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:

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.

 

Important Note: This document describes the basic steps to integrate UpViral with your funnel via HTML form integration.  It is meant to act as a guide.  Keep in mind that HTML form integrations fall under the subject of custom code.  Due to the custom and varying nature of custom coding, our support team cannot provide support for writing or troubleshooting any code added to your ClickFunnels pages, including Upviral code.



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

CS_SCS_-_Funnel_Creation___Management_-_Archiving_a_Funnel_1__1_.png

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

CS_SCS_-_Upviral_-_Upviral_creat_Campaign_button.jpg

6. Enter your campaign name and click Create

CS_SCS_-_Upviral_-_Upviral_create_button.jpg

7. On the left-hand side menu, click on Design Template

CS_SCS_-_Upviral_-_Upviral_design_template.jpg

8. Click on Change 

CS_SCS_-_Upviral_-_Upviral_change_button.jpg

9. Under Type of the campaign, select Widget on your site 

CS_SCS_-_Upviral_-_Upviral_choose_Widget.jpg

10. Click on Save campaign type

11. Under Lead Capture, click on + Add Template

CS_SCS_-_Upviral_-_Upviral_Lead_Capture_add_temp.jpg

12. Select a template from the list by clicking on the Select button

CS_SCS_-_Upviral_-_Upviral_Optin_template.jpg

13. Edit the template as desired and save the changes

CS_SCS_-_Upviral_-_Upviral_optin_edit.jpg

14. Under Social Share, click on + Add Template

CS_SCS_-_Upviral_-_Upviral_social_add_template.jpg

15. Select a template from the list by clicking on the Select button

CS_SCS_-_Upviral_-_Upviral_Socialtemplates.jpg

16. Edit the template as desired and save the changes

CS_SCS_-_Upviral_-_Upviral_social_share_edit.jpg

17. On the left-hand side menu, click on Installation

CS_SCS_-_Upviral_-_Upviral_installation.jpg

18. Click on HTML Form

CS_SCS_-_Upviral_-_Upviral_HTML_form.jpg

Step 2: Adding UpViral to your Funnel

1. In ClickFunnels, copy the funnel step URL where you are collecting the lead’s information

CS_SCS_-_Upviral_-_Upviral_optin_URL.jpg

2. Paste the URL as your Campaign URL in UpViral

CS_SCS_-_Upviral_-_Upviral_campaign_URL.jpg

3. In ClickFunnels, copy the step URL of the next funnel step where the lead will land after submitting their information

CS_SCS_-_Upviral_-_Upviral_thank_you_URL.jpg

4. Paste the URL as your Share Page URL in UpViral

CS_SCS_-_Upviral_-_Upviral_Share_URL.jpg

5. Click on Save

CS_SCS_-_Upviral_-_Upviral_Save_templates.jpg

6. Hover over the HTML code labeled 1 and click on Copy code

CS_SCS_-_Upviral_-_Upviral_code_1.jpg

7. In ClickFunnels, open the page editor for the step where leads will enter their information by clicking EDIT PAGE

CS_SCS_-_Upviral_-_Upviral_optin_edit__1_.jpg

8. Hover over SETTINGS and click on INTEGRATIONS

CS_SCS_-_Upviral_-_Upviral_integration.jpg

9. Select the null (Html Form) Integration

CS_SCS_-_Upviral_-_Upviral_null.jpg

10. Select the Integrate Existing Form (Add HTML Below) option from the ACTION dropdown

CS_SCS_-_Upviral_-_Upviral_integrat_action.jpg

11. Paste the previously copied HTML code labeled 1 in UpViral in the WEB FORM CODE field and click Parse & Save Web Form

CS_SCS_-_Upviral_-_Upviral_parse_.jpg

12. Match the name field with name and email with email

CS_SCS_-_Upviral_-_Upviral_match_fields.jpg

13. Click on SAVE at the top right corner

CS_SCS_-_Upviral_-_Upviral_save.jpg

14. In UpViral, hover over the code labeled 2 and click on Copy code

CS_SCS_-_Upviral_-_Upviral_code_2.jpg

15. Click on the SETTINGS tab to open the funnel’s settings and paste code 2 into the HEAD TRACKING CODE field

CS_SCS_-_Upviral_-_Upviral_settings_heading.jpg

16. Scroll to the bottom of the page and click on Save And Update Settings

CS_SCS_-_Upviral_-_Upviral_savesettings.jpg

17. In UpViral, hover over the code labeled 3 and click on Copy code

CS_SCS_-_Upviral_-_Upviral_code_3.jpg

18. In ClickFunnels, open the page editor for the funnel step shown after the registration step by clicking on EDIT PAGE

CS_SCS_-_Upviral_-_Upviral_thank_you_edit.jpg

19. Hover over ELEMENTS at the top and click on ADD ELEMENT

CS_SCS_-_Upviral_-_Upviral_Add_element.jpg

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

CS_SCS_-_Upviral_-_Upviral_Custom_JSHTML.jpg

22. Open the settings for the CUSTOM JS/HTML element and click on > OPEN CODE EDITOR

CS_SCS_-_Upviral_-_Upviral_Open_Code_editor.jpg

23. Paste code 3 in and close the code editor

CS_SCS_-_Upviral_-_Upviral_Code_editor.jpg

24. Click on SAVE at the top right corner

CS_SCS_-_Upviral_-_Upviral_save__1_.jpg

 

 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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article