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All About Courses: A Master Help Guide

Learn how to create, manage and sell courses through Ivorey™

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Written by Grace
Updated this week

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.

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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.

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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. We recommend the 'Classic' theme template - this is the one we use in the Agency when we customise course portals for members, 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, funnel and workflows 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.


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

Below is a step-by-step guide of how to setup your new course portal - from branding the course portal, to uploading your lessons, and automating your welcome emails. Follow below in the order shown to ensure you don't miss any steps!

STEP 1: Set Up Your Client Portal

Setting up your client portal is a really simple step that you only need to complete once. Ivorey's client portal feature allows you to create a centralised hub for your clients to access your courses, community, affiliate programs, invoices, contracts and important files all in the one place.

TIP: If you have already set up and branded your client portal, you can skip this step and move onto the next!

STEP 1: Create a custom domain for your client portal

It's important to create your client portal URL before sharing the link with any of your contacts to ensure a seamless sign-in experience. If you update your client portal URL after you have shared the link with your contacts, then you will need to share the new link with them so they can login.

  1. To customise your client portal link, from the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar, hover over [Client Portal] > and click [Settings]
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  2. Click [Domain Setup] to setup your Client Portal domain where you have two options for customising your client portal domain:

    1. Option 1: You can customise your client portal domain by updating the text in the 'Sub Domain' section - this doesn't require you to update your domain DNS records and will mean that your client portal URL will end in 'app.clientclub.net'

    2. Option 2: You can create a subdomain (e.g members.yourdomain.com) for a more customised client portal URL
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      ​🛑 IMPORTANT NOTES

      1. If you are creating a custom domain, this needs to be a NEW subdomain that is NOT used anywhere else (e.g members.yourdomain.com)
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  3. If you choose Option 1 above, type your chosen text into the 'Sub Domain' field > then click [Update Domain] to update your client portal > you have now customised your client portal URL and you can skip the next steps
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  4. If you choose Option 2 above, add your sub domain to the 'Custom Domain' field > then click [Update Domain] > please continue with the steps below
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  5. Depending on who your domain provider is, you may be able to click [Continue] to have these DNS records updated inside your domain automatically, however in most cases you will need to click 'Add Record Manually' to manually update your DNS records
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  6. To add the records from Ivorey™ to your Domain DNS settings, you will need to log into the platform your domain is hosted with (e.g GoDaddy) and add these DNS records inside the DNS settings. Alternatively you can share these records with your Domain Provider directly through their chat support as they will be able to update your DNS records for you

STEP 2: Customise your Client Portal branding

  1. To customise your client portal branding, from the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar, hover over [Client Portal] > and click [Settings]
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  2. Click the [Branding] tab and make your way through each field, updating the client portal to your branding. Each image has a recommended size to upload, so please ensure you are uploading images accordingly.
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  3. Once you have finished adding your brand details, click the [Save Settings] button at the bottom of your screen to save your changes
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  4. To view your client portal login page and see your branding customisations, navigate back to the Client Portal Dashboard and copy the 'Client Portal URL' into a new browser. This will open to your client portal login screen where you can then make any design adjustments needed.

STEP 3: Setup your Client Portal Permissions

Inside your client portal settings, you can choose which features you want your clients to have access to when inside their client portal. The areas you can turn on or off inside the client portal are:

  1. Communities

  2. Courses

  3. Affiliates

  4. Billing & Subscriptions

  5. Contracts

  6. Estimates

  7. Shared files

  1. To setup your client portal permissions, from the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar, hover over [Client Portal] > and click [Settings]
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  2. Click the [App Permissions] tab where you can toggle on or off the areas you you want your clients to be able to access from inside their Client Portal


    ​IMPORTANT NOTE: When Billing & Subscriptions is toggled ON, it means members will be able to self-cancel any active subscriptions they have with you
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  3. Once you have set your app permissions, you can select the default page you would like your clients to be directed to when they login into their client portal from the drop-down menu under 'Select default landing page'
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  4. When you have completed updating these settings, click [Save Settings] at the bottom right of your screen to save these changes

When your clients login, they will be directed to the default page you set, however they can access the other areas you have toggled on for them to access by clicking on the 'Home' Icon inside their client portal.

