Step 1: Watch our Onboarding Course
Our Co-Founder Samantha has prepared a short but powerful onboarding course to orientate you to Ivorey™ and figure out what to build first. This will orientate you to Ivorey™ and help you prioritise how to migrate to our platform.
👉 Click here to start watching! (Do this first)
Step 2: Set Up 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 set up this important info:
How to set up your business information on Ivorey™
How to set up your business information on Ivorey™
From the Ivorey™ main menu, go to [Settings] > then [Business]
Fill in your business details (you can skip any sections that aren't relevant to your business)
As you add your business details into each of the fields, make sure you are clicking the [Update Information] button under each section, to save your changes
Step 3: 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 set up. 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 Ivorey™ main menu, go to [Settings] > then [Team]
Select [+ Add User] and insert their email address and details (you can set the password, under Advanced Settings, but this is optional)
Go through the [Roles & 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 or adjust this themselves, under their Profile settings
Why isn't Ivorey™ letting me add my team member?
Why isn't Ivorey™ letting me add my team member?
This message usually displays when the person you are trying to add is already connected to another Ivorey™ account.
We can add this person to your account from our end for you. It's just important to note that, if they have admin access for the Ivorey™ account they are already connected too, they will also have admin access for your account too.
If you want them to have user access only, you will need to ask them for an email address that isn't already connected to an Ivorey™ account, so you can add them as a team member to your account.
If you are happy for us to give them access to your account from our end, please share their name and email address with us inside the chat widget to let us know you would like them to have access to your account, and we'll pop in to update this from our end for you. ☺️
Step 4: 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, Square, NMI and AuthorizeNet. Almost all Ivorey™ members use Stripe, since it gives the most functionality.
How to integrate your payment processor
How to integrate your payment processor
From the Ivorey™ main menu, go to [Payments] > [Integrations] > then click [Connect] on the payment processor you want to integrate
Follow the prompts to connect your payment processor with Ivorey™ and approve the relevant access and permissions
Note: the app you will be asked to give permissions and access to, will be titled 'LeadConnector'
Once you have integrated your payment processor, click [Manage] > and then [Manage Payment Methods], at the top right of your screen, to select the payment options you want to be available for your clients for each area in Ivorey™. Select each area from the drop down menu, and then toggling on or off the payment methods you want to be available
IMPORTANT NOTE: These payment option settings will also need to be turned on or off inside your payment processor directly, so please make sure your changes here are also reflected in your payment processors settings as well.
Repeat this process, if you are connecting more than one payment processor. If you are, make sure you tell Ivorey™ which one to use as your default payment processor, by selecting [Set as Default] inside the payment processor settings
Congratulations!! 🥂 you are now ready to start receiving payments inside Ivorey™ 💸
Step 5: Connect Your Social Media Accounts
Integrating your social media accounts into Ivorey™, enables you to manage DM's from one united inbox, use keyword automation, and schedule your content and manage comments using our social planner.
See what social media platforms we support integration with
See what social media platforms we support integration with
Facebook Business Pages
Instagram Business Profiles
LinkedIn Profiles
LinkedIn Business Pages
TikTok Business Pages
Google Business Pages
Pinterest
Threads
YouTube
Bluesky
IMPORTANT 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 to Ivorey™
How to connect your social media accounts to Ivorey™
From the Ivorey™ main menu, go to [Marketing] > then along the top menu bar, select [Social Planner]. Here you will see the list of available social media accounts that you can connect. Simply click on the platform you want to connect, follow the prompts to sign in, and approve the relevant permissions and access required.
Please Note: When approving access between your social accounts and Ivorey™, the app you are granting access to is titled 'LeadConnector'.
Once you have integrated your Facebook and/or Instagram, you will be able to respond to DM's via the [Messaging] tab in your main Ivorey™ menu, and you will be able to respond to comments my going to [Marketing] > [Social Planner] > then [Comments]
Step 6: Create Your Brand Board
A brand board is essentially your branding guidelines that help you set up design elements like colours, typography, and imagery inside Ivorey™, 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 Boards]
Click [+ Add Design Kit] and choose a template, or select [Start from blank]
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
Go to the [Colors] tab, on the left-hand sidebar, and create your own colour palette
Go to the [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
Will changing the colours in the brand board automatically change colours in existing emails or funnels?
Will changing the colours in the brand board automatically change colours 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 clicking the [Set as default] button.
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 the media library, if needed.
Step 7: Customise Email Templates Into Your Branding
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, we are going to customise the 80+ email templates inside your Ivorey™ account with your unique branding, headshot and signature. All you need to do is submit the images to us, and we'll complete this as a complimentary welcome gift for you!
Step 8: Download the Free LeadConnector App
The LeadConnector App is a way to access and manage the main areas of Ivorey™ directly from your phone. 📱 Things like the Social Planner, Invoices, Tasks, Appointments, and Messages, can all be accessed and managed through the LeadConnector App. You can also turn on notifications, so you can receive notifications for important actions taking place within your account, without having to log in via the desktop.
Click here to download from Apple
Step 9: 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 first in your external mailing platform (e.g. remove anyone who's blacklisted, inactive, unsubscribed)
Export your contacts in a CSV file from your external mailing platform
From the Ivorey™ main menu, go to [Contacts] > and click the [↓ Import] button, in the top right corner
In the next screen, tick the [Contacts] box > then click [Next] at the bottom right of the screen
In the 'Upload' screen, click to upload your CSV file > then select 'Create and Update Contacts' from the dropdown menu underneath > then click [Next]
In the 'Map' screen, go through and map the details you want to import into Ivorey™ from your CSV file. Some of these fields will automatically map for you, others you will need to manually choose from the dropdown list under the 'Fields' row
Once you have mapped all of the fields you want to import, make sure the 'Don't import data in X unmapped columns' is checked > then click [Next]
In the 'Verify' screen you can select your preferences (these are all optional settings, but will apply to ALL contacts included in the CSV file you are importing if selected):
'Create a Smart List for new contacts created by the import': This is where you can create a separate list for the contacts in this CSV file. For example, if your CSV file only has contacts that have signed up to your waitlist, then you could create a smart list called 'Waitlist'. This means your contacts will be imported to your contacts tab, but will also be organised under their own list to make it really easy to reference for future needs (skip if not relevant)
'Add imported contacts to a workflow': Here you can select a workflow you already have set up and published inside of Ivorey™, that you want your whole list to be added to (skip if not relevant)
'Add tags to imported contacts': This means you can add additional tags that you have already created inside of Ivorey™ to your whole list (skip if not relevant)
Once you have updated your preferences, please check that your fields have been mapped correctly > then tick the 'I confirm all contacts in this import have consented to hear from us' box > then click the [Start Bulk Import] button, at the bottom right of the screen, to import your CSV file
Step 10: Choose Your Next Project!
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.
We have created Master Help Guides for all of 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-centred 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 at any step of the way, or want us to do it for you instead, please ALWAYS reach out via the help widget inside Ivorey™ (small blue circle at the bottom right of your screen).
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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Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Drop templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