Getting Started with Ivorey™ Email Services
Ivorey™ offers email marketing functionality so you can send broadcast, sequences, campaigns and even sync your regular Gmail to manage all your email messaging from one united inbox. There's a few important steps to follow in this guide, that will not only setup the email services in your Ivorey™ account, but also ensure you're following best practice to improve your email deliverability rates whilst doing so.
Learn the basics of email marketing
Learn the basics of email marketing
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.
Can the Ivorey™ team setup my email marketing for me?
Can the Ivorey™ team setup my email marketing 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 Your Email Services: A Step-By-Step Guide
STEP 1: Clean And Import Your Contact List
Cleaning your contacts before importing them is a crucial step for maintaining a healthy email list and boosting your deliverability. By starting with a clean list and using our in-built email verification tools, you increase the chances of landing in your audience's inbox, which leads to higher open rates and better overall engagement.
STEP 1.1: Clean your list and import your contacts
STEP 1.1: Clean your list and import your contacts
Clean your list in your current platform (e.g. remove anyone who's blacklisted, inactive etc.)
Export your contacts as a CSV file
Set up email verification in Ivorey™ under [Settings] then > [Business Info]
Import your list by going into [Contacts] then > [Import] and following the prompts.
STEP 2: Setup Your Dedicated Email Sending Domain
Let's face it - setting up a domain can feel tricky and we hate to add any extra work to your plate... But here's why creating a new subdomain to send your emails from is a valuable move for your business.
TIP: Most people don’t realize that many email platforms don’t actually send emails from your domain. Instead, they make it look like its coming from your address, but it’s actually being sent through a shared domain, meaning your deliverability is affected by everyone else using that platform (just think for a moment how many millions of users these platforms have!)
STEP 2.1: Setup your email dedicated sending domain
STEP 2.1: Setup your email dedicated sending domain
With Ivorey™, you can use our shared domain, but we strongly recommend spending just 10-15 minutes to set up your own dedicated sending domain instead. This way, you’ll build up your domain’s reputation over time, boosting the chances of landing directly in the inbox (not the junk folder!) and significantly improving your open rates.
Make sure you have already purchased a domain (e.g. the domain for your main website).
From the Ivorey™ main menu go to [Settings] then > [Email Services] then > [Setup Dedicated Domain].
Choose a subdomain to create and follow the prompts - we recommend using a subdomain like 'mail.yourdomain.com'
Ivorey™ will give you a set of domain records (TXT, CNAME, and MX). Please add these into the DNS settings of whoever you purchased your domain through.
We strongly recommend also adding the DMARC record that shows as optional.
Once your DNS settings have been updated, select [Verify]. This process can take up to 48 hours depending on your domain provider. Once all records turn green, your dedicated sending domain is verified and you're ready to start sending emails!
STEP 2:2 Set your dedicated sending domain Headers
STEP 2:2 Set your dedicated sending domain Headers
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.
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:
Follow the steps below to set up your Dedicated Sending Domain Headers:
Make sure you have completed the Step 2:1 above and set up your dedicated sending domain
From the Ivorey™ main menu go to [Settings] then > [Email Services] then click on > [Dedicated Domain and IP] button
Click on the 3 dots of your dedicated sending domain > then click [Set Headers]
In the [Name] field, enter the name you would like your emails to display in the 'Sent From' details
In the [Email] field, enter the email you would like your emails to display in the 'Sent From' details
Click here to watch how to setup your Sending Domain Headers
Click here to watch how to setup your Sending Domain Headers
STEP 3: Follow These Critical Steps To Prevent Landing In Spam
You're all done on the tech-side, but don't jump into your email sending too hot and heavy! As this is likely the first time you've ever sent emails through your own actual domain (read above to see how most email providers actually send your emails through a shared domain, not your own) - it's critical to slowly warm up your domain to prevent getting flagged for spam.
IMPORTANT: Even if you're only sending to tiny list (even just 50 people) you MUST make sure the emails are validated first and that you follow best practice shared below. If just 5 of those emails happened to be invalid, that would be a 10% bounce rate which could get your domain immediately flagged.
