Account Settings

If you want to try out Simplero but aren't sure about signing up yet, then our 14-day free trial is perfect! This free trial allows you to explore everything in Simplero. It also entitles you to book a free 30-minute LFG call with one of our experts! You can do that by clicking on the link in your dashboard: Need help? Here are many ways you can get help from us! Trial Restrictions However, there are a few restrictions. On the trial, you won't be able to: Send more than 100 emails per month - You will need to contact support to verify your account so that this restriction is lifted. You can lift it during your trial.   Customize the double-opt-in emails on your list Edit the source code in the WYSIWYG editor, theme code, tracking code, URL redirects, or add the script section in the page builder. Upload more than 50 GB of data Send text messages Pause your account Even with these restrictions, you'll still be able to test everything out and have it all set up for when you're ready to officially launch.  Once you're ready to launch, simply activate your account under Account settings > Plan and billing. When you activate, your billing period starts, and you're officially a Simplero customer! Please note - we don't have a "go back to trial" feature, so once you activate, you're activated. Where to start? Check your dashboard... We give you lots of tools to get started! Welcome videos, where Calvin (our CEO and founder) welcomes you and gives you some tips: A checklist, with the things that we think are most important when starting  What do you want to create today? - Where you can choose where you want to start, and you will see a helpful video that you can follow along with My Trial is about to end... Need more time? Before your trial ends, you can request a one-time 7-day extension. Contact the support team and let us know why you need an extension- we're happy to help! We want you to be profitable and stay with us for a very long time, as most people do, so please reach out if you need anything. We're here to serve you!

Simplero makes it easy to keep track of all of your account information in one place.  From any screen in Simplero, you can access your Account Overview. Simply click on your picture/name located at the top right corner of your Simplero Admin Dashboard. When you click on your picture/name, a menu will appear, and you can select: Your Profile  Your Account (see below for details) AI companion Simplero Community Themes Your Simplero accounts (other Simplero accounts you have access to) Log Out When you select Your Account, you'll be taken to your Simplero Dashboard, which looks like this:  From your Account Dashboard, you can access:  Admin Accounts - This is where you can access any Simplero accounts you own or are an Administrator of. Vendors - Simplero accounts you have access to.  Sites - This is where you'll see any Membership Sites that you're a member of. History - Shows all courses you’ve visited in Simplero recently. You can also manage your Profile from this screen: If you are looking for your Order history, Affiliate accounts, worksheets, and more, you’ll find them at each Vendor Dashboard.  For example, for Simplero, as a vendor:

To Change your Time Zone Go to your Simplero account by clicking on your picture/name located on the top right corner of your Simplero Dashboard and then select Your profile Scroll down to the Preferences section. Click the drop-down arrow in the Time zone box and select your time zone Select the Save changes button

In this guide: How to Set Up Your Primary and Additional Currencies How to Set Prices in Additional Currencies Setting a Default Currency for a Product Your Simplero account has one primary currency—this should match the currency of your bank account. This is the currency we use to calculate and display your revenue across your dashboard and reports. You can also add additional currencies to quote prices in multiple currencies (Quoting in Multiple Currencies -->).To do that, you will need to first set up your additional currencies at the account level and then add them to your price.  How to Set Up Your Primary and Additional Currencies From your Simplero Dashboard, click on Settings. Select the Account tab. Scroll down to the Currencies section. Choose your Primary Currency from the dropdown menu. Click + Add currency to include any additional currencies you want to offer. (Quoting in Multiple Currencies -->) Select the currency from the dropdown and click Add currency. Note: Once there are purchases made in your primary currency, this cannot be changed.  How to Set Prices in Additional Currencies Go to Sales > Products from your Simplero Dashboard. Select the product you want to edit. Click the Prices tab. Select the price you want to convert. Scroll to the Installments section. For each amount, you can add a value in your additional currency. Simplero will show the converted equivalent, making it easier to set accurate pricing. You will see the conversion before saving:  At checkout, your customers will: Be able to choose a currency. See the prices displayed in their selected currency. Setting a Default Currency for a Product If you're selling to a specific audience that uses a particular currency, you can override the default account currency for that product: Open the product. Go to the Configure tab. Scroll to the bottom and find Override default currency. Toggle it on, select your preferred currency, and save your changes. Note: You must add the currency under Account Settings first before it appears as an option here. Important Notes Once a purchase is completed, the currency cannot be changed. Even if a currency is not explicitly listed, most customers can pay in their local currency, and their bank or PayPal will handle the conversion. Even when you choose to override the default currency, the account currency will always show as an option For more help with international sales, visit this guide: 👉 Running an International Business  ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out. 

Setting Your Default Email Contact Information You can set the default email address and sender details for all emails sent from your Simplero account. These can be overridden at the List, Product, News,letter or Broadcast level if needed. How to Set Your Default Email Information Go to Settings - Account settings Find the Emails Section From there, you can change: Sender name: The name you want people to see as the sender. Sender email: The default email address your emails will be sent from. Reply-to email: Where replies will be sent by default. Missing Recipient Name: Set what you want to appear when the recipient’s name is missing (or leave blank for the default “Reader”). You can also turn on the Process Email Replies toggle (Optional): If you check “Process and filter email replies and forward them to you,” Simplero will: Handle replies, autoresponses, and library emails Filter out vacation or junk responses Forward real replies to your email address Note: If this option is ON, the “Reply-to” address in individual mailings is ignored—replies will go to Simplero instead. If you have “Use Simplero’s help desk system” and “Forward replies to emails to become tickets” enabled in your Support ticket settings, replies will become support tickets. If not, replies are sent to your default Reply-to address. Save Changes Setting Your Support Email Address Note: This is the email address used for all customer service links across your sites, invoices, order forms, and other places.  Go to Settings - Account settings Scroll down to the Name and address section Look for the Support email field and add your preferred support email Save changes Override the Default Email You can override the default email at many levels: List -> On the Configure tab, scroll down to advanced settings: Product -> On the configure tab, scroll down to options: Broadcast -> In the Content of the broadcast Newsletters -> On the settings: ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out. 

Language This is for the language that your customers see. Select Settings from your Simplero Dashboard Select the Account tab Scroll down to Localization section In Customer language area, choose the default language that your customers see But the logic is actually quite a bit smarter than that. Here's how it works: When someone visits the site, we choose a language based on the following order: If a locale has been set using query parameters (see below), we use that If the visitor is logged in, we take that user's preferred language (can be changed in the user menu in the top-right corner) If the browser has a preference for a language, we'll use whichever is highest (you can set this preference in your browser) Otherwise, we will use the locale you have chosen under Settings > Account The user preference can be a little confusing to you as an Admin if you run an account with multiple languages, since when you are logged in, you will always see your preferred language.  To test what others see, use another browser where you are not logged in, and pay attention to the language preference settings of your browser. This is how these settings apply: Default language is used in many places. Usually, setting the locale for a mail and site. Many times is often used as a fallback in the case we don’t know the user's preferred language.   Time zone setting is used for new event occurrences, purchase forecasts, and in some other places as a fallback in case we don’t know the visitor or user time zone. When ‘Force order forms to always be in default language’ is turned ON, we override the user preferred language in order forms or in the shopping cart. Time format is used for times displayed mainly on the Admin side. Used in places like site view, automation step, broadcast, and participant/subscriber status. Also used for Events start time format and end time format. It is used for Date Pickers time format.  First day of the week is used for stats in the admin. Also for the Upcoming Events calendar in the page builder. Setting locale using query parameters You can override the choice of locale by adding this snippet to any URL: ?locale=en for English or ?locale=da for Danish When you do this, the choice of locale will stay for the remainder of the browsing session. Thus, if you have a Simplero account primarily targeted towards the Danish market, but you want to send out a link to a product for an English-speaking audience, you can add the ?locale=en to the link, and you can be sure they will see things in English. If you are running an international business, check out this guide for more support

Where Do I Set My Terms? You need terms so your customers know what they’re getting into, and to be compliant with the rules of your payment processors. In Simplero, your Account Terms are linked to all of the order forms for your products, like this: You can also override this link for specific products so they have their own custom term page just for that product. I’ll show you how to do both below: How do I Update My Account Terms? Select the Settings gear icon from your Simplero Dashboard Select Account Settings from the dropdown Scroll down to the Terms section: You’ll see two options: Option 1: You can provide the URL to a custom page you created for your terms - this could be a Website or Landing Page. Just enter the URL for the page and we'll take care of the rest. Option 2: You can enter your terms directly in the box. This will put your terms on a system generated default terms page that lives on your website. This page will use the URL yourdomain.com/terms NOTE! You’ll want to choose one option (not both). Scroll to the bottom and click the blue Save changes button Warning: You can't use the URL 'terms' for any of your pages, since it’s already used by Simplero as the default terms page (mentioned above). If you do set it up, an infinite loop with 'Too many redirects' gets created. But you can still use, for example, /terms-and-conditions instead :) How do I Override the Terms for a Specific Product? Let’s say you want a particular product to display it’s own custom Terms page just for that product. Say no more! Select Sales from your Simplero Dashboard Select Product from the dropdown Choose the product you want to add a custom terms page to Press the Order Form tab Scroll down to Options and toggle ON Use a custom link for the terms to accept: Paste the link into the Terms URL section or click on Type or select a link to find it in Simplero Don’t forget to Save Changes at the bottom 😉 How do I Update My Privacy Policy? Create your Privacy Policy page as a Website or Landing Page Make sure it includes accurate and specific information about the data each cookie tracks and its purpose in plain language. Here are our guides on how to create a Website Page and a Landing Page Select the Settings gear icon from your Simplero Dashboard Select Account Settings from the dropdown Scroll down to the Privacy >> Privacy Policy URL section: Paste the link to the page you created with your Privacy Policy. If you leave this spot blank, we’ll use https://simplero.com/privacy-policy. For GDPR terms check out our consent guide

