Products

Learn how to create and configure your products in Simplero, including choosing product types, setting statuses, and organizing your product catalog to effectively sell your courses, programs, or ...

Okay, so you have an amazing product; now it's time to set it up in Simplero so that you can start bringing in sales! We've made creating a product as simple as can be. Here's how:  Add a Product using the Wizard ✨ Select the Sales tab from your Simplero Dashboard and choose Products. From the Products page, click the Create new product button in the upper-right corner. Choose the product type (or skip the wizard if you don’t know yet which type): Enter the information for your new product: Name - the name of your product (this is the only required field) Subtitle - will show under the name in the checkout and catalog Description - type a short summary for checkout and user accounts Card image - used in the catalog, order form, and other products features Listing status - listed in the catalog, unlisted and only available to purchase via a link, or closed if not available for selling yet. Price - Set a base price that you can edit again later (you'll also be able to set up more complex payment plans later) Click the Continue button to save. If at any time you want to change the above information, you can do so in the "Configure" tab within the product.   From the Products tab, locate the product name and click the Settings icon to the far right side of that product: Or, locate and select the Product name and click on the Settings button. Make the changes you want for your product. Then scroll down and click the Save changes button. Adding a Start date Used to start triggers i automations. Adding a Contract (AKA agreement)  NOTE! The Contracts feature is limited by plan. Checkbox contracts are available on all plans. After and before purchase contracts are only available on Scale and Skyrocket plans only. To request the participant of a product to sign a contract before activating their participation, navigate to the product Settings > Obtions tab and scroll down to the Contracts section. There you’ll find the option to link to an existing Contract or to create one on the fly. Once added you’ll be able to pick between these 3 options: Checkbox on order form Before payment After payment If the participant is different to the purchaser, contracts will get sent to the participant email for them to sign them instead. You'll find the link to the contract request on the Purchase page >> Participant section by clicking the See as link under the profile picture: You can, at any time: Activate & execute contract: Activates the participant and signs the contract on their behalf. Activate: Activates the participant without signing the contract Options On the Options tab you’ll find further details that you can configure about your product. Tax settings. Set up upsells. Set up an Affiliate program. Link Automations. Add triggers. Configure Emails to participants. Add prefix to the subject. Add text to the Footer in all emails to this product Override the default Email sender Invoice settings: Limit Email invoices: Send email invoices for: All charges Anything except any subscription renewals: note that we will still send an invoice on a change of period when there's a variation on the subscription amount. Only when required by law or payment network regulations Add a message to this product invoices GDPR settings: Skip the GDPR consent requirement: if you are handling consent separately or it has already been provided. Custom GDPR consent message Tracking options: Google conversion tracking: if you are using Google Analytics. Add Tracking code Sales Limits: When sales start and end. Limit to the number of participants on the product. Advanced settings like: Use a different word for participants: used when referring to participants added on the order form. Refunds allownace period. Add a Classification number for your accountant to purchase CSV/XLS downloads Paused purchase access to content configuration. Let participants set their own username and password. Do not allow this product to get added to the cart Sales Page Navigate to the product Settings > Sales page tab to choose the sales page for your product. You'll be presented with 4 different options: Catalog sales page: Simplero’s default Sales Page. You can add Sales page copy to provide a longer description of the product: Landing page: Design the product sales page using Simplero's landing page builder, and select page under Choose landing page: To create a Simplero sales page for your product, check out our guide on designing landing pages.  Funnel: make the sales page of your product a whole funnel experience with multi-step setups. Remember to add or link to the order form on any of the funnel steps so they can make the purchase. External page: If you already built your sales page outside of Simplero, you can still link it to this product using the External page option: You can also add Testimonials to the Product sales page. Makes sure they’ve been added to your Simplero Account first. Learn here how. If you have questions or need any help, click the "Need help?" button in your account. Simplero support is here for you!

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.

Now that you've got your product or course up and running in Simplero, it's time to set the price you’re customers will pay! It's easy to create both lifetime access (purchase) prices and subscription prices in Simplero. Think of purchase prices as a mortgage (the customer owns the property at the end) and subscription prices like rent (you only get to stay there as long as you're making payments). Purchase prices can be paid in full, or they can be a series of payments made over time (payment plan). Subscription/Recurring prices are typically charged at a pre-determined interval, whether it's monthly, yearly, or on some other subscription schedule.  Create a Price Go to Sales -> Products  Select a product from your list. Inside the product, go to Settings and select the Pricing tab. Click the + Add price button: Select the Payment Type:   Single payment - Pay once in full, have lifetime access.  Payment plan - Pay in multiple installments, have lifetime access. For example, pay $100 in 3 times and the product is yours!  The access is provided once they start the first payment.   Choose the amount (how much is paid every time) The number of instalments (the number of payments to be made) and   The time between those payments.  (Optional) - If you need a more complex setup, such as different amounts each time or different times between the payments, click on "Go Advanced ->" to see more options. From there, you can add installments, we’ll give you further options to configure when, how much, and for how long. Recurring- Provides access for a limited period for each payment made. For example, pay a monthly subscription of $50 per month and keep access to calls and courses while you pay.  Choose the amount Length of access, Trial period (optional). If you need a more complex setup, such as different amounts each time or different times between the payments, click on "Go Advanced ->" to see more options *Learn more about subscription settings in this guide. Credit- this option will only show if you have enabled the use of Credits in your Dashboard -> More Here’s our guide on how to set up Credits in your account. After closing the pop-up, make the price Live by turning on the toggle so it shows on your order form Other Price Settings (Optional) Label on order form: This will be shown next to the price on the order form. For example, "Early Bird" or "Payment Plan." Subtitle: A little explanation of the price Badge: like "Save 40%" or "Most popular" Internal Name:  This will only appear to Admins on the back end to help you remember what the price is for. You can add this by clicking on the little +name on top of the label Payment: Enter the price value. If you’d like to set up multiple instalments, click on ‘Go advanced’. Access: Determine whether the price will be visible to everyone who sees your order form (Published/List Price) or only to those who have the link to a Secret price or a Coupon code Advanced Settings: Allow donations - when purchasing the product using this price, we’ll show an additional field for them to add a donation amount on top of the price. Override another price - You can set up a price to override another price. For example, during an early bird sale or a campaign: We will show the overriden price amount strikethrough on the order form, to make it clear this is a special deal: Limit the date ranges this price is available: This feature lets you set up a limited time for how long this price is available: Limit number of participants at this price - Choose the maximum number of participants who can purchase at this price. Reserve seats for 10 minutes after they open the order form, to encourage them to buy. Show the number of seats left on the order form to create urgency: Limit the payment processors that can be used - The default Unrestricted allows all your enabled payment processors to be available to your purchaser. Learn more about payment processor options here: Always retain the ability to autocharge if the payment processor allows for it. When this toggle is on, your payment processor will attempt to save payment information (like credit card details) to enable automatic future payments or charges without needing the customer to input their payment details again manually. This is useful for one-time charges if you want to have the option to create extra charges for your customer. Note! Most payment processors have a limit on the amount of time that they retain the payment information. So even if you turn this toggle on, the information might disappear from Simplero after a while.  Immediate cancelation - Normally cancellation is to the end of the period, unless you toggle this “on” for the price. Set a minimum commitment and choose the Commitment length - The time the subscription must remain active before it can be cancelled. For example: Each period may be 1 month, but you offer a lower monthly price in return for a 12-month commitment. Authorize-only (for physical products) - The end-user won't see any difference in the order form. But after they press the Complete Purchase button, you (as the admin) will need to authorize the purchase before we charge them. Minimum Quantity - Set the minimum quantity per purchase to qualify for this price. NOTE! This option will only show up if you Allow the participant to be different from the billing contact via Product settings >> Order Form >> Options and you choose a maximum number of participants per purchase that’s more than 1: Now go back to the price, and you’ll see this option appear: On the order form, customers can select the number of participants they want to add to their order. We’ll show available prices based on the amount of participants selected. Minimum Quantity and Override another price combo If you use Minimum Quantity in combination with Override another price, we’ll automatically show a Volume discount info box to encourage adding participants to the order (so they can receive a discount for it). For the volume discount info box to show, the discount price must be available for a higher minimum of participants and at a lower amount than the price it is replacing: The Volume discount info box is located below the available prices: NOTE! This feature is not available for subscription prices. Payment Options - The default "Unrestricted" allows all your enabled payment processors to be available to your purchaser. Learn more about payment processor options here.  Triggers - Save first, then you can add triggers. In this location, triggers let you do things like add tags, give access to content, or add people to lists depending on which price they purchase at.  Duplicate or Delete a price You can duplicate or delete a price by clicking on the three dots next to the price. You see a dropdown menu with both options: There are so many more guides about prices in Simplero! Check 'em out if you've got something more customized that you want to offer 💪

