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:

Create your Design Page in UpViral

To start off, log in to UpViral Dashboard at the login link On your Upviral Dashboard, click on Create New Campaign and choose a template. 

You may click Create Campaign in 2 Minutes, Create Custom Campaign to create your own campaign or Use Campaign Templates to select any of the available pre-created campaign templates as shown below. These pre-created campaign templates can be edited and personalized to suit your needs.

When you select Custom Campaign, you would need to create your Opt-in and Share Page by going to Design Pages. Note that you can always go back to the Campaign section to continue assigning an incentive and setting your points. 

Check out How to create a campaign? to see the rest of the steps in setting up your campaign. 

What to Prepare in WordPress:

  1. Opt-in Page on WordPress
  2. Share/ThankYou Page on WordPress (if you'll be using a separate page) 

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

Go to Pages >> Add New. Take note 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. 


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

Then click "+ Embed campaign on your Website".

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

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

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)

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. 

Paste the "Opt-in Widget" Code in the content editor of your opt-in page on WordPress and the "Share Widget" code in your share/thank you page, then click Publish for both pages. 

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. 

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.

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. 

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

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