A cookie banner is the fastest and most informative way to get cookie consent and now you can create one in Simplero!  Banner Settings You'll find its settings on your Account settings page: In your Account Privacy section, you have the option to either disable or enable the cookie banner, it's that simple. Cookie-Banner Appearance To customize the colors, of your banner, navigate to your Website>>Style guide>>Colors: Scroll down to the Cookie Banner section right at the bottom and explore all the options: Be aware of how the "Ask users" will impact your tracking settings. Selecting this option will allow the end-user to reject cookies. If you're using custom tracking code, you may need to update it to properly respect the user’s cookie choice. This includes: Account-wide tracking, as set on the “Tracking” page of your account settings. Site-wide tracking, as set on the “Configure” page of a site. List subscription tracking, as set on the “Content” tab of a list. Product tracking, as set on the “Content” tab of a product. Tracking code inserted by editing your theme code. You shouldn't use tracking code that allows setting cookies until the user has consented (or until we determine that consent isn't necessary based on which country the user is from.) To accomplish this, we’ve built a method you can use to make sure your code only runs when cookies are allowed. When adding Global tracking on your account, click on Personalize > Cookie consent boilerplate: Then enter your code where it says "//Your tracking code here". The boilerplate code is intended to run immediately (as opposed to e.g. when something is clicked). If you would like to run the code in other instances, you'll need JS knowledge to adjust the code. Some examples below: myTrackingCode() You can change it to: <script> (function() { let yourTrackingCode = function() { // Your tracking code here } let simpleroCookieConsentWrapper = function() { if (typeof simpleroCookieConsent == 'undefined') { console.log("simpleroCookieConsent is undefined, running provided JS anyway.") yourTrackingCode() } else { simpleroCookieConsent.whenCookiesAllowed(yourTrackingCode) } } if (typeof simpleroCookieConsent != 'undefined' || document.readyState === "complete" || document.readyState === "loaded") { simpleroCookieConsentWrapper() } else { document.addEventListener('DOMContentLoaded', simpleroCookieConsentWrapper) } })() </script> Google Analytics code (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','//www.google-analytics.com/analytics.js','ga'); ga('create','UA-1234567-1','mysite.com'); ga('send', 'pageview'); You can change it to: <script> (function() { let yourTrackingCode = function() { (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','//www.google-analytics.com/analytics.js','ga'); ga('create','UA-1234567-1','mysite.com'); ga('send', 'pageview'); } let simpleroCookieConsentWrapper = function() { if (typeof simpleroCookieConsent == 'undefined') { console.log("simpleroCookieConsent is undefined, running provided JS anyway.") yourTrackingCode() } else { simpleroCookieConsent.whenCookiesAllowed(yourTrackingCode) } } if (typeof simpleroCookieConsent != 'undefined' || document.readyState === "complete" || document.readyState === "loaded") { simpleroCookieConsentWrapper() } else { document.addEventListener('DOMContentLoaded', simpleroCookieConsentWrapper) } })() </script> Note: Make sure you're using your own UA code within. GTag <script> (function() { let yourTrackingCode = function() { { const s = document.createElement('script'); s.setAttribute('src', 'https://www.googletagmanager.com/gtag/js?id=YOUR GTAG ID'); s.async = true; document.head.appendChild(s); window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'YOUR GTAG ID'); } } let simpleroCookieConsentWrapper = function() { if (typeof simpleroCookieConsent == 'undefined') { console.log("simpleroCookieConsent is undefined, running provided JS anyway.") yourTrackingCode() } else { simpleroCookieConsent.whenCookiesAllowed(yourTrackingCode) } } if (typeof simpleroCookieConsent != 'undefined' || document.readyState === "complete" || document.readyState === "loaded") { simpleroCookieConsentWrapper() } else { document.addEventListener('DOMContentLoaded', simpleroCookieConsentWrapper) } })() </script> What about Facebook Pixel? If you provide Simplero with identifiers for Facebook pixels and you use the opt-in method, the pixels do not run until cookie consent is given. Things You Should Know Your code can run in any of the following situations: Cookie consent option isn't “ask before we set cookies” >> code runs immediately User is in a country without relevant cookie laws >> code runs immediately User already gave consent before this page was loaded >> code runs immediately User hasn't given consent yet >> code runs when consent is given Your code will only fire once per page load. You can call simpleroCookieConsent.whenCookiesAllowed multiple times to have multiple pieces of code run when consent is given. Consent on each domain is separate. simpleroCookieConsent will be defined prior to the DOMContentLoaded and load events firing, but may not be defined prior to that. There is no event when cookie permission is declined. Have you accepted cookies already but have changed your mind about it? No problem, find the cookie banner now collapsed at the bottom of the screen. Switch to ‘Decline’ and we won’t add any further cookies to the visitor browser. If you have any questions or get stuck with anything in this guide, reach out to our support team - we'd love to help! 

Custom domains offer several advantages, such as enhancing website visibility, boosting brand recognition, and ensuring a lasting impression. If you've acquired a domain name, integrating it with your Simplero site is a straightforward process. In this guide, we'll walk you through the steps to configure your custom domain, whether it's www.yourcustomdomain.com or courses.yourcustomdomain.com. If you learn better with a video, check our How to Video Setting Up Your Custom Domain Looking to add a subdomain only? Head here: Adding Subdomains  Step 1: Add Your Domain to Your Simplero Account In this step, we'll connect your domain to your Simplero account. Start by navigating to your admin dashboard and click on Settings. Then, choose Change your URL. On this page, click the +Add Domain button. In the pop-up window, you'll find all the instructions you need. Enter your domain, but before saving, make sure to copy both the A and CNAME records, you will need these in the next step. Then, save your changes both in the modal and at the bottom of the page. Don't point your domain to a site just yet. You'll need to wait until your DNS records have been added. Step 2: Find Your DNS Manager To add your records, you'll need to access your DNS manager. Head over to your domain registrar (where you purchased your domain—Google Domains, GoDaddy, Namecheap, Bluehost, Hover, etc.) or the service that hosts your nameservers if it's different. While each domain registrar has a unique interface, they all provide an area to configure the site's DNS. Locate this section. Look for DNS Settings, DNS Manager, cPanel, Advanced DNS, or something similar. Unsure about who your registrar is? No problem, search your domain here: WHO IS Lookup Step 3: Add the A Record Once you've accessed your DNS manager, follow these steps below to add the records you saved in step 1. 1. Find the option to Add a Record. 2. Select record type A, and set the name as ‘@’ or leave it blank (depending on your registrar). 3. Enter the value as 34.228.154.79 4. Save your changes. If your DNS manager allows adding multiple records at once, you can proceed to add the next record. Step 4: Add the CNAME Record Choose record type CNAME, enter 'www' for the name, Input your Simplero subdomain/(URL) [accountname.simplero.com] as the value. Save your changes afterward. Now that you've completed the domain host part, you can return to your Simplero account! Having trouble saving your CNAME record? Check this out —> Step 5: Point Your Domain Once the DNS is correctly configured, you'll notice a checkmark. Sometimes, it may take 15-60 minutes for all changes to become active. Afterward, you'll need to wait for the SSL certificates to be installed which may take approximately 24-36 hours to configure successfully. You can proceed to point your domain, but keep in mind that your new domain won't function until the DNS is verified and the SSLs are installed. During SSL configuration, your site's internal links will automatically redirect to your Simplero address. You can have this domain point to:  Your main site A membership site A landing page Simply make a selection from the Points to dropdown, and save your changes! More on SSL certificates --> Understanding Propagation What is propagation? In DNS refers to the time it takes for changes made to DNS records (like adding a new domain or updating an existing one) to spread across all DNS servers worldwide. During propagation, DNS servers update their records to reflect the changes, which can take anywhere from a few minutes to 48 hours to complete. You may notice the two following icons next to your recently added domain, and this is standard. Domain propagation can take up to 48 hours. That said, if the DNS is set up properly, the DNS icon will typically turn into a checkmark within 15-60 minutes.  What do the icons mean? During the propagation process, there are visual indicators to keep track of the status: DNS Column: An exclamation mark (!) icon indicates that the settings are not yet verified. SSL Column: A clock icon signifies that the system is working on the SSL configuration. Once the verification is complete: DNS Column: The exclamation mark (!) will change to a check mark, indicating successful verification. SSL Column: The clock icon will change to a check mark, showing that the SSL setup is finished & your site is secure. If your website doesn't show up right away, don't worry! Just keep checking back, and soon enough, your website will be up and running for everyone to see. You can always recheck for verification: Your DNS verification typically completes before your SSL certificate is installed. SSL Certificates Simplero automatically handles SSL configuration (https security). It may take approximately 24-36 hours to configure successfully, so please check back if you don't see the checkmark immediately. As a reminder, during SSL configuration, your site's internal links will automatically redirect to your Simplero address. Once SSL is verified, you'll see two checkmarks (below), and you should then be able to visit your site using your new domain.   Propagation in Different Regions Your website might show up in one part of the world but not in another. Remember, propagation refers to the time it takes for changes made to DNS records to spread across all DNS servers worldwide. It's like sending out party invitations, and some people get them right away, while others take a little longer. So, even if your website shows up for some people, there might be delays in other regions. But don't worry, it's just a matter of time before everyone gets the message. Here is a helpful tool to help you check on the status:  Propagation Checker  Having trouble seeing the new domain? When a new domain is connected or DNS changes are made, some devices and networks may still be accessing older cached information, which could prevent you from viewing the updated site. Clearing the browser cache or waiting for the cache to expire can often resolve this issue. Tech Tip! --> When your computer has an old answer for DNS records, but the records are set correctly, you can speed up getting the right answer by flushing the operating system-level DNS cache on your local machine. DNS Checker Final Note If you have been using Simplero’s domain for a while before setting up your custom domain, you might want to turn on the setting: Redirect non-admin requests from qatesting.simplero.com to yourdomain.com, right below your domain name. Links shared in broadcasts or added to your landing pages will automatically redirect to the custom domain if the toggle (below) is on.   Setting Up A Subdomain Only To add a subdomain, you'll follow the same steps as outlined above, but skip Step 3: Adding the A Record. Instead of using www for the CNAME record, insert your new subdomain name. Let's go through it quickly. Navigate to Settings --> Change your URL Click + Add Domain, add your subdomain (e.g.members.albusthedog.fun, or subdomain.yourdomain.com), copy your CNAME record, and save your changes: In your DNS manager, create a new CNAME record for your subdomain. Choose the record type CNAME, and input your new subdomain name as the name field. For instance, if your new subdomain is members for "members.albusthedog.fun," then you'd enter members as the name. Lastly, set the value as your Simplero address. In this case, it's summernicolesupport.simplero.com, and save your record.  That's it! By adding a CNAME record, your subdomain will correctly point to Simplero. Remember that CNAME records are the right choice when you want to alias a subdomain to another domain, making it easy to manage your subdomain's location within Simplero. ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out. 

