This guide outlines a step-by-step process for creating a campaign that can be seamlessly integrated with your Shopify opt-in and share pages. By following the steps outlined below, you will be able to:
- Set up a campaign or giveaway using UpViral.
- Create an opt-in page and share page in Shopify.
- Integrate the opt-in page and share page codes.
(Note: If you already have an UpViral campaign created and have opt-in and share pages set up on Shopify, feel free to skip steps 1-5.)
Step 1 - Before you begin, ensure that you have created your opt-in and share pages on Shopify. Typically, you will need two pages for this purpose.
To get started, log in to your Shopify store Dashboard and navigate to the Online Store menu. From there, select Pages.
Once you are in the Pages section of your Shopify Dashboard, click on the "Add Page" button. You can name this page anything you like, such as "Opt-in Page".
Create another page, such as "Share Page", and then you'll be ready to proceed with setting up an UpViral campaign.
Step 2 - To get started, select "Create New Campaign" at the top of your dashboard. You can choose from the pre-filled campaign templates or create a custom campaign to suit your needs.
Step 3 - Proceed to the "Design Pages" section to create/edit the design for your opt-in and share widgets. It is essential to have these two designs completed before installing UpViral on your website to ensure that you can successfully launch your campaign.
Step 4 - When editing your opt-in or share page templates, click on the third button located at the top of the page (widget view) to view the UpViral widget in this mode. This will allow you to see how the widget will appear to your visitors once it is installed on your website.
Step 5 - Once you have created your opt-in and share designs, you are ready to embed your campaign to your Shopify page. Click on the "Launch Campaign" button to proceed with the integration process.
Step 6 - Installation
On the "Publish" page, click on the "Embed" button and then select "+ Embed campaign on another website".
6.1. This will direct you to the next page where you will:
6.2. In the Opt-in widget settings, you can choose Popover to display a button on the corner of your website. When the button is clicked, the UpViral widget will be displayed in a popover. You can also customize the design of the button.
6.3. 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. In addition to the Step 2 options, you will also be able to preview your Share widget as shown below:
6.4. The fourth step provides you with the necessary codes that you need to copy and paste into your website's editor. If you are unsure how to add the codes to your webpage, you may need to seek assistance from your web host.
On the Installation page, copy the "Embed Opt-in Widget" code, and then go to your Shopify opt-in page to paste the code.
In your Shopify opt-in page editor, click on the "HTML" button, and then paste the Upviral opt-in widget code. Finally, click on "Save" to save the changes.
Return to the Upviral Installation page and copy the code for the Share widget.
In your Shopify Share page editor, click on the "HTML" button, and then paste the Upviral share widget code. Finally, click on "Save" to save the changes. Once both the opt-in and share pages have been edited and saved, publish them.
To test your Upviral integration, go back to the Installation page and click on "Test Embedding". If the test is successful, click on "Save" to apply the changes.
Configure the destination of your referral traffic by specifying the URL where you want to redirect the referral links of your participants. This will determine where your participants' referrals will lead to once clicked.
Congratulations, you have successfully integrated Upviral with your Shopify opt-in and share pages!
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