Ivorey™ email marketing offers a seamless alternative to tools like ActiveCampaign, Kit, and Flodesk. Email marketing is a powerful tool for businesses to engage with their audience effectively. Ivorey™ offers comprehensive email marketing features, enabling you to send broadcasts, automated sequences, and campaigns smoothly.

To get started, you'll need to set up your email services, which includes cleaning and importing your contact list, creating a dedicated sending domain, and following best practices to prevent your emails from landing in spam folders. With Ivorey's user-friendly interface, you can manage all your email communications in one place, ensuring better deliverability and engagement. Simply follow the step-by-step guide below to get started.

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Once you have set up your dedicated sending domain, you can now set your 'headers'. Your headers are for display purposes only, and will show the 'From' Name and Email on all outgoing emails sent from Ivorey. Setting up your headers gives a more professional look and feel to your emails.

If the dedicated sending domain you set up was mail.yourdomain.com, and your business email is hello@yourdomain.com, you can add your business email to the Email header. It's just important to note here that the email you add to your header, must have the same root domain as the domain you created your sending domain with.
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For example, you can see below how we have this set up inside of Ivorey. Our dedicated domain is mail.ivorey.io, but the email we've placed in our email header is hello@ivorey.io which is our business email. Because we've kept the root domain the same (ivorey.io) our emails will show that they have been sent from our business email instead of our dedicated sending domain address.

This then means that when we send an email from Ivorey, this is the name and email our email will display it is sent from. Example shown below:
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Follow the steps below to set up your Dedicated Sending Domain Headers:

A slow and steady email warm up will ensure you protect your domain reputation, improve your deliverability, and end up with emails that always land in the primary inbox instead of the junk folder. It's a process that takes a little bit of patience over your first few weeks, but will bring you a massive return in the near future!

When you go to send or schedule your first email, you'll see it offer a functionality called [Batch Schedule] at the very top of your screen. We highly suggest using this feature to begin with, and setting it to send 20 emails (or less) every 5 minutes, and don't send more than 1,000 emails on your first day. You can gradually increase the volume each time you send a new email campaign
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Below are the different ways you can use our email templates inside of Ivorey™

To send an email to a contact directly inside the CRM you can go to [Contacts] > then click on the contact you want to email. Simply type your email message in the message box, and ensure it's toggled to 'Email' before pressing send!

Smart Lists are a great way to organise contacts, by using the filters to create ‘lists’ or categories of your contacts in Ivorey™. Smart Lists also update in real-time as contact data changes, helping you to complete bulk actions and sending targeted email campaigns with ease. When you go to send an email broadcast, it will ask you who you want to send the email to. Whilst you can handpick the contacts, or choose them based on tags, a best practice approach is to create smart lists. These are dynamic lists that will update based on who meets certain criteria.

Watch the video below to learn how to create a smart list in Ivorey™

Yes, you can send emails from different addresses in Ivorey™ for multiple businesses by setting up multiple email dedicated sending domain. However we don't usually recommend this approach, as the segmenting in your CRM will get very confusing having all your different contact lists combined. At this stage, you can also only use one email domain for automated emails. If you're prepared to setup your own unique tagging system to keep the lists organised, and plan on sending manual email broadcasts only, you can do so!

Yes! 2-way sync is designed to sync incoming & outgoing emails between Ivorey™ & Gmail or Outlook. This integration creates a connection between the two platforms and syncs both ways, so that any emails sent, received, or updated in Gmail or Outlook, will be automatically reflected in Ivorey™ and vice versa.

To setup Gmail 2-way sync from the main Ivorey™ menu:

Ivorey™ has managed to keep our plan costs some of the most affordable in the industry, but there are some real charges that we have to pay to telco providers every single time you send an email or sms. Instead of blanket price increases to our plans like other companies do, we have implemented a pay-for-what-you-use system where only the members who want to send high volumes of emails will need to pay slightly more to cover these additional costs.

The cost is just $0.002c USD per email, but all Ivorey™ plans include $20USD of complimentary credit each month. If you use this credit on email services, that equates to your first 10,000 emails per month completely free. Anything above this will get charged to the same card you subscribed to Ivorey™ with. You can monitor these transactions and wallet balance under [Settings] then > [Billing]
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​PLEASE NOTE: if you have email verification turned on, this will incur a charge of $0.02c USD per email verification. Emails will need to be verified every 3 months.

