Before You Dive In
This article is one step from our Master Help Guide: All About Email Marketing. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Customise all of the system-default emails (e.g. appointment confirmations, or when sending or following up on invoices, etc.) to your branding
Save time by customising the custom values, copy, and colours in our email templates
🎁 BONUS GIFT: Let us rebrand these emails for you! Simply submit this form and we'll update the custom values in your account, so that all of the 80+ email templates we provide are rebranded with your unique logo, headshot and signature.
Step 1: Set Up Custom Values
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 set up custom values to add your logo, signature and sign off image across all of our pre-made email templates at once, so that your clients are receiving a consistent branded experience across all your touch points of communication.
Click here for the written instructions
Click here for the written instructions
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, you can add them:
Click on the [New Custom Value] button at the top right of your screen:
In the [Name] field, write "Members Logo"
In the [Value] field, add your desired image link (follow step 2 to get image link)
Click [Update] to save
Repeat those steps for the remaining two custom values, Members Image (your headshot) and Members Signature
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), and click on the (⁝) three dots on the image > and select [Get Link]
Navigate back to [Settings] > [Custom Values] > paste the image link into the "Value" field of the Members Logo custom value > and click [Update] to save
Repeat those steps for the remaining two custom values, Members Image (your headshot) and Members Signature
Step 2: Customise Our Email Templates
In this step, you will learn how to access and customise our email templates with your own copy, branding, subject lines, and preview text.
Click here for the written instructions
Click here for the written instructions
From the Ivorey™ main menu, go to [Marketing] > [Emails] > [Templates] > open a folder > and open the specific template you want to customise
If you have set up your custom values, your logo and signature will automatically appear. If not, you can manually upload them
Use the sidebar on the left to drag and drop elements, change text, and swap out images
Click on any element to open the settings panel on the right, and change the colours to match your brand
Click [Save Template], at the top right of the screen, to save your customised template for future use
Note: To apply your newly customised templates, and replace the system default emails, in the different areas inside Ivorey™, such as calendars, invoices or payments, please refer to the relevant help guides for the detailed steps to select an email template.
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Email Marketing to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Upload the templates to 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 🤍