STEP 2: Create A New Course in Ivorey™

The next step is to create your course product. Follow the video walkthrough below or click to open the step-by-step instructions to set you up for success.

Please note: this is NOT the same as setting up a product in the payment tab - this section is talking about creating the actual course portal inside your [Courses] tab of the main Ivorey™ menu.

STEP 1: Create your new course product

  1. To create your course product, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar, hover over [Courses] > and click [Products]
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  2. Click on the [+ Create a Product] button on the right-hand corner of your screen > then select [Start From Scratch]

    IMPORTANT NOTE: If using the Kajabi Importer, please keep in mind that this is not a native feature of Ivorey™ and as it is a third party integration, we are limited in the support we can provide if the courses don't import for you. You can view our help guide on using the Kajabi Importer here, but we recommend using your migration to Ivorey as a fresh start and creating your course portals from scratch.

  3. Click [Start Building] on the 'Build your Own' tab > then name your course in the pop-up screen > and click [Create Product]
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  4. This will open you up into your new course product where you can begin adding your course content and customising the portal to your branding! Follow steps 3 and 4 of this guide below to start the fun of building out your course! 🙌🏻

STEP 3: Upload Your Course Content

The next step is to build out your course content, including categories, lessons, and sub-categories, and then start uploading your materials e.g. videos, pdf workbooks and audio files.

STEP 1: Structure your Course in Ivorey™

  1. To build out your course product, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar, hover over [Courses] > and click [Products]
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  2. Click on your course to open the course builder, and begin building out the overall structure of your course

    1. To create a new Category/Module, click the [+] icon next to 'Product Structure' and select [Create Category] > give your module a title and then click [Save]
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  3. To add a subcategory, a lesson, an assessment (e.g a quiz once they finish the lessons inside that category) or a certificate to your category/module, click the [+] icon next to your category title and select the option you wish to add
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  4. Once you have finished building out the structure of your course, you can then customise each category/module, and decide how each one will be delivered to your members. Click into your first category/module and update the following:

    1. Title: here you can update the title of your category/module if needed

    2. Description: this is optional, otherwise you can leave blank

    3. Contents: here you will see all of the lessons, subcategories and any assessments or certificates you have added. You can select the status of these to be

      1. Publish/Live

      2. Draft Mode

      3. Locked

    4. Visibility: is where you can decide how the whole category/module will be delivered to your members by selecting one of the following:

      1. Publish/Live: this means that your members will have instant access to this category/module as soon as they login/access the course

      2. Draft Mode: this means your members won't be able to see this category/module while in draft mode

      3. Locked: this means that the category/module will stay locked (visible but not accessible) until either a selected post or another category is completed

      4. Drip: this means that this category/module will become available to your members on a specified number of days after they gain access to your course. Here you can select number of days after someone joins the course that this category/module is made available for them, or you can set it to become available for a specific date. (E.g you might give a member instant access to your first category/module, but then drip release the second category/module 7 days after joining)

    5. Category Thumbnail: this is the cover image that will show for your category/module and will help to create a great brand aesthetic for your course. The recommended image dimensions for this are 1280x720
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  5. Once you have updated your category details, click the [Save] button at the bottom right of your screen, and continue this process for each of the categories/modules you have created inside your course
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  6. Now you have built out your course structure and decided how you want each category/module to be delivered to your members, it's time to upload your course content! Follow the next step below to learn how to do this.

STEP 2: Upload your lesson content into the course

  1. To add content to your course product, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar, hover over [Courses] > and click [Products]
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  2. Click on your course to open the course builder > then click into the first lesson of the module/category you have created
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  3. Inside your lesson you can:

    1. Upload Video Content: the video needs to be less than 5GB and the recommended size ratio for your video content is 16:9. You can choose to upload the video file from your computer directly, or add the file link to your video file if it is stored in an external location (e.g. your google drive)

    2. Upload Audio Content: the audio needs to be less than 2GB. You can choose to upload the video file from your computer directly, or add the file link to your video file if it is stored in an external location (e.g. your google drive)

