09G001 – Setting up your Viral Share Campaign

The Viral Share tool is a great way to get free traffic for your course products and build brand awareness.

To Get Started
  • Go to Boosters in the left-sidebar menu and then select Viral Shares.
    The Viral Share dashboard will open.
  • Next, click on the Plus icon (+)¬†on the upper right hand corner.
    The Viral Campaign Settings pop-up will open.
Overview of the Viral Campaign Settings:

Name:

Give your Viral Campaign a name

Goal Level:

Select the number of referrals you want people to get, to be able to reach the Referral Goal e.g. if you select 3, that means people will need to refer 3 friends in order to reach the Goal and then get the Bonus.

  • TIP – Goal Management:
    If you later decide to change your viral share settings and go from a higher goal to a lower goal (5 to 3) then everyone who registered before has the new goal level.If instead you go from low goal to higher goal (3 to 5) then this change only applies to new registrations, previously registered members will still have the old lower goal.
Goal Completion Action:

When somebody completes the referral goal, you can add an action, such as Send Webhook, Apply Infusionsoft Tag or Apply Active Campaign Tag

  • Send Webhook
    If selected, this allows you to send information to whatever system you are using.
    For example, this can be used to add the user’s email to an email list
    Simply add your Webhook URL to the field provided.
  • Apply Infusionsoft Tag
    If selected, you can choose the relevant Infusionsoft tag from the drop-down menu, which will be added to the users profile when the referral goal has been reached.To create a new tag for this purpose, simply scroll down to the bottom of the tag list and click on Create New Tag…. For example, users who have this particular tag can be added to a new campaign in Infusionsoft that automatically sends out an email with a link to the Referral Bonus.Or you can register them automatically to one of your online courses in your account, by sending an HTTP Post to the Infusionsoft IPN.
  • Apply Active Campaign Tag
    If selected, you can choose the relevant Active Campaign tag from the drop-down menu, which will be added to the users profile when the referral goal has been reached.To set up a new tag for this action, simply create a new one in your Active Campaign account and once saved, it will automatically appear in the Active Campaign Tag drop-down in your site.
  • Apply AWeber Tag
    If selected, you can choose the relevant AWeber tag from the drop-down menu, which will be added to the users profile when the referral goal has been reached.To set up a new tag for this action, simply create a new one in your Active Campaign account and once saved, it will automatically appear in the Active Campaign Tag drop-down in your site.
  • Apply ConvertKit Tag
    If selected, you can choose the relevant ConvertKit tag from the drop-down menu, which will be added to the users profile when the referral goal has been reached.To set up a new tag for this action, simply create a new one in your Active Campaign account and once saved, it will automatically appear in the Active Campaign Tag drop-down in your site.
  • Apply Drip Tag
    If selected, you can choose the relevant Drip tag from the drop-down menu, which will be added to the user’s profile when the referral goal has been reached.To set up a new tag for this action, simply create a new one in your Drip account and once saved, it will automatically appear in the Drip Tag drop-down in your site.
  • Apply Ontraport Tag
    If selected, you can choose the relevant Ontraport tag from the drop-down menu, which will be added to the user’s profile when the referral goal has been reached.To setup a new tag for this action, simply scroll down to the bottom of the tag list and click on Create New Tag….
  • Give Access
    If selected, this option registers users to the selected course when the referral goal has been reached. Simply choose the course you want to register users to from the Course drop-down.
  • Give Bundle Access
    If selected, this option registers users to the selected bundle when the referral goal has been reached. Simply choose the bundle you want to register users to from the Bundle drop-down.
  • Give Forum Access
    If selected, this option registers users to the selected Forum or Forum Category when the referral goal has been reached. Simply choose the Forum or Forum Category you want to register users to from the Bundle drop-down.
Request Users to Confirm Their Registration

This option is enabled by default. Once people optin, they will receive an email which will include a confirm email link. When they click the link, they will reach a ‘Confirmed’ page that will tell them their email is confirmed. They will also be able to grab their share link on this page.

This ensures that people are giving you their real email for the referral program.
For more details on how this feature works, go to How the Viral Share Confirmation Process Works

  • (Optional) Confirm Registration Action
    From this drop-down you can select a specific action to take place when referrals confirm their registration e.g. None (default), Send Webhook, Apply Infusionsoft Tag, Apply Active Campaign Tag, Apply Drip Tag or Apply Ontraport Tag.
Share Settings

When people register for the Viral Campaign, they will reach a page with details about the share link and a list of Social icons. The information used for those social icons will be pulled from the field below

  • Select the page users share
    Add the share URL, which is the page you want people to go to once they click on the share link e.g. Your Optin Page

Once done, click on SAVE.
Your new Viral Campaign will appear in the Viral Share dashboard.

More Editing Options

In the Viral Share dashboard you can also:

  • Export All Members
  • Export Referrals
  • Edit existing Viral Shares
  • Search Members
  • Duplicate existing Viral Shares
  • Delete existing Viral Shares
Related Posts

Step 02 – How to enable registration for the Viral Share Campaign
Step 03 – Setting up the Viral Share Thank You Page