Connecting Upviral with your Funnel
In this article, we will cover how to integrate UpViral with your funnel.
Prior to getting started, you will need to have the following:
- An active UpViral account
- A Funnel step set up to collect leads
- A Funnel step to land on after collecting leads
UpViral is a third-party viral marketing software. Alongside with ClickFunnels, it can be used to collect leads by incentivizing or rewarding individuals to share links to your funnels.
If you have any technical issues during the integration, or are seeking further information on UpViral's Campaign settings and options, please refer to UpViral help documents and support.
Step 1: Create a new campaign in UpViral:
1. Log in to ClickFunnels
2. Hover over ClickFunnels in the top menu and click on Funnels
3. Locate and open the funnel that you would like to connect with UpViral
4. Log in to UpViral on a second browser tab
5. On the UpViral dashboard, click on + Create New Campaign
6. Enter your campaign name and click Create
7. On the left-hand side menu, click on Design Template
8. Click on Change
9. Under Type of the campaign, select Widget on your site
10. Click on Save campaign type
11. Under Lead Capture, click on + Add Template
12. Select a template from the list by clicking on the Select button
13. Edit the template as desired and save the changes
14. Under Social Share, click on + Add Template
15. Select a template from the list by clicking on the Select button
16. Edit the template as desired and save the changes
17. On the left-hand side menu, click on Installation
18. Click on HTML Form
Step 2: Adding UpViral to your Funnel
1. In ClickFunnels, copy the funnel step URL where you are collecting the lead’s information
2. Paste the URL as your Campaign URL in UpViral
3. In ClickFunnels, copy the step URL of the next funnel step where the lead will land after submitting their information
4. Paste the URL as your Share Page URL in UpViral
5. Click on Save
6. Hover over the HTML code labeled 1 and click on Copy code
7. In ClickFunnels, open the page editor for the step where leads will enter their information by clicking EDIT PAGE
8. Hover over SETTINGS and click on INTEGRATIONS
9. Select the null (Html Form) Integration
10. Select the Integrate Existing Form (Add HTML Below) option from the ACTION dropdown
11. Paste the previously copied HTML code labeled 1 in UpViral in the WEB FORM CODE field and click Parse & Save Web Form
12. Match the name field with name and email with email
13. Click on SAVE at the top right corner
14. In UpViral, hover over the code labeled 2 and click on Copy code
15. Click on the SETTINGS tab to open the funnel’s settings and paste code 2 into the HEAD TRACKING CODE field
16. Scroll to the bottom of the page and click on Save And Update Settings
17. In UpViral, hover over the code labeled 3 and click on Copy code
18. In ClickFunnels, open the page editor for the funnel step shown after the registration step by clicking on EDIT PAGE
19. Hover over ELEMENTS at the top and click on ADD ELEMENT
20. Scroll to the bottom of the menu opened to the right side and locate the CUSTOM JS/HTML element
21. Click on and drag the CUSTOM JS/HTML element to add it to the page
22. Open the settings for the CUSTOM JS/HTML element and click on > OPEN CODE EDITOR
23. Paste code 3 in and close the code editor
24. Click on SAVE at the top right corner
If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.
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