This guide provides the step-by-step process of integrating your campaign with a WordPress site.

After going through this guide you will be able to:

  • Setup your UpViral Campaign
  • Add the Opt-in and Share widget into WordPress
  • Integrate your autoresponder with UpViral

Step 1 - Create Campaign in UpViral

To start off, login to UpViral Dashboard at the login link https://app.upviral.com. Once inside the Dashboard, from the top menu click the Create New Campaign. Once clicked you are asked to name your Campaign. After entering the campaign name, click create. 



To create your lead capture page, go to Design Template (under Appearance). Note that you can always go back to the Campaign section to continue assigning an incentive and setting your points.


You will be asked to choose between Landing page and Widget on your site. Since we are hosting this campaign on Wordpress, click Widget on your site



A. Setup Incentive Section

On this section, you will add an incentive and a grand prize:



Points

Subscribers will collect points to unlock rewards or win prizes. You can specify what actions you'd like to reward, and how many points your subscribers get for each action.



B. Appearance

Set up your Lead Capture Widget

To get started, go to the Design Template section (under Appearance). Click Add Template for Lead Capture. 

From here, you'll be able to select a lead capture widget template and complete your widget's appearance. (Style, Forms, etc). Once done, click Save. 


Setup Social Share Widget

On the Design Template section (under Appearance), click Add Template for Social Share.


Continue building your social share widget the same way you did with the lead capture widget.


Complete the rest of the steps in your UpViral campaign - Social Appearance, Email Notifications, Autoresponder, and Advanced. 


Installation

Step 1 of the Installation setup is important. You start by putting the URL of your WordPress site. (I suggest you put the exact URL of your Lead Capture or Opt-in page. We assume that you have already created the page on your WordPress site).

The Campaign URL is the URL where you want all your traffic to go.

Step 2 is optional.  It is the URL that redirects to a different Share Page URL.

Let's say you want to share different page instead of the same page that you use for Opt-in. Share Page URL does the trick.

For the Installation Code, we highly recommend you use the Widget. The HTML form is for the advanced users.


Create Opt-in/Lead capture on WordPress

Now this process with setup our Opt-in./Lead Capture page and Share page on WordPress.

To start off,  login to your WordPress Admin Dashboard and create a new Page.

Go to Pages >> the Add New. Take not that you need to set the Content Editor to  "Text" mode so that we can put on our code snippet from UpViral.

Now, go back to your UpViral Campaign > Installation > Embedded Widget then copy code.


Paste the code that you copied from your UpViral campaign to your newly created page. then Click Publish.

This is the page when you review it.

After signing up on the Opt-in form, the Social Share Template will be displayed on the same page without needing to reload the whole page.

If you want to use a different Share page, you need to create a new page on WordPress.

It's the same process when you create the Opt-in page. Create New Project >> go back to UpViral Installation >> Copy the Code and Paste it.



After publishing it, copy the permalink of your Share Page >> go back to UpViral Installation then paste the URL to Step 2: Choose Share Page URL. UpViral automatically saves the URL. 


Now try to test your Opt-in page (to test either use Incognito mode or clear your browser's cache and cookies). You may notice that after you opt-in it will open the new page (specifically the Shae Page URL that you created) but with appended values.

At this point, your UpViral campaign is now integrated with your WordPress site.



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)