Just signed up to Ivorey™ and ready to setup your account? You're in the right place! We're all about making tech and business simple, so this Master Help Guide has everything you need on one easy-to-follow page.
STEP 1: Setup Your Business Information
Setting up your business information is an important first step when you join Ivorey™. Most notably, the country you choose will determine the currency that shows on your main Ivorey™ dashboard and analytics. Here's how to setup this important info:
How to setup your business information on Ivorey™
How to setup your business information on Ivorey™
From the main menu, go to [Settings] then > [Business Info]
Fill in your business details
Press [Save]
STEP 2: Grant Team Members Access To Your Account (Optional)
If you have employees, contractors or team members you'd like to grant access to your account, it only takes a few simple steps to get them setup. When adding team members, you can choose to give them admin privileges and control what other parts of your account they do/don't have access to. Here's how to add your team:
How to add team members to your account
How to add team members to your account
From the main menu, go to [Settings] then > [Team]
Select [Add Employee] and insert their email address and details
You can choose the password, but this is optional
Go through the [User Permissions] to approve/deny access to certain functions
Set their general availability, which is an important step if this team member will be involved in any calendar appointments. They can also set this themselves under their Profile settings.
STEP 3: Connect Your Payment Processor
In order to sell products and get paid, you need to integrate a payment processor. Currently we support integration with Stripe, PayPal, NMI and AuthorizeNet. Almost all Ivorey™ members use Stripe since it gives the most functionality.
How to integrate with Stripe
How to integrate with Stripe
From the Ivorey™ main menu, go into [Payments] then > [Integrations]
Select [Connect with Stripe] and follow the prompts to integrate your account
STEP 4: Connect Your Social Media Accounts
Integrating your social media accounts to Ivorey™ enables you to manage DM's from one united inbox, use keyword automation, and schedule your content using our social media scheduler.
See what social media platforms we support integrating with
See what social media platforms we support integrating with
Facebook Business Pages
Facebook Groups
Instagram Business Profiles
LinkedIn Profiles
LinkedIn Business Pages
TikTok Business Pages
X (formally Twitter) Profiles
Google Business Pages
Pinterest
Please note: Meta does not allow any form of scheduling or automation through personal pages or profiles. So in order to connect any Facebook or Instagram accounts, they must be attached to a Facebook business page. This limitation applies to all platforms in the world - not just Ivorey™.
How to connect your social media accounts
How to connect your social media accounts
STEP 5: Create Your Brand Board
A brand board is essentially your branding guidelines that help you set up design elements like colours, typography, and imagery to ensure consistent brand identity across emails and funnels.
How to create your brand board & turn on colour selector
How to create your brand board & turn on colour selector
From the Ivorey™ main menu, go to [Marketing] then > [Brand Board]
Select [New] and choose a template or to start from scratch
Upload your logo. We suggest one dark and light version, and to ensure they have transparent backgrounds so you can use them across a variety of assets.
Toggle to the colour tab and create your own color palette.
Toggle to the final typography tab and add up to 5 fonts. You can choose out of thousands of Google fonts.
Select [Save Board] and repeat for as many brand boards as you like
Next from the left hand dashboard go to [Settings] > then select [Labs]
Scroll down to 'New colour picker for Funnels and Websites' and toggle this on
Will changing the colours in the brand board automatically change colors in existing emails or funnels?
Will changing the colours in the brand board automatically change colors in existing emails or funnels?
No, changing the colours in the brand board will not automatically update the colours in existing emails or funnels. The brand board's colour section is used for quick access, and will be displayed in the colour selector for future use. Existing designs and content will remain unchanged and you will need to manually update each element to your branding colours.
What is the limit for adding colours and fonts in a board?
What is the limit for adding colours and fonts in a board?
You can add up to 5 fonts, 10 colours and 2 logos in the one brand board. You can create multiple brand boards if you would like, then select which brand board is your main board by selecting it as your default.
Where will I see the logos added?
Where will I see the logos added?
You will find a folder in your media library with the Brand Board name. This is available for quick access. You can also delete the old logos in media library if needed.
STEP 6: Clean And Import Your Contact List
Cleaning your contacts before importing them is a crucial step for maintaining a healthy email list and boosting your deliverability. By starting with a clean list and using our in-built email verification tools, you increase the chances of landing in your audience's inbox, which leads to higher open rates and better overall engagement.
How to import your contacts
How to import your contacts
Clean your list in your current platform (e.g. remove anyone who's blacklisted, inactive etc.)
Export your contacts as a CSV file
Set up email verification in Ivorey™ under [Settings] then > [Business Info]
Import your list by going into [Contacts] then > [Import] and following the prompts.
Watch the Video tutorial below to learn how to import your contacts into Ivorey™
STEP 7: Update your Custom Values for your Email Templates
We have used custom values inside our email templates to help save you time, and make customising them to your unique brand easier and a more streamlined user experience.
We have used custom values for the logo, the image and the signature inside our email templates, so all you need to do is update your custom values with each image link, and these will automatically populate throughout all of the Ivorey email templates for you!
Please Note: If you joined Ivorey before March 2025, any existing email templates in your Account will still require you to manually update the images as the custom values have not been applied to exisiting email templates. However if you download a new email template from our template Library, or you are a NEW Ivorey member, all emails will include custom values. This means the logo, image and signature will display as blank graphics until you add the image link to your custom value settings.