Subscriptions are a great idea if you're selling a product or membership that requires regular billing. We've seen Simplero users offer their customers exclusive paid email lists, courses, membership sites, monthly events… the list goes on! Truly whatever you'd like to attach to a subscription price point, Simplero can help make that happen 🎉 Adding a Subscription Price With a Subscription, they buy access for a defined period of time. This is like paying rent. You don't own the apartment, you just get to have it for a while, typically a month at a time - so long as you keep paying. Select Sales from your Simplero Dashboard and select Products from the dropdown From the Products list, select the product you want to offer the subscription price and go to Settings. Select the Pricing tab Add a subscription price by clicking the white "Add a price" > Recurring Complete all relevant fields for the subscription price such as Name, Label, Payment, etc: Insert the amount of time your participant will have access for after paying this amount in the field titled How long does this give access for: Complete any other relevant fields such as an optional free trial, conditions on the price, etc. Ideally, you’ll have a payment processor that can process automatic charges.  PayPal can only be used on a Subscription price if you have PayPal Subscriptions enabled. You can read more about how to enable PayPal Subscriptions here. If you set up PayPal but don’t have PayPal Subscriptions enabled, then leave the price to 'unrestricted' payment processors, people will be able to pay via PayPal and they will receive invoices for future subscription payments (reminding them to pay the charge manual). If you want to require purchasers to use a processor that can process automatic charges instead (such as Stripe, etc) then set the price to Automatic charge only: Other Advanced Settings you most likely don’t need but might consider using: Allow donations: Allow people to donate an amount on top of the listed price. Override another price: Choose this if you set a time limit on the price (as a limited-time offer, for example) and want it to replace the full price for that limited period. Limit the date ranges this price is available: Allows you to limit the period to purchase at this price. This doesn’t stop subscriptions that are already active Limit the number of participants at this price: Once the maximum number set here has been reached, we will not show this price anymore Limit the payment processors that can be used: For example, if you only want to allow payments using Stripe and not Paypal Always retain the ability to auto charge if the payment processor allows for it: This allows you to create new charges in the future if you need to Immediate cancellation: If Off, it will terminate their access at the end of the period. If On, it will terminate immediately. Minimum commitment: This is used if you want them to commit to a 1-year subscription for example. It will prevent them from being able to cancel before 1 calendar year is up. After that, it will continue to renew per your settings, but they can cancel any time. How to Setup a Subscription with a Fixed Start-Date Sometimes when offering a new paid membership or subscription, you want to let people sign up now, but not charge them until a fixed date in the future, since all the content won’t be available until then… or just as a promo. First, create your recurring price. Then, give the price two Periods: Period 1: This has $0 as the amount, or whatever amount you want them to pay upon purchase. Click on ‘Go advanced’: Choose 1 day under How long does this give access for, and select the date you want to charge them on under Extend to at least this date. Make sure set to ‘Don’t repeat’: Period 2: Add another Period and put the Payment Amount (the actual subscription price), How long it gives access for, and whether you want it to repeat until cancelled: To change a subscription renewal to a different price point If you would like to move an existing customer to a higher or lower level of a subscription, you can do the following: Select Sales from your Simplero Dashboard and choose Products from the dropdown From the Products list, select the product Select the Purchases tab Locate and select the customer name Scroll down to the Charges & Payment box In this box you will see a line of texts labeled "PERIOD ENDS", "AUTO-RENEW" and "PRICE" Select the Price Name hyperlink and choose the new price you want to move them to from your list of price options for that product: NOTE! If you change an existing subscription price, the new price will apply to all existing purchasers of that subscription.  The new price will take effect on their next subscription renewal date.  If you do not want this to happen, you can duplicate the old price and then disable it.  Existing purchasers will continue to renew at the old, disabled, price.  You can then create and enable a new price to sell to new purchasers.  What happens when a customer cancels? And how do they do that? Depending on the settings you selected for your product, when a customer cancels a subscription they will receive an invoice for that cancellation via email. Also, whoever's listed to receive notifications on that product will receive a notification email with a subject that begins with "[Cancelled purchase]" Per the terms of your product's settings, a customer can cancel their subscription by: Clicking on "My Account" in their membership site (or visiting http://simplero.com/purchases) then selecting "My Subscriptions" and then "Manage Payment" Self-service options You can also allow your customers to switch between prices on their Manage Payment page themselves. These are located under the Options tab in the product. The change of subscription is executed immediately by cancelling the current purchase and generating a new purchase under the new price. You can also set up custom flows with different options using Choice menus. Learn more about how to set them up on this help guide.  Important notes to take into account: When the current purchase gets cancelled, a prorated amount for the time left on the active subscription is stored as credit and applied on the new purchase. This credit cannot be transferred to a third purchase and can only be refunded via the original purchase. To learn more about our store credit system, read our guide here. To share instructions to upgrade/downgrade your customers' subscriptions, share the link to our End-user guide: Upgrade/Downgrade your Subscription.

In this video, we go over: How to customize your sales page How to customize your order form Your catalog 

The Order Form Settings are located under Sales >> Products >> Choose your Product > Settings > Order Form tab: Here you’ll be able to customise each of the following Order Form settings: Purchase fields Participant fields Order Bumps Other options Purchase fields: If you need to ask for Billing Address or Company Name & EU VAT no, you can do that here. NOTE! The less you ask for, the better chance for conversions. Participant fields: In addition to asking for their name and email, you can add other Custom fields for each participant to fill out, like their phone number, etc. (This is optional, of course). See the Form Fields guides to make sure all field options are available to you. In the Order form tab, click on + Add participant field: Click on the field you want from the right side to be added to the list: NOTE! The Participant Name field is optional to request, while the Purchaser Name field is not optional. So even if you delete the Participant Name field, we will still request a Name for the Purchaser. Other options: Custom image for the order form summary - in case you have a different version for a smaller display. Add custom copy to order form - If you’d like to add info about the product on the order form directly, you can using the Options Before, After and on the side-bar custom copy:  To add images to the product order forms check out this guide. Allow the participant to be different from the billing contact - Choose the Maximum number of participants per purchase and Allow customers to give this as a gift Only allow sales to customers who have a valid EU VAT no - This will automatically add an EU VAT no field on the order form, and make it required. Use a custom link for the terms to accept - This will override the Terms you’ve added to your Account Settings. Limit to specific payment processors - You can enable payment processors even if they're disabled under Settings > Payment processors. Show sold out prices in the prices selector. Show a notice when a product is being repurchased. We’ll also link them to the last recorded purchase. Email opt-in checkbox - Choose whether you want the "yes to news and marketing emails" checkbox to appear. And if it does, choose what list the purchaser should be signed up to. Default: This adds them to the newsletter list. Custom: This gives you the ability to edit the marketing checkbox labels and choose a different list to connect it to. None: This will hide the marketing checkbox altogether. NOTE! The option to accept marketing emails will not show up if they’re already subscribed to your house list/the list you’ve specified. Embedding the Order Form on a Site/Landing Page (Using the Legacy Editor) You can easily embed an order form in a modal anywhere on your site or landing page by using the Simplero link dialog. When inserting a link, click on Type or select a link, choose Products, select your product, then click on Popup order form: This is how it looks like on the page after they click the button: NOTE! Popup order forms do not support coupon codes as of yet, however, this is planned to be added. 1-click purchase on a Site/Landing Page or Funnel You can set up a 1-click purchase by navigating to the Product >> Price >> 1-click purchase option in the Page builder Link picker: If the link is set up in a page inside a funnel AND we know the payment method of the user clicking it, we will process the purchase right away. AND we don't know the payment method, we will show the embedded form to collect the payment info. If the link is set outside of a funnel AND they've purchased any product within the last 12 hours AND we know the payment method, we will process the payment right away. AND we don't know the payment method, we will show the embedded form to collect the payment info. If the link is set outside of a funnel AND they haven't purchased any product within the last 12 hours, we will show the embedded form to confirm the purchase. Order Form Style guides Customise the colour and font of your order forms using the Product style guides 🎨 From the order form page, click on the top left admin dropdown Edit style guide: Make sure you are logged in as an admin to be able to access the style guide. Primary colour for Light mode controls most of the order form coloured elements like the pay button, payment method selector, and order bumps: NOTE! There’s one style guide to control all of your order forms! If you want to customiSe a particular order form, you can do so by creating a stand-alone landing page on Builder 2.0, and adding an Embedded order form element: Then make sure the toggle Use style guide styles is On to use the landing page style guide:

Every product contains a default Order form which shows the prices you create, and a Freebie link which allows someone to purchase the product free of charge without putting in payment information. Using the freebie link you can share your product with friends or test the purchase process!  To learn more about freebie links, check out our guide on Free Products here. Share the Link to Your Order Form The links for these forms can be found in the Products from your Simplero Dashboard. You can find them by clicking on the link icon in the top right-hand corner and choosing each one from the dropdown: You can press the clipboard icon next to Order Form or Freebie Link to copy the link to your clipboard and paste it wherever you want to share it. To Edit Your Order Form Settings Select the Product from your Simplero Dashboard. In the Products tab, select the product from your list. Select the Order form tab. Then the Order form screen will open and show your form settings. Embed Your Order Form on a Page NOTE! Follow these instructions to embed an order form on a page using the Legacy Editor. If your page uses the 2.0 Builder, you can add the order form as an element to your page and personalise the page around it. Read our guide on how to use the 2.0 builder for your pages. Follow These Steps: Go to Marketing >> Landing Pages & Forms Choose your existing 2.0 Page from the list, or press the blue Create new landing page button in the top right-hand corner to create a new page (be sure to select Builder 2.0 when choosing a template or starting a blank page from scratch). Choose the Width of your section: Choose the Number of columns: Hover over the plus button and click + Add new Element: Select Order Form under Choose element on the right side of the page: Pick a product on the right side of the page, and customise the following options: Lock price - Enable this to select an available price for this order form under the selected product. Decline offer button - Use this option if the page includes an upsell. This would be the “No” option. Disable coupon removal - Hides the option to remove an applied coupon. Limit to 1 applied coupon - Once there's a coupon applied, customers won’t have the option to replace it with another coupon. Use style guide styles - Follow the styles of the style guide for the landing page. See this guide on how to customise the landing page style guide. Custom size - Customise the Width and Height of the order form. Button style - Choose which button style to use that you customised in your style guide. Styling - Customise the Margin. Background - Give the order form element a background image or video. Et voilà! See below for an example:

After your customers purchase your product, they’ll be redirected to a Thank You page. When creating your Thank You page, we have three options to choose from: Default Thank You Page: Simplero generates a standard thank you page for every product you create. This confirmation page includes a link to the content and assures your buyer their purchase is complete. You can add to custom text, images and videos to this default thank you page, but you can’t customise the rest of the design, ie. change the background colours, add other sections, etc). Redirect to site: when giving access to a site you'll be able to set it to Redirect to the site right after purchase. Redirect URL: OR if you'd prefer to send people to a fully custom thank you page (where you customise the design, layout, add sections, etc), you can do that instead. You’ll need to create your own thank you page inside Simplero (as a landing page), or send customers to an external URL. To Use the Standard (default) Thank You Page Go to your product settings page and click on Content in the menu. Scroll down to Thank You page. Select Show thank you page, and you’ll see the box where you can add the text, images and/or videos you'd like to use: You can also add your customer's personal information to the thank you page. This can become handy if you are selling tickets for a live event, where you need the customer to bring proof of the purchase. To do this in the Legacy Editor, press the Insert button in the body field to insert personal information: If you also want to include information from the purchase, you can find that under the Product Settings >> Options>>Tracking >> Add tracking code toggle. Click on the button Personalize next to Tracking code for order form. Choose the information you want on your thank you page Copy the code that is generated and paste it in to your Thank you page. Delete the code in the Tracking code section when you have finished your thank you page and remember to save your changes. You can use the same technique for your auto-responses in your product to add personal and purchase information. To Use a Fully Custom Landing Page Go to your product and click on Content in the menu. Scroll down to Thank You Page. Select the option that says Redirect URL and either paste the URL of your Thank You Page into the field or select a link from the options given: SUPER IMPORTANT NOTE! If you use this option, you need to make sure you add the link to the membership site or content provided with the product somewhere on the landing page. If it doesn't have this, your customers will have no way to access it - since Simplero will always direct them to this Thank You Page when they try to access their content. 

