In this article, we'll be able to help you shed light on all the small details regarding the installation and the integration of the template.

While going through the steps of the new template you will be guided to make the choices needed for the referral campaign to be adjusted to your needs. Once these options are selected the Installation instructions will be available on the Installation step based on your current selections. Here is what it looks like:

1) The first step is about having the Viral Loops snippet ( which is a piece of code that allows the detection of the referral code and saving into the cache memory) on your pages where the referral campaign runs. This can be your referral dashboard the landing page where participants join the campaign or any other page that the participants go through to complete their referral loop.

This is what it typically looks like to add the snippet to the head of a page:

2) The second step is about importing your participants- This is important because a referral campaign needs people who will start referring your service product etc. If you have an existing list here is the right time to import them into Viral Loops.

This action will assign them a referral link and will trigger the Welcome e-mail from the Communication step plus any other integrations with CRMs.

If you do not want them to receive the Welcome e-mail you will need to disable it before the import.

3) The third step is about installing the widgets you have selected on the Referral dashboard step. Again if you have selected the page to be hosted in VL pages you won't need to perform any actions here.

Important: For the widgets to appear your page builder needs to allow for HTML code to be inserted on blocks or any location of your page.

4) The Fourth Step is to complete the invitee experience setup- You will need to set up the way participants enter the campaign. IF you are using your form you need to select the No-Code installation or if you are going to use the Viral Loops invitee widget you just need to select " I will do it myself and then same as above embed the widget to your landing page.

Again if you have selected the Invitee page to be hosted on a viral loops page no action is needed here.

Here is what you need to know while connecting Viral Loops with your tools and processes.

You can find the Campaign ID and secret API token of the campaign on the installation step of the Campaign wizard

Sometimes you want to integrate the referral dashboard or the referral state of the widget in a specific location so that customer can see directly the referral state instead of having to provide their e-mail again.

There are a couple of ways to do this depending on the setup.

1) Automatically triggering the widget through the URL. For this option, you need to have available the e-mail of the customer which you should embed/insert automatically in the URL of the page where the referral widget is located.

Please follow the instructions here for the formation of the URL

>This is ideal for landing pages outside of web apps and for clients who use CRMS with E-mail merge tags like Mailchimp- Active Campaign- HubSpot etc.

2) Programatically trigger the referral dashboard using the Campaign Identify method of the campaign- This requires that you have the e-mail of the participant available as well.

This is ideal for use cases where the referral dashboard is inside a Web app or any web environment.

You can find the list of the available API calls here:

You can use our API calls to trigger actions/events in ViIral Loops like:

1) Register participants from your back end to Viral Loops

2) Notify Viral Loops that a specific participant has completed the custom actions and thus is considered converted

3) Flag a participant so that he doesn't appear in the Waitlist.
​3) Redeem a reward

Or you can use the below points to get specific data of a participant or campaign to use;

1) The participant's order inside the campaign

2) Rank of a participant

4) Pending rewards

5) Given Rewards

Now if you want to automate processes from Viral Loops you can use the Zapier for the following triggers:

And Webhooks for the following events:

1) New participant in Viral loops

2) When someone reaches a Milestone

3) When a reward is redeemed.

You can enable the Webhooks from the Webhook integration inside the Campaign Wizard

4) When a form is submitted you can trigger a custom script from the JS integration inside the Campaign Wizard ( you can use properties like :.....)
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