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

After going through this guide you will be able to:

• Create Opt-in / Lead Page in ThriveLeads 

• Create Thank You page in ThriveLeads

• Integrate Lead and Thank You page with UpViral Referral System

• Integrate your autoresponder with UpViral
  
  

What to Prepare on UpViral:

First, make sure that your campaign is completed and ready to be installed. Check out How to create a campaign? for a step-by-step process on how to create and launch an UpViral campaign that's ready for installation.

CREATE AN OPTIN PAGE

Now, this is the process where we will start creating a Lead or Opt-in page in ThriveLeads. The Lead Page will be the opt-in or 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 Thrive Dashboard.

2. From the Thrive Dashboard menu, go to Thrive Leads.

3. From the Thrive Leads page, click the blue ADD NEW button just beside the Lead Shortcodes menu.

4. Give a name for the Lead shortcode. In this case, let us name it as UV Integration Optin Test. Click ADD LEAD SHORTCODE button.

5. Click Edit.

6. Click the CREATE FORM.

7. Name the form. In this case, we will name it as UV Integration Optin Form Test.

8. Click on CREATE FORM.

9. Click the blue pen (Edit Design) button to edit the form.

10. Choose any Opt-in templates. In this case, we will be using Shortcode Set 024. Scroll down and click Choose template to select the form.

11. From the form to be designed, click the Opt-in element and click Connect with Service button. 

12. Click Create a new Connection.

13. Under Step 1: Choose Connection Type, select HTML Form Code, and click Go to the next step.

14. 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 to the box under Step 2: Insert HTML code.
    
    

15. Label the fields, preferably, the same name as the Field Properties.
    
    
    
    
    

16. Click Save Changes.
    
    
    
    
    

17. Go back to your Upviral campaign's Publish page > Embed Campaign > Installation then copy the javascript code under 2: Add the following code to the header or footer of your lead capture page. as seen on the blue box.
    
    
    

18. Click the HTML button, the one that says </>.
    
    
    
    
    

19. Add the copied javascript code on the HTML form that popped out and click on Save.
    
    
    
    
    

Click Save Changes again to apply changes.




From this point, you have set up your option form through the ThriveLeads plug-in of WordPress.

CREATE A THANK YOU PAGE

Now, this is the process where we will start creating Thank you page in ThriveLeads. The Thank You page will also serve as the share widget or element. 

Here are the steps on creating your Thank You page:

1. From the Thrive Dashboard menu, go to Thrive Leads.
   
   
   
2. From the Thrive Leads page, click the blue ADD NEW button beside the Lead Shortcodes menu.
   
   
   
3. Give a name for the Lead shortcode. In this case, let us name it as UV Integration Thank You Test. Click ADD LEAD SHORTCODE button.
   
   
   
   
4. Click Edit.
   
   
   
   
5. Click the CREATE FORM.
   
   
   
   
6. Name the form. In this case, we will name it as UV Integration Thank You Form Test.
   
   
   
   
7. Click on CREATE FORM.
   
   
   
   
   
8. Click the blue Pen (Edit Design) button to edit the form.
   
   
   
   
9. Choose any Opt-in templates. In this case, we will be using Shortcode Set 023. Scroll down and click Choose template to select the form.
   
   
   
   
10. From the form, delete the Click-to-Action button. Hover over the CTA button and click the red (X) to delete.
    
    
    
    
11. Drag a </> Customer HTML element under Thrive Leads Settings to where the opt-in form and CTA button was deleted
    
    
    
    
12. Click </> Insert Custom HTML button and Insert Custom HTML into the Page box should appear.
    
    
    
    
13. 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 and paste to the Insert Custom HTML into the Page from ThriveLeads WordPress page.
    
14. Click “Save”.
    
    
    
    
    
15. Click “Save Changes” at the top.
    
    
    
    

Go back to the Thrive Leads Dashboard and take note of the Thrive Leads ID. Place on a notepad and note if it’s the Optin page or the Thank You page

SETTING THE OPT-IN AND THANK YOU PAGE UP ON WORDPRESS

1. Go back to the WordPress menu.
2. From the WordPress menu, hover over to the Pages menu and click All Pages.
   
   
   
   
3. We will now be adding the Opt-in page. Click the “Add New” button from the “Pages”  menu.
   
   
   
   
   
4. Under Add New Page, name the page (ThriveLeads Test Page in this case) and paste the ThriveLeads code as taken from the ThriveLeads dashboard you have just taken note of.
   
   
   
   
   
5. Click Publish.
   
   
   
   
   
6. Take note of the Permalink as this serves as the Opt-in Page’s URL.
   
   
   
   
   
7. Click on Add New again. This time we will be adding the Thank You page.
   
   
   
   
   
8. Under Add New Page, name the page (ThriveLeads Thank You, Test Page, in this case) and paste the ThriveLeads code for the Thank You page as taken from the ThriveLeads dashboard you have just taken note of.
   
   
   
   
   
9. Click Publish.
   
   
   
   
   
   
10. Take note of the Permalink as this time, it will serve as the Thank You page’s URL.
    
    
    

COMPLETING THE INTEGRATION:

Installation & Embedding Your Campaign 

On the SETUP page, click Embed from the left-hand panel.

STEP 1 
In the Where will you embed 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 Opt-in Form.
 



STEP 4
To display your UpViral campaign, add the following code snippets to your lead capture page:

1. Add Form Code to the <body>
   
   

   • Copy the HTML form code under Embed this code to your site.
     
     

   • Paste it inside the <body> tag of your lead capture page.
     
     

   • Click Copy code to copy this snippet.
     
     

2. Add Script to Header or Footer
   
   

   • Copy the second code snippet under Copy code.
     
     

   • Paste it into the Header or Footer section of your lead capture page.
     
     

   • Click Copy code to copy this snippet.
     
     

3. Test the Embed
   
   

   • Click Test embedding in UpViral.
     
     

   • Make sure your form appears and works correctly before moving to the next step.
     
     

STEP 5

Choose Where to Redirect Users
 After a visitor signs up, decide where to display the share page:

• Same page – The share widget appears on the same page as your opt-in form (page refreshes).
  
  

• Another page – Redirects users to a separate URL where the share widget will be embedded.
  
  

A.  If You Select Same Page

The share widget is shown on the same page of the opt-in widget (refresh).  PROCEED TO STEP 8

B.  If You Select Another Page, follow the steps below:

STEP 6 and 7

• Specify Where to Display the Share Page
   Enter the URL (e.g., www.UVcampaigntest.com).
  
  

• Adjust Alignment & Size

  • Alignment: Left, Center, or Right
    Widget Width: e.g., 80%
    
    

• Embed the Code

  • Copy the snippet provided.

  • Paste it into the <body> of your page.
    
    

⚠️ Important Notes:

• Do not embed in the <header> or <footer>.

• Avoid embedding multiple UpViral codes on the same page.

Test the Embed: Click Test embedding to verify correct display.

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.

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 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)