Marketing Settings

Colors Your Style guides determine colours used across your Simplero account in different areas. In your sites, we will use the site Style guide. Simple. But what about other places that don't belong to any site, like broadcasts or worksheets? In those cases, colours are pulled from your Account default style guide: You can turn any of your Style guides into the Account default by hovering over the style guide card and clicking on 'Make default'. Logo You can upload 2 versions of your logo, for white and colored backgrounds: Fav icon Used on the browser tabs and bookmarks across your whole account. Email logo Used on any automated emails sent to your customers like notifications, invoices, etc... Email Templates - Changing the colours here will show in the emails you send out to your customers via templated email through: Triggers Automation Thank you page Custom Fonts In the Custom fonts page you can upload your own fonts so they become available in your Style guides, emails and pages builder to pick from! Go to your Settings - Custom fonts Click on +Add a new custom font. Give it a name and click Ok. Upload the font files using the button on the sidebar panel: Go to the upload tab and drag your font files inside of the media file dialog: You can edit the weight and type each of the files should be used for (we normally do a pretty good guess!). That's it! Your font is now available in your style guides and pages builder!

Create your own templates and use them across all pages in the Builder 2.0. You can save sections, rows, columns, and elements when editing a page on Builder 2.0 using the ‘Save’ icon. They are called blocks. All your Saved blocks will be listed under Account settings > Marketing > Saved Blocks, where you will be able to also edit them. Learn more about Saved blocks here.

Do you want to create unique opt-in forms that represent your brand? Read on to learn how you can do just that in Simplero!  Customize Your Embedded forms Templates You can create, design, and customize your opt-in templates in your Account settings >> Marketing section: Create Your Own Embedded form Design Duplicate an existing design using the Duplicate icon below: The new template will generate using your current Branding colours. You can overwrite the preview, name, HTML and CSS code, and save the new copy: Add a New Landing Page Using a Template Click on the plus sign at the top right of the template you want to use to create a new landing page:   This will take you to the new landing page settings. Follow the instructions to complete your new landing page setup using this guide. If you need any help with customizing your opt-in templates, reach out to our Support team. We'd love to help you! 

Create an Email Design (AKA Template) Select Settings from your Simplero Dashboard Select Email Designs from the dropdown menu: Click the Add a design button in the upper right corner: Choose either our Simple or Plain template as your starting point (see below for next steps) or select the blue Create a new template from scratch in HTML button (see below for next steps): For the Simple or Plain template: Complete the options in the screen to give your template a name, load a header image, adjust the colours to your branding etc. You can see a Preview of your template on the right side of the screen or click the Preview changes in a new window button on the bottom of the page. Scroll down to the bottom and click the blue Save changes when you're done or Save and continue editing button if you want to edit some more. To Create a new template from scratch in HTML, you will need to know HTML or have a knowledge of how HTML works: Give your template a name and adjust your HTML code as needed. You can see a Preview of your template on the right side of the screen or click the Preview changes in a new window button on the bottom of the page. Scroll down to the bottom and click the blue Save changes when you're done or Save and continue editing button if you want to edit some more. Note: Simplero team will not be able to offer support in creating and troubleshooting HTML templates What happens if I delete an E-mail template? We know a business is an ever-growing ever-evolving life form. It is your baby and you want the best for it and so do we. So there will be times when you’ll just want to flat out delete an old email template and that’s okay! You go right ahead and do that. If the template is still being used somewhere, the system will automatically switch to using the current default template in your account. 

Themes use a templating language called Liquid 🤓 It provides control structures, variables, and other functionality for HTML, CSS, Javascript, and any other text based file. Our documentation on theme code can be found on our GitHub Repository.  Liquid code is originally created by Shopify, and their documentation is a great starting point. If you have any questions or need further support regarding Liquid, feel free to create an Issue on our GitHub Project.