Follow the best practice suggestions below to ensure you're setup for maximum protection and success with your email marketing:
STEP 3.1: Setup email validation and unsubscribe links
STEP 3.1: Setup email validation and unsubscribe links
From the Ivorey™ main menu, go to [Settings] then > [Business Info]
Down towards the right you'll see [General] section
We highly suggest ticking the following email settings. Be sure to hover over the information symbol to understand what each setting means and how it works.
When sending emails, drag and drop the [Footer] element which automatically includes your unique unsubscribe link.
STEP 3.2: Warm up your new domain with a drip sending schedule
STEP 3.2: Warm up your new domain with a drip sending schedule
This 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 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 [Drip Mode]. We highly suggest using this feature, 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 your emails.
STEP 4: How To Customize Email Templates And Use Custom Values
Ivorey™ has a dedicated section where all your emails can live in one easy-to-access place. We also have dozens of pre-made email templates to get you started! In addition, we have an amazing feature called 'Custom Values' which personalize your emails by inserting unique variables - like your contacts name, course details, or payment information.
STEP 4.1: Use our pre-made email templates and create your own
STEP 4.1: Use our pre-made email templates and create your own
In order to create automated email sequences to use in your workflows, you first need to create the emails. From the main menu, go to [Marketing] then > [Emails] then > [Templates]. Here, you can create all of your emails with the drag-and-drop builder, name and organize them into folders for easy access and maintenance in the future. Inside each email, you can use the 'Custom Values' feature to automatically populate information.
Once you've created your email templates, they will then become available from the drop-down menu when you use the "Send An Email" option inside of workflows.
Congratulations! You're a pro at Ivorey™ emails now - follow the steps below and let's get your first email out the door! 🎉
STEP 5: Send Your First Email, Any Way You Like!
Getting started with email in Ivorey™ is easy, offering four methods to fit your needs. You can send a quick message from the CRM, schedule newsletters with the email scheduler, automate notifications for courses and payments, or set up email sequences through workflows. Choose the option that best suits your goals and start engaging your audience effectively!
STEP 5.1: Choose your desired email attribution and analytics settings
STEP 5.1: Choose your desired email attribution and analytics settings
From the main Ivorey™ menu, go to [Marketing] > [Emails] > [Settings].
Choose your prefered attribution window.
Choose your default sending address (ensure it matches the same domain you setup your email services with)
Turn on click performance tracking if you want to enable those analytics.
STEP 5.2: Learn the different ways you can send emails from Ivorey™
STEP 5.2: Learn the different ways you can send emails from Ivorey™
Learn the 4 main ways you can send emails inside of Ivorey™
Directly inside the CRM by going into [Messaging] and then clicking on which contact you want to email. Simply type your email message in the box, ensure it's toggled to email and press send!
From the email scheduler by going into [Marketing] from the main Ivorey™ menu, then > [Email] then > [Create New]. Use the drag-and-drop builder to design and write your email, then send or schedule it for sending. This is perfect for your regular newsletters, broadcasts, or if you have a batch of emails you want to schedule to send at set times or dates. You can also do the last option via workflows, which is discussed below.
Via automated email notifications like in [Courses] then > [Settings] then > [Email Settings] you can choose to toggle on/off automated emails for course welcomes and logins. Then, in [Payments] > [Invoices] then > [Settings] you can also set up automated email notifications and reminders to send out too.
Inside workflows under the [Workflow] tab of the main Ivorey™ menu. Simply drag-and-drop the "Send Email" step into any workflow you like. This is the step to follow if you want to setup an automated email sequence to send e.g. to onboard new clients, sell an offer after someone joins your list, or nurture your leads over a longer term. To use this option, ensure you have first created any emails you want to send in [Marketing] > [Emails] > [Templates]. Thats where you'll create and store all your emails, and then they'll be available to pull into workflows.
STEP 5.3: Watch how to send an individual broadcast or newsletter
STEP 5.3: Watch how to send an individual broadcast or newsletter
To send a regular broadcast or one-off email, go into [Marketing] from the main Ivorey™ menu, then [Emails] then [New].
Use the drag-and-drop builder to write and design your email, then press [Send] or [Schedule].
We suggest using the [Batch Send] option if you're still a new Ivorey™ user (refer to step 3 to understand why)
Follow all the prompts to choose who your email should be sent to, write the subject line and schedule a time etc.