    3. Add written content: In the description box you can add any text you want your members to read inside your lesson. You can format it using the formatting options along the top menu bar, as well as embedding media from external sources, and uploading images
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  4. Under 'Post Visibility' you will need to tick [Published] if you want this lesson to be live, or leave in [Draft] if you are still working on it or don't want this lesson to be live yet
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  5. You have the option to upload a 'Video Thumbnail' if you are uploading video content. This will be the 'cover image' of your video. If you haven't already added a Lesson Thumbnail in the previous step, you can add one here, and this will be the cover image for your lesson
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  6. Under 'Attached Files' you can click [+ Add Files] to upload any additional audios, PDF's or files you want to give your members access to. The maximum file size is 5GB
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  7. Make sure you are clicking the [Save] button regularly so your content is saved, and when you have finished uploading your content in the first lesson, continue moving through the remaining lessons

STEP 4: Customise Your Course Portal Branding

Now to customise your course portal to reflect your brand's unique style and aesthetic!
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🟢 BEST PRACTICE TIP: We recommend using the 'Classic Theme' when selecting your course theme, as this is option offers the most streamlined and user friendly layout. The Classic Theme is also the one we use when we are creating branded course portals for our members

How to Customise your course portal design

  1. To customise your course portal to your branding, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar, hover over [Courses] > and click [Products]
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  2. Click on your course to open the course builder > then click [Customise] in the top menu bar
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  3. On the next page, click [Customise] in the top menu bar again where you will see the different course theme templates you can use. We recommend using the 'Classic Theme' as we think this offers the most streamlined and user friendly design.
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  4. Hover over the course theme you want to use and click the [Customise] button to open up the theme builder
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  5. At the top left of your screen, you will see:

    1. The 'Layout' tab - which is the overall brand settings for your course portal

    2. The 'Sections' tab - which is where each section of the course portal can be clicked on to customise your fonts, brand colours, and imagery
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  6. Make your way through each drop down inside the Layout and Sections tab and make sure you click the [Save Changes] button at the bottom of the menu bar as you go
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  7. Once you have finished customising the course home page, click [Lessons] tab in the middle of your top menu bar and make your way through each of the drop downs inside this tab to customise your lesson page design
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  8. When you have customised your course portal to your desired aesthetic, click [Save Theme] > then [Apply Theme] to update your design changes to your course product
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  9. Click [Preview] to see what your course portal will look like from the members view, and adjust your branding settings where needed

STEP 5: Set Up Your Automated Welcome and Login Emails

Once you’ve set up your course, the next step is to grant people that purchase access and send their course login details via email. We have pre-made email templates ready for you to use inside the Ivorey™ Template Library. You only need to set these up once, and it will completely automate your course management - including sending the login details when access to a new course is granted and when a new module becomes available.

STEP 1: Customise our pre-made email templates

We have created high quality pre-made email templates for you that are available inside your Account ready for you to customise to your branding and then pull into the automated course email notification settings. They are pre-filled with custom values that will automatically pull in the specific details of your courses, such as your course login link, your course name, and your contact’s login details
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🕰️ TIME SAVER TIP: If you haven't yet setup your custom values to pre-populate your logo, image, and email signature to our email templates, watch this video here to see how to do this so you can save time when customising your email templates.

  1. To customise our pre-made course email templates, from the Ivorey™ main menu, go to [Marketing] > then along the top menu bar, click on [Emails] > and click the [Templates] tab​

  2. Click on the 'Course Emails [Apply in Courses > Settings > Email Settings]' folder (Note: If you don't see these emails inside your account, please reach out to us via the chat widget so we can import them into your account for you)
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  3. You will see 5 'Course Email' templates inside where you can click on each one to customise them to your branding. Be sure to keep the custom values we have added, as these will automatically pull in your contacts name, email, login link etc.
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  4. Once you have customised the first email template to your branding, click the [Save Template] button at the top right of your screen > and then continue making your way through the remaining email templates until you have customised all 5 to your brand colours, imagery and logo
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    📕 IMPORTANT NOTE: These specific email templates will apply to ALL of your courses, so make sure you aren't branding them to any one course directly, but keeping your branding more specific to your business brand, rather than the individual course branding or name.
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STEP 2: Add the Course Email templates to the Course Email Notification Settings

To have your branded email templates sent out to your members, you will need to select each email template inside the Course Email Notification Settings and toggle ON the automated email notifications you want being sent to members. This means anytime someone gets granted access to ANY course, they'll automatically get sent your branded emails with login their details and any future emails if/when you unlock extra modules. These emails apply for ALL courses so should be generalised, and not specific to any individual course.

