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getting started with ivorey

start here: the ivorey foundations checklist set up your business information add and manage account users apps included in your subscription create a brand board choose your next project choose how to sell through ivorey customise your dashboard customise your ivorey profile recommended pathway for health practitioner bookings media library and upload limits running multiple businesses under one ivorey subscription the ivorey template library recommended pathway for selling via sales calls, proposals and invoices

affiliate marketing

all about affiliate marketing: a master help guide create an affiliate campaign set up PayPal payouts API set up your affiliate signup process all about the ivorey affiliate program

AI features

all about AI: a master help guide AI agent knowledge base AI connectors AI skills AI studio AI studio cloud AI studio server accept payments in the AI studio ask AI build an AI lead magnet DM bot content AI conversation AI email AI managed agents prompt optimizer for AI agents reviews AI use ask AI remotely use custom values to train AI voice AI website & funnel AI workflow AI

blogs

all about blogs: a master help guide create and customise a blog import blog posts create a blog postpublish a blog site blog RSS feeds

calendars

all about calendars: a master help guide calendar availability choose your calendar type calendar integrations set up a meeting calendar and groups offer recurring appointments set up a services calendar automated notifications for meeting calendars tag contacts who book appointments share or embed calendars manage calendar appointments and bookings manage calendar payments change the team member of a round robin calendar appointment integrate Calendly missing video call link offer a fixed number of appointments service booking calendar and menu

client portal

all about client portals: a master help guide client portal custom domain customise your client portal branding client portal permissions client portal notifications and automated login emails GoKollab™ app for courses, communities and client portal on mobile use and manage your client portal create your meeting room

communities

all about communities: a master help guide community analytics create and brand a community community membership tiers create and manage community channels community notifications and automated login emails add courses to the community learning tab get signups to your community community ownership, admin and access share content in communities go live inside your community community calendar events create rewards for community gamification automatically grant community access community newsletters close down a community Skool community import

courses

all about courses: a master help guide create a course customise your course branding automated course login and notification emails course signup workflows for offer checkouts customise a course offer checkout test a course offer checkout manually grant course or community access apply a custom course theme template to an existing course create and manage course cohorts create a new offer for an existing course create custom certificates and badges for courses and communities go live in courses Kajabi course importer managing courses and student access

CRM

all about the CRM: a master help guide import contacts and tags manage duplicate contacts contact filters, tags and smart lists understand contact profiles in the CRM manage your unified inbox enable or disable DND (do not disturb)create and manage tasks LeadConnector app contact attribution create snippets custom fields customise your contact detail views trigger links

custom code

custom CSS code for advanced design functionality

domains

all about domains: a master help guide domain setup options connect a domain or subdomain set up a branded domain transfer a domain out via Cloudflare

email marketing

all about email marketing: a master help guide set up email services email domain warm up customise default emails with custom values create and send newsletters create an email or SMS sequence conditional sending in emails email suspension due to high bounce rate edit email template subject lines email marketing analytics email replies not coming through send an email sequence before or after appointments send an email template to a single contact

event management

all about events: a master help guide set up an event customise event branding and style automated event notifications event workflows publish and share your event manage event registrations and attendees check attendees into an event manage event refunds and cancellations

forms, surveys & quizzes

all about forms: a master help guide create and customise a form form notifications form workflows share or embed forms manage form, survey & quiz submissions all about surveys: a master help guide create and customise a survey survey notifications and submission settings survey workflows share or embed surveys all about quizzes: a master help guide

integrations

API keys Asana integration Canva integration Claude integration ClickUp integration connect ivorey to external platforms Facebook lead form integration and field mapping Fathom integration Google Analytics 4 in workflows Google Business Profile (GBP) integration HubSpot integration Meta ads conversions API event tracking Notion integration Printful integration Printify integration QuickBooks integration Shippo integration ShipStation integration Wave Accounting integration WooCommerce integration Xero integration WhatsApp integration Shopify integration

migration

blog migration community migration course migration email platform migration funnel migration HubSpot migration online store migration subscription migration website migration

opt-in funnels

all about opt-in funnels: a master help guide customise an opt-in funnel template set up your opt-in email and workflows create and customise your opt-in form

payments

all about proposals & invoices: a master help guide create a proposal template and configure settings create an invoice template customise invoice settings and automated emails customise proposal settings and automated emails create and send proposals using a template manually send invoices without a proposal accept and reconcile cash or bank transfers for invoices add terms & conditions to checkouts coupon codes create and manage payments create and offer gift cards create and share a payment link edit your receipt email enable/disable Afterpay, Klarna etc. in Stripe import invoices manage transactions purchase notifications refund payments or cancel subscriptions set up your payment processor take payments via LeadConnector app

phone services

all about phone & SMS - a master help guide australian phone numbers, address and regulatory bundles making phone calls navigating rejected regulatory and/or address bundles SMS compliance for non-A2P required countries A2P registration reduce inbound spam calls

pipelines

all about pipelines: a master help guide pipeline journeys customise our bonus sales pipeline build a pipeline pipeline workflows pipeline forecasting

products

all about products & payments: a master help guide set up your products and taxes

reporting

appointment report custom reports call reporting

reputation & reviews

manage reviews video testimonials

sales funnels

all about sales funnels: a master help guide customise sales funnel templates add products to a sales funnel post-purchase workflows for sales funnels test a sales funnel and manage settings order forms in funnels order funnels without a sales page

social media

all about social media scheduling: a master help guide connect your social accounts create and schedule your social posts managing your social content ad manager

stores

all about online stores: a master help guide create an online store site online store shipping & delivery settings online store upsell offers online store abandoned cart settings online store post-purchase workflows connect your domain and publish your online store manage store orders manage online store product reviews

webinar funnels

all about webinar funnels: a master help guide customise a webinar funnel template webinar funnel workflows test a webinar funnel and manage settings

websites & funnels

all about websites: a master help guide site & page settings overview import a premium website template design & customise your site pages site page analytics cookie consent banners countdown timer create a pop-up form generate schema markup link in bio templates schema markup AI SEO settings for site pages set up a chat widget third party pixel tracking website favicons website page speeds, load times and image quality, on site pages XML sitemaps all about QR codes: a master help guide

workflows & automations

all about custom values: a master help guide automations for funnel or website page visitors inbound email workflow trigger post-purchase workflows social media keyword bot workflow triggers

your ivorey subscription

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All collections›email marketing

email marketing

Send beautiful newsletters, set up automated sequences, and manage your email system end-to-end

13 articles

Articles

all about email marketing: a master help guide set up email services email domain warm up customise default emails with custom values create and send newsletters create an email or SMS sequence conditional sending in emails email suspension due to high bounce rate edit email template subject lines email marketing analytics email replies not coming through send an email sequence before or after appointments send an email template to a single contact