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All About Communities: A Master Help Guide

Learn all about the Ivorey™ community feature, and how to create, manage and promote your free or paid groups!

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Written by Grace
Updated over a week ago

Getting Started With Ivorey™ Communities

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

Learn the basics of communities

Ivorey™ communities are designed to replace tools like Mighty Networks, Skool, Discord, Facebook groups etc. Whilst you may be running a membership, a mastermind or a group program, - think of a "community" as an interactive space for your users to engage with each other, share content, ask questions and build connections. Once you create a community, you can provide login details for people to access the beautifully branded portal you create online too.

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Ivorey™ communities can be structured to organise different topics of conversation into channels. These community areas are seamlessly integrated into your courses, eliminating the need for separate community software. You can create an integrated experience by linking relevant courses in the learning tab, some members also utilise this feature to upsell other courses. You can help members keep track of upcoming calls using the built-in events calendar, and encourage participation by using gamification tools like leaderboards and rewards.

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When someone purchases a product, you can automatically grant access that will trigger an email to be sent automatically providing your new member with their login details via the community email notification settings. We have pre-made email templates ready for you inside the Ivorey™ Template Library to shortcut this process for you!

How many communities do I need?

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

  1. A community to host their Membership

  2. A community to host all their Group Programs

  3. A community to host all their Masterminds

  4. A free community to develop relationships and act as a lead magnet

By giving each community its own space, you can customize the branding, who gets access and take full control of each member experience. Plus your members can seamlessly navigate between different communities using the switcher feature.

How long will it take to setup my community?

Besides from loading in your actual content (e.g. pinned posts, videos, uploading files and adding events to the calendar) - each community portal will take approximately 30 minutes to fully brand and set up - including all your automated emails that will replace the system default ones inside your community email notification settings (since we have pre-made all of the templates for you!) Once you've made your first community portal, it will become even quicker next time since you can clone/duplicate the first portal and make the small adjustments and customisations required.

Which type of community should I choose?

There are three types of communities available in Ivorey™ you can choose to create a private, paid or free community.

  1. Private/Paid Communities: In these communities, users must be invited or have a paid subscription to access the linked course.
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  2. Free Communities: Members automatically gain access to the linked course, regardless of whether they've paid separately for it or not.

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

A course is a portal that houses all your learning material and content. A community is similar to a facebook group - its a place where you connect, collaborate and chat with your members.

Can the Ivorey™ team setup my community 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.

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

Below is a step-by-step guide of how to setup your new community - just select the drop-down and follow along!

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 your client portal you’ll only need to complete this once, so skip ahead to the next step!

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 Community Group And Setup Your Profile

Start by creating your new community group, then customise it to suit your needs. Follow the steps and prompts shown, or watch the video tutorial below.

STEP 1: Create a new community group in Ivorey™

  1. To create your community group in Ivorey™, from the main menu, select [Courses] > along the top menu bar over over [Communities] > then click [Groups]
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  2. Click the [+ Create Group] button and then add in the details of your community
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    🛑 IMPORTANT NOTE: The Group URL cannot be changed once you have created your community, so please make sure you add words here that you will be happy to be displayed in the community URL for the lifetime of this community
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  3. Once you have added your community details, click the [Create Group] button at the bottom right of your screen > this should automatically open up your new community where you will be prompted to create your own profile if you haven't already, however if it doesn't open automatically, you can just click the [Login] button on your community group in your main groups page
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  4. Once you are logged into your community, click the [Settings] button on the right hand side > and select the [Details] tab
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  5. Here you can update your community name, and description, and you can also select if your community is public or private

    1. 'Public' means that anyone can see the community content, and will be able to join without requesting access.

    2. 'Private' means only members who have been granted access to the community will be able to see it's content. It also requires members to request access to the community, where an admin or owner will need to manually approve them before they can join the community.
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  6. The final setting to turn on or off is the 'accessible by switcher' tab, if this is turned on, it means that if you have multiple communities, you will be able to toggle between them
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  7. Make sure you click [Save] to update your changes

STEP 2: Set up your user profile for your communities

  1. To set up your user profile inside your community, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]
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  2. Click on the [Login] button of your community to login, if this is your first time logging in you'll be prompted to set up your password
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  3. At the top left of your screen, select the Circle image placeholder > then select [Manage Your Account]
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  4. From here you can add the relevant details you want to show on your profile by making your way through each of the tabs on the left hand side, and clicking the [Save] button as you go to update

STEP 3: Customise Your Group Channels and Branding

With your group made, you're now ready for the fun part - customising it! The next step is to add channels, think of these as dedicated discussion areas within your community, allowing people to engage on specific topics. You can also tailor each group to reflect your brand's unique style and aesthetics. If you have multiple communities, you can create a distinct feel when your members toggle through the different ones they are in.