  1. To pull in your branded course email templates to the course email settings, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar, hover over [Client Portal] > and click the [Settings]
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  2. Select the [Courses] tab and make sure each email notification is toggled on
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  3. To replace the system default emails with your brand email templates, click the [Default Template] button > and select the corresponding email template from the drop down menu (e.g Sign-Up Notification = 'Course Email - Sign Up Email' template)

  4. Repeat this for all 5 email notifications, matching the relevant email to the branded email template

    Congratulations! You've just saved your future self so much time setting up your client portal and your course email notifications! 🙌🏻 You're doing great - keep following the steps below to create your course offer and then it's time to get your course ready for sale!!

STEP 6: Create your Course Offer

To give people access to your course, you’ll need to create an 'Offer.' Here’s why: A course alone just sits inside your Ivorey™ account without any way for users to access it. When you create an Offer, you’re telling Ivorey™, “When someone buys this Offer, they get access to this course (or set of courses).” In short, an Offer is what makes your course available for purchase and lets people access it.

STEP 1: Create an offer for your course

  1. To create your course offer, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar, hover over [Courses] > and click the [Offers] tab​

  2. Click the [+ Create Offer] button at the top right of your screen > and name your Offer to match your Course title > then select the Course/s you want to grant access to from the [Products] drop down menu
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  3. You can leave the 'Type' as free if you like, or you can list a price, however we are going to teach you how to sell your course through a Sales Funnel because we are passionate about setting you up for success inside of Ivorey. A Sales Funnel is the best practice way to sell your courses, and ensure they grow with you and your business
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  4. Click the [Create] button to open up the offer settings page

    1. Under 'Offer Details' you can edit the title or add a description

    2. Under 'Included Products' you can check the correct courses have been added, or select more from the 'Choose Product' drop-down menu

    3. Under 'Offer Status' you can tick [Published] so your Offer is ready to grant access to your contacts

    4. Under 'Offer Access' you can skip this section, or add a specific date you would like your contacts to gain access if you don't want them to access the course straight away

    5. You can upload an Offer Cover image at the bottom left of the page if you would like or you can skip this step. The recommended size is 1280x720.
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  5. Once you have updated your Offer Details and toggled it to Publish > click [Save]​ to update your changes

CONGRATULATIONS! Your client portal, course, offer, and automated emails are DONE ready for your members to access 🥂

STEP 7: How to Sell your Course

🟢 BEST PRACTICE TIP: If you have a paid course that you are seriously invested in growing - then for best practice, we highly 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.
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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.

Sales Funnels are the best practice way to sell your courses, and they are not as hard as you think 😉 we know you didn't join Ivorey™ to do things by halves, so let's jump in 👉🏻 HERE
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​Or submit a form on our Services Page here to have our team create your Sales Funnel for you! 🤍

Frequently Asked Questions about Courses

How can I add someone to my course?

  1. To add someone to your Course, from the Ivorey™ main menu, go to [Contacts]

  2. Select or search for the contact you'd like to grant access to

  3. Scroll down, until you see the [Client Portal] section

  4. Under the 'Course Offers', select the course offer you wish to grant access to

What's the quickest and easy way to sell a course without a proper sales page?

The fastest way to sell an offer is through a simple "Offer Link". It's a simple pre-made page you can make some branding tweaks to, that will show your offer name, description, pricing, image and checkout form. See how to do that here. It's definitely the fastest way to launch, but if having a proper sales page, upsells and analytics is important - we suggest taking the extra time upfront to build a funnel instead. The Funnels Master Help Guide will walk you through that process.

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. There is a 3-4 week process to complete the legal documentation required by Apple and Google, but once you do that - it gets officially lodged in the app store (it's a real app!) and your clients or student download it to access all of your content and communities on-the-go! The white-label app can be added onto your current plan for $79 USD per month. To get started, follow the steps below:

  1. To start setting up your branded app, from the main Ivorey™ menu, go to [Courses] > along the top menu bar hover over [Client Portal] > then click [Branded Mobile App]
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  2. Click [Get Started] > and follow the prompts to begin the process of creating your very own branded app!
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  3. You will need to answer questions and lodge business information in accordance with legal requirements from Apple and Google to be able to get in their app store.
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  4. You can also add the colours, images etc for your app - and you'll be notified when it's live and ready to go!

