START HERE: The Ivorey™ Onboarding Checklist

1. From the Ivorey main menu, go to [Settings] > then [Business]

2. Fill in your business details (you can skip any sections that aren't relevant to your business)

3. 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

1. From the Ivorey main menu, go to [Settings] > then [Team]

2. Select [+ Add User] and insert their email address and details (you can set the password, under Advanced Settings, but this is optional)

3. Go through the [Roles & Permissions] to approve/deny access to certain functions

4. 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

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.
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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.
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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.

1. From the Ivorey main menu, go to [Payments] > [Integrations] > then click [Connect] on the payment processor you want to integrate

2. 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'

3. 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
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   ​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.

4. 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
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   ​Congratulations!! you are now ready to start receiving payments inside Ivorey

• 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.

1. 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.
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   ​Please Note: When approving access between your social accounts and Ivorey, the app you are granting access to is titled 'LeadConnector'.

2. 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]

1. From the Ivorey main menu, go to [Marketing] > then [Brand Boards]

2. Click [+ Add Design Kit] and choose a template, or select [Start from blank]

3. 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

4. Go to the [Colors] tab, on the left-hand sidebar, and create your own colour palette

5. Go to the [Typography] tab, and add up to 5 fonts. You can choose out of thousands of Google fonts

6. Select [Save Board] and repeat for as many brand boards as you like

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.

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.

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.

1. Clean your list first in your external mailing platform (e.g. remove anyone who's blacklisted, inactive, unsubscribed)

2. Export your contacts in a CSV file from your external mailing platform

3. From the Ivorey main menu, go to [Contacts] > and click the [↓ Import] button, in the top right corner

4. In the next screen, tick the [Contacts] box > then click [Next] at the bottom right of the screen

5. In the 'Upload' screen, click to upload your CSV file > then select 'Create and Update Contacts' from the dropdown menu underneath > then click [Next]

6. 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

7. 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]

8. 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):

   1. '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)

   2. '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)

   3. '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)​

9. 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