UpViral

1. Sign-Up and Account Creation

• Create an Account: Users start by signing up for an account on the UpViral website. This involves providing basic information such as email address and business details.

• Plan Selection: Choose a subscription plan that fits the business needs. UpViral offers different pricing tiers based on the features and scale of the campaigns.

2. Initial Setup

• Dashboard Overview: Upon logging in, users are greeted with a dashboard that provides an overview of the platform’s features and available tools.

• Quick Start Guide: UpViral offers a quick start guide and video tutorials to help users get acquainted with the platform and its functionalities.

3. Campaign Creation

• Choosing a Campaign Type: Users can select from various campaign types, such as contests, sweepstakes, milestone rewards, waiting lists, and more.
• Template Selection: UpViral provides a range of pre-designed templates for different types of campaigns, which can be customized to match the business’s branding and objectives.

• Customization: Customize the campaign by adding logos, images, text, and other elements. Users can also set up the rules and rewards for the campaign.

4. Integration and Embedding

• Lead-Gen Forms: Embed UpViral’s lead-generation forms and social sharing buttons on the business’s website or landing pages.

• Pop-Up and Pop-Over Widgets: Use pop-up forms or pop-over widgets to invite website visitors to join the campaign.

5. Launching the Campaign

• Testing: Before going live, users can test the campaign to ensure everything is working correctly.
• Go Live: Once the campaign is ready, it can be launched to the target audience. UpViral provides tools to monitor the campaign’s performance in real-time.

6. Promotion and Sharing

• Email Invitations: Send email invitations to existing subscribers to join and share the campaign.

• Social Media Sharing: Encourage participants to share the campaign on social media platforms to increase reach and engagement.

7. Monitoring and Optimization

• Analytics and Reporting: Use UpViral’s analytics tools to track the performance of the campaign, including metrics like the number of leads, social shares, and conversion rates.

• Optimization: Based on the analytics, make necessary adjustments to optimize the campaign for better results.

8. Support and Resources

• Customer Support: UpViral offers live chat support and email assistance to help users with any questions or issues they encounter during the implementation process.
• Training Resources: Access to quick start videos, user interviews, and other resources to gain insights and best practices for running successful viral marketing campaigns.

Implementation Timeline

The implementation timeline for UpViral software can vary based on the complexity of the campaign and the user’s familiarity with the platform. Here is a general estimate:

• Day 1-2: Account creation, initial setup, and dashboard overview.
• Day 3-5: Campaign creation, customization, and integration.
• Day 6-7: Testing and launching the campaign.
• Ongoing: Monitoring, optimization, and support.

1. Campaign Creation and Customization

• Templates: UpViral provides a variety of pre-designed templates for different types of campaigns, such as contests, sweepstakes, milestone rewards, and waiting lists. These templates can be customized to match the business’s branding and objectives.
• Customization Options: Users can customize various elements of their campaigns, including logos, images, text, colors, and fonts. This allows businesses to create a cohesive and branded campaign experience.

• Custom Fields: Add custom fields to capture specific information from participants, such as additional contact details or survey responses.

2. Custom Actions

• Engagement Actions: UpViral allows users to create custom actions that participants can take to earn additional entries or rewards. These actions can include tasks such as following social media accounts, sharing content, visiting a website, or watching a video.
• Flexibility: Custom actions provide flexibility in designing campaigns that encourage specific behaviors aligned with business goals.

3. Integration with Business Tools

• Email Marketing: UpViral integrates with popular email marketing platforms such as Mailchimp, ActiveCampaign, AWeber, and more. This enables seamless synchronization of leads and automated email follow-ups.
• CRM Systems: Integration with CRM systems like HubSpot, Salesforce, and others allows businesses to manage leads and customer interactions more effectively.
• Webinar Platforms: Connect with webinar platforms to drive registrations and engagement for online events.
• Zapier Integration: UpViral’s integration with Zapier allows users to connect with over 2,000 other applications, providing endless possibilities for automation and customization.

4. Advanced Customization Features

• Custom Domains: Users can set up custom domains for their campaign pages, enhancing brand consistency and trust.
• Custom CSS and HTML: For advanced users, UpViral offers the ability to add custom CSS and HTML to further tailor the appearance and functionality of campaign pages.
• Localization: Customize campaigns to support multiple languages, catering to a global audience.

5. Analytics and Reporting

• Custom Reports: Generate custom reports to track specific metrics and performance indicators relevant to the business. This helps in analyzing the effectiveness of campaigns and making data-driven decisions.
• Real-Time Analytics: Monitor campaign performance in real-time with customizable dashboards that display key metrics such as the number of leads, social shares, and conversion rates.

6. User Roles and Permissions

• Team Collaboration: UpViral supports multiple user roles and permissions, allowing businesses to collaborate on campaign creation and management while controlling access to sensitive information.