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.

Linking Content to a Product in Simplero is done via the Content tab on the product itself (Sales >> Products >> Choose the product >> Content). You can link any product to downloadable content or a membership site. We’ve created two guides to help you determine which content type best fits your needs. Check them out below: Selling a downloadable product Membership Sites Also on the Content Tab In the Content tab from within the product settings, you’ll see a few other sections: Thank You Page - This is the page people see after they complete their purchase.  You can add custom text/images our default Thank You Page, or add the link to a custom Thank You Page that you create yourself. Content files - This section allows you to control if files such as audios, PDFs, and mp3s are downloadable. In the Options tab, set the refund period (learn more about that here), and turn off the system-generated login email. Automations - We'll automatically start/stop the automations you select here when a Purchase or Particpiant's state changes. Triggers - Triggers are automated actions Simplero performs when someone purchases, cancels their purchase, and many other purchase scenarios.

Business is fluid and not all products are intended to be on sale forever. When you close a product from sales, it will disappear from your product catalog. But if you linked that product to a sales page that you forget to close, you may have potential customers ending up on the sales page for your closed product with nowhere to go. It's money left on the table and not a great business move.  BUT with Simplero it doesn't have to be money left on the table. You can give your customers a place to go! 🎉 On the order form for your closed product, you can give customers the opportunity to get on the list of your choice - maybe a waitlist or your main newsletter. And then you can send them to where you want, maybe your product catalog or another connected product.  Here’s an example: Ready to set it up? Select the Sales tab from your Simplero Dashboard and choose Products. On the Products Page, locate and select your product name. Click the Settings button on the far right. In the Product tab, scroll down to Listing status section and select Closed: You can configure further Closed status settings under the Options tab > Limits section: Fill in the fields as you'd like them to be viewed when the product is closed. This will include selecting the list you want them to be added to, such as your newsletter or a waitlist you've set up for when the product becomes available again. You can also then set where you would like them to go when they select the continue button. This might be your product catalog to see your other products that are available or to the sales page of a related product such as a product that sells the replays for the webinar that they missed.  Once everything is set, save your changes and then you can set your product back to listed or unlisted. If your product closes at a specific time make sure you have set the end time under Product >> Options >> Limits and it will automatically convert to your closed settings then, or when you are ready to come back and manually move your product to closed. If your product closes after a certain number of participants buy it, make sure to set the amount of participants under Product >> Options >> Limits and it will automatically convert to your closed settings then, or when you are ready to come back and manually move your product to closed:

How to Delete a Product? There’s a quick way to delete a product that does not have purchases. Select the Sales tab from your Simplero Dashboard and choose Products. From the Products Page, select the product you wish to delete.  Click the three dots in the top right-hand corner and select Delete from the dropdown menu: Confirm your selection to delete the product NOTE! When you delete a product, the participants will lose access.    Why can't I delete my product? If there's no button to delete a product, it's because there may be transactions on the product and you’ll need a way to track them. Sometimes it takes a while from the time a transaction initiates to when we’re notified the payment has gone through. If the product is gone, we won’t have anywhere to put that information, and we may have money that we don't know what to do with. We can't let that happen. So if you don't want to delete the product, you can at least close it or hide it. Here's how... To Close a product: Select Sales in your Simplero Dashboard and choose Products From the Products page, locate the product name you want to hide In the Settings > Product tab, Select Closed To hide a product: Select the Sales tab from your Simplero Dashboard and choose Products From the Products page, locate the product name you want to hide Click the Star icon on the left side of the product and that star will turn to hollow and hide the product from your Starred view: Reload the page and that product will be hidden from the list and marked unstarred which is located when you click the Filter and choose Unstarred from the dropdown: If you need it again, simply click the Star icon again and the product will be shown on your product list under the Starred filter.

Before you start this... check out our Membership Levels function and see if that serves you better. Creating a multi-level product Do you have a single course or membership group that has multiple levels of access such as a Premium or Basic level? Follow the steps below and we’ll help you set it up! Create a separate product for each level of access. Remember to use an internal name that lets you know which product is at which level.  Put your courses and pages that each product gives access to into Dripped status to control who can see what and when: Under each Product Settings > Content, make sure you select the Membership site and Courses you want to be associated with that product. Also, ensure you give access to any dripped pages or groups as needed. This can also be done through triggers or automations. What if my customers want to upgrade or downgrade to a different Level? NOTE! This process is different depending on the type of price you’ve chosen to create: Purchase (access forever) or Subscription. See below for more details: Managing the upgrade process when your product pricing type is a Single payment: Create a product with just the upgrade cost (NOT the full price of the higher product). So if you have a Basic product that is $50 and a Premium product that is $75, your upgrade cost is $25.  So you would create a product called Premium Upgrade and set the simple price to be $25.  Add 2 triggers to the Upgrade product you just created: Add a trigger to the product to purchase a product without paying, and then select the product associated with the access level. For example, if they are moving from Basic to Premium you would select the Premium product in the trigger: Add another trigger to remove them from the lower-level access they moved from. For example: Still working with Basic and Premium, this trigger would remove them from the Basic product.  Why are we doing this? We want their product access to be controlled by the basic and premium products. The upgrade product is only there to facilitate they're moving to another product. We also want to make things less confusing for you when sending broadcasts. By doing this you won't have to remember to include the upgrade products you can just send the email with the access you want to communicate with.  REMINDER! You can easily facilitate upgrades and downgrades between products using our Membership Level feature instead. Managing the upgrade process when your product pricing type is Recurring: Duplicate your higher-level access product and internally label it "upgrade to product ABC". So if you have a basic and a premium you would duplicate the premium product and then label it "upgrade to premium access" Add 2 triggers to the Upgrade product you just created: Add a trigger to the product to purchase a product without paying, and then select the product associated with the access level. For example: If they’re moving from Basic to Premium, you’d select the Premium product in the trigger: Add another trigger to remove them from the lower-level access they moved from. For example, still working with Basic and Premium this trigger would remove them from the Basic product.  Why are we doing this? We want their product access to be controlled by the basic and premium products. The upgrade product is only there to facilitate they're moving to another product. We also want to make things less confusing for you when sending broadcasts. By doing this you won't have to remember to include the upgrade products you can just send the email with the access you want to communicate with.  REMINDER! You can easily facilitate upgrades and downgrades between products using our Membership Level feature instead. Managing the downgrade process when your product pricing type is Single payment or Recurring: You can simply offer them the normal order form for the product with lower-level access. The only thing you need to do is add 1 trigger to the lower-level access product that removes their access to higher-access product. For example, if you have a Basic and a Premium level, the Basic product will have a trigger that says when the participant is activated remove access to the Premium product.  REMINDER! You can easily facilitate upgrades and downgrades between products using our Membership Level feature instead. Best Practices If you want your customers to be able to upgrade between the levels, you probably want them to be able to tell in the membership site what they can’t access at their level of access. A best practice for this is to create a menu page that says "This section is only available to customers with XYZ access" and then provide them with a link where they can upgrade their access. (See instructions above for allowing upgrades). Then set the higher-level access pages to be subpages of this menu page. The menu page setting will need to be set to Published viewable by everyone, and then you will be able to edit the subpages settings to only be viewable by the higher level access products. The reason for this is that the menu page controls the subpages. So if you were to set it to only be viewable by the lower access product, then you would not be able to give access to the subpages to the higher product. 

Included in Simplero Plans: Scale and Skyrocket Membership levels allow your contacts to upgrade and/or downgrade their current membership subscription. This is how it looks like on your users profile end: Here are some examples of how you can use Membership Levels: Offer monthly or annual payments for their subscription. Access to their membership site for a longer period of time (extend their subscription). Access to additional content (other membership sites or courses) by showing them relevant Products they can switch onto directly.   Before Creating the Membership Level 1) Create your Products via Sales >> Products and give access to the content you wish to offer: 2) Add the relevant Prices, making sure the Type of Price is Subscription: Create a New Membership Level Navigate to Sales > Products > Membership levels via the top right corner 3 dots menu: Click on Create a new group on the Membership levels page: Give it an internal name and select whether you want to allow upgrades only or offer your subscribers a downgrade if they stop their current membership. You can also decide when the upgrade/downgrade should apply: Then select the Products you’d like to be available on this Membership Level (put the best level at the top) and press Create membership level group: NOTE! You can create several Membership Levels. However, be aware that Products can only be added to one Membership Level. Edit a New Membership Level Your created Membership Levels are listed on the Sales > Products > Membership Levels page. Access the Membership Level settings by clicking on its name: You can edit the Membership Level's name, what's allowed and the products included: Delete a New Membership Level To delete a Membership Level, click on its name: Then, find the 3 dots on the top right corner to delete it: A confirmation popup will show up on the top of your browser to confirm this action. NOTE! It’s not possible to restore a deleted Membership Level. FAQ I’ve created the Membership Level, but the products I want to add aren’t showing on the drop-down: 1) Check other created Membership Levels! Products can only be part of ONE Membership Level. 2) Check that your products contain subscription prices. Lifetime purchases prices are not applicable on Membership Levels. If I change the Product name or the Price, will those be also reflected in the Product order form? Yes, the product is the same so its name and the price options are directly related.  Where do members find their Membership Level options to upgrade/downgrade? Via Your Dashboard > Order history: What happens when one member has the option to upgrade/downgrade while another doesn’t? Make sure the payment method allows subscription changes. For example, PayPal Subscriptions does not allow changes on your subscriptions, so these options will not show on their Order page.