When you're done, select [Save] or [Send].
STEP 5.4: How to create smart lists to segment your contact list
STEP 5.4: How to create smart lists to segment your contact list
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 more common 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 your own.
STEP 5.5: Watch how to send emails in a workflow
STEP 5.5: Watch how to send emails in a workflow
Create any emails you want to include in your sequence inside [Marketing] then > [Emails] then > [Templates]. If you want a text-only email, you can skip this step.
When your emails are done, go into the main Ivorey™ menu and select [Workflows] then > [New Workflow].
Set the trigger to whatever you want to trigger what starts this sequence. For example, when a certain tag is applied to a contact, or whatever criteria suits your needs.
Then create your first action which is [Send an Email]. Fill out the fields on the right hand panel, and then select the template you made in the previous steps from the drop-down list. If you want a text-only email, you can simply write it in without having to select a template.
To continue the email sequence, add a [Wait] step and insert the wait period, e.g. 1 day.
Continue adding steps of [Send an Email] and [Wait] to achieve sequence sending cadence you desire
.When complete, you can send yourself test emails, then toggle the workflow to [Publish] and hit [Save].
Frequently Asked Questions About Email Marketing
Can I send emails from different addresses e.g. for two businesses?
Can I send emails from different addresses e.g. for two businesses?
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 organized and plan on sending manual email broadcasts only, you can do so!
Can I sync my Gmail into the Ivorey™ inbox?
Can I sync my Gmail into the Ivorey™ inbox?
Yes! We have an optional 2-way sync lets you connect your Gmail to Ivorey’s unified messaging inbox, bringing together all the communication with your contact into one place - whether its via emails, SMS or social media.
The sync is NOT designed to forward all of your normal Gmail emails into Ivorey™. The idea behind it is that when you send a contact an email from Ivorey™ (e.g. following up on a sales conversation), when they reply via email their response will come straight back into the Ivorey™ inbox so all the conversation thread happens in one place.
How to setup Gmail 2-way sync:
From the main Ivorey™ menu, go to [Settings] > [Profile] > then navigate to the General area and you'll see the email 2-way sync.
Select the Gmail 2-way sync and hit [Connect]. Then follow the prompts to login to your Google account.
How do the email costs and complimentary credits work?
How do the email costs and complimentary credits work?
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-need 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. 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].
If you're an Enterprise level customer, be sure to contact our team to setup a customised plan more suitable to your needs.
Is there a way to undo the contact import that I've done?
Is there a way to undo the contact import that I've done?
Follow the steps below to view your contact bulk import and undo it if needed:
Head to Contacts
Click on Bulk Actions
Find the bulk action label you used when importing, you can see the Created Date as well.
Click the three dots next to it
Select Revert
This will remove all the contacts that were uploaded during that specific import.
Does Ivorey™ have any email templates?
Does Ivorey™ have any email templates?
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] then > [Emails] then > [Templates].
How do I send an email with course login details?
How do I send an email with course login details?
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] then > [Emails] then > [Templates]. You will find the "Login Details" email template under the "Courses" Folder. Once you've customised the email for your own needs, you can add it into any workflow, such as your post-purchase workflow after someone signs up for our course. Please refer to the Courses Master Help Guide for details on how to do that.
How do I add an unsubscribe link to my emails?
How do I add an unsubscribe link to my emails?
When sending emails, drag and drop the [Footer] element which automatically includes your unique unsubscribe link.
How do I delete a domain in my dedicated domain settings?
How do I delete a domain in my dedicated domain settings?
You'll need to click on [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.
How do I get email replies sent to my personal/business email inbox?
How do I get email replies sent to my personal/business email inbox?
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.
Click here to watch how to setup email forwarding
Click here to watch how to setup email forwarding
How do I create an email from scratch?
How do I create an email from scratch?
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:
How do I setup a countdown timer in my email so that it will expire for each individual customer depending on when they originally opted in?
How do I setup a countdown timer in my email so that it will expire for each individual customer depending on when they originally opted in?
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.
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.
