Your Referral Program is already installed. You are not building anything from scratch.
You are activating a system that will ask for referrals, thank customers, and follow up with new leads automatically.
When this is running, you'll start seeing activity in the Conversations tab and the Opportunities tab in Kyrios.
What this system does
Once activated, Kyrios will:
Ask customers for referrals after a delay
Thank customers when they submit a referral
Contact the referred lead and prompt a conversation
Create a task so you can follow up if needed
This turns satisfied customers into a steady source of new opportunities.
You’ll know this is working when customers begin submitting referrals and new contacts are created automatically.
Why this matters
Most referrals don’t happen because people forget. Even happy customers rarely think to introduce you at the right time.
This system fixes that. It keeps your business top of mind and asks consistently without you having to remember.
Before You Start
What you will do
You will complete four core steps and one optional step:
Add your referral funnel domain
Fill out the required custom values
Turn on the referral workflows
Confirm the system is live
(Optional) Add existing customers to the referral program
You are not building anything from scratch. You are activating what is already installed.
What you need
You only need two things before you start:
A domain or subdomain for your referral funnel
Access to your domain registrar (if DNS updates are needed)
Everything else is already in your account.
Step 1: Add Your Domain
Navigate to https://app.kyriossystems.com
If your domain is not already connected:
Go to Settings
Click Domains & URL Redirects
Click Connect a domain
Click "Connect" and Follow the prompts
If your primary domain is already connected, move to the next step.
For more information on connecting domains, visit: 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: How to Purchase a Domain in Kyrios
Step 2: Connect Your Domain to the Referral Funnel
Go to Sites
Click Referral Funnels
Open Refer A Friend
Click Settings
Select your domain
This creates your referral submission page.
Step 3: Custom Values and Settings
To make the system work correctly, Kyrios needs information for branding and communication.
Go to: Settings → Custom Values
Complete the required fields:
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 — 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 — 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 — This is the link from your primary website. If you do not currently have a Privacy Policy, leave it blank.
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.
Then go to: Settings → Business Profile
Confirm your business details are complete.
These values are used in:
emails
funnels
referral messaging
Step 4: Turn on the Automation
Go to Automation
Click Referral Campaign Workflows
Click the 3 dots and click "Publish workflow." Do this for all 3 workflows.
These workflows handle:
Referral Request: Sends referral requests to customers after a delay
Referral Submitted: Sends a thank-you message after a referral is submitted
Referred Lead Outreach: Contacts the referred lead and creates a follow-up task
Turn these on only after completing the previous steps.
Step 5 (Optional): Add Existing Customers
If you already have customers, you can include them in the referral program:
Go to Contacts or Smart Lists
Filter for customers
Add them to the Referral Request workflow
This allows the system to include them in referral outreach.
For more information: How to bulk add contacts to a workflow
What happens next
Once these steps are complete, your Referral Program is live.
Once activated:
Customers will begin receiving referral requests
Submissions will trigger follow-up automatically
New leads will be contacted and tracked
Tasks will be created so nothing slips
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.