Simplero is not currently set-up for the sales of tangible products. The reason for this is, we don't have a great shopping cart feature or a way to collect shipping without including it into your price. However, there are times where you may want to include a tangible product with your virtual product. It’s possible, and here's how... Create a Product Select the Sales tab from your Simplero Dashboard and choose Products from the dropdown menu From the Products page, click the blue Create new product button in the upper right corner: You will be directed to the product creation screen: Enter the information for your new product: Name - the name for your product (this is the only required field) Card image and Description - describe what you are selling and add a card image Listing status - Listed, Unliested, or Closed Click the Create product button to save If at any time you’d like to change any of the above information, you can do so in the Settings page within the product. From the Products page, locate the product name and click the Settings icon in the far right side of that product: Or, locate and select the Product name and select the Settings page Make all the changes you wish for your product, they’ll auto-save Set your Pricing: Select Sales from your Simplero Dashboard and choose Products from the dropdown menu From the Products page, select a Product from your list. Go to Settings. Select the Pricing tab Click on Add a price: Type of Price - For example, "Single payment", “Payment plan”, "Recurring" or “Credit”.   Single payment and Payment plan: Gives them forever access to the product once they’ve paid the full cost of the product. (If they default on a payment plan, their access will be canceled until they pay). Amount - How much the person will pay upon purchase. Additional Instalments (This is used for payment plans on a purchase) - Type the number of payments you want them to make, in addition to the first payment. Once you have put in a number of 1 or more hit enter and 2 more boxes will pop up for you to set up your payment plan. Amount for each of the following instalments - Select the payment amount after the initial purchase. How long between each instalment? - Select the period of time between payments. Recurring: Gives them access for a limited period of time for each payment they make.  Amount for each recurring period - How much the person will pay each period. How long does this give access for - How long each payment will give them access to the product for. Optional free trial - If you want them to have a trial period you will fill in this amount of time. Subscription Settings - Here you can select their renewing options and if you want them to have to commit to a specific amount of time, such as a 1-year commitment. You can learn more about subscription settings in this guide. Credits: Allow purchasing this product with points they've acquired through purchases or grants. Here’s our guide on how to set up Points prices. Once you pick the price type, you’ll see the Price creation popup.  Set up your prices as such: Price 1: Virtual product only Price 2: Virtual product + Tangible product. Remember to include shipping if applicable. Complete each of the following fields: Internal Name - This is the name of the price that you’ll see from the backend as an Admin. Name - This will be shown next to the price on the checkout form. For example, "Early Bird" or "Payment Plan". Access - Choose whether this product will be accessed through the main order form (Published), a secret order form (Secret link) or a Coupon code. Settings - Allow for… Donations Replace another price when active Limit the date ranges this price is available Limit number of participants at this price Limit the payment processors that can be used Always retain the ability to Autocharge if the payment processor allows for it Authorize-only (for physical products) - You can do an 'authorise' when they purchase, and then you click 'Accept payment' to collect the money once you ship the product. Close the popup once you’re done editing the price. To learn more about the different price options such as limited seating, multiple seat purchases, discounts, coupons, and secret prices, please see our guide.  Add a Trigger to your product price From within your Product Settings screen Select the Pricing tab Locate the price you want to add a trigger to and click the Triggers button in the far right. Add a trigger to Send an email to your price that includes the tangible product. This notification email can include as much or as little as you want, but should include the Purchase link so you can quickly get to the purchase screen and get their shipping information without having to go into Simplero and search for it: Click the Save changes button Add mailing address as a required field in your Order Form From within your Product Settings screen Select the Order form tab Click the + Add participant field button: You’ll see the list of fields you can add slide in on the right side. Select Address, and you’ll see it appear under the list of Participant fields back in the middle: Make sure the Shipping Address field is marked as Required: Done!

Creating a single product with tiered pricing There are two ways to set up a single product with tiered pricing.  1) The first option would be a product that is evergreen or mostly evergreen. What does this mean? This means your product is set up to be mostly automated, you have most if not all emails are prewritten. You can do live events and drip out content to them. However, all of your interaction with them as far as giving them access will be done via an automation or through an email sent via an automation.  2) The second option is when you want to have real-time, non-automated interaction with the product. Such as being able to decide when you want to email people who purchased at price A vs the people who purchased at price B. A best practice is if your product isn't fully evergreen or you want to reserve the option to send one of the broadcasts at any time to a specific price would be to set up the product with both options in place. This will give you the most control in how you communicate with your participants.  Option 1: Automated Product Create your Product Set up your prices - Go to prices and create a price for each tier (For example 1 webinar, 2 webinars, 3 webinars)  Create Emails associated with each price in the Email library Create an automation for each price to send emails & give access to content as needed. Add a trigger to the price to start the automation or send the email.   To learn more about the different price options such as limited seating, multiple seat purchases, discounts, coupons, and secret prices, please see our guide.  Option 2: Non-Automated Create your Product Set up your prices - Go to prices and create a price for each tier (For example 1 webinar, 2 webinars, 3 webinars)  Add a tag to your system for each price point Add a trigger to the price to add the tag to the purchase   Now when you send your email broadcasts rather than send them to the product you will send them to the tag to ensure it goes to that price and not to everyone. 

There are two options to set up an Evergreen Course. Option 1 - Set Up an Evergreen Product using Automations Create your Product In your Product, go to the Content tab and link to or create your Membership Site Add all your content to the Membership Site and Course Set any Course Modules, Lessons or Pages to Dripped (unless you want them to have immediate access to a certain piece of content - if you want to give them immediate access, set the content to Published) Repeat for each Module Load or write all necessary emails in your Email Library  Create an Automation based on how you want the course delivered.  Steps of the Automation will include: Giving access to the Membership Site and Course (if the Product doesn’t already give access to it via Product >> Content). Dripping Course Modules, Lessons or Pages Sending emails (using the emails in your Email Library) Go back to your Product and in the Content tab, add a Trigger to start the Automation Alternate Option: Create a Dated Evergreen Course Follow all the same steps above but instead of using general time parameters in your automation, you would use a specific time for the wait steps - such as “Wait until July 1, 2017”. NOTE! If it’s set up this way and someone joins after the first date specific wait step, they’ll go through all the action steps (the steps in blue) sent on dates in the past. To avoid this, edit the action steps and select “Skip if they weren't here at the time of the most recent wait step”: Option 2 - Set Up an Evergreen Course using Autoresponders Create your Product In your Product, go to the Content tab and link to or create your Membership Site Add all your content to the Membership Site and Course Set any Course Modules, Lessons or Pages to Dripped (unless you want them to have immediate access to a certain piece of content - if you want to give them immediate access, set the content to Published) Repeat for each Module Load or write all necessary emails as Auto-Responders in your product Set your Auto-Responder to release their corresponding Dripped Pages or Modules/Lessons Alternate Option: Create a Student-Paced Evergreen Product This is a product in which they don't get the next Module until they have finished the first. See our Guide here.

This guide will show you how to set up a course that is completely self-paced with the modules drip released as the participants move through the course.  Setup of a self-paced Dripped course Create your Course Add all your content Set all Modules to Dripped, with the Lessons inside the Modules set to Published. Create a Worksheet the students will receive at the end of each module. This could be a quiz, a comprehension worksheet, questions for them to journal or meditate on, etc. Once the worksheet is created and saved, go into the settings of the worksheet and add a trigger Trigger settings will read... "When submitted" "Give access to the Course Module” Select the page for the next module. (For example, if the worksheet is for Module 1, then the trigger will give access to Module 2) Repeat for each Module Go back into your course and add the corresponding worksheet to the last Lesson of each module Repeat for each module Create a Product Connect the membership site to your product and give access to the course of the product Create a welcome email as an auto-responder and set it to Drip Module 1 Now when they complete the worksheet for Module 1, it will release Module 2 and so on. Extra Optional Steps for including emails with each module Create an email in your email library that will correspond with each module.  Go back into each worksheet and add another trigger to send the corresponding email Trigger settings will read... "When Submitted" "Send Templated email"  Select the email that matches the module that’s being released.   Extra optional steps for deactivating previously completed modules  Go back into each worksheet and add a third trigger to deactivate the previous module Trigger settings will read... "When Submitted" "Revoke access to Course Module" Select the module that was completed just prior to receiving the worksheet

E-books, PDFs, MP3s and MP4s all make great opt-ins to give away when people join your list. But giving away content for free isn’t a sustainable business model if you are looking to make any money. So rather than giving all your hard work away for free, why not consider giving a preview or small piece of that work away as an opt-in, and then up selling those people to an E-product? E-products like E-books, Audios, etc are a great way to earn residual income without extra work on your part.  Setting up an E-product is simple...  Select the Sales tab from your Simplero Dashboard and choose Products From the Product page, select an existing product from the list or create a new product by clicking the blue Create new product button in the upper right corner: Enter the information for your new product: Name - the name for your product (this is the only required field) Product card - describe what you are selling and add a card image Listing status - listed, unlisted, or closed. Configure your Options Click the Create product button to save From your product settings page, select the Content tab  Scroll down to the Content files section and click the + Add file button: Select the file from your Media library or Upload the file directly: Scroll down and click the Save changes button Your product is now ready to sell! Selling and Promoting an E-product within your Simplero Once you have your E-product set up and ready, Simplero offers you several opportunities within your account to get the word out to your customers. So we want to share with you those best practices... Send a Broadcast to your current newsletter list letting them know about your new product Add the product to your Sales funnel Set the product up as an Upsell or Order bump to other related products Create a smaller version of the product to use as an Opt-in for a list and then create an Autoresponder on the list that offers them the full E-product

You can edit a price at any time. We've got a few warnings for you though, if you decide to edit a price that people have already used to purchase. On a Payment Plan, a change to the price will not affect any customers with currently scheduled instalment invoices. You will need to manually change the upcoming instalments via their purchase page. However, if you change the price to have a different number of instalments, it will change the invoice tracking number on those scheduled instalments. For example: If the purchase is at 5 instalments of $10 and you change it to 2 of $25. They will still have 5 instalments of $10 on their purchase - but instead of saying instalment 4 of 5, for example, it would now say instalment 4 of 2. This is obviously not ideal, so use with caution.  On a Recurring price, anyone who has already purchased will change to the new price when their renewal comes due.  One exception to both cases occurs when a purchase is in processing via an e-check from PayPal or one of the manual payment processors. In this case, the payment is not logged in Simplero until it is complete and the purchase invoice shows as pending; in which case, if you make a change to the price, this change will be reflected on the pending invoice.   Don't want to affect current customers? Do you want to change the price options on your product, but want to keep subscription customers at their current rate, or don't want invoice numbers to change on an instalment plan? If so, then you will want to disable the current price and create a new one either from scratch or by duplicating it.  Setting a Price Expiration If you want your price to only be available for a limited time and want Simplero to automatically disable it once the time is up, check out this guide for Campaign Prices. Special Note about PayPal If you are using Paypal as your payment processor and a customer has made a purchase via e-check, Simplero will not see the purchase until the payment clears (approx. 7 business days).   If this happens and you change the price during the check processing window the customer will either end up with a balance due (if you increase the price) or a credit to their account (if you decrease the price). 

