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getting started with ivorey

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

ask AI

all about AI: a master help guide ask AI AI connectors AI skills use ask AI remotely

CRM

all about the CRM: a master help guide create and manage tasks custom values custom objects custom fields

contacts

import contacts and tags manage duplicate contacts contact filters, tags and smart lists understand contact profiles in the CRM enable or disable DND (do not disturb)contact attribution customise your contact detail views

conversations

manage your unified inbox create snippets trigger links

forms

manage form, survey & quiz submissions

forms

all about forms: a master help guide create and customise a form form notifications form workflows share or embed forms

surveys

all about surveys: a master help guide create and customise a survey survey notifications and submission settings survey workflows share or embed surveys

quizzes

all about quizzes: a master help guide

opportunities & pipelines

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

LeadConnector app

LeadConnector app take payments via LeadConnector app

payments

all about products & payments: a master help guide set up your products and taxes create and manage payments add terms & conditions to checkouts coupon codes create and offer gift cards create and share a payment link edit your receipt email enable/disable Afterpay, Klarna etc. in Stripe manage transactions purchase notifications refund payments or cancel subscriptions

calendars

all about calendars: a master help guide calendar availability choose your calendar type share or embed calendars tag contacts who book appointments

appointments & bookings

manage calendar appointments and bookings manage calendar payments

meeting calendars

set up a meeting calendar and groups automated notifications for meeting calendars offer recurring appointments change the team member of a round robin calendar appointment missing video call link offer a fixed number of appointments service booking calendar and menu

services & rentals

set up a services calendar

connections

calendar integrations integrate Calendly

documents

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 import invoices

portals

client portal

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

courses

all about courses: a master help guide create a course customise your course branding automated course login and notification emails customise a course offer checkout course signup workflows for offer checkouts 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

communities

all about communities: a master help guide 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 community analytics create rewards for community gamification automatically grant community access community newsletters close down a community Skool community import

meeting room

create your meeting room run breakout rooms in your meetings

marketing

email marketing

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

social media & ads

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

reputation & reviews

manage reviews video testimonials

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

sites

AI studio

AI studio AI studio cloud AI studio server accept payments in the AI studio

websites & pages

all about websites: a master help guide site & page settings overview website & funnel AI import a premium website template design & customise your site pages 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

opt-in funnels

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

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

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

events

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

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

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

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

automations

workflow AI workflow triggers inbound email workflow trigger post-purchase workflows automations for funnel or website page visitors

reporting

custom reports call reporting appointment report site page analytics

AI agents

AI agent knowledge base managed agents conversation AI reviews AI voice AI prompt optimizer for AI agents build an AI lead magnet DM bot use custom values to train AI

content creation

custom code

custom CSS code for advanced design functionality

integrations

connect ivorey to external platforms API keys

accounting

QuickBooks integration Wave Accounting integration Xero integration

e-commerce & shipping

Printful integration Printify integration Shippo integration ShipStation integration Shopify integration WooCommerce integration

marketing & messaging

Facebook lead form integration and field mapping Google Analytics 4 in workflows Google Business Profile (GBP) integration Meta ads conversions API event tracking WhatsApp integration

productivity & AI tools

Asana integration Canva integration Claude integration ClickUp integration Fathom integration HubSpot integration Notion integration

migration

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

phone & SMS

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

your ivorey subscription

billing and inclusions export and backup your ivorey account data update your account email address cancel your ivorey subscription

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Articles

all about forms: a master help guide create and customise a form form notifications form workflows share or embed forms