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All About Courses: A Master Help Guide

Learn all about courses and access our step-by-step project plan with every article, template and resource you'll need along the way!

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated over a week ago

Getting Started With Ivorey™ Courses

Before you steam ahead setting up your courses, here's some good-to-know information that will ensure you understand how courses work in Ivorey™, and whether a course is the right fit for your needs.

Learn the basics of courses

Ivorey™ courses are designed to replace tools like Kajabi, Teachable, Thinkific etc. Whilst you may be running a membership, a mastermind, a group program, an academy or a community - think of a "course" as an online portal where you can upload videos, lessons, audios and other digital attachments. Once you create a course, you can provide login details for people to access the beautifully branded portal you create online.

Ivorey™ courses can be structured to organise your content into modules, with various categories and lessons. This content can also be drip fed or locked to tailor the learning experience - for example you may have a membership where one new category gets unlocked every month. The draft feature enables you to make updates to your courses in real time, and then choose to publish it once complete. You can also create assessments to check your students' understanding, review their progress and issue certificates. You can also connect your course to a community if you'd like to create an interactive experience where your students can connect and chat with each other. Those additional features and trainings can be found in our Community Master Help Guide.

Ensuring that you follow the steps of this guide, when someone purchases a course, the system will automatically grant them access and send their login details to them via email. We have also pre-made email templates ready for you inside the Ivorey™ Template Library to save you time and help you create an exceptional branded experience.

How many courses do I need?

Most Ivorey™ clients setup multiple courses, breaking them down by offer type. For example, a Coach or Course Creator might have all of these course portals:

  1. A course to host all of their Membership content

  2. A course to host all their Group Program call replays

  3. A course to host all their Mastermind resources

  4. A course to work through a step-by-step curriculum

  5. A course with assessments for Certification or Training Programs

By having each course in its own individual portal, you can customise the branding, who gets access and have the most control over managing each one.

How long will it take to setup my courses?

In this help guide, we list multiple different ways to setup and sell your course. Ranging from the "quick and easy" options to the more "best practice" options with proper sales pages and funnels. Whichever way you choose - it's only a onetime job, and it will become even quicker next time since you can clone/duplicate the first batch of assets and just make some small adjustments.

Which type of course should I choose?

There are multiple course templates available in Ivorey™ to help you set your course structure, or you can simply start from scratch to choose your own. The most popular course themes are "Classic" and "Neo" - however you can refer to the Course Types section below to choose the right template for your needs.

Can the Ivorey™ team setup my course portal for me?

Absolutely! Our mission is to close what we've coined the 'Implementation Gap', which is why women hire us to "do it for them" every single day! Browse and book a done-for-you service right here.


A Visual Walkthrough of What It's Like Hosting Your Courses on Ivorey™



How To Setup A New Course: A Step-By-Step Guide

Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.

  1. Setup your client portal (if you haven't already)

  2. Create a course offer (essential for both free and paid courses)

    Important Note: If you want to sell your course via a full sales page (with more advanced options) instead of a simple pre-populated offer checkout, you only need to complete steps 1-4 above, then move to the Sales Funnel guide to complete the rest.

  3. Customise your course offer checkout (the quickest and easiest way to sell or give away a course)

  4. Setup your course signup workflow (so contacts get tagged and emailed after signup)

  5. Download and use the Kollab app (optional app for you and your students)


Advanced Options For Promoting Your Course

  • If your course is paid and you want to design your own sales page, have multiple price points, and access page analytics - we recommend selling through a Sales Funnel instead of the simple offer checkouts shown above.

  • If your course is free and you want to design your own opt in page and access page analytics - we recommend promoting through an Opt-in Funnel instead of the simple offer checkouts shown above.


Additional Ways To Grant Access To Any Course

  • To manually grant someone access to your course: Follow these steps

  • To automate granting access to courses: Inside any workflow, you can add the action step [Course Grant Offer] to automatically grant access to specific course/s.


Frequently Asked Questions about Courses

How should I sell my course once I've set it up?

