Activate Your Referral Program (Kyrios Starter Pack)

This guide shows you how to turn on the Referral Program inside Kyrios' Starter Pack. The Referral Program is already installed in your account, but it needs to be activated.

Kyriossystems

Before You Start

**What you will do** You will complete four core steps and one optional step: 1. Add your referral funnel domain 2. Fill out the required custom values 3. Turn on the referral workflows 4. Confirm the system is live 5. (Optional) Add existing customers into the referral program You are not building anything from scratch. You are activating what is already installed. You only need two things before you start: 1. A domain or subdomain you want to use for the referral funnel 2. Access to your domain registrar to update DNS records if needed Everything else should already be available in your account.

Navigate to [https://app.kyriossystems.com/](https://app.kyriossystems.com/v2/location/gJ9pVxoUt2mm4RYJfOV5/dashboard)

Step 1: Add Your Domain

If you have not already connected your domain to Kyrios, you will need to connect that first. If your primary domain is already connected, skip to Step 2.

Click "Settings"

Click "Domains & URL Redirects"

Click "Connect a domain"

Click "Connect"

Click the "Please input your domain" field. After this, follow the prompts.\ \ For more information on connecting domains, visit: <https://help.kyriossystems.com/en/articles/13623822-how-to-connect-a-domain-step-by-step> If you do not have a domain, and would like to purchase one, you can purchase domains through Kyrios at our discounted rate. Find more information on how to purchase a domain here: <https://help.kyriossystems.com/en/articles/13536369-how-to-purchase-a-domain-in-kyrios>

Step 2: Connect Your Domain to the Referral Funnel

Click "Sites"

Click "Referral Funnels"

Click "Refer A Friend"

Click "Settings"

Click "Please select a domain" and select the domain you added to Kyrios.

Step 3: Custom Values and Settings

In order for the referral program to work correctly, we need to make sure the system has some information to put into the funnels and communication.

In Settings, click "Custom Values".Open your Custom Values and complete the required fields below: **Required custom values** - Primary Brand Color — [[custom_values.primary_brand_color]] - This is the main color of your brand in the form of a hex code. It is used in emails and the funnel to help brand your referral requests to your brand colors. - Secondary Brand Color — [[custom_values.secondary_brand_color]] - This is the secondary color of your brand in the form of a hex code. It is used in emails and the funnel to help brand your referral requests to your brand colors. - Refer A Friend Funnel Link — [[custom_values.refer_a_friend_funnel_link]] - This link come from the previous step. Once you have connected your domain, you should have the full URL for your referral funnel. - Privacy Policy Link — [[custom_values.privacy_policy_link]] - This is the link from your primary website. If you do not currently have a Privacy Policy, leave it blank. - Terms and Conditions Link — [[custom_values.terms_and_conditions_link]] - This is the link from your primary website. If you do not currently have a Terms and Conditions page, leave it blank. Completing a custom value is easy. Simply click the 3 dots to the right of the custom value and click edit.

Go to: Settings → Business Profile Confirm all business details are complete and accurate. The funnels will pull information like company name, logo, email address, business owner name, etc. from this section.

Step 4: Turn on the Automation

Click "Go Back"

Click "Automation"

Click "Referral Campaign Workflows"

Click the 3 dots and click "Publish workflow." Do this for all 3 workflows. **Workflow 1: Referral Request -** Requests referrals from customers after a delay. **Workflow 2: Referral Submitted -** Sends a thank-you message after a referral is submitted. **Workflow 3: Referred Lead Outreach -** Contacts the referred lead and creates a task for you to follow up. Turn these on only after the previous steps are complete.

Step 5 (Optional): Add Existing Customers to the Referral Requests

If you already have customers in your system, you can include them in the referral program. How to do this: 1. Open your Contacts or Smart List 2. Filter for customers 3. Add them to the referral request workflow. This will allow the Referral Request workflow to include them moving forward. How to bulk add contacts to a workflow: <https://help.kyriossystems.com/en/articles/13507092-bulk-actions-for-campaigns-and-workflows>

Need Help?

If you would rather not set this up on your own, bring this to the weekly Q&A and we’ll walk through it with you. Once these steps are complete, your Referral Program is live.

Activate Your Referral Program (Kyrios Starter Pack)

This guide shows you how to turn on the Referral Program inside Kyrios' Starter Pack. The Referral Program is already installed in your account, but it needs to be activated.

Kyriossystems

Before You Start

Navigate to [https://app.kyriossystems.com/](https://app.kyriossystems.com/v2/location/gJ9pVxoUt2mm4RYJfOV5/dashboard)

Step 1: Add Your Domain

If you have not already connected your domain to Kyrios, you will need to connect that first. If your primary domain is already connected, skip to Step 2.

Click "Settings"

Click "Domains & URL Redirects"

Click "Connect a domain"

Click "Connect"

Step 2: Connect Your Domain to the Referral Funnel

Click "Sites"

Click "Referral Funnels"

Click "Refer A Friend"

Click "Settings"

Click "Please select a domain" and select the domain you added to Kyrios.

Step 3: Custom Values and Settings

In order for the referral program to work correctly, we need to make sure the system has some information to put into the funnels and communication.

Step 4: Turn on the Automation

Click "Go Back"

Click "Automation"

Click "Referral Campaign Workflows"

Step 5 (Optional): Add Existing Customers to the Referral Requests

Need Help?

If you would rather not set this up on your own, bring this to the weekly Q&A and we’ll walk through it with you. Once these steps are complete, your Referral Program is live.