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All About Email Marketing: A Master Help Guide
All About Email Marketing: A Master Help Guide

Learn how to setup your email services, send email broadcasts, sequences, use our pre-made email templates, and protect your domain.

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Written by Grace
Updated this week

Getting Started with Ivorey™ Email Services

Ivorey™ offers email marketing functionality so you can send broadcast, sequences, campaigns and even sync your regular Gmail to manage all your email messaging from one united inbox. There's a few important steps to follow in this guide, that will not only setup the email services in your Ivorey™ account, but also ensure you're following best practice to improve your email deliverability rates whilst doing so.

Learn the basics of email marketing

Ivorey™ email marketing offers a seamless alternative to tools like ActiveCampaign, Kit, and Flodesk. Email marketing is a powerful tool for businesses to engage with their audience effectively. Ivorey™ offers comprehensive email marketing features, enabling you to send broadcasts, automated sequences, and campaigns smoothly.

To get started, you'll need to set up your email services, which includes cleaning and importing your contact list, creating a dedicated sending domain, and following best practices to prevent your emails from landing in spam folders. With Ivorey's user-friendly interface, you can manage all your email communications in one place, ensuring better deliverability and engagement. Simply follow the step-by-step guide below to get started.

Can the Ivorey™ team setup my email marketing 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 Your Email Services: A Step-By-Step Guide

STEP 1: 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.

STEP 1.1: Clean your list and import your contacts

  1. Clean your list in your current platform (e.g. remove anyone who's blacklisted, inactive etc.)

  2. Export your contacts as a CSV file

  3. Set up email verification in Ivorey™ under [Settings] then > [Business Info]

  4. Import your list by going into [Contacts] then > [Import] and following the prompts.


STEP 2: Setup Your Dedicated Email Sending Domain

Let's face it - setting up a domain can feel tricky and we hate to add any extra work to your plate... But here's why creating a new subdomain to send your emails from is a valuable move for your business.

TIP: Most people don’t realize that many email platforms don’t actually send emails from your domain. Instead, they make it look like its coming from your address, but it’s actually being sent through a shared domain, meaning your deliverability is affected by everyone else using that platform (just think for a moment how many millions of users these platforms have!)

STEP 2.1: Setup your email dedicated sending domain

With Ivorey™, you can use our shared domain, but we strongly recommend spending just 10-15 minutes to set up your own dedicated sending domain instead. This way, you’ll build up your domain’s reputation over time, boosting the chances of landing directly in the inbox (not the junk folder!) and significantly improving your open rates.

  1. Make sure you have already purchased a domain (e.g. the domain for your main website).

  2. From the Ivorey™ main menu go to [Settings] then > [Email Services] then > [Setup Dedicated Domain].

  3. Choose a subdomain to create and follow the prompts - we recommend using a subdomain like 'mail.yourdomain.com'

  4. Ivorey™ will give you a set of domain records (TXT, CNAME, and MX). Please add these into the DNS settings of whoever you purchased your domain through.

  5. We strongly recommend also adding the DMARC record that shows as optional.

  6. Once your DNS settings have been updated, select [Verify]. This process can take up to 48 hours depending on your domain provider. Once all records turn green, your dedicated sending domain is verified and you're ready to start sending emails!


STEP 3: Follow These Critical Steps To Prevent Landing In Spam

You're all done on the tech-side, but don't jump into your email sending too hot and heavy! As this is likely the first time you've ever sent emails through your own actual domain (read above to see how most email providers actually send your emails through a shared domain, not your own) - it's critical to slowly warm up your domain to prevent getting flagged for spam.

IMPORTANT: Even if you're only sending to tiny list (even just 50 people) you MUST make sure the emails are validated first and that you follow best practice shared below. If just 5 of those emails happened to be invalid, that would be a 10% bounce rate which could get your domain immediately flagged.

Follow the best practice suggestions below to ensure you're setup for maximum protection and success with your email marketing:

STEP 3.1: Setup email validation and unsubscribe links

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

  2. Down towards the right you'll see [General] section

  3. We highly suggest ticking the following email settings. Be sure to hover over the information symbol to understand what each setting means and how it works.

  4. When sending emails, drag and drop the [Footer] element which automatically includes your unique unsubscribe link.

STEP 3.2: Warm up your new domain with a drip sending schedule

This slow and steady email warm up will ensure you protect your domain reputation, improve your deliverability, and end up with emails that always land in the primary inbox instead of the junk folder. It's a process that takes a little bit of patience over your first weeks, but will bring you a massive return in the near future!