Why You Should Verify Your Sender Domain Verifying your sender domain in Simplero enhances email deliverability by ensuring emails reach recipients’ inboxes, not spam folders, and boosts your sender reputation, reducing the risk of being marked as spam. It allows for consistent branding by using your domain in the "From" address, builds trust, and enhances recognition. Additionally, setting up authentication protocols like SPF, DKIM, and DMARC during verification protects against spoofing and phishing, aligning with best practices and improving compliance. This leads to better engagement metrics, higher open and click-through rates, and reduced bounce rates, making domain verification crucial for effective email communication. Adding DNS records might seem a bit technical, but we'll guide you through it step by step, it’s easier than you think! If you learn better with a video, check our How to Video Steps Add Your Sender Email & Sender Domain inside Simplero Open Your DNS Manager Adding the TXT Records Adding the CNAME Records Check for verification Add Your Sender Email Step 1: Add Your Sender Domain inside Simplero From your Simplero dashboard, click the settings cog in the top right corner, then select "Email Settings" from the menu pictured below. Then, click the button to add your sender email domain. For example, yourdomain.com. After adding the domain, a list of DNS records will appear. Including 4 CNAME Records and 2 TXT Records. You will also need to set up your DMARC record. Why? Setting up DMARC is crucial for protecting your domain from being used for phishing by ensuring that only authorized emails are sent, thus safeguarding your customers and maintaining your brand reputation. Implementing DMARC increases trust with ISPs, enhancing email deliverability and performance which leads to better engagement metrics like open and click-through rates. It also boosts customer trust by securing your communications and provides detailed reports on email activity, allowing for better monitoring and informed decision-making. Moreover, DMARC aligns with industry best practices and may be required for regulatory compliance in certain industries, ensuring that your email security standards meet legal standards. To set this up, simply type the email inbox address where you’d like to receive DMARC reports and then click ‘Setup DMARC’ (pictured above), and then click the Setup DMARC button (pictured below). The email address is where you will receive your weekly reports. After setting up the DMARC record, you will have a total of 7 records to add to your DNS manager, now 3 TXT records and 4 CNAME records. Helpful Tools Before Getting Started Make sure to utilize the 'copy to clipboard' icons! These icons, when clicked, automatically copy text to your clipboard. This feature is especially useful for transferring data, like DNS records, to another location, such as your DNS manager. Using this icon helps ensure you copy the entire record accurately, preventing the common mistake of missing parts of the record when copying manually. Please also take note of the column labels; they correspond to the labels you'll find in a DNS manager record entry. This allows you to easily match and insert the values accordingly. Keep the email settings screen open so you can easily copy the records and transfer them to your DNS manager. At the same time, open a new tab and log into your domain registrar account. This way, you can conveniently switch back and forth between the two tabs. Step 2: Open Your DNS Manager To update your records, you'll need to access your DNS manager. To get there, navigate to your domain registrar account and log in (this is where you bought your domain—such as Google Domains, GoDaddy, Namecheap, Bluehost, Hover, etc.) Unsure about who your registrar is? No problem, search your domain here: Who Is Lookup Although the interface may vary among domain registrars, they all feature a section for configuring your site's DNS. Search for terms like DNS Settings, DNS Manager, cPanel, or Advanced DNS to find this area. Locate the section where you add new records in your DNS manager. Once you've found that, you're halfway there! The next steps are straightforward — you're almost finished! Step 3: Adding the TXT Records For the sake of efficiency, we'll start with adding the TXT records and then move on to the CNAME records. The order in which you enter the records does not matter, only their accuracy does. In this step, you are simply transferring the records from Simplero to your DNS manager using your nifty ‘copy to clipboard’ icon. Before adding the first TXT record, however, (the SPF record) check your current DNS records to see if you already have an SPF record. If You Have an Existing SPF Record When you have multiple SPF records, you need to combine them into a single record. Here’s how to do it: Find the Existing SPF Record: Look for the TXT record in your DNS manager that starts with "v=spf1". Combine the Records: Add the new SPF information to the existing record by placing it within the same line, separated by a space. Update the Record: Save the updated TXT record in your DNS manager. Example: Existing SPF Record: v=spf1 include:spf.oldprovider.com -all New SPF Record from Simplero: v=spf1 include:_spf.simplero.com ~all Combined SPF Record: v=spf1 include:spf.oldprovider.com include:_spf.simplero.com ~all Save the combined record, and you're done! This ensures all SPF information is included in a single TXT record. If You Do Not Have an SPF Record If you do not have any existing SPF records in your DNS manager, you will proceed with adding a new record. Record Type: Set the record type as TXT. Name Field: In Simplero, you will see that there is no value to copy for the name field. In your DNS manager, enter an "@" symbol or leave it blank (which one you use depends on your specific domain registrar, so try both if unsure; you will get an error if it's incorrect, and then you can try the other option). Value Field: Copy the SPF value from Simplero and paste it into the value field in your DNS manager. After the SPF record has been added, proceed with transferring the remaining TXT records (see below). Please note that some DNS managers require you to enter records one at a time rather than in bulk, as shown above. That's perfectly fine. Add each individual record and save your changes after each entry. Once all records are added, save them and proceed to the next step. Remember, the order in which you enter the records does not matter, only their accuracy does. Having trouble adding TXT records? See this troubleshooting guide --> Step 4: Adding the CNAME Records The CNAME records are straightforward to add. Simply copy each record and paste it into your DNS manager. Here is an example of how the CNAME records should look once they are created: Save your changes, and you're all set with adding the records! Great job! Step 5: Check for Verification The final step is to check for verification. If the records do not verify immediately, don't worry; propagation can take time. It's normal for some records to verify while others may take longer. Allow up to 24 hours for full verification. If your records are still not verified after this period, please contact the support team. You can leave the email settings page and work on other tasks, periodically checking back. You can also click the Check Domain link to manually initiate a verification check. What you eventually want to see is Verified next to all seven records. Once you receive that confirmation, you only have one more step before you can start sending! Step 6: Adding your sender email address After you’ve verified your sender domain, the last step is to add your sender email address. On the Email Settings page, click add your sender email. This is the email address you will use for sending emails to your contacts. If your sender domain has been verified, it will automatically say domain verification when you add the sender email. ***If you’re sending from a commercial email inbox like Gmail or Outlook, you’ll receive a verification email in your email inbox. Click the link to verify your sender email. ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out. 

Here are some errors you might come across while pointing your domain, along with settings that could hinder the successful verification of your domain. Common Errors: Encountering an error when adding your CNAME record? Experiencing a security error when visiting your site? Unable to see your domain after verification, but others can see it? If your domain isn't verifying, here are some things to check: Do you have multiple hosting accounts? (e.g. domain host and web host) Disabling SiteLock and Proxy Status Do you have domain forwarding set up? Is your domain parked? Do you have a wildcard (*) A record? Does your domain name include accent marks? Encountering an error when adding your CNAME record? If you're facing an error similar to the one shown below while attempting to add a CNAME record, it may be due to an existing conflicting record for the "www" subdomain, which could be either a CNAME or an A record. To resolve this issue: Identify Existing Record: Check your DNS records for any existing "www" records, which could be either a CNAME or an A record. Remove Conflicting Record: Once you've identified the conflicting record, simply delete it. Keep in mind that deleting it will break any connections that use it. Considerations: Website: If your website is hosted on a different platform using the "www" subdomain, removing the record might lead to downtime. Email: Removing the record might temporarily disrupt email services if your email is linked to the "www" subdomain. SSL: Ensure that your SSL certificate covers both the main domain and the "www" subdomain. Add the CNAME: After confirming that removing the conflicting record won't disrupt your services, proceed to add the CNAME record provided by Simplero to map your custom domain. Remember, DNS changes may take time to propagate. Always verify your setup after making changes to ensure everything is working as expected. If you're uncertain about the impact of removing a record, consider seeking assistance from your domain registrar or a technical expert. Back to top Experiencing a security error when visiting your site? If you encounter a security error message when visiting your site, it simply indicates that your SSL certificates are not yet installed. This is common, and Simplero handles SSL configuration (https security) automatically. It may take approximately 24-36 hours to configure successfully. During this time, your site's internal links will automatically redirect to your Simplero address. Example of the error message:  To check your site's security status from your browser: Navigate to your website's home page and look for a padlock icon or button next to the URL in the address bar. Click on it to open. You can also click on "Connection is secure" or not secure to view more details. Back to top Do you have multiple hosting accounts? (e.g. domain host and web host) When pointing your custom domain to Simplero, it's crucial to add your records in the DNS manager found in your domain host account, not your web host. Your domain host is where you originally purchased and registered your domain, and it is the authoritative source of your domain's settings, giving you full control and ownership. If you're uncertain where to add your Simplero records, you can quickly identify your account using GoDaddy's Who Is Lookup tool. Simply search for your domain example.com in the tool to find your domain host account information. Who Is Lookup Back to top Disabling SiteLock and Proxy Status If you're experiencing difficulties when pointing your domain to Simplero, you can try checking that SiteLock and proxy status are disabled.  How to Disable SiteLock: Log in to your hosting provider's dashboard. Navigate to the security settings or SiteLock section. Locate the option to disable SiteLock and follow the instructions provided. Why Disable SiteLock? SiteLock can sometimes interfere with domain pointing processes by implementing strict security measures that may restrict domain configurations.  How to Disable Proxy Status: Log in to your hosting provider's dashboard. Locate the proxy settings or proxy status section. Disable the proxy status or toggle off any proxy services associated with your domain. Why Disable Proxy Status? Proxy servers act as intermediaries between users and the internet, which can sometimes interfere with domain pointing processes.  Back to top Do you have domain forwarding set up? Domain forwarding can interfere with pointing your domain to Simplero because it redirects traffic from your domain to another destination, leading to verification issues. To remove domain forwarding, you typically need to access your domain registrar's settings or control panel, locate the forwarding option, and then disable or remove the forwarding rule. This allows your domain's DNS settings to function properly and point to Simplero. Back to top Is your domain parked? A parked record in your DNS can interfere when trying to point your domain to Simplero because it indicates that the domain is already associated with another service, essentially "parked" elsewhere. This prevents the proper configuration of DNS records needed for Simplero. To remove the parked record, you'll need to access your domain registrar's DNS manager. Look for an A record with the value "parked," and once you find the record, simply delete it. The process may vary depending on your domain registrar, so it's recommended to check their support documentation for specific guidance if you are unable to locate the record. Back to top Do you have a wildcard (*) A record? Another thing you could check for when troubleshooting is a wildcard record. While wildcard records can be useful for directing subdomains to a specific IP, they may conflict with A and CNAME records required for Simplero domain mapping. In your DNS records, simply search for an A record with the value of *:  Locate an A record with a host value of *. If the record matches the recently added Simplero IP, remove it. However, if you have another wildcard record directing to a different IP, it's advisable to consult your domain support to ensure you don't unintentionally disrupt any connected services. Back to top Does your domain name include special characters? If your custom domain includes special characters like accents, you'll need to add the Punycode version of your domain when incorporating it into your Simplero account. Punycode represents Unicode characters with DNS-supported characters. Examples include letters with accents (é, è, etc.) or non-English letters (ø, æ, etc.). Example of a domain with special characters: www.café.com For Simplero custom domain verification: Convert the domain to Punycode if not already provided by your registrar (e.g., "café.com" becomes "xn--caf-dma.com"). You can use any online converter tool that converts a domain to Punycode, like this one: https://www.punycoder.com/ Add the converted domain to Simplero's Change your URL page when you + Add Domain (e.g., www.xn--caf-dma.com). Add Simplero's CNAME and A records to your DNS manager per standard instructions. Allow propagation time. Back to top Unable to see your domain after verification? If you're experiencing issues where others can access your site, but you encounter an error screen, consider the following possibilities: Cache Issue: Clear your browser's cache and cookies, then try accessing your site again to resolve any outdated cached data issues. Local Network or ISP Issue: Test accessing your site using a different network, such as mobile data, to rule out issues with your local network or internet service provider. DNS Propagation: Give DNS changes, like domain mapping, up to 48 hours to fully propagate across the internet. Don't forget about the Propagation Checker --> Firewall or Security Software: Check your computer's security settings and firewall to ensure they're not blocking access to your site. Browser Extensions: Disable browser extensions or plugins that might interfere with your site's loading. Back to top ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out. 

