 4: Add the following code to the header or footer of your lead capture page. of the integration page.




  1. The name of the page defaults to the template name. To change the URL, click Change Permalink at the top.



  1. Click Edit Permalink. In this case, we will be naming it as upviraltest.com/instabuilder-optin-uv-integration-test/ (see screenshot below):



  1. Click Hide This Panel and click PUBLISH at the top.



  1. Click Exit Editor.



  1. If you wish to go back to the page to edit any content or any part, do not forget to click the diskette icon at the top to save changes.


  1. If promoted to a browser window to leave the site, just hit the option that allows you to leave.


From this point, the opt-in page using Instabuilder has been set up.



CREATE A THANK YOU PAGE

  1. From the InstaBuilder menu, click New Page.



  1. Choose a template. You can filter Thank You Page to only show thank you pages/templates.



  1. Click Choose to select.



  1. Remove the Click-to-Action button. Click the CTA button and delete the red trash bin icon.



  1. If prompted with a question to delete the element, click OK. (Screenshot below is from Chrome. It might be different for IE or Mozilla Firefox).



  1. From the menu on the left side, click the HTML element (with </> symbol) and drag to any part of the form where to place the widget.



  1. Click the box that says Edit this element to replace this text with your code. then click the gear to open up the Code Settings.



  1. Go back to your Upviral campaigns Publish page > Embed Campaign > Installation then copy code 2 as shown below and Add the following code where you want your share widget to appear. 



  1. Click the diskette at the top to save the changes.



  1. Click the big gear icon at the top and go to Scripts/Codes.



  1. Upviral campaigns Publish page > Embed Campaign > Installation then copy tracking code found under code 1 as shown below and Add the code to the header or footer of your lead capture page and paste it under Footer Scripts of the Scripts Settings menu.




  1. Click the diskette at the top and you should see the UpViral widget.



  1. The name of the page defaults to the template name. To change the URL, click Change Permalink at the top.

  1. Click Edit Permalink. In this case, we will be naming it as upviraltest.com/instabuilder-thankyou-uv-integration-test/ (see screenshot below):



  1. Click Close and publish the page by clicking PUBLISH at the top.



  1. Exit out from the page editor by clicking the arrow pointing downwards and clicking Exit Editor.



  1. If promoted to a browser window to leave the site, just hit the option that allows you to leave.



From this point, the Thank You page using Instabuilder has been set up.


COMPLETING THE INTEGRATION:


STEP 1:
Click on the "Embed campaign" button once you're on the Publish tab of your campaign.



STEP 2:
Then click "+ Embed campaign on your Website".


STEP 3:
Enter your Website URL where you want to Embed your Opt-in Widget. 


STEP 4:

Select HTML-Form to Integrate Instabuilder with Upviral


STEP 5:
Choose whether you want the widget to load on the same page or redirect to another page after opting in. If choosing the latter, copy and paste the URL of the page where you want the widget to redirect to (usually your thank you/share page URL)


STEP 6:
Then, the Installation page 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 to 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. 


Click the "Test Embedding" button to review and check if the Widget has been successfully embedded or not. If the code detection test failed, try to remove and re-install the code to your pages. 


STEP 8:
When the test is successful, click the "Save" button at the bottom right side of the page. Then choose where you want referral traffic to go. 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.


STEP 9:
Test your campaign by accessing your own website then register for your campaign. If your name and email address is added to your campaign's lead page, you have successfully integrated your Upviral campaign into your own website. 



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


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We recommend a free service called Loom for creating these videos. (this is a link to https://www.useloom.com/)

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