To get started, you'll need to create your funnels in ClickFunnels. For more information on how to do this, you can follow this link.


After finishing your funnels, you can now proceed with the following instructions on how to install Upviral's HTML Form Code.


Get the URL for your opt-in and thank-you pages in ClickFunnels.


OPT-IN PAGE


THANK YOU PAGE


Installation & Embedding Your Campaign 

On the SETUP page, click Embed from the left-hand panel. Then click on  + Create embed



STEP 1 
In the Where will you embed the 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 Your own opt-in 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: Go back to ClickFunnels and select your Optin page from the funnel dashboard. Click "Edit Page."



Step 5: In the page editor, go to SETTINGS and click "Integrations."



Step 6: In the "Email Integration Settings," set the Integration to null (HTML Form) and the Action to "Integrate Existing Form."



Step 7: 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.

  1. 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.

  1. Test the Embed

    • Click Test embedding in UpViral.

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




Step 8: Ensure that the name field matches up with the respective input, text area, or drop-down elements.



Step 9: Go back to the editing page, click "Settings," and select "Tracking Codes."



Step 10: In the "Footer Code" window, paste the code from UpViral.



Step 11: Click the "Call to Action Button" on the opt-in page and click "Set Action."




Step 12: Make sure "Submit Order / Submit Form" is ticked.



Step 13: Save your changes and return to the funnel dashboard.



Step 14: Select your Thank You page and click "Edit Page."



Step 15: Add an element by selecting "Custom JS/HTML" from the ELEMENTS menu and dragging it to the desired location.



Step 16: 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 19


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



STEP 17 and 18

  • 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.


Step 19: 

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)