Heads up! We just made some big improvements to Simplero, and a lot of the videos and screenshots here aren't updated yet.

Intro to Simplero

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Account Setup General Question & Answer

Got a ticket from a trial user asking various Simplero account setup questions. 

Settings < Account < Labels
What is this? What are some examples of how I can use this to keep my business organized?

Settings < Account < Lead Score
What do you recommend to put here? How is this used?

Settings < Account < GDPR Compliance
I am based on the US. What do I need to put here for it to be compliant?

Settings < Account < Terms
Do you recommend using a url or putting this into Simplero

Settings < Product < Retry failed charges
Is there a short link I can send to them to update their payment info that I can include in my follow up emails

Settings < Product < Download limits?
Why do you have this?

Settings < Product < Tracking Code
Would you be able to check this in my account under me@jordanduvall.com and confirm I set this up correctly please?

Settings < Change your URL < FB Integration
What is this for? What info am I putting in here?

Settings < Change your URL < Credits
What is this?

Settings < Change your URL < Shortlinks
What is this?

Settings < Change your URL < Themes
What is this?

Settings < Color and Graphics < Global Snippits
What is this?

Settings < Color and Graphics < Tracking Code
Would you be able to check this in my account under me@jordanduvall.com and confirm I set this up correctly please?

Settings < Sender emails
What do I need to do here?

Settings < Support Tickets
Do you have any more info on this and how it works and what is the best way to set it up?

Settings < Integration
Do you integrate with Calendly, Schedule Once, Easy Webinar, Everwebinar

Settings < Administration
Would I add my asst here with basic permissions?

Settings < Taxes
I am based on the US so I am not sure what I should put here? When I have EU customers should I be adding VAT?

Media Files
Do I upload all the videos for my programs directly to Simplero? Or can I use vimeo links?

Membership Sites vs Courses
I am confused on which one is the best one for me. If I set up my group program as a membership site and want to change it to a course can I do that? Or once I set it up it’s stuck? Can I change how the interface looks for the students? Does it tell them what their progress is for the program?

Products
Are products different from courses and membership sites?
How do I make this live?

Products < 3rd Party Tracking
Under Custom Conversion Tracking - What version of my FB pixel do I put here to track sales?

Lists < List Archive
What do you recommend here? I don’t understand the differences?

Lists < Prefix & Footer
What kind of info do you recommend putting in here?

Lists < GDPR compliance
What are best practices here?

General Question
How do I create tripwires so I can have an offer after an opt-in?
What is the easiest way to transfer my program materials/ videos etc over to Simplero?

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