Step 1 — Build the Promotion
Entry Setup
Set title, description, start/end dates
Add form fields (name, email, phone) — fewer = higher conversion
Add newsletter opt-in / consent checkboxes if required
Growth & Security
Bonus entry actions (referral, social, polls, video) + values
Spam/fraud settings (1 entry/IP, CAPTCHA, verification)
Geo-target by country/state
Step 2 — Design & Branding
Apply colors, fonts, button styles (template or design section)
Preview full page, widget embed, and lightbox
Step 3 — Legal
Prize value > $5,000 → bonding/registration in NY & FL is required (can be bypassed if not accepting entrants from those states)
Official Rules inputted
Purchase element in sweepstakes? → must include AMOE (typically mail-in)
Prize/winner > $2,000 → winner affidavits and/or 1099 Tax Form Required
Step 4 — Integrations
Connect ESP/CRM (Klaviyo, Postscript, Salesforce, Mailchimp) for real-time entry pass
Connect Facebook Pixel or GA4 for ad tracking (if needed)
Install Shopify sales tracking snippet (if tracking purchases)
Step 5 — Installation / Embed
Choose display: Standalone Landing Page (or update URL If you don't want a ViralSweep-hosted link), Embed widget (JS), or Lightbox
Paste JS snippet on site or send to dev team
Purchase promos: paste post-purchase widget into Shopify → Settings → Checkout → Order Status
Test live entry to confirm data flows into ViralSweep + integrations
Step 6 — Tracking Setup
Generate tracking URLs per channel (email, paid ads, influencers, QR)
Generate QR codes for in-person/physical placements (events, packaging, hang tags)
Assign unique link per influencer for multi-collaborator campaigns
Step 7 — Final Pre-Launch Review
Confirm correct start/end dates and times
Front-end preview as test user — verify full flow + rules link accessible
Confirm integration is passing data (check Entries tab)
You’re Live — Go-Live
Legal in place, form installed, integrations connected → ready to launch. Beyond this point is marketing execution.