STEP 7.1: Update your Custom Values with your image links
STEP 7.1: Update your Custom Values with your image links
From the Ivorey™ main menu, go to [Settings] then > [Custom Values]
You should see the custom values below:
Members Image: {{ custom_values.members_image }}
Members Logo: {{ custom_values.members_logo }}
Members Signature: {{ custom_values.members_signature }}
If you don't see these custom values please follow step 2 to add them to your Ivorey™ account, otherwise skip to Step 3.
Click on the [New Custom Value] button at the top right of your screen
In the [Name] field, write "Members Image"
In the [Value] field, add your desired image link (follow step 3 to get image link)
Repeat steps a and b above for the remaining two custom values displayed in step 1 above
From the Ivorey™ main menu, go to [Media Library]
Find the logo you want to use, (or upload the logo if you haven't already) > then click on the three dots of the image > and select [Get Link]
Navigate back to [Settings] > [Custom Values] > and paste the image link into the "Value" field of the Members Logo custom value
Click [Update] to save
Repeat steps 4 to 6 for the "Members Image" and "Members Signature," custom values.
Once you have added the image links to your custom values, navigate to [Marketing] on the left sidebar, then go to [Emails] and select [Templates]
Check how the images populate in the email templates and adjust any formatting as needed.
Make sure you always click [Save] when editing or customising your email templates.
STEP 8: Customise Invoice, Receipt & Document Email Templates to create your Unique Branded Client Experience
At Ivorey™, we believe it's the little details that make all the difference, and we want to help you create your unique personalised experience for your clients! In this step, you are going to customise some of our Email Templates to your branding, and then replace the system default email templates with your branded ones, so that your clients are receiving a consistent branded experience across all your touch points of communication.
STEP 8.1: Customise your Email Templates
STEP 8.1: Customise your Email Templates
The email templates in your Payment Email Folder have been created to replace all the system generated emails for your Invoice Settings and your Receipt Settings. Your clients will be sent an email for any invoices you send, any that are overdue or upcoming, and they will also be sent a receipt email anytime they make a purchase within your account. You can't customise the system default emails directly, so we have gone ahead and re-created these for you so you can have more control over the branding of your client communications.
From the Ivorey™ main menu, go to [Marketing] then > [Emails] > [Templates]
Click on the [Payment Emails] folder and click into the first email template
Customise this email template to your branding colours, logo, and email signature > then click [Save Template] at the top right corner of your screen
Repeat this process for all of the emails inside your Payment Emails Folder until all of these email templates have been customised to your branding
Repeat this process the two emails inside your [Document & Contracts] Folder
Below is a list of the email templates you should see in your Payment Emails & Document & Contracts Folders. If there are any missing, please click on the [+ New] button at the top right of your folder > then select [Email Marketing Templates] > use the left hand menu bar to select the [Payment Emails] or [Document and Contracts] category > then click on the missing email template and click [Continue] to download it into your account.
Watch the video tutorial below to see where to find these email templates and how to customise them:
STEP 8.2: Replace the system default emails with your branded email templates
STEP 8.2: Replace the system default emails with your branded email templates
Now you've branded the email templates for your invoices, documents and receipts, it's time to replace the system default emails with your branded ones so that these are sent to your clients instead.
From the Ivorey™ main menu, go to [Payments] then > [Invoices & Estimates] > [All Invoices]
On the top right of your All Invoices page click on the [Settings] button > then click on the [Notifications] > [Customer Notifications] tab
Starting from the top, pull each branded email template into the matching invoice notification by selecting the email template from the drop down menu
Repeat this process for all of your Invoice Email Templates > then click [Save] at the bottom right of the screen
Once you have added all of the invoice templates in, click Back to go back to the All Invoices Page > then hover over [Documents & Contracts] from your top menu bar > then select [All Documents & Contracts]
On the top right of your All Invoices page click on the [Settings] button > then click on the [Customer Notifications] tab
Pull in the two branded document and contract email templates into the two notifications here by selecting the email template from the drop down menu > then click [Save] at the bottom right of the screen
Once you have added the document & contracts templates in, click Back to go back to the All Document & Contracts Page > then click [Settings] from your top menu bar > then select the [Receipts] tab
Scroll down to Email Template and select the Send Receipt email template from the drop down menu > then click [Save] at the bottom right of the screen
Watch the video below to see how to replace the system default emails with your new branded email templates:
CONGRATULATIONS! You've got the basics done-and-dusted! 🥂 Now it's time to move onto your first project, based on your businesses unique goals and needs.
STEP 9: Choose Your Next Project!
We have created Master Help Guides for all the core moving parts of your business. Each guide is designed to take you through a step-by-step process, with both written steps, helpful tips and short videos along the way. We've designed these help guides to be as human-centered as possible, giving you all the context and information you need, and leaving out everything you don't!
We suggest you focus on one project at a time, and follow it through to completion before jumping into other areas of the platform, as tempting as it can be! If you need help any step of the way, or want us to do it for you instead, please ALWAYS reach out via the help widget inside the portal.
CHOOSE YOUR NEXT PROJECTWe suggest working through them in the following order. If a certain guide isn't relevant to you just skip it and move onto the next!
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STILL NEED HELP? We're just a chat away. Send a message via the widget inside your Ivorey™ account, and we'll be there to support you! 💙