How To Videos

Learn how to create a list, set up a confirmation email, and many other list settings on our related Simplero help guide Creating a List.

Find all the ways you can add subscribers to your lists on our step-by-step help guide Adding Subscribers to a List.

There are multiple options when it comes to creating an opt-in form in Simplero. We go in detail on the help guide Create a List Opt-in Form. Specific info about full landing pages can be found on our dedicated help guide Full Page Landing Pages, while we explain how to set up embedded forms on the help guide Embedded Landing Pages.

You got your list and your subscribers, now it’s time to set up a freebie giveaway or any sort of content. Check out all the options you have to share content with your list on the help guide Content.

A great way to start engaging with your list is to set an auto-responses series as soon as someone joins your list. Learn all about auto-responsers and how to set them up on the help guide Auto-Responders.

But before you go… here are some List management tips and best practices as well as some more advanced list setups. 5 Kick @$$ Strategies to Build your List Manage Your Lists

Get feedback about your content, and services using Surveys. You can also check our how-to manuals on how to Build your own set of questions, change the settings and add triggers to them. After your customers have completed them, you can find all responses in one place so it’s simpler to follow up with your members.

Included in Simplero plans:  Scale, Skyrocket. See plans here. We all know that customer service is vital to any business. Keeping customers happy means they will become long-term customers. But as a business owner, your inbox is probably pretty full and customer emails can get lost in the mix, meaning you could miss the opportunity to support and wow a customer.  Simplero makes the customer service part of the business a little easier with our built-in support ticket feature. Have a look at the written guides if you prefer step-by-step written instructions: Set up Support Tickets​ - Learn how to configure your support email to forward messages into Simplero's support ticket system. Using Support Tickets- Understand how to manage, respond to, and organize incoming support tickets, including tagging with facets and internal collaboration. Tickets Search Tool - Discover how to effectively search and filter support tickets to quickly find relevant information. Create a New Ticket on Behalf of a Contact - Learn how to initiate a support ticket for a customer directly from your Simplero dashboard. Re-Assign Functionality - Understand how to reassign tickets to different team members to ensure efficient handling. Create and Manage Macros - Learn how to create and utilize macros to streamline responses to common support inquiries. Tickets Stages - Understand the different stages of a support ticket and how to manage them effectively.

You'll find a step-by-step guide on our Help Site, Creating a Broadcast.

Learn more about About Open Rates for Broadcasts and why in some cases you can see a broadcast shows read but not delivered.

Newsletters Scheduler is a very powerful feature that will allow you stay on top of sending your content out to your readers. Check out the Newsletters section in our help guides for more details.

Save time writing emails by creating Email templates that you can choose from when creating any sort of email broadcast, newsletter, or auto-response. To know more about Email design settings, take a look at the help guide Email Template Design.

\For a detailed step-by-step guide, visit Setup a Custom Email Domain.

 A funnel helps you map out the customer journey, optimize marketing efforts, improve conversions, and build stronger relationships with your audience, leading to long-term business growth. It visualizes the stages a customer goes through, starting with awareness of a product or service and progressing through various steps until they make a purchase decision. You can find step-by-step guides on: How to create a funnel Funnel steps Settings and Stats

Note: This feature is only included on Scale and Skyrocket plans. Some deprecated plans, like Rule the World, also include it.  Want to grow your business while others do the selling for you? Simplero's built-in affiliate program makes it effortless. Set commissions, track sales, and let your superfans spread the word. It’s all baked in—no tech headaches, just more revenue. Create an Affiliate Program guide Affiliate Account Information Tax Reporting for Affiliates Adding Affiliates Affiliate FAQs How Affiliate Links Work

Done-for-you campaigns in Simplero are pre-built templates that can be easily installed with just a few clicks. Each template comes with specific content pre-built for various marketing purposes, such as landing pages, mailing lists, sales pages, video pages, automations, and email sequences. You can also create your own Done-For-You Campaigns by labeling the objects you want to include and sharing them with other Simplero members for installation.