When setting up your Simplero sender domain, you need to verify certain DNS records to ensure email deliverability and security. Here’s a simple guide to understanding the purpose of each required record. DKIM DMARC SPF CNAME DKIM (DomainKeys Identified Mail) Purpose: DKIM helps prevent email spam by verifying the sender's identity. How It Works: Domain-Based Verification: DKIM ties itself to the domain name you’re sending emails from (e.g., sending from "calvin@simplero.com" means the domain is "simplero.com"). DNS Records: Create specific DNS records on your domain that include a public key provided by Simplero. Email Signing: DKIM signs your emails using a private key. The recipient's email provider uses the public key in your DNS records to verify that the email was not tampered with during transit. Key Points: Simplero provides the public key; you add it to your domain's DNS records. Each DKIM key lives on its own subdomain, allowing you to use multiple email providers without conflict. Role in Email Sending: Authentication: Adds a digital signature to the email headers, allowing the recipient's server to verify the email’s integrity and authenticity. Security: Prevents email spoofing by ensuring emails are genuinely from the stated sender. Trust: Builds trust with recipients by confirming the authenticity of the sender, improving email deliverability. DMARC (Domain-based Message Authentication, Reporting & Conformance) Purpose: DMARC builds on SPF and DKIM to protect your domain from email spoofing.  Role in Email Sending: Policy Enforcement: Allows domain owners to specify how email receivers should handle emails that fail SPF or DKIM checks (e.g., reject, quarantine, or allow them). Reporting: Provides reports on how emails are processed and any failures, helping monitor and improve email security. Alignment: Ensures that the domain in the 'From' address aligns with the domains used in SPF and DKIM, enhancing protection against spoofing. Without a DMARC record, your emails are more likely to bounce because email servers don't have clear instructions on how to handle them, they are at a higher risk of being spoofed, your domain's reputation might suffer, and you lack the feedback needed to improve email delivery. Implementing DMARC helps ensure your emails get delivered successfully. SPF (Sender Policy Framework) Purpose: SPF prevents email spam by specifying which email servers are allowed to send emails on behalf of your domain. How It Works: Domain-Based Verification: SPF ties itself to the domain name you’re sending emails from (e.g., "simplero.com"). DNS Records: Create a DNS record listing the servers allowed to send email for your domain. Combining Records: If using multiple email providers, combine their requirements into a single SPF record. Key Points: Simplero provides the necessary information for the DNS record; you include it in your domain's DNS settings. Combine SPF requirements into one record if using multiple providers. Role in Email Sending: Authorization: Lists IP addresses and domains authorized to send email for your domain, preventing unauthorized senders. Prevention: Helps prevent spam and phishing by verifying that incoming mail is from an authorized server. Email Filtering: Assists email servers in filtering out unauthorized or malicious emails, improving overall email security and deliverability. CNAME (Canonical Name) Records for Amazon SES Purpose: CNAME records alias one name to another, often used to configure custom tracking domains in SES. Role in Email Sending: Tracking: Configures a custom tracking domain that matches your sending domain, ensuring links in your emails are branded with your domain rather than SES. Brand Consistency: Maintains brand consistency in links and images within your emails, increasing trust and engagement from recipients. Verification: Verifies the sending domain with SES, ensuring that emails sent through SES appear to come from your domain, improving deliverability and authenticity. Summary DKIM: Adds a digital signature to verify email integrity and authenticity. Simplero provides the public key for your domain’s DNS records. DMARC: Provides policies and reports to enforce and monitor email authentication. SPF: Lists authorized mail servers to prevent unauthorized email sending. You include these servers in your domain’s DNS records. CNAME: Configures custom tracking domains for branded and verified email sending. ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out. 

Verifying your sender domain is crucial for maintaining high email deliverability. This step-by-step guide will help you resolve common issues that may prevent your domain from being verified. It covers common sender domain verification issues and best practices. Troubleshooting DNS Record Verification Issues If you are having trouble getting one or more of your records to verify, consider checking for the following common mistakes: It is Simply a DNS Propagation Delay: Changes to DNS records may take some time to propagate. Allow up to 48 hours for DNS changes to take effect. Use online tools to check if your DNS changes have propagated. Make Sure You Did Not Select an Incorrect Record Type By Mistake: The DNS record type might be incorrect (e.g., adding a TXT record as a CNAME). Ensure you are adding the correct type of DNS record (TXT, CNAME, etc.). Double-Check for Typographical Errors: Typographical errors in DNS records can prevent verification. Double-check for any typos or extra spaces in your DNS entries. Use the ‘copy to clipboard’ icon to avoid manual entry errors. Check for Conflicting Records: Existing records may conflict with the new records you are trying to add. Review existing records and remove or update any that conflict with the new entries. (See how to combine multiple TXT records and SPF records below.) DNS Manager Limitations: Some DNS managers have limitations or different ways of entering data. Refer to your DNS manager's documentation or support for specific instructions on adding and updating DNS records. Did You Add Records to Your Domain Host or Your Web Host?: Adding your email records to your web hosting DNS instead of your domain host DNS can cause verification issues. Add your email-related DNS records (SPF, DKIM, DMARC) to the DNS settings at your domain host. This ensures they are authoritative and properly propagated. Additional Common Issues and Their Solutions Having Trouble with TXT Records? SPF Record Won't Verify DMARC Record Won't Verify Already Have a DMARC Record? Use My Domain Host or Web Host? Having Trouble Adding TXT Records?  Some DNS managers have limitations or unique methods for entering data. If you encounter an error when adding multiple TXT records, there is a solution. Follow these steps only if your DNS manager requires it. Otherwise, combining TXT records is not necessary. Issue: You are getting an error when adding your TXT records, because your DNS manager only allows one TXT record with the same name value per domain. Solution: Combine the current and new TXT records into a single record. (only if they have the same name value) Example Scenario: Suppose you have the following two TXT records: SPF Record: v=spf1 include:sendgrid.net ~all Domain Verification Record: google-site-verification=abc12345 (notice the name column, both records share the same name value) Combining the TXT Records: To combine these two records into a single TXT record, you would write: v=spf1 include:sendgrid.net ~all "google-site-verification=abc12345" Step-by-Step Instructions: Identify all the TXT records you need to combine. Enclose each individual TXT record value in double quotes. Combine them into a single TXT record, separating each quoted value with a space. SPF Record Won't Verify Issue: Your SPF record is not verifying correctly. Solution: Avoid multiple SPF records. Ensure you have only one SPF record. If you need to include multiple sources, combine them into a single record. Example: If your Simplero record is: v=spf1 include:sendgrid.net ~all But you have another SPF record in your DNS: v=spf include:example.com -all Combine them: v=spf1 include:sendgrid.net include:example.com ~all DMARC Record Won't Verify Issue: Your DMARC record is not verifying correctly. Solution: Check the Syntax: Ensure that the DMARC record is correctly formatted. A typical DMARC record looks like this: v=DMARC1; p=none; pct=100; rua=mailto:example@domain.com Avoid Typos: Ensure there are no typos or extra spaces in your record. Already Have a DMARC Record? Issue: You already have an existing DMARC record and need to update it. Solution: Update the existing record to include the required settings. Do not create a new DMARC record as only one is allowed per domain. Example: v=DMARC1; p=none; pct=100; rua=mailto:example@domain.com; sp=none; aspf=r Domain Host or Web Host? Always add the records to your domain host's DNS settings. The domain host is where you purchased your domain.  Issue: Adding your email records to your web hosting DNS instead of your domain host DNS can cause verification issues. Solution: Always add your email-related DNS records (SPF, DKIM, DMARC) to the DNS settings at your domain host. This ensures they are authoritative and properly propagated. Why It Matters: Primary DNS Control: Your domain host's DNS settings are the primary authority for your domain. DNS Propagation: The DNS records at your domain host are the ones that propagate across the internet and are queried by other email servers to verify your domain's email settings. Consistency: Keeping all DNS records consolidated in one place avoids inconsistencies and simplifies troubleshooting. If you are unsure, you can check for your domain host using the WHO IS Lookup. The listed registrar should be your domain host.  Best Practices to Keep in Mind SPF: Ensure you have a single SPF record that includes all authorized mail servers. DMARC: Implement DMARC to enforce policies and monitor email authentication. DMARC: Combine multiple DMARC’s to include required settings. Keep DNS Records Consolidated: Maintain all your DNS records in a single DNS service. Remove Outdated Records: Remove any old or unused DNS records to prevent conflicts and confusion. Use Your Domain Host's DNS: Always add your email-related DNS records to your domain host's DNS settings, not your web host. Back to Top ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out. 

