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All About Courses: A Master Help Guide
All About Courses: A Master Help Guide

Learn how to create, manage and sell courses through Ivorey™

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Written by Grace
Updated this week

Getting Started With Ivorey™ Courses

Before you steam ahead setting up your courses, here's some good-to-know information that will ensure you understand how courses work in Ivorey™, and whether a course is the right fit for your needs.

Learn the basics of courses

Ivorey™ courses are designed to replace tools like Kajabi, Teachable, Thinkific etc. Whilst you may be running a membership, a mastermind, a group program, an academy or a community - think of a "course" as an online portal where you can upload videos, lessons, audios and other digital attachments. Once you create a course, you can provide login details for people to access the beautifully branded portal you create online.

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Ivorey™ courses can be structured to organise your content into modules, with various categories and lessons. This content can also be drip fed or locked to tailor the learning experience - for example you may have a membership where one new category gets unlocked every month. The draft feature enables you to make updates to your courses in real time, and then choose to publish it once complete. You can also create assessments to check your students' understanding, review their progress and issue certificates. You can also connect your course to a community if you'd like to create an interactive experience where your students can connect and chat with each other. Those additional features and trainings can be found in our Community Master Help Guide.

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When someone purchases a course, you can automatically grant access and send login details via a workflow. We have pre-made email templates ready for you inside the Ivorey™ Template Library to shortcut this process for you!

How many courses do I need?

Most Ivorey™ clients setup multiple courses, breaking them down by offer type. For example, a Coach or Course Creator could have all of these course portals:

  1. A course to host all of their Membership content

  2. A course to host all their Group Program call replays

  3. A course to host all their Mastermind resources

  4. A course to work through a step-by-step curriculum

  5. A course with assessments for Certification or Training Programs

By having each course in its own individual portal, you can customise the branding, who gets access and take full control.

How long will it take to setup my courses?

In this help guide, we list multiple different ways to setup and sell your course. Ranging from the "quick and easy" options to the more "best practice" options with proper sales pages and funnels. Whichever way you choose - it's only a onetime job, and it will become even quicker next time since you can clone/duplicate the first batch of assets and just make some small adjustments.

Which type of course should I choose?

There are multiple course templates available in Ivorey™ to help you set your course structure, or you can simply start from scratch to choose your own. Refer to the Course Types section below to choose the right template for your needs.

Can the Ivorey™ team setup my course portal, products and workflows for me?

Absolutely! Our mission is to close what we've coined the 'Implementation Gap', which is why women hire us to "do it for them" every single day! Browse and book a done-for-you service right here.


How To Setup A New Course: A Step-By-Step Guide

Below is a step-by-step guide of how to setup your new course - from branding the course portal, uploading your lessons, automating your welcome emails and preparing it for sale. Follow below in the order shown to ensure you don't miss any steps!

STEP 1: Set Up Your Client Portal

Ivorey's client portal feature allows you to create a centralised hub for your clients to access your courses, community, affiliate programs, invoices and contracts all in the one place.

TIP: If you have already set up and branded your client portal, you can skip this step and move onto the next!

STEP 1.1: Create a custom domain for your client portal

  1. Click on [Site Pages] in the left-hand menu of Ivorey™

  2. On the top bar, select [Client Portal]

  3. On the drop down, select [Settings]

  4. Click [Domain Setup] to setup your Client Portal domain

    1. Option 1: Customize your client portal domain by updating the text in the “Sub Domain” section. OR

    2. Option 2: For a unique domain name, you can create a subdomain using your domain provider for example: clients.yourdomain.com

