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 customise some of our Email Templates to your branding, and then replace the system default email templates with your branded ones, so that your clients are receiving a consistent branded experience across all your touch points of communication.
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.
How to rebrand your emails with custom values
How to rebrand your emails with custom values
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 please follow step 2 to add them to your Ivorey™ account, otherwise skip to Step 3.
Click on the [New Custom Value] button at the top right of your screen
In the [Name] field, write "Members Image"
In the [Value] field, add your desired image link (follow step 3 to get image link)
Repeat steps a and b above for the remaining two custom values displayed in step 1 above
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) > then click on the three dots of the image > and select [Get Link]
Navigate back to [Settings] > [Custom Values] > and paste the image link into the "Value" field of the Members Logo custom value
Click [Update] to save
Repeat steps 4 to 6 for the "Members Image" and "Members Signature," custom values.
Once you have added the image links to your custom values, navigate to [Marketing] on the left sidebar, then go to [Emails] and select [Templates]
Check how the images populate in the email templates and adjust any formatting as needed.
Make sure you always click [Save] when editing or customising your email templates.
How to replace system default emails with your branded emails
How to replace system default emails with your branded emails
Now you've branded the email templates for your invoices, documents and receipts, it's time to replace the system default emails with your branded ones so that these are sent to your clients instead.
From the Ivorey™ main menu, go to [Payments] then > [Invoices & Estimates] > [All Invoices]
On the top right of your All Invoices page click on the [Settings] button > then click on the [Notifications] > [Customer Notifications] tab
Starting from the top, pull each branded email template into the matching invoice notification by selecting the email template from the drop down menu
Repeat this process for all of your Invoice Email Templates > then click [Save] at the bottom right of the screen
Once you have added all of the invoice templates in, click Back to go back to the All Invoices Page > then hover over [Documents & Contracts] from your top menu bar > then select [All Documents & Contracts]
On the top right of your All Invoices page click on the [Settings] button > then click on the [Customer Notifications] tab
Pull in the two branded document and contract email templates into the two notifications here by selecting the email template from the drop down menu > then click [Save] at the bottom right of the screen
Once you have added the document & contracts templates in, click Back to go back to the All Document & Contracts Page > then click [Settings] from your top menu bar > then select the [Receipts] tab
Scroll down to Email Template and select the Send Receipt email template from the drop down menu > then click [Save] at the bottom right of the screen