Have you noticed that when you log in to a membership site, you’re greeted with a pleasant little green message that looks something like this? By default, Simplero will use our own custom greetings. You can personalize them or eliminate them. At the End of This Lesson You’ll be able to change (or remove) the green “login greeting” message members see after they log in. Step-by-Step Instructions  Go to Settings (Gear icon on the top right corner of your dashboard) -> Logos Scroll down to  Advanced Settings Turn the toggle ‘Use custom login greetings’ ON Type your own greetings to personalize them.   Examples you can use: “Welcome back! Your next lesson is waiting inside.” “Great to see you again” 5. (Optional) If you don’t want any messages, leave the box empty. 6. Scroll down and click Save Changes. Other AI Search terms: “custom login greeting”, “use custom login greetings”, “green login message”, “membership login message”, “Colours and Logos advanced settings”.

In this guide, we will explain the steps to install Google Analytics on your Simplero website, membership site, and course pages so you can view the traffic (and other data points) for visitors.  The easiest way to do this is to use our Google Tag Manager Integration. See the manual here. It is more user-friendly and easier to install. If you prefer to install it yourself, you can follow the steps below. If you already have a Google Analytics account for the domain you want to track, skip to step 3.  Step 1- Setup Your Google Analytics Account  https://analytics.google.com Step 2 - Click "Create New Property" in Google Analytics.  Select Web Traffic. Then enter all your website details.  Step 3 - Embed the Code Into Simplero Copy the website tracking code from Google Analytics. Here's How to Find Your Google Analytics Tracking ID. Select the Settings gear icon from the top right corner of your Simplero Dashboard. Choose the Tracking Tab Insert the tracking code: That's it! You're now tracking visitors to your website, membership site, products, all pages. You can view the data back in analytics.google.com.  Should I put the tracking code in the header or body? Header Placement Loading Timing: Placing the tracking code in the <head> section of your HTML document, typically just before the closing </head> tag, ensures that it is loaded early in the page loading process. This means it is among the first resources to be fetched by the user's browser when they visit your website. Benefits: Header placement ensures that the tracking code is loaded before any page content, which can provide more accurate data on user interactions, pageviews, and initial session data. It is suitable for tracking general user behaviour and pageviews. Drawbacks: While loading early has advantages, it can also lead to a slight delay in displaying page content to the user, especially if the Google Analytics server experiences delays. This can result in a small performance hit for the user. Body Placement Loading Timing: Placing the tracking code at the bottom of the <body> section, just before the closing </body> tag, loads the tracking code after the page content. This prioritizes loading the visible content of the webpage before the tracking code. Benefits: By placing the code in the body, you prioritize a smoother and faster user experience because the page content appears more quickly. Users can start interacting with your site without waiting for tracking scripts to load. Drawbacks: Tracking code placed in the body may capture fewer initial user interactions, especially if visitors navigate away quickly. This can potentially lead to slight underreporting of pageviews and session data in Google Analytics. How to enable e-commerce tracking? Sign in to your Google Analytics account with your username and password. Click Admin on the bottom right of your screen. Go to the View column. Find E-commerce settings from the list. Toggle the Enable E-commerce to on. Press save and return to the main screen. Any questions? Shoot our support team a message at support@simplero.com and we’ve got you covered 💪

Integrate with TikTok so you can track users with your TikTok pixel. Check this guide to know how to integrate TikTok Pixel with Simplero.

For a detailed step-by-step guide, visit Setup a Custom Email Domain.