When you go to send or schedule your first email, you'll see it offer a functionality called [Drip Mode]. We highly suggest using this feature, and setting it to send 20 emails (or less) every 5 minutes, and don't send more than 1,000 emails on your first day. You can gradually increase the volume each time you send your emails.


STEP 4: How To Customize Email Templates And Use Custom Values

Ivorey™ has a dedicated section where all your emails can live in one easy-to-access place. We also have dozens of pre-made email templates to get you started! In addition, we have an amazing feature called 'Custom Values' which personalize your emails by inserting unique variables - like your contacts name, course details, or payment information.

STEP 4.1: Use our pre-made email templates and create your own

In order to create automated email sequences to use in your workflows, you first need to create the emails. From the main menu, go to [Marketing] then > [Emails] then > [Templates]. Here, you can create all of your emails with the drag-and-drop builder, name and organize them into folders for easy access and maintenance in the future. Inside each email, you can use the 'Custom Values' feature to automatically populate information.

Once you've created your email templates, they will then become available from the drop-down menu when you use the "Send An Email" option inside of workflows.

Congratulations! You're a pro at Ivorey™ emails now - follow the steps below and let's get your first email out the door! 🎉


STEP 5: Send Your First Email, Any Way You Like!

Getting started with email in Ivorey™ is easy, offering four methods to fit your needs. You can send a quick message from the CRM, schedule newsletters with the email scheduler, automate notifications for courses and payments, or set up email sequences through workflows. Choose the option that best suits your goals and start engaging your audience effectively!

STEP 5.1: Choose your desired email attribution and analytics settings

  1. From the main Ivorey™ menu, go to [Marketing] > [Emails] > [Settings].

  2. Choose your prefered attribution window.

  3. Choose your default sending address (ensure it matches the same domain you setup your email services with)

  4. Turn on click performance tracking if you want to enable those analytics.

STEP 5.2: Learn the different ways you can send emails from Ivorey™

Learn the 4 main ways you can send emails inside of Ivorey™

  1. Directly inside the CRM by going into [Messaging] and then clicking on which contact you want to email. Simply type your email message in the box, ensure it's toggled to email and press send!

  2. From the email scheduler by going into [Marketing] from the main Ivorey™ menu, then > [Email] then > [Create New]. Use the drag-and-drop builder to design and write your email, then send or schedule it for sending. This is perfect for your regular newsletters, broadcasts, or if you have a batch of emails you want to schedule to send at set times or dates. You can also do the last option via workflows, which is discussed below.

  3. Via automated email notifications like in [Courses] then > [Settings] then > [Email Settings] you can choose to toggle on/off automated emails for course welcomes and logins. Then, in [Payments] > [Invoices] then > [Settings] you can also set up automated email notifications and reminders to send out too.

  4. Inside workflows under the [Workflow] tab of the main Ivorey™ menu. Simply drag-and-drop the "Send Email" step into any workflow you like. This is the step to follow if you want to setup an automated email sequence to send e.g. to onboard new clients, sell an offer after someone joins your list, or nurture your leads over a longer term. To use this option, ensure you have first created any emails you want to send in [Marketing] > [Emails] > [Templates]. Thats where you'll create and store all your emails, and then they'll be available to pull into workflows.

STEP 5.3: Watch how to send an individual broadcast or newsletter

  1. To send a regular broadcast or one-off email, go into [Marketing] from the main Ivorey™ menu, then [Emails] then [New].

  2. Use the drag-and-drop builder to write and design your email, then press [Send] or [Schedule].

  3. We suggest using the [Batch Send] option if you're still a new Ivorey™ user (refer to step 3 to understand why)

  4. Follow all the prompts to choose who your email should be sent to, write the subject line and schedule a time etc.

  5. When you're done, select [Save] or [Send].

STEP 5.4: How to create smart lists to segment your contact list

When you go to send an email broadcast, it will ask you who you want to send the email to. Whilst you can handpick the contacts, or choose them based on tags, a more common approach is to create smart lists. These are dynamic lists that will update based on who meets certain criteria. Watch the video below to learn how to create your own.

STEP 5.5: Watch how to send emails in a workflow

  1. Create any emails you want to include in your sequence inside [Marketing] then > [Emails] then > [Templates]. If you want a text-only email, you can skip this step.

  2. When your emails are done, go into the main Ivorey™ menu and select [Workflows] then > [New Workflow].

  3. Set the trigger to whatever you want to trigger what starts this sequence. For example, when a certain tag is applied to a contact, or whatever criteria suits your needs.

  4. Then create your first action which is [Send an Email]. Fill out the fields on the right hand panel, and then select the template you made in the previous steps from the drop-down list. If you want a text-only email, you can simply write it in without having to select a template.