Often times in business there is a desire to reward long-time customers, early buyers, or people purchasing for themselves and friends. There are so many reasons a business owner may want to offer a discount. In this guide, we'll show you how to set up different types of discounted pricing options to help you delight your customers into purchasing from you.  Campaign Pricing such as Early Bird, Fast Mover, Flash Sale Select Sales from your Simplero Dashboard and choose Products from the dropdown menu From the Products page, select a Product from your list Select the Settings page > Prices tab Click on Add a price button: OR duplicate a previous price if there are other triggers/tags/automations installed in that already existing price that you'd like to duplicate in this campaign price too. You can duplicate a price by clicking on the Duplicate icon in the price summary under Product >> Prices: If you chose to add a new price, you’ll be prompted with the price creation popup. Scroll down to the Settings and choose to Limit the date ranges this price is available This feature lets you set up a limited time for how long this price is available: Then choose Override another price: Select the normal list price for this early bird price to override from the drop down for as long as the early bird price is set to be available. Finish filling in any other relevant fields to your list price and click the Create price button Now preview your order form. In the pricing, it will show the original price as crossed out and replacing it with your new campaign price. It will look like this until the date you choose in the availability box expire:

Multi-User Pricing would be used when you want to sell a product to a company and they want to purchase several "Licenses" from you. Sometimes they know who the users will be and sometimes they don't - they just know they want a certain number of people to be able to access your product. This guide will show you how to set up the pricing both ways.   Before you begin! You must make sure your order form has the option to allow multiple seat purchases. Here’s how: Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Settings page > Order form tab. In the Options section, Toggle on the option Allow the Participant to be different from the billing contact. Complete the field Maximum number of participants per purchase that appears when the toggle is on. Make sure to choose a number larger than 1. From here you might also want to toggle on the option Allow customers to give this as a gift: Important!  When you apply a participant limit after there are already purchases, the limit does not retroactively affect those existing purchases. The participant limit only applies from the moment it’s enabled and moving forward. Setting up the Multi-User price when users' names and email addresses are known Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Settings page > Pricing tab. Click on Add a price button: Complete all relevant fields for the base price as if there is one participant/license being purchased and any other relevant fields such as Availability Periods, Number of subscriptions available, or restrictions such as having to be on a list or another product first.  In the Minimum quantity section type in the number of seats/licenses that are allowed to be purchased at one time: You can now share this price with the company. On the order form, you will see a participant section, where buyers can choose from 1 to the maximum number of participants allowed: They will need to know the email address and name of each person they want to use the license for: And each participant will receive their own login information to access the content purchased. Setting up the Multi-User price when users' names and email addresses are unknown First, you will create your simple or secret price. Title it to include the number of licenses it allows, ie. "5 License price". You don't need to add any participant numbers on this one. After that, you’ll create a special price for that specific company or buyer: Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Settings page > Pricing tab. To add a new price or payment plan that will appear on your order form, select the white + Add price button: Name your price for the company such as "ABC Company License registration": Then set the Amount to $0: Set the Access to Secret link (to make it a Secret price): Set the limit of seats within that price point to only allow it to be purchased the number of times that matches the license you are giving them. Under Advanced Settings, toggle on the option Limit number of participants at this price. In this example it was 5, so we would set it so only 5 people can use this link: Complete all relevant fields for the base price as if there is one participant/license being purchased and any other relevant fields such as Limiting dates, Number of subscriptions available, or restrictions such as having to be on a list or another product first.  Click the Create price to save. The company will purchase the actual price you created. Then you’ll give them the Secret price link for the $0 price, and they’ll give that to the people who will use the licenses. The Price will be shown as: from the back end. And the order form view from the front end will look like this: Setting up a discount for multiple seat purchases: Select Sales from your Simplero Dashboard. Choose Products from the dropdown menu and select a product from your list. Select the Settings page > Pricing tab. Click on Add a price button: Complete all relevant fields for the base price as if there is one participant/license being purchased and any other relevant fields such as Availability Periods, Number of subscriptions available, or restrictions such as having to be on a list or another product first.  In the Minimum Quantity section type in the number of seats/licenses minimum to qualify for this price: Click the Create price button to save. The Price will have a note about when it applies, in the Prices tab of your product: And on the order form:

Adding a Secret Price Select Sales >> Products from your Simplero Dashboard From the Products list, select the product you want to offer the secret price  Select the Settings page > Pricing tab Add a Secret price by clicking the + Add price button. Complete all relevant fields for the secret price such as Name, Type of price, Amounts, etc: Set  Access to Secret Link: The price is now set-up.  However, it is not available via your product order form. You will need to grab the link from the pricing screen.  In the Prices screen, scroll down to the Secret Prices section Click on the Grab the link next to that secret price name: You can then paste the link wherever you want to share it. Adding Coupon Codes Select Sales >> Products from your Simplero Dashboard From the Products list, select the product you want to offer the secret price  Select the Settings page > Pricing tab Add a Secret price by clicking the + Add price button. Complete all relevant fields for the Coupon code price such as Name, Type of price, Amounts, etc: Set Access to Coupon code, and enter the name for the coupon. To use this coupon, your customers will paste in the coupon code you provide into the order form and the price will change from whatever list price is selected to the price you typed in on the coupon code.  NOTE! The coupon code box only shows when there is an available coupon.  Can I make a price/coupon that's only valid x days after someone subscribed? Of course! Here's how to do it: Follow the steps above to create the secret/coupon price you want to offer On the Pricing tab. Click on the ‘Share link’ icon for the price you want to use: Go to a Broadcast, or a List and select the Auto-Responses tab (create an Auto-Response or click on the one you already have) Place the Secret/Coupon Code link somewhere in the email body and click the Save changes button Scroll down to the Link section and click the Pencil icon to edit so you can set the link to expire In the Options section, turn on Expire link after a certain period after the email is sent and enter the # of minutes/hours/days after the email is sent that you want the link to expire under After how long. That way, the link in the email will only be valid for the given time. You can also Redirect to another URL after link expires: Click the Save changes button NOTE! The underlying link will still work, so if they clicked on it, then saved the link, it'll still work for them. But then again, they could also just sign up for the list again with another email address. So there's that. The idea here is not to create a bullet-proof system but to create an incentive to buy while they're hot. Sales Page for Secret Prices Do you have a secret price you want to offer to a large group of people and therefore want a sales page linked to it? Generally, for a large group of people, best practice would be to create a coupon code and have them utilise that on your normal sales page/order form. But if you'd prefer to create it as a secret price with its own sales page, here’s how: Create a landing page. You can do this by creating a standalone landing page within Simplero Add a Button that will be the Call to Action they click on and purchase On the Link for the button, here’s how to grab the link from the Link Picker on pages in the Legacy Editor and the 2.0 Builder: For Legacy Editor Pages: Press Type or select a link on the white bar underneath the Link section and select Products >> Choose the Product >> Prices >> Select the Secret Price >> Choose Order Form: For 2.0 Builder Pages: Make sure your Button Action says “Go-to”, then press Type or select a link on the white bar to the right of the Link section: Then select Products >> Choose the Product >> Prices >> Select the Secret Price >> Choose Order Form: OR you can go grab the link manually. Here’s how to do that: Go back to Sales >> Products from your Simplero Dashboard From the Products list, select the product with your secret price Select the Settings page > Pricing tab, locate the Secret price you want to offer and click the link icon to copy the URL Go back to your Landing page and add paste the link in manually to the Link section on the button. You are all set, now you can share the URL of this stand-alone landing page and when people click on the button they will be taken to the secret price. 

What is Gift Pricing? Simplero allows a purchase to be gifted to someone else. This is an excellent way to encourage more sales, new customers, and even duplicate sales from the same customer.  How to Offer a Purchase as a Gift On the order form, there’s an option to check a box saying “Allow customers to give this as a gift”. When you check this, we will ask the purchaser on the order form when it should be delivered, and optionally offer to pass along a note to the recipient. We don’t reveal the giver, so they need to put that in the note if they want the recipient to know.  Just head to Sales >> Products >> Choose your product >> Settings > Order form and toggle ON Allow the participant to be different from the billing contact to find the Allow customers to give this as a gift option: A gifted purchase is not considered active until the time & date it’s delivered, which is chosen by the giver. Until then, it’s in a Pending state, waiting for the gift time/date to be released to the participant. Once the delivery time/date arrives, the participant will get a gift email, any immediate auto-responses, and possibly login information if the product gives access to a Membership Site. How to offer a subscription as a gift Subscriptions are a little more complicated.  The date the recipient's access will end corresponds with the date of payment renewal (not the access date).  Read on for details! Let's say you want to give your customers an opportunity to purchase your product as a gift subscription for Christmas. Here's how you would do that... Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the gifting subscription price Go to Settings Select the Pricing tab Add Recurring Price: Complete all relevant fields for the subscription price such as Name, Label, Payment, etc. Insert the amount of time your participant will have access for after paying this amount: For the Christmas gift scenario: If there is less than one month to Christmas set your Subscription periods like this: Gift Pricing FAQ's When are the payments charged?  The first subscription period is charged immediately (you can set it to 0 if you want, see example above) The participant is activated on the day that is set in the Gifting options The purchase subscription period follows the day of purchase, not the day of gifting.  If the subscription is not renewed, the access will end on the day the purchase period ends.  Can the buyer send a personalised gift message to the recipient?  Yes, they will make this choice during the checkout process. All they need to do is type out the message to the recipient and Simplero will take care of sending the message to them.  Can I turn the gift option off?  Yes. Go back to Product >> Order Form >> Options, toggle OFF the section that says “Allow customers to give this as a gift”  Will the auto-responders/automation send to the recipient even if they have a later activation date?  Yes, but since the purchase is in a 'Pending' state until the activation date, the auto-responses will go out based on the date of activation.  The same is true for the automation (if any) assuming it is triggered by the activation of the purchase and not in some other way. 