If you're after quick and easy - use the steps shown in the guide above to create an Offer Checkout to sell your courses. This is a pre-populated, semi-branded option that is super quick and easy to setup.

Alternatively, if you have a paid course that you are seriously invested in scaling - then for best practice, we recommend building a sales funnel with an order form on a dedicated checkout page. Although it is slightly more upfront work, we've really set you up for success with our Sales Funnel Templates, and our Sales Funnel Master Guide.

By selling your Course through a Sales Funnel, you'll be able to get the best tracking and analytics, where you can see how many people viewed your sales page, abandoned cart, and converted. You will also be able to add features like bump offers at the checkouts and upsells on the thank you pages. Funnels give you the most flexibility, control, and opportunities to increase conversion, as well as the most functionality and features for branding, design and payment options.

Is there an app people can access my courses from?

Yes there is an app your members can download to access their course! Please download the Kollab app (here for iPhone and here for Google) which is a free inclusion of all Ivorey™ plans. They will need to use the same login details as they signed up to the course with.

Can I white-label my own branded app?

Yes you can create your own branded app for your course! The Kollab app that has been shared above, is also available to white-label with all your own name, courses, community and branding. Please refer to our Create and Brand a Course guide for detailed steps.

How can I review course participation / progress?

  1. To review course participation progress, from the main Ivorey™ menu, go to [Courses]

  2. Along the top menu bar hover over [Courses] > and select [Analytics] from the drop down menu

  3. Click [View] on the [Course Progress] tab > and choose the course you'd like to view to see your student's course progress.

How can I get notified when a new student signs up to my course?

We recommend adding a 'Internal Notification' step to the workflow for your course so you'll be notified every time a new student signs up to your course.

  1. To get notified when someone purchases your course, from the main Ivorey™ menu, go to [Workflows] > and select the workflow you created when you setup your Sales Funnel

  2. Make sure the action [Send Internal Notification] is in the workflow, if it's not already added, follow the steps below.

    1. Click [+] then [Send Internal Notification] and select the type of notification to be [Notification] or [Email]

    2. Type out what you'd like the notification to say and which team member you'd like it to send to, and then click [Save Action]

  3. Publish your workflow using the toggle on the top right of the screen and hit [Save]

What's the difference between a course and a product?

There are 2 types of Products in Ivorey™

  1. A product under the [Payments] tab is the actual product that will sync to your Stripe or payment processor.

  2. A product under the [Courses] tab refers to each one of your courses, being its own product. Unfortunately, this wording does trip a lot of people up and we're rallying to get this terminology changed! A course product is essentially referring to each individual course you create. It is NOT the same as setting up a proper product under the [Payments] tab.

How can I link a course to my community?

An offer is used to bundle a course and community together for sale.

To create an offer, follow these steps:

  1. Click on [Courses] in the left-hand menu of Ivorey™

  2. On the top bar, select [Course]

  3. On the drop down, Select [Offers]

  4. Select the ‘Create Offer’ button

  5. Click [Products] to select the Course(s) and Community you want to grant access

  6. Select [Offer Access] to determine accessibility settings for your offer

  7. Optional: Select [Edit Checkout] if selling your Course via Offers tab

  8. Move your Offer status from "Draft" to "Publish" and click [Save]

How do I offer multiple payment options for my course checkout?

Simple offer checkouts can only have one price point. To create multiple, you can create an additional offer checkout (so you end up with one link for each price point). You can then add those links into different buttons on your site, or even hyperlink both options inside the text on your checkout, so buyers can navigate between them both. Alternatively, you can build a Sales Funnel instead (we have templates for this), which gives you way more flexibility and advanced options for branding, price points, analytics and more.

How do I re-send someones course login link or reset their password?

To help a student login to the course, you can send a Magic Link. This is the fastest way to get your clients back into your courses is if they have forgotten their username or password.

