Intro to Simplero

About course

Welcome!

These videos will get you started off right and our team is just a click away. Use the Question icon to reach us.

Simplero is always improving so you may see options in your account that you don’t see on these videos. If you can't find what you're looking for, let us know and we’ll be more than happy to help. 

0 of 55
0%
Introduction
0 / 3
Intro to Simplero- Introduction 4:18
Quick word from the Simplero CEO - Calvin!
 Words of wisdom and inspiration from Simplero CEO Calvin Correli.
2 2
Intro to Simplero- Introduction 3:26
Welcome to your Simplero Dashboard
Take on a quick tour around your Simplero dashboard and discover which functionalities we will cover on this Into to Simplero course. If you are looking for a detailed step-by-step guide on a specific feature, check out our How To Guides.
Intro to Simplero- Introduction 3:51
How to Get Help in Simplero
In Simplero there are 5 distinct ways to get help.  Support tickets (Free) - The little blue icon in the lower right corner, when you're on your admin dashboard, is where you can find our support team. They can help with any small issues to any big issues. You can also reach them on support@simplero.com, if you don't have access to your Simplero account currently. Live Implementation Q&A Calls (Free) - Want to quickly hop on a call with someone that works at Simplero? Live Implementation Q&A Calls are for you then. Simplero Concierge - A group of expert team members from within Simplero that can help you and set up things together with you. Check here for more information. You can book a free discovery call where they can give you a budget and a time estimation for what you would like to do with them. Simplero Certified Experts - If you need something done for you, these are the people you would look to hire if you want someone in your actual business, day-to-day, conquering each challenge along with you. They are not Simplero staff. They are separate businesses each with their own field of expertise and have been officially certified by Simplero. Have a look here to know who they are. Simplero Academy - If you are looking for business strategy, support, mentorship along with a supportive community of like-minded individuals, then check out our Simplero Academy by booking a free call here. 
How to create an Opt In
0 / 8

This module is all about lists in Simplero. How to create them, how to configure them, and how to get subscribers on them!

If you're an experienced business owner, I don't need to explain the importance of your email list to you. 

Contacts are the lifeblood of your business!

Intro to Simplero- Opt in 9:21
Creating and Configuring a List
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.
1
Intro to Simplero- Opt in 2:04
Adding Subscribers to Your List
Find all the ways you can add subscribers to your lists on our step-by-step help guide Adding Subscribers to a List.
Intro to Simplero- Opt in 16:43
Designing Sign Up Forms
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.
Intro to Simplero- Opt in 3:12
Setup Your Freebie Giveaway
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.
Intro to Simplero- Opt in 2:17
Create An Autoresponder Series
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.
Intro to Simplero- Opt in 3:20
Sharing Your Opt In Page on Facebook
Congratulations! This is the end of the Opt-in module in the Intro to Simplero course. It’s time to go grow your list!
1
Intro to Simplero- Opt in 5:39
List Management Tips
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
Email Marketing in Simplero
0 / 7

Email marketing is a core element of any online business and in this module, we'll show you how to do email marketing in Simplero! 

Intro to Simplero- Email marketing 7:40
Creating an Email Broadcast
You'll find a step-by-step guide on our Help Site, Creating a Broadcast.
Intro to Simplero- Email marketing 3:45
Understanding Broadcast Reports
Learn more about About Open Rates for Broadcasts and why in some cases you can see a broadcast shows read but not delivered.
Intro to Simplero- Email marketing 5:36
Setting Up a Newsletter Schedule
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.
Intro to Simplero- Email marketing 4:41
Email Designs
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.
Intro to Simplero- Email marketing 4:18
Configuring Email Domains
Important note! The Simplero dashboard has changed the navigation a bit. However, all the settings and the process to set up an email domain hasn't changed. You can get to the Email settings through the Settings menu at the top right corner of your dashboard: For a detailed step-by-step guide, visit Setup a Custom Email Domain.
1
Intro to Simplero- Email marketing 6:07
Surveys
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.
How to Build your Marketing Website
0 / 9

Your website is your virtual business card. At the end of this module, you will know how to create a quick and easy website using Simplero’s webpage builder.

Let’s get started!