  5. To continue the email sequence, add a [Wait] step and insert the wait period, e.g. 1 day.

  6. Continue adding steps of [Send an Email] and [Wait] to achieve sequence sending cadence you desire
    .

  7. When complete, you can send yourself test emails, then toggle the workflow to [Publish] and hit [Save].


Frequently Asked Questions About Email Marketing

Can I send emails from different addresses e.g. for two businesses?

Yes, you can send emails from different addresses in Ivorey™ for multiple businesses by setting up multiple email dedicated sending domain. However we don't usually recommend this approach, as the segmenting in your CRM will get very confusing having all your different contact lists combined. At this stage, you can also only use one email domain for automated emails. If you're prepared to setup your own unique tagging system to keep the lists organized and plan on sending manual email broadcasts only, you can do so!

Can I sync my Gmail into the Ivorey™ inbox?

Yes! We have an optional 2-way sync lets you connect your Gmail to Ivorey’s unified messaging inbox, bringing together all the communication with your contact into one place - whether its via emails, SMS or social media.

The sync is NOT designed to forward all of your normal Gmail emails into Ivorey™. The idea behind it is that when you send a contact an email from Ivorey™ (e.g. following up on a sales conversation), when they reply via email their response will come straight back into the Ivorey™ inbox so all the conversation thread happens in one place.

How to setup Gmail 2-way sync:

  1. From the main Ivorey™ menu, go to [Settings] > [Profile] > then navigate to the General area and you'll see the email 2-way sync.

  2. Select the Gmail 2-way sync and hit [Connect]. Then follow the prompts to login to your Google account.

How do the email costs and complimentary credits work?

Ivorey™ has managed to keep our plan costs some of the most affordable in the industry, but there are some real charges that we have to pay to telco providers every single time you send an email or sms. Instead of blanket price increases to our plans like other companies do, we have implemented a pay-for-what-you-need system where only the members who want to send high volumes of emails will need to pay slightly more to cover these additional costs.

The cost is just $0.002c USD per email, but all Ivorey™ plans include $20USD of complimentary credit. If you use this credit on email services, that equates to your first 10,000 emails per month completely free. Anything above this will get charged to the same card you subscribed to Ivorey™ with. You can monitor these transactions and wallet balance under [Settings] then > [Billing].

If you're an Enterprise level customer, be sure to contact our team to setup a customized plan more suitable to your needs.

Does Ivorey™ have any email templates?

Yes, Ivorey™ offers a variety of customizable email templates, to help you create professional and engaging emails quickly. They are pre-loaded into your account under [Marketing] then > [Emails] then > [Templates].

How do I send an email with course login details?

To send an email with course login details in Ivorey™, use the 'Course Login' email template we have pre-loaded into your account under [Marketing] then > [Emails] then > [Templates]. You will find the "Login Details" email template under the "Courses" Folder. Once you've customized the email for your own needs, you can add it into any workflow, such as your post-purchase workflow after someone signs up for our course. Please refer to the Courses Master Help Guide for details on how to do that.

How do I add an unsubscribe link to my emails?

When sending emails, drag and drop the [Footer] element which automatically includes your unique unsubscribe link.

I accidentally added the wrong domain to my dedicated domain settings, how do I delete this?

You'll need to click on [Settings] > [Email services] > [Dedicated Domain And IP] > click on the three dots next to the domain name you want to delete, and click [Delete domain]

From there, you'll be able to start fresh by following step 3 of this guide.

When you're asked to put in your subdomain, you can enter 'mail.yourdomain.com' and add the DNS settings from there.

How do I make email replies send to my personal/business email inbox instead of Ivorey?

To have your replies sent to your personal email account, you can change this by going to Settings > Email Services > Reply & Forward Settings > under Reply Address you can put the address you want replies being sent to.

Important Note: Setting this up will mean reply conversations cannot be tracked and will not come to conversation thread inside of the Ivorey inbox.


Email Troubleshooting Guide

Why can't I design my own emails inside workflows?

Workflows offer both plain-text emails or the option to send out beautifully designed emails. As most businesses will end up having dozens of different workflows and potentially hundreds of workflow steps, Ivorey™ has a dedicated section where all your emails are kept in one place. This is where you need to create all your emails FIRST, and then add them into your workflows.

From the main menu, go to [Marketing] then > [Emails] then > [Templates]. Here, you can create all of your emails with the drag-and-drop builder, name and organize them into folders for easy access and maintenance in the future. Once you've created your email templates, they will then become available from the drop-down menu when you use the "Send An Email" option inside of workflows.


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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