In Simplero, you can set up timers, which you can then use all across the platform. In this guide, we go over two of the most common use cases: Limited-time offer-> Allows your customers to sign up for a list for a special offer for a limited time. Webinar replay access->  Allows your customers to opt-in and pick when they’re ready to consume the replay. Created For You To Download Want the easy route? We have created all the steps for you! Navigate to the Done-For-You-Campaigns to install all the items already set up and connected for: Limited Time Offer Done-For-You Campaign Webinar Replay Done-For-You Campaign Remember to edit the email copy and page content to your specific campaigns. Limited-time offer Allows your customers to sign up for a list for a special offer for a limited time. In this example, they have the offer available for 1 week before it expires. Step 1 - Create the ‘Subscribed at’ Countdown timer. Go to Admin Settings > Marketing > Countdown timers. Click on ‘Add a Countdown Timer’ on the top right. Give it an internal name, and pick ‘Subscribed at’ from the dropdown options. Create the limited-time offer list. Step 2 - Create the limited-time offer funnel Go to Marketing -> Funnels Choose Create a new funnel First step of the funnel - Create a page that includes an opt-in to unlock the special offer. Note: Make sure to choose the list you’ve just created for the special offer. Create a second step of the funnel - Create a page that includes at least the following elements: A Countdown timer element Pick the one you just created: Limited-time offer An Order form pop-up to purchase the product. - In the advanced settings of that section, set it to Only show while the countdown is running. A Section to display an expired message. In the advanced settings of the section -> Only show when the countdown has completed. That’s it! Webinar Replay access Opt-in and let your audience pick when they’re ready to consume the replay. Step 1 - Create a ‘Let user choose’ countdown. Go to Admin Settings > Marketing > Countdown timers. Click on ‘Add a Countdown Timer’  Give it an internal name, and pick 'Let users choose’ from the dropdown options. Turn on the different options you’ll offer them to pick from: instant, daily, weekly...  Step 2 - Create your webinar replay funnel. Go to Marketing -> Funnels Choose Create a new funnel Create a page as a first step of the funnel -> It should have at least: An opt-in form to collect their contact details A countdown input field. Create a second step of the funnel -> Create another page that should include at least: A section with a countdown timer element: this lets them know how much longer they’ll have to wait before they can watch it. Choose the countdown timer you created in step 1 Go to the Advanced settings of the section and choose to only display this section while the countdown is running. Choose "Has running timers of any of" and choose the timer we created in step 1 A Replay section Add the video replay Go to the Advanced settings of the section to only show this section once the timer has completed Choose "By countdown timer" Choose the countdown timer you created in step 1 Ready to go! [Optional] Set up automations and triggers to start, extend, and cancel countdown timers. You can also set up automations and triggers that allow you to: Start countdown timer Extend the countdown timer Cancel countdown timer For your triggers, you can also use: Fire X times before/after after a countdown is completed as your trigger

Included in Simplero plans:  Skyrocket. See plans here. Choice menus let you create a guided flow for customers to change their subscription plan. Instead of losing them right away, you present options — like downgrading, pausing, or continuing at a higher or lower plan. You will need to: Create a choice menu Connect the menu to a subscription product Step 1 - Create a choice menu Go to Settings → Marketing Settings → Choice menus Click New choice menu Give it a name, an optional intro text (shown before the options), and an optional asset (intro media like an image or video) Click Create choice menu Click on +Add Option. For each option, you will need to add Title — the label the customer sees and taps Description — a short explanation of what this option does Action — what happens if they pick it: Do nothing — just record their choice Upgrade or downgrade — they pick a different price Upgrade — pick a longer price Downgrade — pick a shorter price Downgrade to the shortest cheaper price — they'll confirm the switch first Pause — they'll confirm and give a reason first. You can give them options on how long they want to cancel for Cancel — they'll confirm and give a reason first Then... Choose what the customer sees after picking an option: Show default result — the manage purchase page (for purchase actions) or a success message Show a custom message — your own rich text Redirect to a URL — any page, scheduling link, or order form Go to another choice menu — continue to a nested menu for more options 6. Add as many options as you need — a solid retention flow typically has at least 3 (e.g., Downgrade, Pause, Cancel). Step 2 - Connect the menu to a subscription product Go to your subscription product → Options tab Under Self-service options, turn on Show a custom choice menu  Pick the choice menu you just created Now, when a customer clicks "Cancel your subscription," they'll see your choice menu options instead of an immediate cancellation.