There are times you may want to offer a product free of charge, such as gifting it to someone or offering it as a promotional purchase. To do this, you have two options: Create a secret price point of $0 Use the Freebie Link See below how to set up both of them: Creating a price point of $0 Go to Prices within the product Create a new secret price or Coupon code and set it at $0 You may want to consider setting up as a campaign price so your purchaser sees how much they’re saving.  NOTE! The price doesn't have to be set-up as a secret price or coupon code, but if you choose to add it as a list price it will be view-able on the normal order form for anyone to purchase free of charge.  Using the Freebie Link You can also share the Freebie link with your customers to purchase the product free of charge. This will show your order form with no payment options. Just head to Sales >> Products, choose the product, click the link icon in the top right-hand corner and select the Freebie link from the dropdown: In the event that someone shares the link, you can also reset the Freebie link so the link you gave them stops working: Notes about Freebie Link After pasting it into your browser, the freebie link automatically becomes the normal order form URL. This means that copying the link from your browser will direct your customers to the normal order form. To make sure that you share the right link, make sure you press the clipboard icon next to the order Form and share it from there. The correct link will contain the word "freebie" in the copied URL.  You can reset a freebie link, making the old link invalid for anyone who has it. To reset it, simply click on the Reset freebie link underneath the Freebie link button: Never plan to charge? If you have no intention of ever charging for the product we highly recommend you set up a list and create an opt-in form where people only give you their name and email address instead of purchasing through a zero price order form. Click here to learn more about creating lists. 

Pay-What-You-Can allows your customers to determine the amount they pay for one of your products.  Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the subscription price Go to Settings  Select the Pricing tab Add a single payment price: Complete all relevant fields for your price such as Name, Label, Payment, etc. Set the price to whatever your minimum price is (can be 0, or any other amount). Toggle ON the Allow donations option: Enable the price by clicking the Live toggle at the far right corner of that price box: Now when someone selects that price option for the order form, they can determine how much they’ll pay. 

You can now create special prices for people who already own another product of yours, or people who are currently subscribed to one or more of your lists. Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the subscription price Go to Settings  Select the Pricing tab Add a secret price by clicking the white + Add a price button: Complete all relevant fields for the subscription price such as Name, Label, Amounts. Set Access to Secret. You’ll now see the secret price under Pricing. Make it Live on the right toggle when you are ready to take orders:

One of the great perks of running on an online business is that you can sell your product in countries all over the world. Simplero simplifies the process of offering a product to international audiences by offering a product's prices in multiple currencies.  In this guide, we’ll show you how to set the default currency for a specific product and quote the price in multiple currencies.   Prices in Multiple Currencies Select the Settings from your Simplero Dashboard Choose the Account settings tab Scroll down to the Currencies section Click the + Add currency button and select the currency you want to add (in addition to your Primary Currency) Continue to add until all currencies you accept are listed Now, select Sales from your Simplero Dashboard Choose Products from the dropdown, and locate and select the product you want to offer in a different currency Go to Settings, then the Pricing tab Add a price (Purchase or Subscription) and add an instalment amount Click on Configure alternative currencies. Pick a currency from the dropdown: Edit the amount in the alternative currency if needed, and close the popup: Default Currency of Product Alternatively, if you want to set all the prices on a specific product to show as a different default currency than your Account Settings default currency, follow these steps: Select Sales from you Simplero Dashboard Choose Products from the dropdown, and locate and select the product you want to offer in a different currency Go to the Settings page > Order form tab. Scroll down to locate the option to ‘Override default currency’. Click the Save changes button Now all your prices for that product will show in that currency when customers go to the order form. However your main account currency will also still show.   If you are running on international business check out this guide for more support

You can set up a date specific instalment, such as payments to be made on the first of the month or on the date that a course or product starts.  In Product Settings > Pricing tab, click on Add price > Single payment. In the Payment section, set the amount on purchase to 0.00, or any other amount, then click on Go advanced to add installments: Click on ‘Add installment’ On a specific date, and enter the details: Done! Close the popup to exit the price editor. NOTE! If someone purchases after the instalment date, they’ll be charged for the instalment upon purchase - so this would be the purchase amount plus any instalments that have passed. 

You can now setup a future instalment without specifying a date to this charge - the charge will be based on a Milestone instead. For example: You could accept an amount upfront, and then charge the rest of the payment upon acceptance into a program. Add your single payment Price Click on Go advanced. Add installment, On a milestone: Enter the Milestone and Instalment amount: A FEW THINGS TO NOTE! You will need to MANUALLY collect the instalment on the purchase when the customer reaches the Milestone you set. The system will not be able to do this automatically. A Milestone instalment can only be followed by another Milestone instalment!

Sometimes when offering a new paid membership or subscription, you want to let people sign up now, but not charge them until some fixed date in the future, because all the content isn't going to be available until then. Or just as a promo. The trial period option allows you to accomplish this, by telling this system how many days after you purchase before you want to begin charging the customer.    What Happens When a Trial Period Ends? When the trial period ends, your customer will be charged for the continued subscription if they haven't already canceled. If you have a minimum commitment period that period will begin now preventing them from canceling on their own.  You may also want to set up a notification email letting them know their subscription is going to end. Here’s how to do that: Free Trial on a Subscription Price Select Sales from your Simplero Dashboard and choose Products from the dropdown In the Products list, locate and select the product you want to offer the price on Go to Settings and select the Pricing tab Click on Add price > Recurring: In the Payment section, input the number of days/weeks/months/years you want them to have free access under the Optional Free trial before the recurring payments begin. At the end of those days, their payments will begin: Close the popup when you are done editing.   Discounted Trial on a Subscription Follow steps 1-4 above Under Payment, set the Free trial option to ‘No trial’, then click on ‘Go advanced’. Set the discounted amount on the first period. For how long it gives access for, and if it should repeat or not (only once): If you want to charge another instalment within this period, click the + Add an instalment button just below the amount: Now click on ‘Add period’: Add the amount you want to continue to charge if they move to this period (the non-discounted rate, for example). Close the popup when you are done!   Free Trial on a Purchase Click on Add price > Single payment. Enter 0 as the price, and click on ‘Go advanced’. Click Add instalment, and choose between after some duration, on a specific date, or on a milestone:   Discounted trial on a purchase Follow the steps above, but enter the discounted rate for the Payment (instead of $0). NOTE! Your payment processor may have a minimum charge. For example, Stripe requires a minimum $0.50 payment.    Cancelations NOTE! If your customer chooses to Cancel after experiencing their trial, they will only be able to cancel themselves if you’ve set it up as a Subscription price type. If you choose the Purchase price type then they’ll need to contact you so you can go in and manually cancel them.  To cancel the customer: Press Contacts from your Simplero Dashboard Select Contacts from the dropdown Locate and select the customer name Go to the Purchases section, find the product purchase in their customer screen and then click on it to open up the details screen In the Purchase summary screen, select the Cancel button and confirm your selection to cancel:   Notification of Free Trial Ending Create the notification email in your Email Library that lets them know their Trial ends in X # of Days and they will begin to be charged.  Create an Automation with 2 steps: Step 1 -  Wait X number of days (the number of days will be how long to wait from purchase before sending the free trial ending email. For example, the free trial is 30 days, you want to send the notification email 5 days before they are charged then this step would be to wait 25 days) Step 2 - Add an email that lets them know their Trial ends in X # of Days and they’ll begin to be charged. Go to your free trial price and add a trigger to the price The trigger should read: When Purchase (Activated) >> Do This: Start Automation. Choose the automation, and you’re good to go! Make sure to click the Save changes button when done.   Give Them the Option to Cancel If you want to give them the option to cancel their purchase right in the notification email you will need to follow these additional steps... Create an automation with a single action step to "Cancel a Purchase" Copy the URL for the one-click start automation Create the notification email in your Email Library and paste in the URL wherein the copy you mention Canceling the purchase.  Make sure to click the Save changes button when done.

Gifting a Free Month or Extending a Subscription Period Have you ever wanted to give a current customer a free month on the product they are part of? Or extend their subscription period? Well, there’s an easy way to do just that! 🎉 Locate their Purchase. (You can do this by either searching their Name and selecting the purchase, going to the Product and finding them under the Purchases tab, or going to Sales >> Purchases and finding them there). Select Sales from your Simplero Dashboard Choose Products from the dropdown and select the product from your list Go to the Purchases tab Locate and select the Customer Name In the Charges & Payments section, find their Period ends date and click on it to change the date: In the calendar pop-up screen, change it to be one month out or however long you want to extend it for. This will push out the next charge but will not affect future renewals:

Do you have a product with a limited number of seats? Don't turn those customers away with a sold out page. Let Simplero help you track them so you can recapture the sale when it becomes available again.   How "Participant Limit" for a Product Works This feature is useful if you have a limited number of seats available for a workshop or program. Set-up your waitlist or create the URL you want the potential clients to go to Select Sales >> Products from your Simplero Dashboard On the Products list, select the Product from your list Click on Settings, then Options tab. Scroll down to the Limits section and enter the number of participants you can have: Once the participant limit is reached, the product will closed and we’ll show a Closed or sold out message to show to your leads when the product is sold out. You can offer them to subscribe to a waitlist or redirect them to another URL. NOTE! Participant limit is only available on regular products. It does NOT apply when the product type = Credit If you want to have a participant limit on a product that they purchase Credits from: Create a Normal Product. Set up a trigger to issue the credits when the product is purchased.  WARNING! There's a risk that you can go over the limit. Yeah, we know. But here's why: If there’s still at least one seat left and you get to the order form, you'll be able to get in. Say for example you've set the number of participants to 10 and so far you've sold 9. When theres’s only one left, and you have more than 1 participant buying the product at the same time, the system will allow all of those participants to purchase the product. As a result, you may end up overselling the product. Sorry about that! The alternative would be is to implement a full-fledged "Ticketmaster". A system with timers and all, and for our purposes, it just doesn't warrant the cost and the added complexity of implementing that, so we opted for the simple solution.   What to Do If You Oversell Find out which were the most recent orders and refund those that got over the limit. Reach out to them and explain the situation. Feel free to blame it on us. We've got broad shoulders. Our feelings won't be hurt.   Freebie Links Will Override the Limit Freebie links ignore the participant limit by design. Even if you are sold out, you can get someone access with the freebie link. A freebie link is designed for situations like an assistant that needs access to this course. Even if you are sold out and you need your assistant to get on the product, they can with the freebie link. 

