Set Up Your Business Information

1. From the main Ivorey™ menu, go to Settings > and you will land on the Business tab, in the Settings menu

2. In the General Information window, click the [Upload] button, to upload your Business Logo

3. Set your Friendly Business Name - this will be the name of your Ivorey™ account (please don’t set this to “Ivorey” but rather your name, or business name) > and your official Legal Business Name - this should match what is used on your business registration documents

4. Add your Business Email and Phone Number

5. (optional) Create a Branded Domain - refer to our Set Up a Branded Domain guide to learn more

6. Enter the URL for your Business Website (if you have one) > select your Business Niche (optional), from the drop-down, or type one in > and set the Business Currency for your account (important)

7. When you’re done, click the [Update Information] button, at the bottom of the window

Note: At the top of the General Information window, you can find your Location ID - this is a unique code for your Ivorey™ account, which you can use when creating API keys and more.

1. In the Business Physical Address window, on the right-hand side, add your business's physical Street Address, which will appear on invoices and proposals - this should match what is used on your business registration documents

2. Select your Country from the drop-down - this determines the default currency used in checkouts, but will be overridden by the Currency setting in the General Information window

3. Select your Time Zone from the drop-down, to ensure accurate scheduling and calendar settings

4. Select the Platform Language of your preference, from the drop-down - this determines the language for your Ivorey™ account backend

5. Select your preferred Outbound communication language for custom values - this determines the language for custom values (used in automated emails and notifications)
   
   Note: Refer to our Custom Values guide to learn more.

6. When you’re done, click the [Update] button, at the bottom of the window

1. In the Business Information window, on the left-hand side, select your Business Type (e.g. Corporation, Non-profit, etc.) > and your Business Industry (e.g. Online, Education, etc.) from the drop-downs

2. Select your Business Registration ID Type, from the drop-down > and enter your Business Registration Number (or tick the box if your business is unregistered)

3. Select the applicable Business Regions of Operations for your business (you can select multiple)

4. When you’re done, click the [Update Information] button, at the bottom of the window
   
   Note: These details should all match what is used on your business registration documents.

5. (optional) If your business has an authorised representative (whether that is you or someone else), please fill in the details in the Authorized Representative window, on the right-hand side:

   1. The representative’s First and Last Name > and Email address

   2. Select their Job Position > and enter the Phone Number

   3. Click the [Update Information] button, at the bottom of the window

1. In the General window, on the right-hand side, check the boxes on the settings you want to enable:

   1. Merge Facebook Contacts - automatically merge contacts created from Facebook Messenger conversations and/or Facebook Lead Form submissions, with matching contact names

   2. Disable Contact Timezone - we recommend leaving this enabled (unchecked) if you work with clients in other timezones (this affects time settings for emails, notifications and other automations which you may want tailored to your client’s time)

   3. Bot Detection - this helps prevent falsely inflated statistics and automation triggers from bots opening or clicking emails

   4. Verify Email Address - verify an email address before the first email is sent to any new email address is your account, and every 3 months thereafter (recommended to prevent high email bounce rates)
      
      Note: This does come at an additional fee, please refer to our Billing and Inclusions guide for the breakdown.

   5. Make Email Compliant - automatically add an unsubscribe link to the bottom of all emails > click [Customize] to edit the unsubscribe message

   6. (optional) To configure Allow Duplicate Opportunity Settings, click the [Go to Opportunity Settings] button

   7. (optional) To configure Number Intelligence Settings, click the [Go to Number Intelligence Settings] button

2. In the Contact Deduplication Preferences window, on the right-hand side, toggle ON to Allow Duplicate Contact or if you leave it toggled OFF:

   1. Choose your preference for how to Find existing contacts from the drop-down, either by Email or Phone

   2. Then select the other option, or None, under the Second preference drop-down

3. (optional) To configure Missed Call Textback Settings, click the [Go to Missed Call Textback Settings] button