We don’t allow spammers or any consistently low-quality senders to use Simplero, so you’re always in good company. For those who maintain an even higher standard of mail quality, there’s a Preferred Sender program that you can join.  This is only for Simplero accounts that fulfill the following criteria: Correctly set up the email sending address At least 3,000 email deliveries in the last 3 months Email consistently opened by more than 20% of recipients Very low bounce and spam report rates Unengaged contacts tracking activated Preferred senders share sending IP addresses only with other preferred senders, which means that over time, big mail providers will automatically trust those senders’ mailings as the sort of thing that their users consistently like to see. Once you fulfill the above criteria, you can enable it in your settings - email settings. While enabled, we keep track of who qualifies monthly and automatically move you between pools. You don't need to do anything else. Please note that when transitioning from one pool to another, delivery rates may be temporarily affected. If you have a question about the Preferred Sender Program, just open a support ticket.

Included in Simplero plans:  Skyrocket. See plans here. Do you want to increase the likelihood of your emails landing in your customer's inbox?  Add your company's purpose, mission statement, core values, and other non-salesy copy to all your broadcasts and emails in the library to be considered high quality and increase your email open rates! This is not the place to add a footer or content that you want your customers to read. The idea is that the email is longer and contains lots of credible content, thus upping the words-to-images ratio, and the 'non-promotional content' to 'sales content' ratio, and thus making it look better to the bots. This will make your emails more likely to land in your customer's main inbox.  Find this option in Settings >> Email settings. It's best to only add one link to your offer (or two, max) because the number of links to the same URL in the email is part of what the bots are looking for (to determine if it's promotional or not). Part of what's key with this feature is having more non-promotional copy in relation to promotional copy. So the stuff you add in the footer should be looooooooong and contain no images.  Why is there a big gap between the email and the filler copy? The goal of the bottom filler copy isn’t for it to be read every time someone sends an email. It’s for open rate text-to-image/link ratio optimization. The gap will be added automatically.

Here's what you can expect to see on your Simplero invoice and why. Looking for current prices? You can find pricing details for all of our current plans right here. The full list of features can be found on this guide You can find your current plan and the included features in your Settings -> Plan and Billing page by clicking on Change plan. Change your plan In this guide: How your plan works Storage and text message charges Upgrades and Downgrades Annual Plans Refund Policy Past invoices How it works We charge for the billing period ahead of time. That means when you pay your $99 monthly bill on January 1st, you're paying for the Launch plan for up to 1,000 contacts from January 1st to January 31st. If you upgrade or downgrade during that period, we'll pro-rate the charge and send you an invoice. In the case of annual plans, we charge upgrades at the time they happen.  We bill based on the number of active contacts. Contacts can be on multiple lists and still only count once for billing purposes. If you want to know who counts as an active contact for billing purposes, have a look at this guide. If the number of active contacts increases, we will pro-rate the difference and send you an invoice.  Billing is every 30 days for monthly plans and every 360 days for annual plans.  Text messages are charged on a monthly basis. Storage & Text Message Charges Storage When you sell ebooks, videos, or audio files, you first upload them to Simplero. We provide a generous amount of storage with each plan. You can see the details on our Pricing page. If you exceed your storage quota, the price is $10/month for each additional 100GB of storage. Only files you upload to your media library count toward your storage limit. Most people don't get anywhere near the upper limit. Your monthly bandwidth allowance is 5 times your total storage per month. Don't worry. It's plenty!  SMS You can also use Simplero to send SMS messages to your customers.  Those SMS messages carry a fee depending on which country you're sending to. Here are the fee tables. SMS to the United States costs 1.5 cents, for example.  Messages are charged monthly regardless of the plan.   Upgrades & Downgrades We figure your Contacts' numbers will fluctuate- that's a given. That's why we pro-rate your bill!  We process upgrades for you whenever possible. If you're ready for an upgrade, and we haven't already done it for you, just send us a support ticket, and we'll be happy to move you up to the next tier.  If you clean out Contacts and want to downgrade plans, visit Settings >> Plan and Billing >> Change Plan and select a lower number of Contacts for your plan. See this manual for more details. Annual Plans We're in this for the long term. If you are too, we've got a deal for you. Our annual plans offer a 17% discount over the monthly plans. You can change to annual from your Settings - Plan and Billing. Savings!  Because of the discounted price, we do not offer refunds on annual plans beyond our standard 30-day policy. Refund Policy We understand things don't always work out. If you do have to leave, we want what's best for you. Please see our Refund Policy and all our Terms and Conditions here. Where Can I View My Past Invoices?  Go to Settings and then click on Plan and Billing: Here you will see your billing history: Here you'll find your invoice history. If there's something you're unsure of regarding the invoice, reach out to us in Support (support@simplero.com).

Simplero has different plan options to meet your unique needs. Whether you're just starting, are ready to launch your course or product, or want to grow, we've got a plan for you. If you've outgrown your current plan or want to pay less, here's how:  Change Your Plan Adjust the Number of Contacts or Storage in Your Plan Update Your Credit Card or Billing Information  Change Your Plan Select Settings from your Simplero Dashboard. Select the Plan and Billing tab: Select Change Plan under the "Your Plan" section. Or click here: Change your plan Select the New plan you want to subscribe to and click the Choose Plan button. Adjust the Number of Contacts or Storage in Your Plan Follow steps 1-3 in the previous section Click on the + or - buttons to adjust the contacts or storage: Update Your Credit Card or Billing Information  Select Settings from your Simplero Dashboard. Select the Plan and Billing tab. Click on the Edit button under the Billing Info section to edit your Company name, Email address for invoices, Name on your invoices, Address, CVR number, and Credit card for your account.

Do you have staff, colleagues, or just friends who you want to help with your Simplero account? If so, this guide will show you how you can provide them a login to your Simplero Account! In this guide we cover: How to add an Administrator How to remove an Administrator How to modify Permission How to Transfer Ownership Adding an Administrator Select Settings from your Simplero Dashboard Select Administrators tab In the upper right corner, select the + Add an Administrator button Follow the steps to add an administrator Email: the email of the person you wish to be an Administrator A personal message: type a message if you wish Auto generate username and password for the admin: we strongly recommend this as it makes your new admin enrolment a lot easier for them :) Role: Permission level: Co-Owner, Admin, Basic admin, Assistant, Support Specialist, Affiliate manager, Custom permissions (only available on Skyrocket plan) Settings (only show if you have Support tickets enabled in your account): enable whether they can be assigned tickets and listed as a support team member in the tickets system. Select the Invite administrator button when completed Your contact will then receive an email to accept your invitation. If their email is already associated with a user ID, or they are logged into Simplero they will be given the option to use that ID. If not, or they prefer not to, they will be able to create a new user ID.   Removing an Administrator Select Settings from your Simplero Dashboard Select Administrators tab If you would like to remove admin permissions temporarily, toggle the ‘Enabled’ switcher OFF. For a permanent removal, click the Trash icon at the far right that says "Kick" Admin Access without Full Access to your account You can add administrators to your account and not give them the keys to the entire store. The intention of this function is to be able to invite people to work for you without them being able to see how much money you're making. I know a lot of how you may feel uncomfortable sharing this information with your VA for example. This role will still be able to manage purchases and pay out affiliates, and if they're really keen to know, they can still add up all the numbers themselves, but we don't show them all the aggregates and the things that make it easy to see how much you're making. There are multiple levels of permissions. On this chart we give an overview of their access to main features in your dashboard. Each role in detail: Co-Owner Can do everything (including managing permissions for others). Admin Can do everything (except manage permissions) Basic Admin Can do everything except: Manage permissions View financial data (like transactions) Basic Admins can access Purchases and Participant info. Assistant Can do everything except: Manage permissions View financial data Manage sites Access purchases and participant info They can edit courses and they can also send broadcasts. Support Specialist They can only read, but they can read almost everything: contacts records, events, worksheets, products, affiliate programs, courses... …and manage tickets. They can't send broadcasts or see purchases. Affiliate Manager Can only manage affiliate programs (you can choose which ones specifically). They can also read contact records and list info. Custom Customize specific permissions on a per-administrator basis (only available on the Skyrocket plan). When giving specific permissions per administrator using the Custom role, you will be able to determine whether they can read-only or manage (make changes): Find the list of relevant content at the bottom based on the options selected above. For example, if you give read access to Worksheets, you’ll be able to choose whether to all or individual worksheets: If you’d like to save a Custom Role to re-use it, toggle On the option to Save the custom role. Give it a name and description. Done! If you ever need to edit a Saved Custom Role, navigate to the Administrators page and scroll down to the bottom. Click on the custom role to edit it. Transfer Ownership If for whatever reason you'd like to change the owner of your Simplero account follow the steps below: 1. Log in as the current Owner of the Simplero Account. 2. Navigate to Administrators, then click on the administrator you'd like to transfer the ownership of the account to. 3. Click on the top right "..." menu > Transfer ownership.

Labels help you organize and find content across your Simplero account. They can be used within different features such as media files, products, and landing pages. At The End of This Lesson You'll be able to create labels, apply them to your content, and use them to quickly filter and organize items in Simplero. In This Lesson Create labels Add labels to your content Filter content using labels Creating Labels Go to Settings —> Labels Click on Add a label Enter a name for the label and choose a label color. Click Save Repeat steps 2–4 to create additional labels. Adding a label to your content Go to the feature you are going to add the label too. Select the checkbox next to the item you want to label. Click the Label icon. Enter the name of an existing label or create a new one. Click Add Label Note: You can assign multiple labels to the same item. Use your labels to create tabs You can use your labels to filter your content and sort them in tabs. Kind of like having your content in a folder on your computer. This will give you easy access to the content you are working on.  For example: Go to Sales —> Products Click on Filter  Select Label from the drop-down list Select the label name you want to filter by Click on the three dots menu to find the Save as new view option create a new tab in the table You're Done When... You have created one or more labels. You've applied labels to your content. You can filter content by label You've saved a filtered view for quick access.

Changing your password Go to your Simplero account by clicking on your picture/name located on the top right corner of your Simplero Dashboard and then select Your profile Select the Security tab Enter your information to Change password Current password Password - new password you want Repeat a new password Click on the Change password button  Two-factor authentication Go to your Simplero account by clicking on your picture/name located on the top right corner of your Simplero Dashboard and then select Your profile Select the Security tab Scroll to the bottom to the Two-Factor Authentication section and click the Enable two-factor authentication button You will be taken to the Two-Factor Authentication Setup screen and you will need to follow the steps given Download and follow the steps in a Google Authenticator app for iOS or Android  Scan the QR code with the app Enter in the setup code provided by the app Click the Verify button to complete setup You will be given the backup codes so remember to save the backup codes provided to you in a safe place: Remember to note the backup codes provided to you in a safe place. If you happen to lose your authenticator device AND the backup codes, we cannot resurrect the access to your account. 