STEP 1.2: Customize your client portal branding

  1. Click on [Site Pages] in the left-hand menu of Ivorey™

  2. On the top bar, select [Client Portal]

  3. On the drop down, select [Settings]

  4. Click [Branding] and follow the prompts

STEP 1.3: Setup your user profile inside your client portal

  1. Click on [Site Pages] in the left-hand menu of Ivorey™

  2. On the top bar, select [Client Portal]

  3. On the drop down, select [Dashboard]

  4. Click on your [Client Portal URL] and login

  5. If this is your first time logging in you'll be prompted to set up your password

  6. At the top right, select the Circle image placeholder, select [View or Edit Profile]

  7. Follow the prompts to setup your profile

STEP 2: Create A New Course in Ivorey™

The next step is to choose your course type, and then create it in Ivorey™. Follow the steps and prompts shown, or watch the video below. Please note, this is NOT the same as setting up a product in the payment tab - this section is talking about creating the actual course portal inside your [Courses] tab of the main Ivorey™ menu.

STEP 2.1: Create your new course product

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. On the top bar, select [Courses]

  3. On the drop down, select [Products]

  4. Select [Start from scratch] and follow the prompts

STEP 3: Upload Your Course Content

The next step is to structure your course content, including categories, lessons, and sub-categories, and then start uploading your materials e.g. videos, pdf workbooks and audio files.

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. On the top bar, select [Course]

  3. In the drop down, select [Products]

  4. Select the course, wish to edit, select outline and follow the prompts

STEP 3.1: How to structure your course in Ivorey™

STEP 3.2: Upload your lessons into the course

STEP 4: Customize Your Course Portal Branding

Here’s how you can tailor each course portal to reflect your brand's unique style and aesthetic:

  1. From the Ivorey™ main menu, click on [Courses]

  2. On the top bar, select [Course]

  3. In the drop down, select [Products]

  4. Select the course you wish to customize, select [Details] and follow the prompts

  5. Select [Customize] and follow the prompts to customize your course layout design

  6. Switch to the [Lessons] tab and follow the prompts to customize your lessons design

STEP 4.1: Customize your course portal design

STEP 4.2: Customize your course lesson design

STEP 5: Set Up Your Automated Welcome and Login Emails

Once you’ve set up your course, the next step is to grant people that purchase access and send their course login details via email. We have pre-made email templates ready for you to use inside the Ivorey™ Template Library. If you setup these emails now, it can completely automate your course management - including the welcome email, when access to a new offer is granted and when a new module becomes available.

STEP 5.1: Customize our pre-made email templates

We have created pre-made email templates for you that are available inside the Template Library. They are pre-filled with custom values that will automatically pull in customized data to send, such as your client portal URL and your contact’s login details

  1. From the main Ivorey™ menu, go to [Marketing] then > [Emails] then > [Templates]
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  2. You'll see email templates we have already pre-loaded into your account under the [Course Emails] folder.
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  3. [Edit] the email templates by adding your own unique colors, images and text. Be sure to keep the custom values we have added which will automatically pull in their name, email, login URL etc.
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  4. Hit [Save]


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STEP 5.2: Add your pre-made email templates to the Course Email Notification Settings

To have your branded email templates sent out to your members, you will need to select each email template inside the Course Email Notification Settings and toggle ON the automated email notifications you want being sent to members. This means anytime someone gets granted access to ANY course, they'll automatically get sent your branded welcome email with login details and any future emails if/when you unlock extra modules. These emails apply for ALL courses so should be generalized.

  1. Click on [Courses] in the left-hand menu of Ivorey™ then > [Courses] > [Settings] > [Email Settings]

  2. Toggle each email notification ON and pull in the email templates that you created for this in step 5.1.

  3. Press [Save]

STEP 6: Create An Offer To Prepare Your Course For Sale

Once your course has been setup, it's time to sell it! Ivorey™ gives you so many different ways you can sell things - based on your unique business goals and needs.

No matter which option you choose, to give people access to your course, you’ll need to create an Offer. Here’s why: A course alone just sits inside your Ivorey™ account without any way for users to access it. When you create an Offer, you’re telling Ivorey™, “When someone buys this Offer, they get access to this course (or set of courses).” In short, an Offer is what makes your course available for purchase and lets people access it.