If you're an Enterprise level customer, be sure to contact our team to setup a customised plan more suitable to your needs.

Follow the steps below to view your contact bulk import and undo it if needed:

This will remove all the contacts that were uploaded during that specific import

Yes, Ivorey™ offers a variety of customisable email templates, to help you create professional and engaging emails quickly. They are pre-loaded into your account under [Marketing] > [Emails] > [Templates]

Alternatively you can download them from our Template Library by going to [Marketing] > [Emails] > [Templates] > [+ New] > [Email Marketing Templates]

To send an email with course login details in Ivorey™, use the 'Course Login' email template we have pre-loaded into your account under [Marketing] > [Emails] > [Templates]. You will find the "Login Details" email template under the "Courses" Folder. Once you've customised the email to your branding, you can then add it to the course email notification settings by going to [Courses] > [Settings] > [Email Settings] and pull in the customised email template to the matching email notification. Please refer to the Courses Master Help Guide for details on how to set these up.
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Go to [Settings] > [Business] > [Genera] and make sure the 'Make Email compliant by adding an Unsubscribe link in your email' box is ticked. When creating your emails, drag and drop the [Footer] element which will automatically include your unique unsubscribe link. NOTE: All of our email templates have already added this to the footer.

To delete a dedicated sending domain you'll need to go to [Settings] > [Email services] > [Dedicated Domain And IP] > click on the three dots next to the domain name you want to delete, and click [Delete domain]

From there, you'll be able to start fresh by following step 3 of this guide.

When you're asked to put in your subdomain, you can enter 'mail.yourdomain.com' and add the DNS settings from there.

To have your replies sent to your personal email account, you can change this by going to [Settings] > [Email Services] > [Reply & Forward Settings] > under 'Forwarding Address' you can put the email address you want your email replied sent to.

Adding your personal/business email to the Forwarding Address ensures that any responses to your emails sent from Ivorey will be both logged inside Ivorey AND sent to your personal/business email inbox, meaning you can easily reference your conversations inside the Contacts tab of Ivorey, and receive client communications directly to your personal/business inbox too.

We recommend leaving the 'Reply Address' blank, as any email address added here, will mean that email responses will not be logged inside of Ivorey, and will only be sent to the external email address.

You can also download the LeadConnector App and turn on notifications, so you can receive email responses from your phone directly through Ivorey.

If you want to build your own emails from scratch, we highly recommend that you build them inside the Templates Tab first, and then pull them into the Campaigns Tab or relevant Workflow. You can watch our video tutorial on this below:
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When you are selling an offer or service, you might want to add a countdown timer to add a sense of urgency for people to purchase, or you may be offering a discounted price for a limited time. Depending on how you choose to sell your offer or service (click here to read our guide on the 6 ways to sell in Ivorey) will depend on how you setup your countdown timer.
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For example, if you are sending out an email to everyone who joined your waitlist, and you include a countdown timer in the confirmation email to let them know when the offer will be released, your countdown timer duration would start and finish at the same time for everyone, because the release date is fixed.
However, if you were offering an early bird discount or a special price for people who opt into a form for example, you may want the countdown offer to run for a period of 14 days, but you want the start time and finish time to automatically adjust depending on when each person signs up.
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Both are possible to setup inside of Ivorey! Please follow the steps below to learn how to add a countdown timer to your email, and how to edit the settings to the client experience you want to create:

DND stands for 'do not disturb'. The DND feature is something you can turn on or off for a contacts yourself, or if they select to ‘unsubscribe’ from your emails, this will enable the DND setting in their contact profile. When DND is turned on, you will not be able to send the contact any emails or sms, and will need to manually turn DND off if you need to send them login details for a course they've purchased for example.
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DND settings are also a good place to check if a contact has signed up to your course for example, but they haven't received their login details email and it's also not in their spam folder - it could be because DND is turned on for this contact and you will need to manually turn it off so they can receive the emails they need.
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Follow the steps below to turn DND on or off for a contact, or to check the contacts current DND status:
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1. From the Ivorey™ main menu, go to [Contacts]