How can I migrate my existing students to my course?

If you have contacts who have already signed up or purchased your course (for example if you're migrating your course from a different platform), you can grant them access

  1. To grant your contacts access to your course who have already purchased, from the main Ivorey™ menu, go to [Contacts]

  2. Select or search for the contact you'd like to grant access to

  3. Scroll down, until you see the [Client Portal] section

  4. Under the 'Course Offers', select the course offer you wish to grant access

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 create course certificates?

  1. To create a certificate inside your course, from the main Ivorey™ menu, go to [Courses] > then along the top menu bar click [Certificates]

  2. Click the [+ New] button > and choose whether you'd like to create a certificate from a template or from scratch.

How can I drip feed my content?

  1. To drip feed your course content, from the main Ivorey™ menu, go to [Courses] > then along the top menu bar hover over [Courses] > then select [Products] from the drop down menu

  2. Choose the course you'd like to drip feed

  3. On the right hand side of each module you'll a drop-down menu, select [Drip] and follow the prompts to set up when you'd like the content to go live.

  4. Repeat these steps for each module you'd like to drip out.

How can I lock course modules or lessons?

  1. To lock modules or lessons in your course, from the main Ivorey™ menu, go to [Courses] > then along the top menu bar hover over [Courses] > then select [Products] from the drop down menu

  2. Choose the course you'd like to lock the modules in

  3. On the right hand side of each module you'll a drop-down menu, select [Locked] and follow the prompts to lock your module.

  4. Repeat these steps for each module you'd like to lock.

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]

How can I give access to a free course?

To give away a course for free, follow the same steps inside the Courses Master Help Guide, except when you get to step 5, you'll simply set the offer price to be free. Alternatively, if you have a community that you want to add the free course to, you could also add it inside the Learning tab of your community and set the price to be free.

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.
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  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.

What's the difference between a course and an offer?

A course is where the learning content is housed. An offer is is a single or bundle of courses that you then sell. One course can be linked to many different offers.

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 can I bundle multiple courses for sale?

You can bundle multiple courses together for sale by setting up an offer.

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) 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 change the email subject line on my email notifications?

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

  2. Click on the email template you want to change the subject line for to go into email editor

  3. Click on the 3 dots at the top right of your screen > then select [Settings]

  4. Here you can update/edit/change your email subject line and add a preview line if you would like too

  5. Make sure you click the [Save] button at the bottom of your settings tab > and then click the [Save Template] button at the top right of your screen

  6. This should automatically update inside the asset this template is pulled into, however we highly recommend double checking the subject line settings inside the asset directly, and sending yourself a test email to make sure everything is displaying correctly

Watch the video below to learn how to update the subject line of your email:
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How do I add people to my course using a Smart List?

If you have imported a CSV file from your previous platform (e.g. Kajabi) and want to give these contacts access to the Course that you've setup inside of Ivorey™, you can setup a 'Smart List' to add them to your course all at once.
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To create the Smart List, you can either select to create your CSV file as a smart list when you are going through the import process, or you can use the Tags you mapped when you imported your CSV file.
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​To create a Smart List using tags:

  1. Go to [Contacts]

  2. Click [More Filters] > select the [Tag] tab > select your course tag that you imported with your CSV file from the drop down menu next to the [is] option

  3. Click the [Apply] button at the bottom right of your screen

  4. Next click the [Save as Smart List] button at the bottom of the tab

  5. You will now see this smart list listed next to the All tab at the top of your contact list
    ​

    Once you have created your smart list, ensure that you have setup your Course and followed all of the steps in the Course Master Guide here.