STEP 1: Create channels inside your community

  1. To create your channels inside your community, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]
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  2. Click on the [Login] button of your community to login > then once inside on the bottom left, click the [+ Add Channels] button
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  3. Fill in the details and toggle on or off the settings for your channel > then click [Create Channel] to add it to your community

    1. 'Make this Channel Private' means that only the members you allow access to this channel will be able to view it

    2. 'Read only Channel' means that members will able to read and view this channel, but not post or comment
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  4. You can repeat this process for as many channels as you want to create inside your community
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  5. If you need to edit or delete a channel, click on the channel tab > then click the ⚙️ gear icon and update your channel accordingly

STEP 2: Customise your community branding

  1. To customise your community branding, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]

  2. Click on the [Login] button of your community to login > then once inside click the [Settings] button on the right hand side and navigate to the [Themes] tab
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  3. Choose from pre-designed [Community Themes] or click over to the [Custom Theme] tab to create your own branding colours for your community
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    🛑 IMPORTANT NOTE: If creating a custom theme, you will need to make sure the 'Tertiary' colour is different to the background colour, as your tertiary colour will determine the colours of your links. If you add links to your community and they aren't showing, your tertiary colour is the first place to check.
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  4. Once you have finished selecting the brand colours for your community, click [Save] to apply your chosen theme.
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  5. You can then navigate to the [Branding] tab if you need to add or update your favicon, logo, or cover image of your community.

🟢 BEST PRACTICE TIP: Be sure to regularly hit ‘save’ so you don’t lose your work!

STEP 4: Add a Course To Your Community Learning Tab (Optional)

Create an integrated experience by linking courses to your community so that your users can access both course content and community discussions from a single, convenient location. You'll notice your community has a 'Learning' tab. This is where you can add courses.

Learn the use cases and considerations for adding courses to communities

  1. The courses that you add to the learning tab will show up to ALL members of that community, there is currently no way to hide who sees what. Due to this, be sure to only add courses here that you'd be happy for all members of that community to see.
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  2. When you add courses, you can set them as free. This is a great option if you have a group program, course or mastermind for example, where all of the members inside the community get access to the matching course. You could add the course into the learning tab and set it to free.
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  3. You also have the option to set them as paid. This is a great option for free communities, or more general memberships where there's a mixed bag of people inside and you'd like to create more opportunities to sell. Members can click on a course and buy it directly from the community, from whatever price you set it for inside that community itself. If someone already has access to that course, they'll be able to login to it without paying.
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  4. If you don't want to use this feature - you don't need to! Members can always use the 'Home' tab to see all of their courses, so adding additional things to the learning area is not a requirement.

STEP 1: (optional) Add courses to your community learning area

  1. To add a course to your community, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]
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  2. Click on the [Login] button of your community to login > then click on the [Learning] tab
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  3. From here you can click [Add Course] > and select your course from the drop down menu

  4. Then you can choose your course visibility depending on the client journey you are trying to achieve

    1. 'All Members' means that all members of that community will have access to this course

    2. 'Level Unlock' means that members will only gain access once they reach a certain level

    3. 'Buy Now' means all members will be able to see the course, but they will need to purchase it first to be able to access it

    4. 'Time Unlock' means that all members will be able to access the course after the specific amount of days you set. This begins from the day that gain access to the community.
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  5. Once you have selected how you want your course to be accessed, click the [Add Course] button to add this course to your community

STEP 5: Add an Event Calendar To Your Community (Optional)

Ready to take your community engagement to the next level? The built-in events calendar is designed to help you easily create, manage, and invite your members to exciting gatherings within your groups. Whether you’re hosting a local meetup, online workshop, or celebration, the Events Calendar feature makes it easier than ever to bring your community together and keep everyone in the loop!

STEP 1: (optional) Add events to your community

  1. To add an event to your community, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]
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  2. Click the [Login] button of your community > then click on the [+ Events] button at the top right corner of your screen

  3. Here you can add all of the details of your event, choose if it will be recurring or one time, who can access your event, and if it is free or paid
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  4. Once you have created your event, it will show on the Calendar in the [Events] tab of your community for your members to sign up or purchase

NOTE: When you create new events in your community, it will automatically send a notification to whoever you chose as eligible for that event. We have an email template you can customise to your brand for Event Notifications to help you create a beautiful branded experience! See Step 8 below for where to find these branded email templates and how to pull them into your Community Email Notification Settings.