1. Subscription Plans

UpViral offers three main subscription plans, each with varying features and pricing:

• Starter Plan:
  • Cost: $49 per month (billed annually) or $79 per month (billed monthly)
  • Features: Basic campaign features, 10,000 leads, 100,000 impressions, and standard support.
• Business Plan:
  • Cost: $79 per month (billed annually) or $119 per month (billed monthly)
  • Features: Advanced campaign features, 25,000 leads, 250,000 impressions, and priority support.
• Premium Plan:
  • Cost: $199 per month (billed annually) or $299 per month (billed monthly)

  • Features: All features, unlimited leads, unlimited impressions, and premium support.

2. Setup Fees

• No Setup Fees: UpViral does not charge any setup fees for any of its subscription plans. Users can start using the platform immediately after subscribing.

3. Maintenance Charges

• Included in Subscription: The cost of maintenance, including software updates and improvements, is included in the subscription fee. Users do not incur additional charges for regular maintenance.

4. Support Charges

• Standard Support: Included in the Starter Plan, providing access to basic support resources such as the help center and email support.
• Priority Support: Included in the Business Plan, offering faster response times and more personalized assistance.

• Premium Support: Included in the Premium Plan, providing the highest level of support with dedicated account management and quicker resolution times.

5. Additional Costs

• Overage Charges: If users exceed the lead or impression limits of their plan, they may incur additional charges. These overage fees are specified in the plan details and can vary based on usage.
• Add-Ons and Integrations: While many integrations are included, some advanced features or third-party integrations might come with additional costs. Users should review the specific terms of each integration to understand any extra fees.

1. Onboarding and Quick Start Guides

• Quick Start Videos: UpViral offers a series of quick start videos that guide users through the initial setup and basic functionalities of the platform. These videos cover topics such as dashboard overview, campaign creation, and setting up incentives and actions.

• Onboarding Videos: Detailed onboarding videos are available to help users understand the platform’s features and how to implement them effectively in their campaigns.

2. Live Support and Customer Assistance

• Live Chat Support: UpViral provides live chat support where users can get real-time assistance from customer success representatives. This is particularly useful for resolving immediate issues or getting quick answers to questions while setting up campaigns.

• Email Support: Users can also reach out to UpViral’s support team via email for more detailed inquiries or issues that require in-depth assistance.

3. Knowledge Base and FAQs

• Comprehensive Knowledge Base: UpViral’s support portal includes a comprehensive knowledge base with articles and guides on various topics, such as campaign setup, integrations, autoresponders, visual editor, and best practices.

• Frequently Asked Questions (FAQs): The FAQ section addresses common questions and provides solutions to typical problems users might encounter.

4. Community and Webinars

• Private UpViral Community: Users gain access to a private community where they can interact with other UpViral users, share experiences, and get advice. This community is a valuable resource for learning from peers and finding inspiration for campaigns.

• Co-Pilot Show: UpViral hosts live webinars, known as the "Co-Pilot Show," where leading market experts provide insights, tips, and best practices for running successful viral marketing campaigns. These webinars are interactive and allow users to ask questions and get live feedback.

5. Additional Training Resources

• Implementation Training: UpViral offers implementation training as part of their bonus packages. This training helps users understand how to set up and optimize their campaigns for maximum effectiveness.

• Case Studies and Interviews: Users have access to in-depth case studies and interviews with top UpViral users, providing real-world examples of successful campaigns and strategies.

6. Support for Integrations

• Integration Guides: UpViral provides detailed guides on how to integrate the platform with other tools and services, such as email marketing platforms (e.g., Mailchimp, ActiveCampaign), CRM systems (e.g., HubSpot, Salesforce), and webinar platforms.
• API and WebHooks: For advanced users, UpViral supports API and WebHooks, allowing for custom integrations and automation.

1. Data Encryption and Secure Transmission

• TLS Encryption: UpViral uses Transport Layer Security (TLS) encryption to protect data transmitted between users and its servers. This encryption ensures that sensitive information, such as personal data and payment details, is securely transmitted and protected from interception.

2. GDPR Compliance

• General Data Protection Regulation (GDPR): UpViral is fully compliant with GDPR, which governs the processing of personal data for individuals within the European Union. This compliance includes measures to ensure data privacy and security, such as obtaining explicit consent for data collection, providing the right to access and delete personal data, and ensuring data portability.

3. Automated Security and Fraud Detection

• Fraud Detection: UpViral employs automated fraud detection mechanisms to prevent abuse of its referral marketing campaigns. These mechanisms include the use of cookies and IP tracking to identify and block fraudulent activities.
• Blacklist and Whitelist: Users can blacklist suspicious IP addresses, email addresses, and domains to prevent fraudulent entries. Conversely, trusted IP addresses can be whitelisted to bypass security checks during testing.

