Creating and Configuring a List
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Alright. Let's go ahead and dive into learning about lists, how to get them set up inside a simpler role. And what we can do to configure them so you can use them efficiently. So here we have a test account where we have some lists that have already been created here. And down here at the bottom, we can see that we have some helpful information about how to use lists some tips, which I would definitely recommend that you review.
And the first thing when you're going to be getting into Simparo, that you probably want to set up is a list. Lifts are the way that you can organize contacts and grant content access. Have groups of people that you can send emails to. There's a lot of ways that Simclaro is set up to work with lists in order for you to be efficient in your communications and organizing people. So let's go ahead and create a list.
We'll call this test list. And the first thing you'll see here is this page. About before we go there, we'll go ahead and just go to the summary. So here we can see. On the summary page, we have where we can configure your list.
We can create an opt in form So we can create a sign up form, either a pop up opt in form, something you can embed or even a landing page with a sign up form on it. We can also add subscribers to your list either manually or by importing them via a CSV file. Next, we have these subscribers. Of course, this list doesn't have any current subscribers, but this is where you would find them. And then we have the configuration tab.
So here we can name the list. This is going to be the name of the list that will be shown and we also have the ability to create an internal name if we wanted to. And this would be a name that you would see on the back end. We have the option to have double opt in. This is allowing you to have an additional step that's required for people to sign up for the list.
So they would need to confirm via email by clicking a link in order to confirm their subscription. Usually, this is useful when you want to prevent spam sign ups. So this is something you can either enable or disable. You also the ability to customize the messages that are associated with this. Going down, we also have advanced settings things like overriding the default email sender, skipping GDPR consent.
If this is inquired where you live, and I recommend reviewing these to see which ones are going to be the most beneficial for you. Going into content. Here's where you're going to be able to add freebie content such as a PDF or a video. Usually, this is used for the cushion of lead men lead magnets. As an example, if you want to get people to sign up for your list in exchange to get some sort of free content in e book, etcetera.
This is where you would add that content. And this would be available to anyone regardless if they agree to receive marketing as an example. You would attach that content here. Down in courses and sites, we have the ability to grant access to content such as a membership site workhorse by selecting the membership site and then the course content you want to include as part of the subscription. So when people get access through the subscription to the list, they would also lose access if they were to unsubscribe as an example.
So this is how you would do that. And you also see that down here, this setting becomes visible once we select the membership site in this case, which is basically saying that we need to generate a simpler ID and password for them. You can see a preview of that by covering over this link of what this email will look like. So you can see it includes a link to the content that they are going to get access through through the list subscription along with their SIM card ID and password. Going down to this next section here, we also have the ability to customize the a subscription thank you page or even use a custom landing page if you wanted to create 1 as the thank you page.
You also have the ability to create a custom page for the confirmation. This would be for the double opt in if you wanted to customize that page with the landing page of your own. And we also have a custom unsubscribe page if you wanted to create that as well. If you wanna enable these, we'll just use the system defaults. Here we also have triggers, and this is something that you can do.
So when someone subscribes to your list, you can perform a variety of actions. As an example, we could if they subscribe to this list, we could add a tag to their account we could start an automation. There's a variety of things here, which I'd recommend reviewing. And you also have the ability to do things conditionally. Right?
So that would be something that could be helpful for a variety of people. And finally, on this tab here, we have the auto responder. This is where you would set up a welcome email. Some some people will set up a series of emails to be sent out. So as an example, let's say that we want to have a Thanks for subscribing email that gets sent out 0 days after sign up.
This means that this email will be sent to everyone that subscribes regardless of if they accepted to receive marketing from you. That's worth noting that this is gonna be the email that will be sent to everyone. So if you have any important information that you want to provide to people, when they, let's say, sign up for your link magnet or subscribe to your list, we want to make sure that's included in this first email. So we can go ahead and craft this email. Maybe we wanna say, no.
Hello? First name, and that will pull the first name of the person that this email is going out to. Thanks for subscribing Alright? And then once we've saved our changes, We can then make this be active instead of in draft. And now everyone that subscribes to this list, we'll get this automated email sent to them.
Here we have the ability to send a broadcast to all subscribers of this list. Here's another shortcut to add subscribers. To the list as well. And here we have a couple of links that are helpful. These are 1 click subscribe or unsubscribe links that you can include in emails.
This is the only places that they would work. So as an example, if you wanted to copy this and include that in an a broadcast, you could do that here. And this would allow people to subscribe or unsubscribe in 1 click. If you need to duplicate this list, in the settings, you can go ahead and just click duplicate here. And if you needed to delete the list, you could click delete.
That's the general configuration. 4 lists. And the other thing that I will go over is we'll go ahead and take a look at the list that has already been created. Quickly so we can see some people that are already located inside as in this 1 here. So we can see that we have a variety of information showing on the summary page, obviously, because our contact that are already included here.
We can see different information, latest new subscribers. Any numbers in terms of subscriber growth or subscription changes. And then on the subscriber page, we have the ability to see active subscribers, people that have unsubscribed, inactive subscribers and then all. If you have any subscribers that are currently subscribed, they're gonna be in this active view, and we also have the ability to filter to see different people that have subscribed to this list. And we also have the action menu.
So as an example, if we wanted to select somebody we would have the ability to unsubscribe them, resend email asking for confirmation, suspend their subscription, resume, force activate, and this would mean that if someone hasn't confirmed and and granted GDPR consent, we could force activate them. This generally isn't advice to do. But if for whatever reason you need to do that, you have the option here. And we also have the ability to resubscribe or to set the auto responders start at for this person. And we also have a variety of actions.
This will be very similar to our triggers that we have available that we already saw inside the list content tab. So that is it for list configuration. I hope that helps.
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.
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