Intro to Simplero- Marketing website 2:30
Differences between Landing Pages, Membership Sites and the Main Website
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
Intro to Simplero- Marketing website 15:38
Website Configuration
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 How to edit your website theme You can find more detail 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!
Intro to Simplero- Marketing website 8:03
The Website Page Builder (Classic Builder)
To start building your website, you will need to know how to create your website pages and the available settings for them. You can also check our Simplero Training Workshop: Making Beautiful Landing and Website Pages. Note: This video shows you how to build your pages using Simplero Classic builder. If you want to try our new Simplero 2.0 Builder, head to this module.
Intro to Simplero- Marketing website 18:06
Basic Website Page Builder Sections (Classic Builder)
There are many different types of sections that can be added to your pages. We go over the most common ones that allow you to get started:  Text Text and Media Features section Forms If you would like to learn more, we recommend you to watch the Simplero Training Workshop: Making Beautiful Landing and Website Pages. Note: This video shows you how to build your pages using Simplero Classic builder. If you want to try our new Simplero 2.0 Builder, head to this module.
Intro to Simplero- Marketing website 4:31
Other Website Page Builder Sections (Classic Builder)
There are many sections you can add to your page on your Simplero Site. In the previous lesson on this module, you can find the most common ones explained. In this lesson, we will go over a few more: Collapsible text Countdown timer Frequently asked questions Testimonials Hero sections Script Pricing table Instagram feed As there are so many, we recommend that you play around with the website builder as you might find more suitable ones for your website.  Note: This video shows you how to build your pages using Simplero Classic builder. If you want to try our new Simplero 2.0 Builder, head to this module.
Intro to Simplero- Marketing website 8:11
Page Section Settings (Classic Builder)
Each section in Simplero's webpage builder has the same set of options.  In the lesson, we'll explore each option and discuss some use cases for them.  These options include:  Hide Section From Visitors Only Show to Some Visitors (unknown or known with/without a specific tag) Show for Specific Time Period Hide/Show Section after page load Edit Custom CSS Save As Template Duplicate Section Remove Section Note: This video shows you how to build your pages using Simplero Classic builder. If you want to try our new Simplero 2.0 Builder, head to this module.
Intro to Simplero- Marketing website 7:21
Using a Custom Domain (URL)
Important note! The Simplero dashboard has changed the navigation a bit. However, all the settings and the process to set up an email domain hasn't changed. You can get to the Custom domain settings through the Settings menu at the top right corner of your dashboard: For a detailed step-by-step guide, visit Using Your Custom Domain (URL).
Intro to Simplero- Marketing website 5:45
Enable your Blog
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.
How to Build Your Pages (Using the new Page Builder 2.0)
0 / 3

Enjoy a more flexible way of building landing pages using the new Page Builder 2.0!

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!

Style Guides 2.0 Page Builder 8:53
Using Style Guides (In Page Builder 2.0)
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!
How to Utilize the 2.0 Page Builder 8:34
Building Your Page Structure (In Page Builder 2.0)
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
2.0 Page builder elements 12:57
Creating Elements (In Page Builder 2.0)
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
How to Create Your First Product
0 / 7

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 module, we will show you how to create your first product. From configuring the product and prices to creating the order form and sales page.

Intro to Simplero- Creating your first product 4:58
Creating and Configuring a Product
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.
Intro to Simplero- Creating your first product 8:40
Setting Up Prices
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.
Intro to Simplero- Creating your first product 6:36
Configuring the Order Form and Sales Page
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.
Intro to Simplero- Creating your first product 7:00
Controlling Access Upon Purchase
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.
Intro to Simplero- Creating your first product 7:07
Connecting Payment Processors
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.
Intro to Simplero- Creating your first product 6:43
Understanding and Dealing with Purchases
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.
Building Your Content in Simplero
0 / 9

Content is anything you sell or offer to your members in Simplero. In this module, we will show you how to build it.

From creating a membership site and courses to managing your calendar with events and scheduling links. We will also talk about worksheets, show you some best practices to manage your media library, and give you some tips to build a community inside Simplero.

Intro to Simplero- Building your content 11:08
Setting up a Membership Site
In this video, we will explain how to start setting up your membership 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: The Website Page Builder Basic Website Page Builder Sections Other Website Page Builder Sections Page Section Settings There is also a whole Membership Site module on our help guides that will show you how to build your site step by step. If you want to see an example of how a membership site looks from a customer’s perspective, you can join our Simplero demo site here.
Intro to Simplero- Building your content 13:33
How to set up a course: course, module and lesson configuration options
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’.
Intro to Simplero- Building your content 7:25
How to control access to your course
How do you control access to your membership 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.   Another interesting resource to check out is our workshop ‘Mastering Automations and Drip-Releasing Content’.
Intro to Simplero- Building your content 5:00
Manage your Media Library
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.
Intro to Simplero- Building your content 6:06
Worksheets
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.
Intro to Simplero- Building your content 7:47
Events
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’
Intro to Simplero- Building your content 8:04
Scheduling links
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!
Intro to Simplero- Building your content 12:26
Building a Community on your Site: Forum, Groups and Community Settings
If you would like to create a community (or many) on your membership 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 membership 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: Membership Site Forum Membership Groups How To Use Engagement Badges
1
How to Automate things in Simplero
0 / 7

Do you wonder how Simplero can help you save time and avoid manual processes? In this module, we will explain a few ways you can do that!

Intro to Simplero- How to automate 5:44
Using segments to save time
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.
Intro to Simplero- How to automate 7:28
Triggers
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.
Intro to Simplero- How to automate 6:36
What's the difference between automations and auto-responses?
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
Intro to Simplero- How to automate 9:18
Creating a basic automation
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
Intro to Simplero- How to automate 4:44
Understanding automation flows
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
Intro to Simplero- How to automate 3:18
Working with emails in automations
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
Final
0 / 1
Intro to Simplero- Introduction
Congratulations!
Congratulations on completing the Intro to Simplero course. You will hopefully feel ready now to start setting up your business in Simplero. We know you got this. And if you need us, we are here for you! Whenever you are ready, you can continue learning more about our features in the next module: “Advanced Features”
Advanced Features
0 / 1
Intro to Simplero- Introduction 22:05
Funnels
 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