STEP 6.1: Choose from these 4 most common ways to sell your course:

  1. Through a simple offer checkout: Go to [Courses] > [Offers] > Copy the offer link. This gives you a very simple pre-populated page with an image, description and checkout form on it. Use this if you want to sell something in the quickest and easiest way, and aren't bothered about tracking page view and conversion analytics.
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  2. Through a funnel: Create a proper funnel with a sales page, order form and thank you page (shown in the Funnels Master Help Guide). Use this option if you want to create a proper sales page to promote your offer, offer bump offers and upsells, and track all of the statistics. This is the 'best practice' way to sell courses, especially for high ticket offerings or for an offer you want to continue tracking and optimizing the conversions for. It takes more work upfront to build your funnel, but it will pay off!
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  3. Inside your community: In your group, go to the [Learning] tab and add your course there with whatever price you'd like your community members to be able to buy it for. Use this if you have a community of members you'd like to upsell your course to. This is best for lower ticket "easy yes" offers that people are happy to just read some quick info about and buy on the spot, without a proper sales page.
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  4. Though an online store: Go to [Site Pages] > [Online Store] > [Create New Store] and setup your own e-commerce style shop where people can add things to cart and then checkout. Use this if you have a very high volume of offers that you want people to browse and shop e-commerce style.

STEP 6.2: Create an offer for your course

  1. From the main Ivorey™ menu go to [Courses] then > [Course] then > [Offers] then > [Create Offer]
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  2. Click [Products] to select the Course/s you wanted to grant access to.

  3. Make sure to turn the product into LIVE mode. This setting is under the edit pricing section, which makes it easy to miss!

  4. Select [Offer Access] to determine accessibility settings for your offer.
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  5. Optional: Select [Edit Checkout] if selling your Course via a simple offer checkout link, and customize it to your liking. If you're selling your course via a website or funnel, you can skip this step.
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  6. Move your Offer status from "Draft" to "Publish" and click [Save]​

Step 7: Create A Product And Link It To Your Offer (Optional)

IMPORTANT: You only need to do this step if you want to sell your course through an order form inside a website or funnel. If you are using a simple "Offer Checkout Link" you can skip this step.

Once you have an offer setup in step 6, you can share that "Offer Link" to sell it via a simple checkout. But for those who want to setup a proper sales page in their website or funnel, you need to create a product under the [Payments] tab and link it to your offer. Once you create this product, it will become available for you to use inside order forms on your website, funnel pages and/or online store.

STEP 7.1: How to create a product that you can use in websites or funnels

  1. Click on [Payments] in the left-hand menu of Ivorey™

  2. On the top bar, select [Products]

  3. On the drop down, Select [Products]

  4. Select the ‘Create Product’ button and follow the prompts

  5. Under "Prices" add your desired One time and Recurring payment options

  6. Select "Additional Details" and toggle on [Membership Offer]

  7. Select the relevant Offer your Course is attached to.

STEP 8: Create A Post-Purchase Workflow To Tag and Grant Access

In order for people to be tagged and granted access after they sign up to your course, you need to create a workflow. Whilst the name may sound intimidating, it's simply a backend automation inside of Ivorey™ that says: Whenever someone purchases this product or signs up to this form > Do these steps. You only need to set this up once, and your course sign ups will now become a fully automated process.
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STEP 8.1: How to create a workflow to tag and grant access to your course

  1. From the main menu, go to [Workflows] > [Create Workflow] and rename it something like "Post Purchase: Course Name"
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  2. Trigger option 1:If your offer is sold through an "offer link", choose the trigger [New Signup] and use the [Filter] to select your offer.
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  3. Trigger option 2: If your offer is paid through a funnel, website, community, online store or anywhere else - choose the trigger [Order submitted] and use the [Filter] to select your product.