STEP 6: Create Rewards To Gamify Your Community (Optional)

Gamification is proven to increase user activity, retention, and satisfaction in online communities. Gamify your community to boost engagement, foster competition, and reward loyal members!

By default, Ivorey™ communities will create leaderboards that celebrate members who are proactively engaging in the community through posting, commenting and liking. You can also add your own rewards system on top of this, to actually gift them something when they hit a certain tier. For example, you could encourage community engagement by having free merch, bonus calls, or access to paid courses/communities through your rewards program.

STEP 1: (Optional) Setup rewards in your community

  1. To add gamification and rewards to your community, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]
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  2. Click the [Login] button of your community > then click on the [Settings]

  3. Select the [Gamification & Rewards] tab and follow the prompts

    1. From the [Gamification] dropdown you can your level names

    2. From the [Rewards] dropdown you can create the rewards you want to gift your members when they reach certain levels
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    To gift your members the different rewards when they hit specific levels within your community, you will need to create a workflow for each reward you are offering. The rewards feature inside of your community just manages the reward you are offering, but you will need to actually grant them access/deliver the reward to them via a workflow. To setup your rewards delivery workflow, follow the steps below:

  4. From the main Ivorey™ menu, select [Workflows] > then select [+ Create Workflow]

  5. Start by naming your workflow relevant to your reward and level it's being delivered e.g L3 Community [your reward]

  6. Select the Trigger Community Group Member Leaderboard Level Changed > then use the [Filters] to select [Group] > [is] > [select your community group] > then add a second filter to select [Level] > [is] > [select the level the reward will be given] > then click [Save Trigger]
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  7. Now you can add the relevant actions you want to take place when a member reaches this level inside your community. For example you might:

    1. Add Action [Add Contact Tag] to add a tag to your members contact profile

    2. Add Action [Internal Notification] to send yourself or a team member an email or notification that a community member has reached this level

    3. Add Action [Send Email] to deliver the reward via email (e.g it may be a PDF or an invite to book a call with you)

    4. Add Action [Create Task] to create a task for you or a team member if there is action required by you to deliver the reward to your community member
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  8. Once you have finished building out your first reward delivery workflow, make sure you toggle it over to [Publish] and click [Save] at the top right of your screen
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  9. Continue this process until you have created all the reward delivery workflows you need

    🕰️ TIME SAVER: Once you have built out one workflow, you can duplicate the workflow by navigating back to your main workflows page and clicking the 3 dots of the workflow you just created > then select [Duplicate Workflow] > you can then re-name your workflow to your next level and reward, and then edit the trigger filters, and action steps accordingly

STEP 7: Set Up Your Automated Welcome and Login Emails

Once you’ve branded your client portal, set up your community group, and decided how you want to sell it, the next step is to setup your community notification emails that are automatically sent once someone is granted access to the group. The system default email templates are currently in place, but we have pre-made email templates ready for you to customise to your branding that you can download from the Ivorey™ Template Library. By setting up these emails now, it can completely automate your community management experience - including sending your members their login details, notifying them when a new event has been created, plus so much more!

STEP 1: Customise our pre-made email templates

We have created pre-made email templates for you that are available inside the Template Library. They are pre-filled with custom values that will automatically pull in customised data to send, such as your client portal URL and your contact’s login details

  1. From the main Ivorey™ menu, go to [Marketing] then > [Emails] then > [Templates]
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  2. You'll see email templates we have already pre-loaded into your account under the [Community Emails] folder.

    Note: If you don't see the Communities Emails folder inside your Email

    Template list, you can find these by clicking on the [+ NEW] button at the top left of your screen > selecting [Email Marketing Templates] > click [Community Emails] on the left menu > here you can click on each email template to download to your Ivorey Account.
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    Alternatively, you can reach out to the Ivorey Support Team via the Chat Widget and ask us to import the Community Emails Folder into your Account so you can start customising these straight away!
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  3. To edit the email templates, click on each email to open the email builder to customise to your branding by adding your own unique colours, and images. Be sure to keep the custom values we have added as these will automatically pull in your members name, email, login URL etc.

    Note: If you want to send a more personalised welcome email to your community members when they join, you can set this up inside the connecting workflow in step 9 below.