  1. Navigate to [Site Pages] > [Client Portal] > [Dashboard]

  2. Under the Actions section, click [Generate] next to 'Generate Magic Link'

  3. Select the [Contact] option > then select the contact who needs access from the drop down menu

  4. Tick the 'Send Email' box to ensures the link is emailed directly to them

  5. Then click [Generate and Send] to create and send the Magic Link to the selected contact

How do I remove someones access to a course?

Follow the steps below to manually remove a someone from a course:

  1. From the Ivorey™ main menu, go to [Courses] > along the top menu bar hover over [Courses] > then select [Analytics]

  2. Select 'Member Analytics' > then click the 👁️ icon of the contact you want to remove from the group

  3. Click the [Update Offers] button at the top right of your screen > and click the [Products] tab

  4. Tick the box of the course you want to remove them from > then click the [Revoke Access] button

How can a student cancel their course subscription?

To allow your members to self-cancel their course subscriptions, please go to Courses > Client Portal > Settings > App Permissions and check that Billing & Subscription is ticked

By turning on the Billing & Subscriptions app permission, it means that your members will be able to cancel their subscriptions through the Billing area inside their client portal account.

How to remove course access when a subscription is cancelled?

To ensure a contact no longer has access to a course when they cancel a subscription, you can create a workflow to revoke access automatically when the subscription status is marked as 'cancelled' by following the steps below:

  1. Go to Workflows > and click + Create New Workflow > then select + Start From Scratch

  2. Name your workflow e.g "Subscription Canceled [Course Name]

  3. For the trigger select [Subscription]

    1. Click 'Add Filters' and select [Global Product] > then select your product/subscription

    2. Add a second filter and select [Status] > [is] > [Canceled]

  4. Next add the action [Course Revoke Offer] > and select the course you want to remove the contact from when their subscription is canceled

  5. Publish your workflow and then Save to activate

How to cancel a subscription on behalf of a member?

To cancel a subscription on behalf of a member, please go to Payments > Subscriptions > click the 3 dots of their active subscription > and select 'Cancel Subscription'

Can the automatic revoke access email that is sent when a contact is removed from a course be customised/turned off?

Unfortunately at the moment, there is no built-in way to turn off or customise the automatic "Revoke Access" email that gets sent when a member loses access to a course.


Course Troubleshooting Guide

Why are users receiving two welcome emails with their login details?

This is usually because you've setup a welcome email in a workflow AND left on the setting which automatically sends emails. To turn that off, please visit [Courses] > [Settings] > [Email Settings] and toggle the automated emails to OFF mode if you do not want them to send.

Why isn't a course showing under the 'All Courses' or 'My Courses' tab?

If there is a course missing in the 'All Courses' tab of the client portal, please check that you have added a cover image for that course under [Courses] > [Products] > then edit your course and add a cover image. Now it should display in the 'All Courses' tab of the home page in the client portal.

If there is a course missing in the 'My Courses' tab, it means that contact does not have access to the course. Please follow the steps above to create an offer for your course and ensure your contacts who are meant to access it, are being granted access to that offer.

How do I delete a course and can I recover a deleted course?

To delete a course in Ivorey:
1. Go to Courses > Products
2. Click into the course product you want to delete

3. Click the 'Details' tab

4. Scroll to the bottom of the page and click 'Delete Product'

Please note that deleting a course product is permeant and cannot be undone. This will delete all of your course lessons, videos, text, attachments and history.


Can Square be used to collect payment through Offer Checkouts?

No, currently, the Offer checkout feature doesn't support Square as a payment processor. Only Stripe (and in some cases, PayPal) is supported when setting a price on offers like courses or memberships.

If your account only has Square connected, it won’t allow you to set a price for your course offer checkout.

To collect payment for your course, we recommend that you either connect a Stripe account if you have one, or you can create a Sales Funnel (or simple Order Funnel if you don't require a sales page) for your course to process payment, and then setup a post-purchase workflow so that access is granted automatically when someone pays through your order funnel.


Need Help?

Hit the support chat widget inside Ivorey - we can:

  • Drop the templates directly into 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 🤍

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