Simplero is built on customers' requests.  We love to respond to your needs with the features that will enable you to succeed in your business. Of course, we have to prioritize and balance the time our Developers spend on projects in ways that will move the needle the farthest for the most customers.  Submitting Feature Requests To help us, please submit your ideas or feature requests to our ideas board on our Community site:   Searching and upvoting other ideas Before you submit a new idea, search if your idea is already there!  It’s most valuable to add your vote by adding a comment or reacting to the same idea. The more support for an idea we receive, the more likely we will look at it sooner! For every idea on the board, you will see the title, the actual idea, the stage, the number of votes, and the comments: Click on the number of votes to upvote or comment on the idea if you want to give more details or explain your specific context related to that idea.  Meaning of Request Stage In Progress: A task that is actually and actively being developed. Planned: Will be built after tasks in progress have been completed. Under Review: Requests that have been nominated to be discussed. A decision has not been made yet. Open: Every other task that doesn’t fall under the states above. Done: It's been implemented! Yay! 💕 Closed: The idea will not be implemented. Either because the feature already exists or for some other reason. Unclear:  The product team needs more clarity on what the idea is.  If you have any follow-up questions on a submitted feature request or are unsure whether an issue should be submitted on this board, please reach out to Support for further advice. Note that you can edit an idea you’ve posted within the next 24h. After that time, reach out to support if there are any changes you’d like to make to the idea you’ve submitted.

In the bottom right-hand corner of your Simplero Dashboard screen, you will see a blue Question Mark (?) Button. Click on that and the Help Finder will pop up: You can type what you’re having problems with to see if there’s already a help article for your issue. If not, you can press the "Contact our Support Team" button: From here you can provide all of the relevant details and attachments regarding your issue. Then hit the blue Send button: A couple of key notes to help us help you... Use this format: Give us the exact steps to reproduce the problem What you expected to have happened What actually happened Submit the ticket from the page you are having trouble with or provide us the links to those pages. It will help us to better see the problem you are having and provide the best response we can. Submit only 1 ticket per issue. We have several support people and we all have access to the same submissions so when you submit multiple tickets to us for the same issue it can get confusing on our end. If it's urgent, simply reply back to the same ticket you submitted previously and let us know it's urgent.  Thank you for your cooperation to help us help you.

Can I Use Simplero to Sell Physical Products like Books? Yes, though to be fair, it's not what Simplero is designed for.  There are two things making it a bit cumbersome:  Simplero doesn't include logic to calculate the shipping cost, so it has to be included in the price. Simplero doesn't have a shopping cart that allows for multiple purchases of the same product. Your customers can buy multiple products, but not many of each.  Can I Run More than One Business from One Simplero Account? Yes, you can. There are some things you need to take into account, though: Your account will have one name, though, so pick something you're okay with everyone seeing. Your name is often a good choice. The invoice numbering will be in one sequence You can only have one main currency per account Account branding, such as colors and logos, is going to be the same across the account. This is only for system pages. Each site can have its own branding.  If all of those constraints are ok with you, then you're good to go.

How Do I Permanently Close / Cancel / Delete My Account? We’re sad to see you go, but we respect your decision. With great sadness.  This option will delete anything you have created in Simplero permanently. If you are looking to keep all that you have built while taking a break, you might want to pause your account instead. If you are convinced that leaving is your best option: Log in to your Simplero account. The URL is going to look like https://yourname.simplero.com/admin. If you don't remember where it is, log in to https://simplero.com/dashboard/admin_accounts. Once you've found your account: Select Settings -> Plan and Billing tab On the Plan and Billing page, scroll down to the bottom and click on the button that says Delete my Simplero account. (If you are still on trial, check the section below on cancelling a trial.) Complete the short Survey and Choose the option to Close your account on the final step. IMPORTANT NOTE: Before you close your account, you will want to export your content, export your contacts, and any accounting you'd like to keep from the Invoices screen under Sales. These will be permanently deleted after you close it.  If you'd like, you can book a 30 min free call appointment to talk to our team before you decide to close your account. Perhaps we can work out a business plan or find out how to better use Simplero. To do so, click on the link "Book a 1-on-1 session" and follow the steps forward. Cancelling a Trial If you are still on trial, you will see the button to cancel the trial next to your current plan details:   Will My Account Be Deleted Immediately?  After you click on "Delete My Simplero Account", you will see the option to choose between: Cancelling your account when the current period ends - This will keep your account open until the end of your current billing period. It will not renew, and you will not get billed after that, and your data will stay until then Cancelling your account immediately - Your data will be deleted immediately, and your account will be deleted right away Reach out to the Support Team if you have any further questions!

How do I temporarily Pause my Account? We understand there are times when you need to step out for a bit, focus on other projects, or just take a break from your business. Simplero allows you to put your Simplero Account on hold. For a small fee, we can maintain your data and keep your business ready for when you are ready to start up again.  To do this:  Navigate to your Account Settings >> Plan and Billing page. Right at the bottom, click on Delete my Simplero account… link. After a short survey to get to know a bit more about why you are leaving Simplero, we offer the option to Pause your account at the very final step. You can also skip the survey and pause your account directly here. As soon as you Pause your account your dashboard will be limited to the Account Settings, Administrators and Plan and Billing pages. We will also show you: What’ Simplero storing for you while your account is paused. How many days you have left on your subscription and when you should expect the next renewal if you re-activate. You can Resume your Subscription at any time. Warning! Your Sites will show Page not Found while your account is Paused. Once you resume, they will automatically restore to the status prior to pausing (published, dripped, scheduled). Before you Pause your account… Update any active purchases in your Simplero account. Note that you will not be able to pause your account if there are any active purchases. You can either pause or cancel your purchases on the Purchase Summary page. Note: If you choose to pause your purchases and they have any current scheduled installment charges, they will continue to charge while the purchase is paused unless you delete them manually. Stop or Pause your automations and auto-responses Reach out to the Support Team if you have any further questions!

Most successful Simplero users achieve three things, as fast as possible.  Even if they don't do it perfectly, they do it.  And then they learn and iterate from there.   1: Add subscribers to your mailing list           2: Send emails to your audience         3: Sell your content               Need help? You can hire us to do it for you or ask us a question Welcome to Simplero!  ❤️

Don't let overwhelm or confusion stop you!   Simplero offers an amazing premium support service, called Concierge. On live calls with you we can teach you how to use Simplero, we can help do your set up, build your landing pages and sites, and we can transfer your content from other platforms. Together with you, we can basically do anything other than fly (because we are all scaredy-cats who prefer our feet on the ground).  We're tech geeks, but we're also people-people.  We will guide and support you all the way to success.   See more about how we work, and then get in touch! Details here Email us at support@simplero.com Click here to Meet the Team Book a free Discovery Call PS: Simplero offers tons of great FREE support too. Just click the '?' button in the bottom right corner inside your account or email us at support@simplero.com.   Buy More Concierge Hours Are you already working with us and want to buy more Concierge hours? Click here

Ever wanted to use one block of text across multiple places in your Simplero? Maybe the same exact sales pitch in the signature of a broadcast, on an order form, on a sales page and/or in an email autoresponder. Well, Global Snippets allow you to do this. You can create custom text one time and then place the snippet code anywhere you want, and the text will be added. This allows you to have a uniform message across your platform.  For example, you could create a global snippet called "Featured Product" and just add the global key in all the places I want that message to show up, and then edit the message each month with the new featured product text from my global snippet screen rather than remembering to update it in all the places I want to put it.  Below you will find instructions on how to both create the global snippet and how to use it.  Creating your Global Snippet Select Settings from your Simplero Dashboard Select the Global Snippets option Click the + Add a global snippet button In the Key box, enter your Interpolation key. This is a bit of text you are going to add the snippet code to so it knows what text to populate. For example, if the text described the color red, you might use "colored" as your key In the box to the right is where you will write the text you want to populate when the key is used  Scroll down and click the Save changes button Now that they are set up, you are ready to use them. Using the Global Snippets To use the global snippet, you will place the textanywhere you'd like the snippet text to show up.  Remember to change the word key with the key you established.  For example, using our Colored example above, if my key is Colored I would type . The system will automatically replace the key with the text that you entered in the box.  You can place this in the liquid code of a site page, a text box, or email broadcasts. 

If you’re serving people from all corners of the world, and we want everything to feel smooth, for you and for them. This guide walks you through the essentials: Multiple currencies Multiple languages Taxes Data privacy laws (GDPR and others) Cookie consent  Time zones Multiple currencies Set Up Multiple Currencies on your account settings and products by following the steps in this guide. Once you do that, your customers will be able to select their preferred currency at checkout, seeing prices displayed in that currency. If you prefer, you can set a default currency for a product different than the account currency. You can do this under the product configure tab (see steps in this guide). Note: The account default currency will always show as an option.  Language settings Simplero supports several languages, including English, Danish, Norwegian, Spanish, and Swedish. Although these are the primary languages fully or mostly translated, translations can sometimes vary in quality due to crowd-sourcing. Only Simplero's default text is automatically translated (order forms, sales pages, default thank you pages, navigation... ). If you want to translate your custom content, you will need to create your own translations.  If you're launching a product or service to a multilingual audience, here are some tips: Choose your default language and location following the steps in this guide. This will be the one we choose when we don't have any information about the user. If we do have information, we will use: If the visitor is logged in, we take that user's preferred language set in their profile settings If the browser has a preference for a language, we'll use whichever is highest (you can set this preference in your browser) If you want to force a language, You can append a query parameter to change the language of your sales page links, such as ?locale=en for English or ?locale=da for Danish.  Multiple languages in products:  See our guide here Automation in Multiple Languages: See our guide here Sites in Multiple Languages: See our guide here If you want to translate system-generated content or work with Simplero in a language not fully supported, you can volunteer to be a translator. Get in touch with support if that is the case! Taxes We let you create tax rules based on your customers’ country, region, or even product. Set it once, and Simplero handles the rest for every sale using the customer's location. Set up the tax rates and your tax strategy by following the steps in this guide. You can also override the tax rates at the product level If you're dealing with purchases in the EU / UK, we help you make sure that you are handling VAT correctly. Have a look at how Data privacy laws (GDPR and others) GDPR is a regulation in the EU that helps consumers better understand where data is being collected about them and helps ensure that data is being protected. The GDPR applies to any company doing business in the EU and not just companies located in the EU. Simplero is committed to helping our customers to conduct business in compliance with these regulations. You can learn more here. In this guide, we detail how to adjust your settings to comply with GDPR, customize GDPR at the list and product level, and delete the user data.  Cookie consent  Some countries require cookie notices; others don’t. Turn on the built-in cookie banner, choose the appearance, and update the tracking to respect the users choice. It keeps you compliant without extra tools or plugins. Check the details in this guide. Time zones You set your own time zone in your account, and everyone else sees events in their local zone. No extra setup. No confusion. Choose your default time zone on your account settings: The time zone setting is used for new event occurrences, purchase forecasts, and in some other places as a fallback in case we don’t know the visitor or user's time zone. Each user can choose their time zone in their profile settings When creating wait steps in automations, you can choose for the emails to be sent in the receiver's time zone (see how in this guide) Users will be able to choose their time zone when signing up for events and scheduling links.