WARNING! Membership Sites are now called Sites in Simplero Let's discuss the key differences between: The main website Membership sites Landing pages If you need more detail about each one of them, you can find out more in the other modules in this course. You can also check the modules on our help guides related to each one of these: Help guides - Main website module Help guides -  Membership sites module Help guides - Landing pages module

In this lesson, we'll cover some website-level configuration options. For example: How to launch your site How to set the social share image and SEO elements (title/description) for the page Community configuration and moderation options Preventing downloads on your site Layouts and navigation Check our other videos for more details on: Configuring your Blog Using a Custom URL Using Style Guides Building your Page structure Difference between landing pages, site and main website You can find more details on the following related guides and workshops: Website Overview Website settings Website navigation Understanding SEO How to customize your website theme Create your own Custom 404 Page Social sharing Site redirects If you are interested in learning more about SEO, you can watch our 'Mastering SEO Webinar Series' at Simplero University. We created that one in collaboration with our partners at Pathfinder SEO and it contains a lot of valuable information to make your website stand out from the crowd!

Enjoy a more flexible way of building landing pages using the new Page Builder 2.0! You can also visit this written guide to learn more about Style Guides. Note: This is a full different builder so make sure you are choosing Builder 2.0 when creating a landing page or a page inside a site!

In our written guides, you can learn more about: Sections and Elements Responsive Mode Version History

In our written guides, you can learn more about: Sections and Elements Responsive Mode Version History After this video was recorded, we added the Stack elements section. See the video below on how it works:

Using a subdomain If you want to set up a subdomain, check out the video below: If you’re adding a subdomain and your root domain points elsewhere, you only need to add a CNAME record. For a detailed step-by-step guide, visit Using Your Custom Domain (URL).

By creating a blog that is of value, you can attract an audience and eventually convert them to customers, partners, friends, or otherwise. Additionally, having a blog and writing about important topics that are relevant to your audience establishes yourself as an authority in the space.  Check out Simplero's Blog! Simplero offers the ability to quickly and easily add a blog to your website. You can author blog posts from scratch or import your blog from other platforms (WordPress, Squarespace, etc). You can learn more about how to migrate your blog in this manual. In this lesson, we'll show you how to set up a blog on your Simplero site. In our help guides, you can also find a step-by-step guide on how to do this.

Products are what we're going to sell to our customers. A product could represent an eBook, a course, a coaching call, a retreat, etc.  In this video, we show you how to create your first product. You can also check this step-by-step guide.

Simplero offers a lot of power and flexibility when setting up prices. You can also check out our written guides to learn about purchases and subscription prices, see how to set up secret prices and coupon codes, or how to create a campaign and offer discount pricing. You can also check out the details on how to create a trial period or offer multiple-seat pricing.

Looking to customize your order form and sales page? Look no further. We're discussing that in this lesson. You can also check our written guide on order forms. We'll also talk about some different sales configuration options for each product. If you want to use a full landing page as a sales page, in this guide we show you how.

WARNING - Membership Sites are now called Sites in Simplero Now that a customer has purchased a product we need to give them access to what they purchased!  We'll show you how in this lesson. If you want to learn how to use drip content, you can also check this written guide.

In order to collect money via credit cards we need to set up a payment processor. We will cover how to do that in this lesson. You can also check this written guide on how to set up your payment processor. If you need more details on how to configure Paypal Payment Processor, check this guide. You can also configure a manual payment processor. If you have issues with your payment processor you can check this guide on how to troubleshoot payment processor issues.

Once a sale is made, it creates a purchase. Understanding purchases is important as this will give you a lot of valuable information about your sales. We will cover all of this in this lesson. If you prefer written instructions, you can start by checking our Purchases 101 guide. You can then check how to understand a purchase summary box. Sometimes you might need to issue a refund or deal with an issue from an existing purchase. You can check our written guides on editing a purchase, moving a purchase to another product, adding a charge to an existing purchase, and full and partial refunds. If you need to create a manual purchase, check this guide. Having issues with purchases? Check the troubleshooting payments and refunds guide. Note: The video mentions Receipts which are now called Invoices in Simplero. 

In this video, we will explain how to start setting up your Site. As the page builder is the same as the Marketing website, you can check out how to build pages in the following videos on that module to learn more about the page builder: Building Your Page Structure (In Page Builder 2.0) Creating Elements (In Page Builder 2.0) Using Style Guides (In Page Builder 2.0) There is also a whole Site module on our help guides that will show you how to build your site step by step. I would take a close look at our Site Pages guide within that module. If you want to see an example of how a Site looks from a customer’s perspective, you can join our Community site here.

