Worksheets

To Create a Worksheet First, make sure they are enabled in the More menu: Select Content from your Simplero Dashboard. Select the Worksheets tab. Click the blue Create new worksheet button in the upper right corner: Complete the fields for your new worksheet, such as Title, Description, etc., and click the Create worksheet button to save: You'll be directed to the creation page. Select the grey Add section button: The creation dialog will show up for you to add the first question: Type your question in the Title box Type any follow-up details in the Body box Select the Question format Click the Save changes button Repeat steps 5 - 6 until all questions and text have been added. To rearrange your questions, select the icon with the red dots in the left corner of the question box and drag the box to where you want it: When everything is added and in the right order, then you're ready to share your worksheet! To View Your Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate the worksheet you want to view. Click the Box Icon with an arrow on the middle column of the page: You can also click into the worksheet from the backend and press the same icon in the top right corner to view: To Share Your Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate and select the worksheet you want to view. Click the Link Icon in the top right corner to copy it to your clipboard: Now you can paste that link anywhere you want to share it 🎉 To Add a Trigger to a Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate and select the worksheet you want to view. Click the Settings tab underneath the title: Scroll down to the Triggers section, click the + Add trigger button. You can have several triggers fire when a response is submitted. They will each only fire the first time a response is submitted: Complete fields for your New Trigger and click the Save changes button. Click the Save changes button again on the Settings page. To Delete a Worksheet Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate the worksheet you want to delete. Click the box next to the worksheet name. There are 3 ways to delete a worksheet: Click the trashcan icon on the far right side of the worksheet name OR click the trashcan icon on top of the worksheet list OR click the Select action... drop-down list and select Delete...  Click OK to confirm your choice to delete, and you'll be all set.

Viewing Individual Responses to a Worksheet Select Content from your Simplero Dashboard Select the Worksheets tab Locate the worksheet you want to view To the right of the worksheet name under the Completed column, select the Number icon to view the responses: Otherwise, you can click into the worksheet and view the Responses tab: You will now see a list of everyone who has completed your worksheet: Click on each person's name and you will be able to see the questions followed by their answers.  NOTE! Only text entered into the Title field of the Worksheet section will display when you view responses.  Text entered into the Body section will not be visible in this view.  Viewing all responses to a worksheet at one time Select Content from your Simplero Dashboard Select the Worksheets tab Locate the worksheet you want to view Go to the Responses tab: In the upper right-hand corner click the Download icon and choose the file type you want to download: Questions will be your header and the responses will be in the cells below, with each respondent on a separate line (sample below was downloaded using Excel format):

Confirmation page When a worksheet is submitted you have two options of what your customers see.  Option 1 is a default Confirmation page Option 2 is to direct them to a custom URL somewhere else To set these up follow the steps below: Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate and select the worksheet you want to view. Click the Settings icon on the top right corner: Scroll down to the After Submission section and choose the option you desire. If you choose option 1 as a confirmation page in Simplero, then you will need to add your text in the boxes below the options: If you choose to direct them to a custom URL instead, then choose Redirect to a URL and paste the URL in the space provided: Scroll down and click the Save changes button. What if you want to give them further information or send them a confirmation email?  You can set up a trigger that will send them a templated email upon submission. Here's how to do that... First, go to your worksheet: Select Content from your Simplero Dashboard. Select the Worksheets tab. Locate and select the worksheet you want to view. Click the Settings icon: Scroll down to the Triggers section and click the + Add trigger button: Complete the field for the new Trigger as follows:  When this happens: A response is submitted Do this: Send Email Add the Subject Add the email body Click the Save changes button to save your trigger Click the Save changes button again to save the worksheet NOTE! You can also use this trigger option to give them access to a page in a Membership site if you're doing a self-paced course within a membership site. Or to give them access to a product if you want to give them a free gift after completing the worksheet. You have a full range of options via the trigger screen 🎉

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