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:

  • Create an opt-in page and share page in Shopify.

  • Integrate the opt-in page and share page codes.

(Note: If you haven't created your Upviral campaign, you may follow the steps on How to create a campaign?)

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.


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 Connect your own form if you prefer to use your site’s existing form.


 For this guide, we’ll select the Connect your own form.


STEP 3
Embed the Code to your Website

  1. Copy the code shown under Embed this code to your site.

  2. Paste it inside the <body> section of the page where your form is located.

⚠️ Important Notes:

  • Make sure no other UpViral code from a different campaign exists on the same page.

  • Do not place this code in the <header> or <footer>, as it should only be embedded on specific form pages.

Test the Embed

  1. Refresh your page.

  2. Click Test embedding to ensure the code is working correctly.

  3. If an error message appears (e.g., detecting another UpViral code), remove the old code and add the new one.


STEP 4 

Connect Your Data 

To ensure leads flow into your campaign, you’ll need to map your form fields:

  • Match each field in your form with the correct UpViral field.

    • Example:

      • Form field: Email → UpViral field: Email

      • Form field: Your Name → UpViral field: Name

  • Continue mapping all form fields until all are connected.

✅ Tip: You must map all fields correctly before moving to the next step.



STEP 5
Where to display your Share Page
Enter the URL where the Share Page will be embedded.

  1. Click Save.

  2. Repeat the embedding steps for the Share Page:

  • 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 6
Add the embed code to your website
 1. Copy the code shown under Embed this code to your site.

2. Paste it inside the <body> section of the page where your form is located.


⚠️ Important Notes:

  • Make sure no other UpViral code from a different campaign exists on the same page.

  • Do not place this code in the <header> or <footer>, as it should only be embedded on specific form pages.

Test the Embed

  1. Refresh your page.

  2. Click Test embedding to ensure the code is working correctly.

If an error message appears (e.g., detecting another UpViral code), remove the old code and add the new one.

FINAL STEP
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)