Included in Simplero plans: Scale and Skyrocket Note! If you want to use funnels for your upsells, head to this guide instead Did you know it's easier to sell something to someone who has already said ‘Yes’?  Upsells are a fantastic way to get more products in front of your customers, and Simplero's Upsell feature makes adding Upsells to your products easy! If you’ve ever purchased something, and then been offered something like a limited time offer to purchase a second item right away - then you’ve experienced an Upsell :) To get started with Upsells, you’ll first need to set up at least two products. Then follow these steps: Part 1: Set up a Product to offer as an Upsell: Select Sales >> Products from your Simplero Dashboard: Once on your Products page, locate and select the product you will be offering as an Upsell, click on Settings > Options tab: In This Product as Upsell section, click the + Add offer button. What we’re doing here is configuring this product to offer as an Upsell after someone has already purchased another product. PRO TIP: You can use a secret price if you want to offer this product for less than the list price when it’s used as an Upsell.  Complete your New Upsell Offer information and Click the blue Create upsell offer button: Part 2: Connect the Upsell to the Product they’ll purchase first: Select Sales >> Products from your Simplero Dashboard: Once on your Products page, locate and select the product you want to add an Upsell to. This is the Product they’ll purchase first before seeing the Upsell. Then, select the Settings > Options tab. In the Upsells section, click the + Add your first Upsell button: Choose the upsell product you want to offer and click the Add Upsell button. NOTE! See the end of this Guide if you want to use the optional ‘External sales page URL’ You have the option to continue to add Upsell/Downsell offers if you want, depending on whether the customer says Yes or No to the offer. To add these additional offers select the hyperlink to Add another upsell or Add another downsell button next to the ‘Thumbs up’ or ‘Thumbs down’ - as seen below: Here’s our guide on Downsells if you’re unsure what these are. 7. Once your customers have seen the Upsell offers they will be directed to the Thank You page for the original product.  NOTE! In order to use Upsells you will need to have a payment processor that allows for automatic payments such as Stripe. The price of an Upsell also needs to be greater than $0.  It can be free upon purchase, but start charging at a later time. Part 3: Use an External or Custom Sales Page for Your Upsell (Optional): NOTE! If your custom upsell sales page uses the 2.0 builder, you can follow these steps to add Upsell buttons to the page. Do you want to customise your own sales page and use that for your Upsell? It’s simple - just follow these steps: Make sure your Upsell offer is created. Ensure your Sales page is created with Yes or No options (either text or button) which they’ll click to take advantage of the offer or refuse it. Here’s an example of buttons you could create: NOTE! No need to add the links to the buttons just yet (you’ll get those later). You just need to create the page with the buttons first. Copy the URL to the landing page under by clicking the URL icon in the top right-hand corner: Follow steps 1-4 under Part 2 to connect the Upsell. Choose the Upsell product you want to offer and paste the URL for the sales page you created in step 2 Click the Add Upsell button: Now you’ll see the new offer you just created. Below the title, you’ll see two lines: "Yes” button URL and "No” button URL: Copy the URLs mentioned above by pressing the clipboard icon next to each one, and link the Yes and No text or buttons on your Sales page to the corresponding URLs. NOTE! If your customer accepts to purchase an Upsell, we will show a default thank you page with a link to the main product purchase/custom thank you page, as well as a link to any signed agreements required for the upsell. IMPORTANT! When Testing an Upsell: Upsell links (the ‘yes I want to buy’, ‘no I don’t want it’) buttons will only work if the person has already completed a purchase of the original product. The Upsell works by using the saved payment information from the original purchase. No saved info, no upsell. The test will show a ‘page not found’ error. To test, you need to make an actual purchase of the original product.

Important - If you are looking to create upsells outside a funnel, head to this guide instead Did you know it's easier to sell something to someone who’s already said ‘Yes’?  Upsells are a fantastic way to get more products in front of your customers, and Simplero's Upsell feature makes adding Upsells to your products easy! If you’ve ever purchased something, and then been offered something like a limited time offer to purchase a second item right away - then you’ve experienced an Upsell :) NOTE! In order to use Upsells, you need to have a payment processor that allows for automatic payments such as Stripe. The price of an Upsell also needs to be greater than $0.  It can be free upon purchase, but start charging at a later time. Step 1 - Set up two products To get started with Upsells, you’ll first need to set up at least two products: Product A - the one they’ll purchase first, and Product B - the one that’ll function as the Upsell. PRO TIP: You can create a secret price for the upsell product if you want to offer this product for less than the list price when it’s used as an Upsell.  Step 2 - Create the Funnel: Inside your funnel, you’ll need to add: The product form for product A The upsell landing page (see step 3) A thank you page - This can be a landing page, a scheduling link, another upsell… whatever you want your customers to see after the upsell Here’s our guide on how to set up a funnel. Step 3 - Create the Upsell Landing page Create a landing page where your customers will choose if they want the upsell. Add two options on the page (buttons or text) for “Yes” or “No” options: Here’s an example of what that could look like: Click on the Yes button you created. Set the Action on the right side to Go to… Then use the Link Picker to search for the upsell product. Once the product is selected, choose prices: This will prompt you to select the price of your upsell. Select the price and then choose 1-click purchase. Using that option, the purchase will be processed right away, without showing a new order form. Click on the No option you created. If it’s a button, follow the steps above but choose This Funnel > Next Step from the Link Picker instead to Go to the next step in the funnel: If it’s text, highlight the text and select the Link icon. Then choose This Funnel > Next Step from the Link Picker NOTE! This option will only appear if you’ve added the next step in the funnel after the Upsell Sales Page step. Aaand you’re all set! Happy Selling! 🎉 Showing a different page depending on the option chosen If you want to show a different page depending on the option that your customers choose: After the upsell page, add a conditional split step to the funnel: This will create two branches - one for each option. Click on “Add branch”: Choose what you want to add after the customer says “Yes” - typically a page: Now click on “set conditions”: And choose the condition “Did purchase funnel product”: On the “Otherwise” branch, add what you want your customers to see after they say “No” to the upsell. Done!

Included in Simplero plans: Scale and Skyrocket Before we get into Downsells, it’s important to know what Upsells are - here’s our guide on Upsells. Using an Upsell is a great way to increase sales for your online business. You get to offer a second product directly after someone purchases something from you - before arriving at the ‘Thank You Page’. The thing is, what if someone says ‘no’? When using the Upsell feature in Simplero, if the customer takes advantage of the Upsell by clicking ‘yes’, they’re directed through the process of purchasing that product. But if they hit ‘no’, we take them to the ‘Thank You Page’ for the original product they purchased.  Unless you add a Downsell! That’s right - With Simplero, you have one more feature you can add to your sales funnel… and it’s called a Downsell.  Let’s say someone says ‘no’ to the Upsell offer, and instead of sending them to the ‘Thank You Page’, you want to offer them a coupon code for the Upsell product in case they change their mind later, or want to show them a custom page that contains another offer that has a lower price point instead. These are both examples of Downsells. NOTE! To get started with using Downsells, you’ll first need at least two products set up, and one of those products already set up as an Upsell. Here’s our guide on how to set up an Upsell. Once you’re ready to setup your Downsell, simply follow these steps: Create your Landing page to display when someone says ‘No’ to your Upsell. Select Sales >> Products from your Simplero Dashboard: Once on your Products page, locate and select the product you’ve already set up with an Upsell. After you’ve clicked on your product, select the Upselling tab: NOTE! If you’ve arrived at this step and haven’t created an Upsell yet, you need to do so now. Here’s our guide on how to setup an Upsell. In the Upsells section, click on the link to Add a downsell: Select the product offer for the Downsell, and this time paste the URL for the landing page you just created for the Downsell into the External Sales page URL field. Your Product Upsell with the newly added Downsell will look like this: As you can see, you can add as many Upsells or Downsells as you want, per your business needs. We recommend you use no more than two Upsells and two Downsells per product so you don’t negatively impact your customers’ user experience. Happy Selling!

Feature included in Simplero plans: Scale and Skyrocket “Do you want fries with that?” If you’ve ever been asked something like ‘would you like fries with that’, or ‘have you considered adding an extended warranty’ - you’ve experienced being offered an Order Bump. Adding Order Bumps to your products are a great way to increase your average order value. Instead of selling one thing, you can sell two or more at the same time! Order Bump offers are visible directly on the order form prior to checkout. In order for your customers to add an Order Bump to their order, all they need to do is click the checkbox to add the additional item to their purchase. It’s that easy! Here’s an Example of an Order Bump: You might use this feature if you want to sell exclusive content along with your course - or maybe a digital workbook that complements the original product offering. In our experience, adding items that complement the primary product (and are slightly cheaper than the primary product) tend to perform the best. NOTE! To get started with using Order Bumps, you’ll first need at least two products set up. Then follow these steps: Select Sales >> Products from your Simplero Dashboard: Once on your Products page, locate and select the product you want to add an Order bump to. Go to Settings > Order form tab: Scroll down to Order bumps section and Click + Add a new order bump: In the Add order bump side bar editor, you can add a Label, include a Description, choose a Colour, and select the Product and Price you’d like to set for the Order Bump: You can also choose some of the following options: Hide price until the order bump is selected - Make the order bump price only visible when they select order bump. Pre-select this order bump when order form is opened - Make the order bump show pre-selected when loading the order form. Follow selected price conditions (if applicable) - If the order bump price has any special conditions, they’ll now apply on the order form if you select this option. After you finish adding your Order Bump details, make sure to click the blue Create order bump button to save it. The order bump item will now appear at the bottom of your order form after your Prices and before the Payment information: NOTE! In order to use order bumps, the price needs to be collecting payment information (This would be a price greater then $0 or one with a free upon purchase but charging $x some days later).

Sometimes people sell products or services through Simplero that require approval.  Maybe you require an application before they’re approved to enter your high-end coaching package, or maybe you need to make sure you can ship to their country before you process their payment for your artwork.   Either way, you can use the 'Authorize-Only - Don't Charge Until I Say So' feature in Simplero.  This allows the customer to enter their payment information and make a purchase, but does not actually process their card until you give the ok.  NOTE! Please check how long authorized funds will be kept, based on your Payment Processor. Funds are not authorized for payment indefinitely.  Here's how to set it up: 1) Click on Sales >> Products in your Simplero Dashboard ---> Choose a product 2) Click on the Settings button > Pricing tab ---> Choose a price 3) Scroll down to the Advanced Settings section 4) Toggle the Authorize-only (for physical products) option on: When a customer makes a purchase you will be notified through email. The email that you receive will look something like this (based on the Payment Processor they chose to pay with): 1) Bank Transfer: 2) Credit Card: The customer will be told that their purchase is successful, but it has not actually charged their card until you authorize the purchase. To authorize the purchase:  Click View new purchase in the email notification, and it will take you to the Purchases page. 1) Credit Card: In the Purchase summary box select Accept payment... 2) Bank Transfer: In the Purchase summary box select Register Payment... Once the payment/s are processed, the words Paid In Full will appear in the Purchase summary box in green.