4. Data Access and Control

• Access Control: UpViral restricts access to personal data to authorized personnel only. This ensures that sensitive information is only accessible to those who need it for legitimate business purposes.
• User Rights: Users have the right to access, modify, and delete their personal information stored on UpViral. This can be done through the "My Data" section or by contacting the data controller responsible for the campaign.

5. Data Processing and Storage

• Data Processing Agreements: UpViral acts as a data processor, handling personal data on behalf of its users (data controllers). Users are responsible for ensuring that their use of the service complies with applicable data protection laws.
• Secure Data Storage: UpViral securely stores user data in accordance with subscription plan terms and routinely deletes data that exceeds the stipulated timeframes.

6. Privacy Policy and Transparency

• Privacy Policy: UpViral’s privacy policy outlines how personal data is collected, used, and protected. It provides transparency about data handling practices and the rights of data subjects.
• Cookie Policy: UpViral uses cookies and similar tracking technologies to improve service functionality and analyze user behavior. Users can manage their cookie preferences through their browser settings.

7. Additional Security Features

• Google Captcha: To prevent automated abuse, UpViral uses Google Captcha for verification, ensuring that entries are made by real users.
• Double Opt-In: UpViral supports double opt-in for email subscriptions, which helps verify the authenticity of email addresses and ensures compliance with consent requirements.

Update Frequency

• Regular Updates: UpViral releases updates regularly to ensure the platform remains current with the latest features and security improvements. These updates can include bug fixes, performance enhancements, and new functionalities.

• Continuous Improvement: The development team at UpViral is committed to continuously improving the platform. This involves adding new features and optimizing existing ones based on user feedback and industry trends.

Update Management

• Seamless Cloud-Based Updates: All updates are managed seamlessly in the cloud. Users do not need to download or install updates manually. This ensures that all users are always on the latest version of the software without any interruptions.
• Behind-the-Scenes Implementation: Updates are rolled out behind the scenes, meaning they are implemented without disrupting the user experience. This approach minimizes downtime and ensures that users can continue working on their campaigns without any hassle.

• User Notifications: While the updates are seamless, UpViral may notify users about significant changes or new features through in-app notifications, emails, or their support portal. This helps users stay informed about the latest enhancements and how to utilize them effectively.

Support for Updates

• Customer Support: UpViral’s customer support team is available to assist users with any issues that may arise from updates. Users can reach out via live chat or email for quick resolutions.
• Training Resources: UpViral provides various training resources, including quick start videos, webinars, and a comprehensive knowledge base, to help users understand and leverage new features introduced in updates.

Data Ownership

• User Ownership: UpViral's terms of service and privacy policy make it clear that users retain ownership of the data they input into the platform. This includes personal data, campaign data, and any other information collected during the use of the service.
• Data Controller and Processor: UpViral acts as a data processor, handling data on behalf of its users, who are considered the data controllers. This means that while UpViral processes and stores the data, the users (campaign owners) have control over it and are responsible for its management and compliance with data protection laws.

Data Portability

• Exporting Data: UpViral provides users with the ability to export their campaign data easily. Users can export all lead data with a single click from the settings menu, ensuring that they can take their data with them if they choose to stop using the service.
• GDPR Compliance: In line with GDPR requirements, UpViral supports data portability by allowing users to export personal data in a structured, commonly used, and machine-readable format. This ensures that users can transfer their data to another service provider if needed.

Data Access and Control

• My Data Section: Users can access the "My Data" section to see, modify, and delete their personal information. This feature ensures that users have control over their data and can manage it according to their needs.
• Data Deletion: Users have the right to request the deletion of their data. UpViral’s privacy policy outlines the process for data deletion, ensuring compliance with data protection regulations such as GDPR.

Subscription Plans and Flexibility

UpViral provides three main subscription plans, each designed to cater to different business needs and scales:

• Starter Plan:
  • Cost: $79 per month (billed annually) or $99 per month (billed monthly).
  • Features: Basic campaign features, suitable for small businesses or solopreneurs.
• Business Plan:
  • Cost: $119 per month (billed annually) or $149 per month (billed monthly).
  • Features: Advanced campaign features, higher lead and impression limits, priority support.
• Premium Plan:
  • Cost: $299 per month (billed annually) or $399 per month (billed monthly).

  • Features: All features, unlimited leads and impressions, premium support.

Scaling Up

• Upgrade Anytime: Users can upgrade their subscription plan at any time. If an upgrade is made mid-month, the new plan begins immediately, allowing users to access additional features and higher limits without waiting for the next billing cycle.

• Instant Access to Features: Upgrading provides instant access to the additional features and higher limits associated with the new plan, ensuring that businesses can scale their marketing efforts as needed.