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:
Go to [Marketing] > [Emails] > [Templates] > and click on the email template you want to add your countdown timer to
Click the [+] icon located along the top right of your screen and drag and drop the countdown element into your email
Click on the countdown element you pulled into your email template > then click [Get Started] on the left hand side
Click the [+ New] button > then select the timer template you want to use from the left hand menu > and click [Continue with this template] at the bottom of your screen
Under the [General] tab > 'Timer Type' you can choose:
'Fixed' which means the countdown timer will start and finish at the same time for everyone
'Recurring' which means the countdown timer will continue to 'loop' or recur as many times as you set the loop number to
'Dynamic' which means the countdown timer will automatically refresh the countdown for each contact depending on when they opt-in/receive the email
Once you select which timer setting you need, fill in the relevant date settings that display underneath
At the bottom of your countdown settings you will see two fields:
'Active timer leads to link' which is the link your countdown will direct your contacts too while the countdown is still active
'Expired timer leads to link' which is the link your countdown will direct your contacts too once the countdown has ended
This is a great way to ensure that your contacts can't access an discounted link after the countdown has ended, or gives you the ability to re-direct them to a landing page if they have missed the cut off time, but you them to submit a form to be notified for the next round for example
Once you have added your timer settings, you can then toggle over to the [Styling] tab and customise the branding of your countdown timer
When you have finished customising your countdown timer, click [Save] at the top right of your screen to update these changes
Now go back to your email template, click [Save] at the top right of your screen > then refresh your page so your countdown settings update inside the email template
The countdown timer you just created will now display on the left hand side of your email template, you will need to click on the countdown timer for it to populate into the countdown timer element you pulled into your email template
What does DND mean?
What does DND mean?
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.
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.
Follow the steps below to turn DND on or off for a contact, or to check the contacts current DND status:
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
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.
Click here to learn more about DND and how to turn it on or off for a contact
Click here to learn more about DND and how to turn it on or off for a contact
How can I create a seperate list of everyone who has DND enabled?
How can I create a seperate list of everyone who has DND enabled?
You can use the filters feature inside the [Contacts] tab create a Smart List of all contacts who have DND enabled.
From your left-hand menu click on [Contacts] > then click the [More Filters] button at the top right of your screen
Scroll down to [DND] and click to open the DND filter > from the drop down menu select [Enabled for Email] or
Then click [Apply] at the bottom right of your filter menu
This will then show all contacts who have DND enabled for email > you can then click [save as smartlist] which is located at the bottom of your filter menu
Name your smart list (e.g DND enabled) > then click [Save]
You will now see this smart list at the top of your contacts next to the [All] list where you can select to do any bulk actions required
How can I automatically update a smart list when someone enables DND?
How can I automatically update a smart list when someone enables DND?
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.
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:
The trigger is [Form Submitted] > use the [Filters] to select your form
The action is [Disable/Enable DND] > use the dropdown menu to select [Disable dnd for specific channels] and then use the 'Channels' dropdown menu to select the channels you want to turn dnd off for if they submit the form (e.g emails)
Example workflow shown below:
This will then remove them from your DND Smartlist, and disable the DND for the channel they had initially opted out from.
You can do the same for any offer/product you sell too, you just need to update the trigger to match
How do I change the email subject line?
How do I change the email subject line?
From the Ivorey™ main menu, go to [Marketing] > along the top menu bar hover over [Emails] > then select [Templates]
Click on the email template you want to change the subject line for to go into email editor
Click on the 3 dots at the top right of your screen > then select [Settings]
Here you can update/edit/change your email subject line and add a preview line if you would like too
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
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:
Does Ivorey™ have newsletter templates?
Does Ivorey™ have newsletter templates?
Yes we do and we are so excited to introduce you! 💌 Click here to meet them and learn how to access them, customise them, and send them to your community!
How does the Calendly integration work with Ivorey™?
How does the Calendly integration work with Ivorey™?
The Calendly integration functions differently from other third-party calendar integrations like Google, iCloud, and Outlook, and is not designed for transferring current or previous appointments from Calendly > Ivorey™. The Calendly connection is great if you are still using Calendly, but want future appointments booked within Calendly to display in Ivorey™ You can access our guide on connecting Calendly with Ivorey™ here.
How do I find my DMARC record for my dedicated sending domain?
How do I find my DMARC record for my dedicated sending domain?