*This guide only applies if you have a product with subscription purchases. Measuring and tracking MRR or Monthly Recurring Revenue and how it changes is essential for any subscription-based business.  In Simplero, it’s easy to measure and track your MRR from your Product Overview page. To get there, from your Simplero dashboard: Select Sales, then click Product from the drop-down menu. You’ll be directed to your products page. Once you select a product, you’ll be directed to your Product Overview page. On this page, the fourth graph you’ll see is the “Change in monthly recurring revenue” graph. Remember, this will only be the case if you have a product with subscription purchases! When you hover over the bars, you’ll see a breakdown of your new, expansion, reactivation, churn, contraction, danger, net new revenue and MRR: So what does that all mean? Expansion  Expansion MRR is additional revenue from customers that buy the same product more than once. This can happen when an existing customer buys a product again or switches to a purchase price or plan that leads to more revenue.  For example, if your customer buys the same $100 product three times, the first $100 will show up as new revenue, and the remaining $200 will show up as expansion revenue.  Or if you have a product that costs $100/month for the first two months, and then $200 for the third month, that third month would be considered $100 in expansion revenue. Contraction  As you can probably guess, contraction is the opposite of expansion. It’s when a customer makes a move that leads to less revenue for your business. For example, if your customer made three purchases of the same product, each at $100/month, but discontinued two of them, that would be a $200 contraction. This doesn’t happen very often, but here's another example that might: If you had a product that was priced at $100 for the first month but then dropped to $75 the second month, that would count as a $25 contraction for the second month. Churn  Churn is essentially the loss of MRR, and it happens when a customer’s last purchase for a particular product expires or is canceled.  For example, if your customer has only purchased one product, and they cancel it and have no other product purchases, that’s churn. If your customer has three purchases of the same product, and they cancel two of them, those two will count as a contraction. But if your customer cancels the third purchase, then it’s considered churn. Reactivation  Reactivation is when a customer who had previously churned buys your product again. If a customer only has one product purchase and they cancel it (or it expires), but then buy it again (because your product is awesome), that repurchase counts toward your reactivation revenue. Danger Danger lets you know when your product has an unpaid charge for a period of fewer than 15 days.  If a customer in this category pays their fee before the 15-day mark, they'll be removed from the danger bar. If they don’t pay before the 15-day mark, then their purchase will be considered canceled and will contribute to your churn. Net New  Net New is the difference between the current month's MRR and the previous month's MRR.  Right now, it's December - so if your MRR for December is $200 and your MRR for November was $300, net new for December would be $100.  That's a lot of information, but don't worry - if you get stuck or have any questions at all, contact Simplero Support. We'd love to help you! 

Why when I go to my order form, I don’t see a price? If you’re having price issues on your order form, here are a few places to check to troubleshoot the problem: The product has no price: Be sure to check that you’ve set up a price on your product and enabled it.  The product is not for sale: Be sure to check the product availability and make sure you’re still within the start and end date. Select Sales >> Products from your Simplero Dashboard On the Products list, select the product you wish to check the availability for. Go to Settings. Select the Options tab and check the Limit sales to a specific time period toggle under the Limits section to make sure it is set up accordingly: Now select the Pricing tab Select the Price to check the availability settings Scroll down to the Settings and make sure either there’s no Limit date ranges set or that you’re within the parameters of the campaign period: Product has prices that require certain conditions:  To check if you set this up... Select the Pricing tab Check if prices have any set conditions: Be sure you have this set up as you desire. If you’ve added any conditions and do not meet the conditions (e.g. purchased the product yourself or signed up on the list yourself), you won’t be able to see the price on the order form (EVEN as an admin)!

Single Product Sales Page Options Option 1- A single Sales Page Create your product as normal Set up your prices to be able to accept all currency options.  Create your sales page Now you’re going to share the link to your sales page to your list via a broadcast or social media. When you share the link with your customers in a language different than yours, you will add the following code to the end of the URL to change the language: ?locale=en for English ?locale=da for Danish NOTE! If you choose this option, the custom copy on your sales page will not be translated - only the order buttons and Simplero default items will be translated.  Option 2A- Two Sales Pages (one for each language) with the same prices/content Create your product as normal Set up your prices to be able to accept all currency options Create your sales page  Create the same sales page in the alternate language Now when you go to share, you will share the sales page that matches the language you want to offer.  Option 2B- Two Sales Pages (one for each language) with different prices/content Create your product as normal Create your prices as a secret price. Set the internal name on one to be your primary language The other to be your secondary language Set up your prices to be able to accept all currency options Create your sales page and then link the order button to the URL of the corresponding secret price Create the same sales page in the alternate language and link it to the price labeled internally with the matching language Add a trigger to the price points for content delivery The trigger could be linked to start an automation that will release the content The trigger can give access to the site that was created in the corresponding language The trigger can be sent to send a templated email with the downloadable content attached The trigger could add a tag for the correct language and you can send broadcasts and release content to the tag Now when you go to share, you’ll share the sales page that matches the language you want to offer and your customer should get access to the content in their corresponding language.   Content Delivery Downloadable Content If the content you are delivering is something such as an MP3 or PDF, then the suggestion would be to attach the content in duplicate files. For example one in English and one in Danish.   These files will be delivered on the thank you page, so we would suggest identifying the files by which language they’re in so your customers can choose the files in their preferred language.  If you send an autoresponder with a link to your content in it, a good idea might be to let them know the files are the same but in different languages, and to look for the one in their language.  If you’re not sure how to link downloadable content check out this guide.  Membership Content If the content you’re delivering is a membership site, then you’ll need to duplicate the content into both languages. There are two options now for delivering content. Option 1 - A Single Membership Site Have a Homepage in English and a second Homepage in Danish (for example). Then the subpages below would be in the right language. Or to just duplicate all the pages so there is one in English and one in your second language. Then set up two identical courses, one in English and one in the second language. You can have all pages published, which would allow all customers to see everything in both languages. Or you can set the pages to dripped, and follow the following steps to release it: Create an automation that would release the primary language pages however you desire.  Duplicate this automation, but this time to release the pages in the second language.  Send an email autoresponder asking your customers which language they’d prefer to view their site in. Link each language option to the auto-start link in the automation.  Option 2 - Multiple Membership Sites Create a membership site in your primary language. Create a second membership site in the second language. Create an automation that will give access to the membership site in your primary language. Duplicate the automation that will give access to the membership site in the secondary language. Send an email autoresponder asking your customers which language they would prefer to view their site in. Link each language option to the auto-start link in the automation. 

For some people, they would prefer the cleanness of a product for each language rather than trying to set up one product to be viewable/buyable in multiple languages.  This guide will show you how to do just that.  Create your product as normal Duplicate your product in your second language. Set up your prices to be able to accept all currency options Link your content. (see section below for options) Connect Content Downloadable content Link the content in the correct language to the correct product with the corresponding language. Membership Site Content Option 1 - A Single Membership Site Have a Homepage in English and a second Homepage in Danish (for example). Then the subpages below would be in the right language. Or to just duplicate all the pages so there is one in English and one in your second language. Then set up two identical courses, one in English and one in the second language. You can have all pages published, which would allow all customers to see everything in both languages. Or you can set the pages to dripped, and follow the following steps to release it: Create an automation that would release the primary language pages however you desire.  Duplicate this automation, but this time to release the pages in the second language.  Link each product to the corresponding automation that matches the language.   Option 2 - Multiple Membership Sites Create a membership site in your primary language. Create a second membership site in the second language. Link each membership site to the product in the corresponding language.

NMI, Easypay, and Spreedly payment processors offer the option to split payments among several cards. If you are using any of these payment processors and you are on the Skyrocket plan, you can now make it possible for your customers to split their payments into multiple cards. Navigate to the Product Settings > Order form tab and enable the option: Allow split payments. Note that in order to use split payments there will be an extra payment step added to the checkout flow where they will be entering the different amounts and payment methods. Once the remaining amount is $0, they will see Complete purchase button and will get redirected to the Thank you page. Powerful feature right there! *Only available on Skyrocket plan

Included in Simplero plans: Scale and Skyrocket Add a price for different variants, and set up specific triggers per variant: In the content tab of your product, you will be able to pick the price variant that gives access to the Product files content: Note that variants are not reflected in any way on the customer order form. They are only designed to simplify managing content access on the admin side.

At the End of This Lesson You'll know how to let customers manage their own purchases by allowing them to pause, upgrade, downgrade, request refunds, or see a choice menu before cancelling. In this guide Allow Pausing a Purchase Allow Upgrades or Downgrades Allow Refund Requests Within a Certain Period Add a Choice Menu that Customers See Before Cancelling Allow Pausing a Purchase Go to Sales -> Products Choose the product Go to Settings -> Options Scroll down to Self-service Options Turn on Allow pausing to let customers pause their own subscription instead of cancelling it [Optional] Enable Allow them to keep access to already accessible content if customers should retain access to content they've already unlocked while their subscription is paused Allow Upgrades or Downgrades To enable plan changes, your product must have at least two subscription list prices of different lengths available. Go to Sales -> Products Choose the product Go to Settings -> Options Scroll down to Self-service Options Turn on Allow upgrades to let customers move to a higher plan (with longer periods). Turn on Allow downgrades to let customers move to a lower plan (with shorter periods).  Customers will then be able to change their subscription themselves from their account. Allow Refund Requests Within a Certain Period Go to Sales -> Products Choose the product Go to Settings -> Options Scroll down to Self-service Options Enable Allow refunds within a certain period and enter the number of days during which customers can request a refund themselves. For detailed instructions, see this manual Add a Choice Menu Go to Sales -> Products Choose the product Go to Settings -> Options Scroll down to Self-service Options Enable showing a choice menu to present customers with additional options before they cancel, such as pausing, downgrading, or accepting a special offer. Learn how to create and configure them here Troubleshooting I can't enable upgrades or downgrades: Add at least two subscription options with different lengths that customers can switch between. If you have two subscription options of the same length, you can't enable upgrades or downgrades. The refund option doesn't appear: Make sure the customer is still within the refund period you specified. My choice menu isn't showing: Verify that a choice menu has been created and selected for the product.