- Sign up for Kyvio to access the CRM (Customer Relationship Management) platform.
- Once you sign up, you will be directed to the Launch Pad, and from there, go to the "Settings" tab to set up your profile.
- Inside the Settings tab, you will see your business profile. Here you can enter your account location, name, legal business name, email, phone number, website, and niche. Once you enter these details, click on "Update Information."
- Next, enter your business physical address, including street address, city or postal code, region, country, timezone, and language. Then, click on "Update."
- Alternatively, you can add your representative's information, such as name and contact details, in the "Business Permissions" section.
- Once you have updated your business profile, go to the "Domains" tab. If you have a website or funnel, purchase a domain for it from a domain hosting provider like GoDaddy, Namecheap, Bluehost, etc.
- To add the domain to Kyvio, click on "Add New Domain," enter the domain name and subdomain, and add both the A record and CNAME record inside your hosting. The A record points to numericals, while the CNAME record points to "www.yourdomain.com."
- After adding both the A record and CNAME record, return to the Kyvio system, enter your domain name, and click on "Add." Select your funnel and hit "Link" to complete the process.
- To connect your payment gateway, go to the "Integrations" tab and select the payment gateway you want to connect, such as Stripe or PayPal.
- In the "Email Services" section, enter your personal email address where you want to receive customer reply backs. You can also set the "Reply Back Address" to match your business email from the Business Profile section.
- Hit "Save" to save your email settings.
These are the basic steps to set up your Kyvio account and get started with the CRM platform.