  4. Add your Client Portal URL to your 'Login Here' buttons inside your community email templates so that your members are directed to your Client Portal to login and access their community. To find your Client Portal URL from the main Ivorey™ menu, go to [Courses] > [Client Portal] > [Dashboard] > click the copy icon under 'Client Portal URL'. Then go back to your community email templates, click on the login button, and past your Client Portal URL into the Link Url tab on the left hand settings.
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  5. Hit [Save]

STEP 2: Add your email templates to the Community Email Notification Settings

To have your branded community email templates send out to your members automatically, you will need to select each email template inside the Community Email Notification Settings and toggle ON the automated email notifications you want being sent out to your members. This means anytime someone gets granted access to ANY of your community groups, they'll automatically get sent your branded login detail email and any of the notification emails you have toggled on. These emails apply for ALL communities so the text should be generalised - we recommend keeping our email templates with their custom values as is for these emails.
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If you want to send a more personalised welcome email to your community members when they join, you can set this up inside the connecting workflow.

  1. To pull in your branded community email templates to the community email settings, from the Ivorey™ main menu, Click on [Courses] in the left-hand menu of Ivorey™ then > [Client Portal] > [Settings] > [Email Settings]

  2. Under the [Communities] tab, toggle each email notifications ON that you want your community members to receive, and pull in the email templates that you customised.

    The email notifications we highly recommend turning ON are:

    • Group Invitation Email > Joined the Group (user)

    • Group Membership Status Email > Approved (user), Denied (user), New Member Request (Admin)

    • General Group Emails > Tagged in post, Tagged in post @Everyone, Tagged in comment @Everyone, New Calendar Event Created

    • Learning (courses) emails > New Courses Added

      ***NOTE: you only need to turn these on if you are using the Learning Tab feature inside your community ***

    The email notifications we recommend turning OFF are:

    • Subscription/Payment Status Emails > we suggest turning these off as payment processors like Stripe have the functionality to manage these notifications directly.

    • Role Changes > we suggest turning the role emails off unless it's necessary for your group structure to have these turned on.

  3. Press [Save]

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

STEP 8: How To Sell or Promote Your Community

If your Community is Paid: We recommend selling through a Sales Funnel

If your community is FREE: We recommend creating an Opt-in Funnel

🟢 BEST PRACTICE TIP: If you have a standalone, paid community 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 Community 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 communities, 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! 🤍

If your community group is part of another purchase (e.g gifted with a course)

Many Ivorey™ members sell courses, group programs and masterminds that they want to provide a community for. In this case, all you need to do is add one step in your post-purchase workflow for the other product, to "Grant Access To Group" and use the [Filters] to select the group you want to grant access too. This will tell Ivorey™ they have permission to join the group without charge. Learn more about how to setup this workflow inside our Sales Funnel Guide here

Frequently Asked Questions About Communities

Is there a limit on how many groups I can have?

There are currently no restrictions on the number of groups or the number of users within the groups that you can create in a Community. It's important to be aware that this may be subject to change.

Is there an app people can access my community from?

Yes! Please download the Kollab app (here for iPhone and here for Google) which is a free inclusion of all Ivorey™ plans. You will use the same login details as you usually do for your community. You can provide all of your members the same details to also download the Kollab app - and sign in with their own login details too.

Can I white-label my own app for courses and communities?

We are so excited to say that yes - you can! 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. From the main Ivorey™ menu, go to [Communities] then > [White Labelled App].

  2. Follow the prompts to subscribe and complete your payment.

  3. You will be redirected to a form where you need to answer questions and lodge some business information in accordance with legal requirements from Apple and Google to be able to get in their app store.

  4. You can also add the colors, images etc for your app - and you'll be notified when it's live and ready to go!

How can I grant admin access for my team to manage my community?

  1. To invite someone as an admin for your community, or to make an existing member an admin, from the main Ivorey™ menu, select [Courses] > along the top menu bar hover over [Communities] > then select [Groups]
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  2. Click the [Login] button of your community
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    1. To invite a someone who is not yet a member of your community as admin, select [Invite Members] on the right hand side of your screen > then add their Name and Email under the 'Invite via Email' section > make sure 'Give Administrative Privileges' is toggled on > before clicking [Send Invite]
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    2. To make an existing member admin of your community, click on the [Members] tab > click the 3 dots of the member you want to make admin > then click [Change Role] > and select [Admin]

Can people see all my groups available to join?

Inside the settings for each community group, you'll see an option that allows you to choose between Public or Private. Private means only members can see the contents of that group, whereas public is available for anyone to see - even if they aren't a member. Just below that setting, there is another option that says "Accessible From Switcher" - toggle this ON if you want people to be able to browse all your available groups (no matter whether they are public or private). Turn it OFF if you don't want it shown.

How can I change my community's URL?

You can only modify your community URL once so it’s important to carefully check spelling before saving any changes.