If you would like to create a community (or many) on your site, there are different ways that Simplero can help. You can create forums and interact with your members via comments or emoji reactions. You'll be able to organize your members based on the group they belong to and have multiple forums under the same site with wider access permissions and broadcast configuration. You can also create excitement using engagement badges, and configure your notifications. If you would like to know more, have a look at our How-To Guides: Community Experience Overview Site Forum Site Groups How To Use Engagement Badges

WARNING - Membership Sites are now called Sites in Simplero The courses feature in a membership site is a templated structure for creating and releasing course content. The simple module/lesson structure makes it easy for you to create your course and publish your content in a format that is user-friendly.  In this lesson, we will walk you through the steps required to build a course. We'll discuss all the different course, module, and lesson configuration options available. You can learn more in our help guide module dedicated to courses. You can also have a look at the workshop ‘Setting Up Your Course in Record Time’.

How do you control access to your Sites, Courses, Modules, and Lessons? That's what we're talking about in this lesson! There are a few different methods: Via Product purchase Via List Signup Via a Trigger Via an Automation Products and Automation will be fully covered in upcoming modules so for now we will just show how to provide access to those.  

Simplero offers you an online media library for storing your digital content, such as videos, music, images, documents, and more. Once you add your digital content to the media library you can use the content all over Simplero without re-uploading it multiple times. In this video, we will show you how to: Uploading media files Organize your library using labels and views. Image sizes across Simplero Editing images If have uploaded a video, you might also want to know how to pick a different video still or how to add captions and transcripts to your videos. Once the videos have been uploaded, you can replace them with a different version. You can also learn how to protect your content by restricting downloads. You can also check the Media Library Module on our How to Guides.

Simplero's worksheets are a lot like physical worksheets you might distribute at an in-person workshop or course. We will guide you on how to create them, manage them, view results, and more! You can also check hour How To Guides for a more detailed step-by-step explanation.

With Simplero events, you can set up simple one-time events or reoccurring events that follow a repeated interval pattern, such as daily, weekly, or monthly. Check the How-To Guides here. You might also want to check how to set up the Zoom integration in this manual. You can also check the Workshop ‘Mastering Events in Simplero’

Scheduling Links are the equivalent of appointment booking calendars. Once you set it up and share it with your members, they will be presented with a Calendar where they can book an appointment, meeting, or event,... with you or your team. Check the How-To Guides here. Disclaimer: This was still a beta feature at the time the video was recorded. Improvements are coming in future versions of the feature. We encourage you to submit a feature request if you have suggestions on how to improve it!

Segments are very useful for identifying a specific group of customers in your contacts that are not on a single list or in a single product. In this video, we show you how to create a segment. We also show you how to add conditions to it. After creating them, you can perform an action or you can use them in other places around Simplero to identify that group of people.

Triggers let you take certain actions when something happens. In other words, they are If-then rules that trigger actions based on specified events. You can learn more about them from our help guide module on triggers. You can also check the guides on specific types of triggers such as triggers on prices, triggers on link clicks, or global triggers. You can also check how to add triggers to products. A really useful one is the abandoned cart trigger that starts when a customer abandons a purchase.

A frequently asked question in Simplero: Why would I use automation instead of auto-responses? In this video, we explain the differences. You can also check our written guide for more details. You can also check our guides on how to create an auto-responder. Disclaimer: Advanced automations are not included in all Simplero plans. Auto-responders and triggers (basic automation) are. Check our pricing page for more details on what’s included in your plan

After learning the basics of creating and managing an automation you might also want to chek our mastering automations and drip-releasing content workshop. Hopefully you'll start to see the power of automations and they how they might apply to your business.  Disclaimer: Advanced automations are not included in all Simplero plans. Auto-responders and triggers (basic automation) are. Check our pricing page for more details on what’s included in your plan

After creating the automation you are probably wondering how you manage the contacts that are inside. In Simplero, we call that: Flows. You can perform manual actions like advancing a flow or reentering and starting mid automation. You can also check our guides on stopping, pausing and resuming automations. Disclaimer: Advanced automations are not included in all Simplero plans. Auto-responders and triggers (basic automation) are. Check our pricing page for more details on what’s included in your plan

One of the most common uses of automations is scheduling a series of emails. Those can be inline emails or can be stored in an email library. Check our emails for automations guide to learn more. Disclaimer: Advanced automations are not included in all Simplero plans. Auto-responders and triggers (basic automation) are. Check our pricing page for more details on what’s included in your plan