  4. Trigger option 3: If you're giving away your course for free through an opt-in form, choose the trigger [Form Submitted] and use the [Filter] to select the form people will signup through.
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  5. Choose the action [Add A Tag] and create a new tag called something like "purchase: offer name"
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  6. Add another action [Grant Course Access] and use the filter to select the offer you'd like to grant access to.
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  7. Optional: Add another action [Grant Group Access] if you have a community you also want to grant access to.
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  8. Optional: Add another action [Internal Notification] if you want to be notified via email or internal notification when someone purchases your course.
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  9. Optional: If you would like to send a personalized welcome email, you can create this under Marketing > Emails > Email templates and call it "Welcome Email - Course Name". To add it to your workflow, use the action "Send Email" and select the template you just made.
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  10. Make sure to publish your workflow and click [Save]
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STEP 8.2: Grant access to your course for anyone who should already have access

If you have contacts who have already signed up or purchased your course (for example if you're migrating your course from a different platform), you can grant them access

  1. Click on [Contacts] in the left-hand menu of Ivorey™

  2. Select or search for the contact you'd like to grant access to

  3. Scroll down, until you see [Offers]

  4. Select the offer you wish to grant access and click "Save"

NOTE: If you have lots of people to add, select them all and then add them to the workflow you created in step 5.5. This will push them through the same workflow your future course sign ups will go through.

CONGRATULATIONS! Your course, offer, product, emails and workflows are DONE and fully automated - you are now ready to start sharing your amazing work with the world! 🥂

Frequently Asked Questions about Courses

How can I add someone to my course?

  1. Click on [Contacts] in the left-hand menu of Ivorey™

  2. Select or search for the contact you'd like to grant access to

  3. Scroll down, until you see [Offers]

  4. Select the offer you wish to grant access and click "Save"

What's the quickest and easy way to sell a course without a proper sales page?

The fastest way to sell an offer is through a simple "Offer Link". It's a simple pre-made page you can make some branding tweaks to, that will show your offer name, description, pricing, image and checkout form. See how to do that here. It's definitely the fastest way to launch, but if having a proper sales page, upsells and analytics is important - we suggest taking the extra time upfront to build a funnel instead. The Funnels Master Help Guide will walk you through that process.

Is there an app people can access my courses from?

Yes! Please download the Kollab app (here for iPhone and here for Google) which is a free inclusion of all Ivorey™ plans. You will use the same login details as you usually do for your community. You can provide all of your members the same details to also download the Kollab app - and sign in with their own login details too.

Can I white-label my own branded app?

We are so excited to say that yes - you can! The Kollab app that has been shared above, is also available to white-label with all your own name, courses, community and branding. There is a 3-4 week process to complete the legal documentation required by Apple and Google, but once you do that - it gets officially lodged in the app store (it's a real app!) and your clients or student download it to access all of your content and communities on-the-go! The white-label app can be added onto your current plan for $79 USD per month. To get started, follow the steps below:

  1. From the main Ivorey™ menu, go to [Communities] then > [White Labeled App].

  2. Follow the prompts to subscribe and complete your payment.

  3. You will be redirected to a form where you need to answer questions and lodge some business information in accordance with legal requirements from Apple and Google to be able to get in their app store.

  4. You can also add the colors, images etc for your app - and you'll be notified when it's live and ready to go!

How can I migrate my existing students to my course?

If you have contacts who have already signed up or purchased your course (for example if you're migrating your course from a different platform), you can grant them access

  1. Click on [Contacts] in the left-hand menu of Ivorey™

  2. Select or search for the contact you'd like to grant access to

  3. Scroll down, until you see [Offers]

  4. Select the offer you wish to grant access and click "Save"

NOTE: If you have lots of people to add, select them all and then add them to the workflow you created in step 5.5. This will push them through the same workflow your future course sign ups will go through.

How can I review course participation / progress?

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. Navigate to [Courses] in the top bar and select [Analytics] from the drop down menu.

  3. Click on [Course Progress] and choose the course you'd like to view to see your student's course progress.

How can I create course certificates?