Scaling Down

• Downgrade Anytime: Users can also downgrade their subscription plan at any time. When a downgrade is selected, the current plan continues until the next billing cycle, after which the new, lower-tier plan takes effect.

• No Penalties: There are no penalties or hidden fees for downgrading, making it easy for businesses to adjust their subscription based on their current needs and budget constraints.

Cancellation Policy

• Cancel Anytime: UpViral allows users to cancel their monthly or yearly subscriptions at any time without any long-term contracts or penalties. This flexibility ensures that businesses are not locked into a plan that no longer meets their needs.

• 14-Day Trial: New users can start with a 14-day trial for just $1, giving them the opportunity to explore the platform’s features before committing to a subscription.

Support and Assistance

• Customer Support: Depending on the plan, users have access to different levels of customer support, ranging from standard support in the Starter Plan to premium support in the Premium Plan. This ensures that businesses receive the necessary assistance as they scale their operations.

Contract Renewal

1. Automatic Renewal:
   • UpViral's subscription plans are set to automatically renew at the end of each term (monthly or yearly) unless the user notifies UpViral in writing at least three business days before the end of the current subscription term. This applies to all subscription plans involving payment.

   • Users will be enrolled in an automatic renewing cycle for the same term at the conclusion of the subscription term unless they opt out.

2. Notification for Non-Renewal:

   To cancel the automatic renewal, users must send a written notice to [email protected] from the registered UpViral account owner's email address at least three business days before the end of the current subscription term.

Contract Cancellation

1. Cancellation Process:
   • Users can cancel their subscription at any time by sending an email to [email protected] stating their intent to cancel the plan/subscription.

   • If the cancellation request is within 30 days of purchasing UpViral Starter, Business, or Premium plans, users have the right to request a refund. The refund request should also be sent to [email protected], and UpViral will process the refund within five business days.

2. Refund Policy:

   UpViral offers a 30-day satisfaction guarantee. If users are not completely satisfied with the service, they can return the product within 30 days of subscription and receive a full refund.

3. No Long-Term Contracts:

   UpViral’s pricing model is fully flexible, meaning there are no long-term contracts or hidden fees. Users can cancel their monthly or yearly service at any time without penalties.

Additional Terms

1. Data Export:
   • Users can export the data they store or process using the service at any time through the interface.

   • UpViral commits to securely storing data on behalf of customers according to their subscription plan and the corresponding timeframes. Data exceeding the stated timeframe will be routinely and automatically deleted from UpViral's systems.

2. Data Deletion:

   UpViral does not provide archiving or backup services and may delete data that is no longer in use and exceeds the timeframes stipulated in the applicable subscription plan.

Liability Limitations:

• UpViral limits its liability for any direct, indirect, special, exemplary, punitive, or other consequential or incidental damages arising from the use of the service. The total maximum aggregate liability shall not exceed the user's monthly subscription fee.
  

1. GDPR Compliance

• General Data Protection Regulation (GDPR): UpViral is fully compliant with GDPR, which governs the processing of personal data for individuals within the European Union. This compliance ensures that UpViral handles personal data responsibly and provides users with rights over their data, such as the right to access, correct, and erase personal data.
• Data Processing Agreements: UpViral supports data controllers (users) by providing data processing agreements, ensuring that all data handling practices align with GDPR requirements.

2. PCI DSS Compliance

• Payment Card Industry Data Security Standard (PCI DSS) Level 3: UpViral complies with PCI DSS Level 3 standards, which involve specific requirements for securely processing, storing, and transmitting credit card information. This compliance helps protect against data breaches and fraud.

3. SCA Compliance

• Strong Customer Authentication (SCA): UpViral meets the requirements of SCA, a regulatory requirement under the EU’s Revised Payment Services Directive (PSD2). SCA ensures that electronic payments are performed with multi-factor authentication to increase security.

4. SOC 2 Compliance

• Service Organization Control (SOC) 2: UpViral complies with SOC 2 standards, which are designed to manage and protect customer data based on five "trust service principles": security, availability, processing integrity, confidentiality, and privacy. This compliance demonstrates UpViral’s commitment to maintaining high standards of data security and integrity.

5. Fraud Detection and Prevention

• Automated Fraud Detection: UpViral employs automated fraud detection mechanisms to prevent abuse of its referral marketing campaigns. This includes the use of cookies and IP tracking to identify and block fraudulent activities.

6. Data Security Measures

• 99.99% Uptime: UpViral ensures high availability and reliability of its services with a 99.99% uptime guarantee, minimizing the risk of data loss or service interruption.
• User Management and Permissions: UpViral provides robust user management features, allowing administrators to control access and permissions, ensuring that only authorized personnel can access sensitive data.