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. 


What to Prepare:

  1. Opt in Page on Wordpress
  2. Share/Thank You Page on Wordpress (if you'll be using a separate page) 


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. We'll get back to this page later on. 



If you want to use a separate Share/Thank You page, you need to create a new page on WordPress.

It's the same process when you create the Opt-in page. 



Installation:


Step 1 - Choose your opt-in widget settings whether you want to use an embedded widget, popup widget, or HTML form:



Step 2 - 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 3 - Referral traffic. Choose where friends will go to when they're referred by a participant (usually, this is just your opt-in page so that it becomes a loop of referrals and optins)



Step 4 - Paste code 1 in the content editor of your optin page on Wordpress and code 2 in your share/thank you page, then Click Publish for both pages. 

This is an example of a page when you review it.

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)