    When you have followed all the steps in the Course guide to make sure everything is setup and ready to welcome members in the backend, you can now add the contacts you added to the smart list to your course via the workflow in one bulk action.
    ​
    To add your smart list contacts to your course workflow:

    1. Go to [Contacts] > and click on your smart list

    2. Tick the box next to [name] at the top of your list > and click the 'select all' button

    3. Then click on the 'robot' icon to add your list to your automation/workflow
      ​

    4. Click the [Ok Proceed] button

    5. Then select your course grant access workflow from the drop down menu > then click [Add to Automation] (if you have a high number of contacts to add you can select to [add drip mode] which will drip your contacts into the workflow instead of adding all at once)


      This will then add all the contacts in your smart list, to the course workflow where they will be granted access to the course > that will automatically trigger the login course emails, and send a welcome email if you choose to add this step into to the workflow.
      ​

How do I create a payment plan for my course?

There are a couple of ways you can setup a payment plan option for your course:

  1. Create a second Offer Checkout for your Course and use the 'Recurring Subscription' tab in the [Offer Pricing] settings. Don't forget to link this Offer Checkout to the course you want it to grant access too! You will need to make sure you also add a new trigger to your Course Workflow to ensure purchases made through your payment plan option are also added to your workflow. For Offer Checkout choose the trigger [Offer Access Granted] and use the [Filter] to select your offer.

  2. If selling your course through a Sales Funnel, you can create a second price option inside the product you connected to your funnel by selecting [+ Add Another Price] > selecting 'Recurring' payment time and filling in the details. You will then need to make sure that this price option is also connected to your Funnel order page under the [Products] tab. You will need to make sure you also add a new trigger to your Course Workflow to ensure purchases made through your payment plan option are also added to your workflow. For Sales Funnel choose the trigger [Order submitted] and use the [Filter] to select your product.

Will changing the access date for my course affect the members already inside?

Changing the Access or Start date to an existing course will not affect the members that are already inside. They will still be able to access the content that is available to them. Changing the Access or Start date to your course will only apply to new sign ups.
This means you don't need to create a new Offer Checkout or Sales Funnel if you are re-launching your course, you can simply update the dates and re-use these assets to sell your course to your community!

Will my existing members be affected if I change my course content to drip feed?

No, your existing members will not be affected if you change your course content to drip feed, they will still be able to access the content that is available to them. The new drip feed settings will only apply to new members.

One of my course participants are having issues gaining access to my course, is there a way for me to send them a new link/password?

You can send them 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 can I attach a PDF to a course lesson?

  1. First you will need to have created your PDF and have it saved to your computer

  2. Next, from the Ivorey™ main menu, go to [Courses] > then along the top menu bar hover over [Courses] > then click [Products]

  3. If you haven't already created your course portal, click the [+ Create Product] button at the top right of your screen > select [Start from Scratch] > then click [Build your Own] to open up a blank course builder

  4. If you have already created your course, click into your course portal to open up the course builder

  5. Click on the lesson you want to add your PDF file to > and under 'Attached Files' click the [+ Add Files] button
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  6. Click the ☁️ cloud icon in the popup > select your PDF file from your computer > then click the [Upload] button

  7. Once uploaded, your PDF file will now show under the 'Attached Files' section

  8. Make sure you click the [Save] button at the top right of your screen so your PDF saves and displays in your course portal

How do I remove 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
    ​

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.

Why didn't I get an email when someone purchased my course?

The first step is to check the Trigger you have setup inside your Post Purchase Workflow. Depending on the way you are selling your course, will depend on the trigger that you need to have set up inside your post purchase workflow. Please see Step 8 of our Course Master Help guide to check if your workflow trigger is setup correctly.
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Then if you haven't already, you will need to setup an action inside your post purchase workflow called [Send Internal Notification] > here you can select the type of notification you would like > and then you will need to manually type the message or notification you want to receive when someone purchases your course. (e.g Congratulations! {{contact.first_name}} has just purchased [insert your course name]!)
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  • If you select 'Notification' as your internal notification type, this will notify you inside the Ivorey Notifications only. You can find these by clicking on the 🔔 bell icon at the top right of your screen.

  • If you select 'Email' as your internal notification type, you can then choose who/where you would like the email to be sent to under the drop down menu 'To User Type' (here you can select 'custom email' and add the exact email address you want the email notification to be sent to)
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Make sure you save any updates you make inside your workflows so that the correct actions will trigger next time someone purchases your course.

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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