2. Click into the contacts profile by clicking on their name > then scroll down to the bottom of their contact details to the DND section

3. Here you can see if DND is turned on by checking to see if any of the boxes are ticked, you can also turn DND on or off for any of the channels by ticking the relevant boxes, and if you want to turn ALL channels on or off for DND you can click on the 'DND all channels' box
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Please note: Please only turn off DND for a contact if you have their permission to do so, or they have previously unsubscribed, but have now purchased a course or offering from you and need to received the relevant email communications.
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You can use the filters feature inside the [Contacts] tab create a Smart List of all contacts who have DND enabled.

To automatically disable DND for your contacts when they opt into an offer, purchase a product, or sign up to a form, you can set up a Workflow to match the action.
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​For example - if you create a form on your website they can sign-up to (e.g newsletter form), you can create a workflow where:

Watch the video below to learn how to update the subject line of your email:
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To find or check your DMARC record for your dedicated sending domain, please go to:
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1. [Settings] > [Email Services] > the click the [Dedicated Domain and IP] button
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2. click the 3 dots of your dedicated domain > click 'Verify Domain'
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3. here you will see all of your DNS records for your dedicated sending domain. Your DMARC record is usually at the bottom of the list.

There are a couple of steps you can update here if you haven't already to ensure that you are receiving client email responses:

To see if a client has responded to an email you have sent them, you can search their contact profile inside [Contacts] > here you can see any emails sent to them by you inside the middle messaging box. You can click on the email to open it up to see if there have been any responses, as these will show in a thread like format.

You can check who has replied to an email campaign by going to [Marketing] > [Emails] > [Campaigns] > click the 3 dots of the email you want to check > click [Statistics] > then click [Load more Statistics] > here you can click on the [Replied] tab to see who has responded to your email campaign. You can then click the contacts name to be taken to their contact profile where you can read their response and reply directly.

You can also check the 🔔 notifications icon at the top right of your screen inside your account for any 'message received' notifications:
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To receive these notifications to your phone, you can also download the LeadConnector App. To turn on your notifications, go to [Settings] > [Profile] > [Notifications]. Make sure you also enable notifications in your phone settings too.
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To get the timezone (e.g. AWST) to display in your automated calendar appointment emails you will need to go into your calendar email templates and change the custom value from ({{appointment.timezone_offset}}) to > {{appointment.timezone}} using the custom value element inside the email builder
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To re-send an email campaign to the contacts that haven't opened your email yet please go to [Marketing] > [Emails] > [Campaigns] > click the 3 dots of the email campaign you want to re-send > then click [Resend email to Unopened]
This will automatically resend your email campaign to the contacts that didn't open the initial email sent.
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​Please Note: If your campaign was sent using the ‘Schedule’ option, the system only allows resending within 12 hours to 10 days after the original email was sent.

If your original send date is outside of that window you will not be able to select the 'Resend email to Unopened' option.
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Yes, anyone that books an appointment through an Ivorey calendar will automatically be added to your contacts list.

Smart Lists are a great way to organise contacts, by using the filters to create ‘lists’ or categories of your contacts in Ivorey™. Smart Lists also update in real-time as contact data changes, helping you to complete bulk actions and sending targeted email campaigns with ease.

Watch the video tutorial below to learn how to create a smart list and send an email campaign using the smart list feature:
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We recommend building out your emails inside the 'Templates' tab first, and only pulling into the 'Campaigns' tab when you are ready to schedule or send the email. Building out your emails as a template first offers a more seamless experience when wanting to add different elements in and customise your emails.
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If you are building out your email inside the 'Templates' tab, then you want to make sure you are dragging the element into your email and only 'dropping' when you see the line show in the correct section:

If the line is not showing in the section of your email you want to add your element to, you may need to break up the blocks to create multiple sections so you can format your elements accordingly.

To add a new section to your email template click on the [+] icon on the left side of your email builder > scroll down to 'Layouts' and drag and drop your preferred section (e.g either a 1 column section or 2 column section for example) > now you can drag and drop the elements onto your new section to finish customising your email > make sure you click the [Save Template] button to save your changes.
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