How Do I Translate System-generated Content to Another Language? We support English and a handful of other languages so far. Languages like English, Danish, Norwegian, Spanish, and Swedish are either fully or mostly translated so far. Why Is a Translation Sometimes Broken? Most of the localizations are crowd-sourced, and so the quality may vary. If a translation has not been made for a particular piece of text, we'll show it in English. Let us know if that is the case, and we will be happy to correct it! What if my language is not there? We rely on volunteer help for language support, and we're always open to more translators. So if it's something that has enough value to you that you're willing to do the work, please send us a message using the Support link (support@simplero.com). We'll then send you an invitation to do the translation. You won't be compensated, and you will need to sign over the rights to your translations to us, but then it's just a matter of getting to work, and soon your language will be included in the software going forward. We are very grateful for your time! If you're interested in participating and contributing, get in touch via the Support link in your account. Information for Volunteer translators Interpolation Translation strings can include Interpolation tags. Here's an example: Starting %{start_date}, %{name} will renew each %{duration} at %{amount}. This string will get a date inserted where it says: %{start_date}. Same for the other interpolation tags. It's VERY important that you keep the syntax for those EXACTLY as-is. Don't insert any spaces, don't add or remove any braces or anything else about them. Keep the surrounding white-space and punctuation exactly as it needs to be for the language you're translating to. HTML Tags Some strings will have HTML tags and HTML entities in them, like this string: The email <strong>&quot;%{subject}&quot;</strong> was delivered to %{collection_type} <strong>%{collection_name}</strong>. In that case, make absolutely sure NOT to change anything about either the <strong> and </strong> tags, or the HTML entities like ````"```. If you do, it's going to at least screw up the interface so it's unusable, or break things completely. Nobody wants that. Beware that the automatic translation in translation.io will often mess these up, so if you rely on that, make sure to double-check after. It'll tend to insert a space after the opening angle bracket, and that WILL break things. Make sure you double-check!

In this manual... GDPR regulations Account Level GDPR compliance Customize GDPR at the list level Customize GDPR at the product level GDPR for Raw forms What if a contact doesn't give consent but they have given it before? Revoking GDPR consent Right to be forgotten Data Processing Agreement Email tracking legal requirements for French CNIL GDPR is a regulation in the EU that helps consumers better understand where data is being collected about them and helps ensure that data is being protected. The GDPR applies to any company doing business in the EU and not just companies located in the EU. Simplero is committed to helping our customers to conduct business in compliance with these regulations.  You can learn more here.  The GDPR regulation requires that... companies let consumers know when their data is being collected, companies cannot require a customer to consent to be on their email list or give you their email address in exchange for "free" opt-ins, and consumers must actively consent to be on your mailing list. Simplero provides special GDPR consent boxes that can appear on both mailing list opt-in forms and order forms. The GDPR consent terms are the same for your entire Simplero account unless you customize them for a specific product or list. They can also be turned on for specific lists as you choose.  Account Level GDPR Compliance Select Settings from your Simplero Dashboard Select Account settings Scroll down to the Privacy section Make a decision about adding an extra consent checkbox to opt-ins and order forms: Require GDPR consent from all contacts - It will show for everyone no matter where the customer is located Only for contacts from the EU/UK (Based on their IP address) - Simplero will check the IP address and if the IP address is located in the EU we will show the checkbox. Keep in mind if you select this option and the customer normally resides in the EU but is completing the form outside the EU they will not see the box Never ask for GDPR consent - The consent box will never show Set your GDPR consent message. In the next two fields, you can edit the terms that will appear next to the checkbox. If you write nothing in these boxes, the light grey text you see is what will appear and it will be auto-translated where Simplero is able.  Note: If you customize the message, it will not translate automatically.  Click the Save changes button at the bottom of the page.  Customize GDPR at the List Level Go to Contacts and choose Lists Select the list you want to personalize the GDPR compliance settings for Select the Configure tab and scroll to Advanced Settings You can turn on the toggles based on whether you want the terms established in your account settings to appear or not. You can also choose to customize the GDPR consent message This is what the field will look like on your opt-in form (with your customized text if applicable): Customize GDPR at the Product Level Go to Sales and choose Products Select products you want to activate/deactivate the GDPR compliance settings for Select the Configure tab and scroll to Advanced Settings You can turn on the toggles based on if you want the terms established in your account settings to appear or not appear. You can also choose to customize the GDPR consent message This is what the field will look like on your opt-in form (with your customized text if applicable): Note that giving GDPR consent is required when processing a purchase. What happens when my customer checks or does not check the box? You can view your customer's GDPR responses on their contact record.  Select Contacts from your Simplero Dashboard Choose Contacts Locate and select the contact name In the Contact information screen, in the right sidebar towards the bottom, you will see notes about whether they have provided consent or not.   If consent is not provided the customer will still be taken to the thank you page and provided with any content associated with your list, as well as receive the Day 0 welcome email(s) but they will receive no other autoresponders or other emails from you. They will not even receive a double opt-in confirmation email.   We exclude members who haven't given gdpr consent from the member directory if GDPR is required at the account level. They are also excluded from any site notifications, regardless of their notification settings Consent when using a Raw Form Opt-In and/or Custom Thank You Page Raw form opt-in When you use a raw form opt-in you can still obtain GDPR consent. After the customer completes the form they will be taken to a consent landing page where they will confirm their consent, rather than seeing a GDPR checkbox on the form.  Custom Thank you pages When using a custom thank you page or a program like lead pages where you are using the raw form and then the thank you page is overridden, the contact will show as not having provided GDPR consent as the GDPR consent page will not appear. In these cases, you will want to be sure you are obtaining active consent through another option.  What if a contact doesn't give consent but they have given it before? If they have given consent for a previous list and they subscribe to a new list and do not give consent: They get subscribed anyway If previously they didn't give consent and they subscribe to a new list and give consent: Contact is marked as consent given (for current and future subscriptions) Previous subscriptions remain not subscribed Revoking GDPR consent GDPR consent can be revoked both from the admin and customer's side: Revoking / Giving GDPR consent from the admin side Go to your Contacts Select action: Revoke or Give GDPR consent Revoking / Giving GDPR consent from the customer's side The customer will need to go to their Manage email subscriptions page in their Dashboard(you can share this guide with them) They can then choose to Revoke GDPR consent (this will only affect future subscriptions) or unsubscribe from current subscriptions:   Right to Be Forgotten   The Right to be Forgotten is defined as the complete removal of contact and all the data collected on them. As of this writing (5/23/2018), Simplero is working on the ability for account owners to delete purchases from your system. These are the options currently available:  You, as the account owner, can do a contact clean-up, go into an individual contact, edit and then delete them. Be careful deleting a customer who is actively subscribed or has a purchase will delete their access to those items. Both of these options will remove all contacts that are not actively subscribed, or have a purchase in your account. Another option is for them to delete their Simplero ID. Be careful when suggesting this to a customer, because if they have purchased from other Simplero account holders they will be removed from the system completely and no longer have access to the content they purchased from you or those other businesses. You can share this guide with them if they wish to delete their Simplero ID. (Note: This deletes their Simplero ID but it doesn't delete the customer's information on the admin side. You will still need to go in and delete their information if they wish so) DPA - Data Processing Agreement Each Controller is required to have a DPA with each of its Data Processors. Simplero provides each of our customers with a pre-signed DPA which can be found in your account. To reach it... Select Settings from your Simplero Dashboard In the Account tab, scroll down to the GDPR Compliance section. There you will find a link to the DPA. You can print, sign and keep it for your records. You do not need to return it to Simplero. Email tracking legal requirements for French CNIL If the user is detected as accessing from France, they will see an extra checkbox on your signup, popup, checkout, and event-registration forms asking whether you may track when they open and click your emails. This is separate from any marketing-consent checkbox, as French privacy rules require. The details:  Checking it lets you see opens and clicks for that contact If the box is left unchecked, we will not track opens or clicks for that person Visitors outside France don't see the checkbox Any contact that was detected to be in France retroactively will see an opt-out link in their emails People can opt back in or out on their manage subscription preferences

The Right to be Forgotten is defined as the complete removal of a contact and all the data collected on them. We don't have the ability for account owners to delete purchases from their system, but we anonymize them when a contact with purchases is deleted. These are the options currently available.  Delete the contact from the administrator side - You, as the account owner, can do a contact clean-up or go into an individual contact, edit, and then delete them. Be careful deleting a customer with active purchases. This will delete their access to those items. Both of these options will remove all contacts that are not actively subscribed, or have a purchase in your account. Once deleted, the purchase will still be visible, but it anonymizes the name of the purchaser. So you will still have true account records, just not the customer's name and email. After a contact is deleted, the information is anonymized 30 days after it has been deleted. Delete their Simplero ID - Another option is for them to delete themselves. Be careful when suggesting this to a customer, because if they have purchased from other Simplero account holders, they will be removed from the system completely and no longer have access to the content they purchased from you or those other businesses.  In order for all their data to be removed from the system, both things will need to be done. 