How can I remove a member from my community?

To remove a member from a community:

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

  2. On the top bar, hover over [Communities] and then select [Groups]

  3. Select the Community you would like to remove a member from

  4. Select the [Members] tab

  5. Find the member you'd like to remove and select the three dots next to their name

  6. Select [Remove Member]

How can I add links into my community?

To add links inside your Community follow these steps:

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

  2. On the top bar, hover over [Communities] and then select [Groups]

  3. Select the Community you would like to add a link to

  4. On the right side of the screen select [Settings]

  5. Select [Links] then [Add Link]

  6. Add your description, URL and choose whether you'd like to make your link public or private then click [Add Link]

How can I close a community that’s no longer active?

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

  2. On the top bar, select [Communities]

  3. Change the status of your Community to from 'active' to 'inactive'

  4. On the deactivation pop up, click [Confirm]

Once a community has been made inactive, members will no longer be able to post but you as an admin are still able to view the community.

How does the chat feature work inside of communities?

Inside any group, select the [Chat] button on the top right and you'll see a list of your group members pop-up. Click on any member to initiate a private chat with them. If you'd like to disable the chat feature within any of your community groups, please login to your group, then go to your [Profile] in the top right, then [Account Settings] and you can toggle the chat feature on/off.

How do I link my community group to my client portal so members can access it?

Go to [Site Pages] > [Client Portal] > [Settings] > [Apps/Permissions] > in here you can toggle on or off the assets you want your clients to be able to see inside their client portal

How can I make my communities only visible to the members that have access?

To make sure your communities are only accessed by the members you have granted access to, please log into to your Community Group > click [Settings] > under the [Details] tab, scroll down to the bottom > make sure 'Private' is clicked and 'Accessible from Switcher' is toggled OFF > click [Save]
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How can I manage my notifications for my community?

There are several areas you can manage your community notifications:

1. For chat features: Inside your Community, go to [Profile] in the top right, then [Account Settings], where you'll find a toggle to turn the chat feature on/off.

2. For email notifications about new comments or tags: From your dashboard go to [Courses] > [Client Portal] > [Settings] > [Email Settings] > [Communities] tab, untick the email notifications you want to turn off and click save.

3. For app notifications: Download the LeadConnector app and use your phone settings to turn notifications on/off for this app.

How can I view membership answers?

  1. From the Ivorey™ main menu, go to [Courses] > then along the top menu bar hover over [Communities] > and click [Groups]

  2. Login into your community portal > then click the [Members] tab

  3. Here you can click the [Requested] tab to view any member answers waiting to be approved, or you can click the 3 dots of the members profile card under the [Active] tab > then click [View Membership Answers]

How can I see who is attending my community event?

  1. From the Ivorey™ main menu, go to [Courses] > then along the top menu bar hover over [Communities] > and click [Groups]

  2. Login into your community portal > then click the [Events] tab

  3. Click on the upcoming event > then click on the 👁️ icon to view the list of guest list for your community event
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Can I go live inside my community?

You can schedule events and sessions within your Ivorey communities. You can use the "Events" tab to schedule and manage sessions, including masterclasses, Q&As, and workshops. To host a session, you would create an event, add a meeting link to link out too your Zoom Room or Google Meet URL, and set it to repeat or schedule it for a specific date and time. Additionally, you can add reminders to notify your members before the event begins.

Can I manually invite people to my community?

If you don't want to send people to your sales or opt-in funnel to purchase or sign up to your community, you can directly invited them by sharing your 'group link' with them. They'll be able to see some basic info about your group, then subscribe and pay. If your group is free, they wont need to pay anything - but both options still require them to create their own account. Once they do this, they will have access the community and also be saved as a new contact inside of Ivorey™

To find the direct link for your group, login to the community and click on the [Invite Members] button > under the [Share your group link] field click on the [Copy] button to copy your group link.
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You can also invite members individually by adding their Name and Email in the fields shown below.


​NOTE: You can only invite someone once, so make sure you have your client portal URL set and your automated emails in place before inviting anyone to your community so all links are up to date and will direct them correctly.
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How do I transfer ownership of a community?

To transfer ownership of a community, from the left-hand menu click on [Courses] > then along the top menu bar hover over [Courses] > then click [Groups] > click the pencil icon next to the 'Owner' of the community > then select the contact you want to transfer ownership too from the pop-up menu
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If you want to transfer the ownership of a community to a team member, but they aren't showing in the contact search bar, you will need to make sure they are added as a team member in your account by going to [Settings] > [Team] > [Add User]

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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