To find or check your DMARC record for your dedicated sending domain, please go to:
1. [Settings] > [Email Services] > the click the [Dedicated Domain and IP] button 2. click the 3 dots of your dedicated domain > click 'Verify Domain'
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.
How do I change my return email address?
How do I change my return email address?
There are a couple of steps you can update here if you haven't already to ensure that you are receiving client email responses:
You can update your dedicated sending domain headers by following STEP 2:2 Set your dedicated sending domain Headers of our email marketing guide above.
You can then also set your forwarding email if you would like email responses to also go to your business address 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.
We also recommend you download the LeadConnector App to your phone, and turn on notifications in [Settings] > [Profile] > [Notifications] so that you can receive/check email responses from Ivorey™ directly from your phone.
How can I see if a client has replied to an email I've sent them?
How can I see if a client has replied to an email I've sent them?
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.
Is there a way to see if anyone has replied to previous emails?
Is there a way to see if anyone has replied to previous emails?
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:
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.
How do I get the timezone to display in my calendar emails?
How do I get the timezone to display in my calendar emails?
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
How do I re-send an email campaign to people who haven't opened it yet?
How do I re-send an email campaign to people who haven't opened it yet?
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.
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.
When someone books an appointment, is that client automatically added to my Contacts list?
When someone books an appointment, is that client automatically added to my Contacts list?
Yes, anyone that books an appointment through an Ivorey calendar will automatically be added to your contacts list.
How do I create a Smart List?
How do I create a Smart 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:
Click for the step-by-step guide to create a smart list
Click for the step-by-step guide to create a smart list
From the main Ivorey™ menu, go to [Contacts]
Click the [More Filters] button at the top right of your screen
Select the filter you want to use to create your smart list (e.g you might want to filter your contacts based on a specific tag so you would click on the [Tag] filter)
Update the conditions of the filter > then click the [Apply] button at the bottom right of the filter menu
This will now show a list of all the contacts who meet the condition you set in the filter
At the bottom of the Filters menu, click [Save as a smart list] > then name your smart list > and click [Save]
You will now see your new smart list at the top of your Contacts page next to the [All] tab
Is there a way to change my branding for ALL emails so I don't need to change them all manually?
Is there a way to change my branding for ALL emails so I don't need to change them all manually?
Unfortunately using our custom values feature is the closest to 'bulk customisation' we can offer at the moment - so you will still need to go into each email and format the images and update your brand colours manually.
If you haven't already, we highly recommend setting up your brand board inside [Marketing] > [Brand Boards] and adding your brand colours in, then when you are customising any email, funnel and website templates, your brand colours will show in the colour selector so you can easily change the templates to your brand colours.
What happens when someone hits unsubscribe in one of my emails?
What happens when someone hits unsubscribe in one of my emails?
If someone selects to unsubscribe from one of your emails, DND will be automatically turned on for this contact, and they will be excluded from any future emails you send. You can check if DND is turned on for a specific contact by going to [Contacts] > clicking into the contact profile > and scrolling down to DND to see if any of the communication channels are ticked.
You can turn DND off for a contact by unticking the communication channel, however we only recommend doing this if you have the contacts permission to do so.
How do I add a tag based on clicking a specific link in an email?
How do I add a tag based on clicking a specific link in an email?
You can set up a 'Trigger Link' to in your email. Click here to learn how to create a trigger link.
Once you have created your Trigger Link and added it to your email, you can now create a Workflow that will use that trigger link to add your preferred tag to the contact profile when they click on the trigger link in the email.
For the Trigger: select [Trigger Link Clicked] > then click [Add Filters] to select [Trigger Link] > then select the trigger link you created for the email from the dropdown menu
Next add the Action: [Add Contact Tag] > then create a new tag, or select an existing one that you want to be added to the contact profile when they click on the trigger link in your email
By setting up a trigger link and workflow, it will mean that anyone who clicks on the link in your email will, automatically be tagged to the tag you setup in the workflow
Email Troubleshooting Guide
Why can't I drag and drop an element to into my email?
Why can't I drag and drop an element to into my email?
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.
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.
STILL NEED HELP? We're just a chat away. Send a message via the widget inside your Ivorey™ account, and we'll be there to support you! You can also browse our done-for-you services if you want us to do the work for you instead 💙