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 Optin / 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:

STEP 1:

On the Publish & Embed page, click on the “+ Embed Campaign” button:

STEP 2:
Select "Use opt-in form of my website" then enter your website URL.

STEP 3:
On the Opt-in widget settings, choose HTML Form to embed your campaign to your own website using your existing lead form. At the left side of the screen are set of codes the codes that you need to copy and paste into your opt-in page. 

If you are not familiar with how to add codes to your webpage, you may need to seek assistance from your web host or a web developer.

STEP 4:

In the Share widget settings, you have two options. You can choose to display the share widget on the same page as your opt-in widget or redirect it to another page using a third-party tool.

If you choose to redirect the share widget to another page, you will need to enter the page URL where you want it to appear after the user has signed up. You will also be able to preview your Share widget as shown below:

STEP 5:
The Installation page will show you the codes that you need to copy and paste into your share page. If you are not familiar with how to add codes to your webpage, you may need to seek assistance from your web host or a web developer.

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 6:
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 7:
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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