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. Click on [Certificates] in the top bar

  3. Click on [New] and choose whether you'd like to create a certificate from a template or from scratch.

How can I drip feed my content?

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. Navigate to [Courses] in the top bar and select [Products] from the drop down menu.

  3. Choose the course you'd like to drip feed

  4. On the right hand side of each module you'll a drop-down menu, select [Drip] and follow the prompts to set up when you'd like the content to go live.

  5. Repeat these steps for each module you'd like to drip out.

How can I lock course modules or lessons?

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. Navigate to [Courses] in the top bar and select [Products] from the drop down menu.

  3. Choose the course you'd like to lock the modules in

  4. On the right hand side of each module you'll a drop-down menu, select [Locked] and follow the prompts to lock your module.

  5. Repeat these steps for each module you'd like to lock.

How can I get notified when a new student signs up to my course?

We recommend adding a 'Internal Notification' step to the workflow for your course so you'll be notified every time a new student signs up to your course.

  1. Go back to the workflow you have created after someone signs up to your course (shown in step 5.5 above).

  2. Add a new action step in the workflow:

    1. Click [+] then [Send Internal Notification] and select the type of notification to be [Notification] or [Email].

    2. Type out what you'd like the notification to say and which team member you'd like it to send to, and then click [Save Action]

  3. Publish your workflow using the toggle on the top right of the screen and hit [Save]

What's the difference between a course and a product?

There are 2 types of Products in Ivorey™

  1. A product under the [Payments] tab is the actual product that will sync to your Stripe or payment processor.
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  2. A product under the [Courses] tab refers to each one of your courses, being its own product. Unfortunately, this wording does trip a lot of people up and we're rallying to get this terminology changed! A course product is essentially referring to each individual course you create. It is NOT the same as setting up a proper product under the [Payments] tab.

What's the difference between a course and an offer?

A course is where the learning content is housed. An offer is is a single or bundle of courses that you then sell. One course can be linked to many different offers.

How can I link a course to my community?

An offer is used to bundle a course and community together for sale.

To create an offer, follow these steps:

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. On the top bar, select [Course]

  3. On the drop down, Select [Offers]

  4. Select the ‘Create Offer’ button

  5. Click [Products] to select the Course(s) and Community you want to grant access

  6. Select [Offer Access] to determine accessibility settings for your offer

  7. Optional: Select [Edit Checkout] if selling your Course via Offers tab

  8. Move your Offer status from "Draft" to "Publish" and click [Save]

How can I bundle multiple courses for sale?

You can bundle multiple courses together for sale by setting up an offer.

To create an offer, follow these steps:

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. On the top bar, select [Course]

  3. On the drop down, Select [Offers]

  4. Select the ‘Create Offer’ button

  5. Click [Products] to select the Course(s) you want to grant access

  6. Select [Offer Access] to determine accessibility settings for your offer

  7. Optional: Select [Edit Checkout] if selling your Course via Offers tab

  8. Move your Offer status from "Draft" to "Publish" and click [Save]

Course Troubleshooting Guide

Why are users receiving two welcome emails with their login details?

This is usually because you've setup a welcome email in a workflow AND left on the setting which automatically sends emails. To turn that off, please visit [Courses] > [Settings] > [Email Settings] and toggle the automated emails to OFF mode if you do not want them to send.

Why isn't a course showing under the 'All Courses' or 'My Courses' tab?

If there is a course missing in the 'All Courses' tab of the client portal, please check that you have added a cover image for that course under [Courses] > [Products] > then edit your course and add a cover image. Now it should display in the 'All Courses' tab of the home page in the client portal.

If there is a course missing in the 'My Courses' tab, it means that contact does not have access to the course. Please follow the steps above to create an offer for your course and ensure your contacts who are meant to access it, are being granted access to that offer.

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! You can also browse our done-for-you services if you want us to do the work for you instead 💙

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