In Simplero, there are many ways to get help. Below, we'll walk you through who you can use for what, and which ones are free and which ones aren't.  Free options Help Site: Most of the answers to your questions will likely be on our help site: https://help.simplero.com/. From there, you can use the search bar or go straight to our How-To Guides or How-To Videos, which are organized by topic. Help Site Support Tickets: The little blue icon in the lower right corner, when you're on your admin dashboard, is where you can find our support team. We can help with any small issues to any big issues. If you have a simple question on how to change the colour of a button, you can ask us. If you are encountering a bug you wouldn't expect, you can count on us too. We are free to use and always strive to reply as fast as possible. You can also reach us at support@simplero.com, if you don't have access to your Simplero account currently. Email Support Free Live Implementation Calls and Trainings: Want to quickly hop on a call with someone who works at Simplero? We have two options: Live Implementation Calls - Get hands-on, real-time help while working inside your account! In these calls, someone who works at Simplero will be with you and others to answer pretty much any questions you may have about Simplero or how to set something up. These are presently being hosted 4 times a week. Topic Specific Workshops - These are a great chance to have an in-depth walk-through on a specific area inside of Simplero, with time to ask questions after.  Check out all of the events in your time zone and register here  Watch Recordings of Previous Workshops Paid options Simplero Concierge: Simplero Concierge is a group of expert team members from within Simplero that can help you and set up things together with you, in Simplero. They have the expertise you can rely on, and with Concierge, you get peace of mind, because working with Concierge, you will know that we have your back. There are practically no limits here, other than that things will be done with you and not for you. They will teach you how to set up even the most complex setups in Simplero, so you too can become an expert in Simplero. Learn more about Concierge Simplero Certified Experts: The Simplero Certified Experts is a group of people that have been officially certified by Simplero, to be the top of the crop at working in Simplero. They are not Simplero staff. They are separate businesses each with their own field of expertise. If you need something done for you, these are the people you would look to hire if you want someone in your actual business, day-to-day, conquering each challenge along with you. Learn more about our Certified Experts Recode Coaching Program Recode Coaching Program is a coaching program designed by Calvin, the founder and CEO of Simplero, to help you scale your business as quickly and simply as possible. He blends spirituality, strategy, software, and the support you need to reach your big vision for yourself and your business. Interested? Get in touch with support or email calvin@simplero.com for more info  💌

Included in Simplero plans:  Skyrocket. See plans here. Our child account functionality lets you give other people their own Simplero account that inherits some of your content, automations, and products while still allowing them to build their own.   This is different from having an affiliate programme. While affiliate programmes allow others to promote your products but you are still the one who gets the sale and the new customer, child accounts will sell your products under their own Simplero accounts, so they will get the sale and the contacts. You can still get a percentage from their sale using the royalty products feature.  In this guide, we will explain... How to enable Parent/Child account functionality How to Share Content with your Child Accounts Install your Content Automatically on all new child accounts Install a Done-For-You campaign in already Existing Accounts Keep In Sync Functionality Trigger on the parent account when a purchase is completed in a child account Admin access to Child Accounts Royalty products How to enable Parent/Child account functionality Before you start, let the Support team know you would like to enable the DFY campaigns’ automatic installation in your referred Simplero Child accounts. We will provide you with a link that the child account administrators will need to use to create their accounts. This is so the accounts they create are correctly linked to the parent account.  How to Share Content with your Child Accounts The content is shared from the parent account by using Done-For-You campaigns. You can create your own Done-For-You campaigns in the parent account and automatically get them installed in other Simplero accounts you referred to.  This can be automatically installed in their Simplero accounts at the time they sign up, or you can install it in your already existing child accounts.  Install your Content Automatically on all new child accounts Create your Done-For-You (DFY for short) campaign (See how to create a one here). Scroll down to the Done-For-You campaign Advanced settings and switch ON the setting: Install automatically on all new child accounts. Done! You can also make DFY campaigns created in your parent account visible in all your child accounts, so that admins of child accounts can install them. To do that, toggle Make available to child accounts ON. Once you do that, the child account administrators will be able to do that by going to their own Marketing - Done-For-You page.  Install a Done-For-You campaign in already Existing Accounts You can install a DFY campaign on already existing child accounts in bulk. To do that: Create your Done-For-You (DFY for short) campaign (See how to create a one here). Go to Marketing - Done-For-You Campaigns Change to table view Select the campaign that you want to install Select action: install on child account Pick between ‘all child accounts’ and ‘only on accounts where it hasn’t been installed before’: Keep in sync Do you want the content in the child accounts to keep updating as you update the one on the parent account? If so, you can also turn ON the option to keep the content installed through the Done-For-You campaign in sync with the parent account content. If the campaign got installed while this toggle was On, then Products, Courses, and Automations included in this Done-For-You Campaign will be locked and synchronized with the Parent account Products, Courses, and Automations. They will reflect any changes or updates made on the Parent account to these objects on the Child account objects within 5-10 minutes. When the toggle is ON, the content in your Child accounts will have limited settings enabled for the child account admins. They will not be able to change the configuration and content of those items unless a parent account administrator does that for them.  For example, the Product, Course, and Automation below were installed using a "Keep in sync" Campaign. They show a simplified version of the admin view and edits are restricted or not allowed: Note that: Courses added to the parent account after the DFY campaign is installed, will not be automatically installed or sync Moving lessons from one module to another module is not tracked by the “keep in sync” function. You will need to create a new lesson and copy the content Sites and other objects included in the DFY campaign that are not product, courses or automations will not keep in sync The Keep in Sync toggle needs to be ON when the DFY campaign is installed. Toggling it ON afterwards will not have any effect.  Trigger on parent account when purchase is completed in a child account There's Also a Specific Trigger on Parent Accounts That Allows Setting up Actions when a Purchase Is Completed in a Child Account. Admin access to Child Accounts As an admin of the Parent account, you will be able to access as an admin any of the Child Simplero accounts that have been created using your Simplero offer. This means that you can navigate through the whole account and make changes as if you were the administrator.  You will find your child accounts on the Account settings > Child accounts page. As an admin of the parent account you can make changes to locked content courses. Once you have made a change to a synced item, like a lesson, an icon will be displayed to indicate that. You will also have the ability to Restore sync with original source from the 3 dots menu. Synced products/automations will not have settings tabs visible on child accounts. You can make changes to the parent product/automation instead, and the changes will reflect on the child product/automation. Royalty Products Parent accounts can get commission over products that are sold outside of the parent Simplero account, and through its Simplero child accounts. Create a new product where the commission purchases will be generated on. Link the products that will be automatically installed in the child accounts from which the commission will be taken. To do that, on the product that you want to get commissions from, click on the 3 dots > Royalty. Choose between a percentage of the sale or a fixed amount: When your child accounts score a sale on the product linked above, a new purchase will get generated automatically in your parent account under the main product you’ve created on step 1. The royalty purchase will get generated under the Child account owner’s name. If you don’t have a payment method saved for their contact yet, the purchase will remain in failed status until you update the payment details. Note that Royalty products are only available once you already have at least one Child account under your Parent Simplero account. Purchases linked to Royalty products through child accounts can be found under the 3 dots menu as well. Reach out to Support if you have any further questions or would be interested in using this advanced Simplero functionality.

This guide explains what happens when you want to change your URLs midstream. If you have just started in Simplero and want to add your custom URL, head to this guide instead.  In this guide: Changing your canonical URL Adding a custom URL to my site after I am already using my Simplero URL Changing your custom URL to a new custom URL Changing your canonical URL (Simplero URL) Your canonical URL is the one living under your Change your URL settings. It ends with simplero.com. This is the one we use for your admin site and for any pages that don't have a custom URL (surveys, worksheets, scheduling links, etc).  It is usually NOT a good idea to change it unless you are just starting and you haven't shared your content with many people. Check with support if you are unsure.  Before you change it, be aware of the following that changing your Simplero URL will create new links (and break current links) to: Your main website and any pages that live under your main website URL - If you have a custom domain, you can continue to use it, but you will need to update your DNS provider values for it to point to the right site. (specifically your CNAME) The admin side - Your admin URL will be a new one. You can continue to log in with your Simplero ID as usual but just make sure you log in to your new URL (newURL.simplero.com/admin) Any custom domains added to the account will become misconfigured - You will need to re-configure their DNS Surveys Landing pages - If using their default URL or pointing to the main website Funnels - If using the default URL Affiliate account pages User account pages  Order forms, Catalog and Invoices Worksheets Events Scheduling links Adding a custom URL to my site after I am already using my Simplero URL All the pages under the Simplero URL will not break. They will continue to work (the Simplero URL will always work/exist even if a custom domain is also pointing to the site). If someone searches for your new custom domain, they will see all the pages with the same slugs that were originally added (now living on the custom domain URL). However, if you search for your Simplero URL, you will still be able to see all the pages living on the site with the same slugs that were originally added (the Simplero URL will still work). For your main site, we have the option to redirect: If you want all the pages living on the Simplero URL to redirect to your new custom URL. You can select the option “Redirect non-admin requests from Simplero URL to custom domain”. Note! This option only appears once you verify your custom domain and point it to the Main Site. This setting will cause us to redirect the Simplero URL pages to the custom domain pages (keeping the same slug on each page, and simply changing the root domain to be your custom URL.  Changing your custom URL to a new custom URL All the pages under the Simplero URL will not break. They will continue to work (the Simplero URL will always work/exist even if a custom domain is also pointing to the site).  If someone searches for your new custom domain, they will see all the pages with the same slugs that were originally added (now living on the custom domain URL). As per the old custom URL, you can ask your domain provider to permanently redirect your old custom URL to your new custom URL.

In July  2025, Simplero switched email sending services. If you haven't yet, make sure to update your email sending records to make sure your email continues to be delivered!   ONE of the following things must be done: Option 1. Update your email-related DNS records (See step-by-step) OR  Option 2. Move all your Domain records to Simplero (See step-by-step) OR Option 3. Verify sender emails (see step-by-step) (this is only if you don’t have a custom domain and you are sending from gmail, for example) If this is too overwhelming for you, we are happy to help! Get in touch with support and we can do it for you! 😊 Option 1 - Update your email-related DNS records Step 1 - Log in to your Simplero and Domain provider and locate your records Go to your Simplero account settings - email settings. Locate the domain you want to verify. You will see many records: The ones that show "Sendgrid" will show as verified - Don't delete those ones! They will need to stay there until we fully make the change.  The rest will show mostly unverified Log in to your domain provider (this is the company that you bought your domain from) and find the page where you can edit the records of your domain. This might be different for each provider. Step 2 - Verify the records Now we will add each one of the records that show unverified in Simplero to your domain provider. Note: If your domain was verified before, you will need to modify the SPF record and add 4 new CNAME records Locate the SPF record on your domain provider and click to edit.  Copy the new value from Simplero and paste it there. You can use the copy icon inside Simplero to make your life easier!  Note: If you use other platforms to send emails, make sure you use a combined SPF. Add the 4 new CNAME records one by one. It should be a matter of simply copying and pasting each one.  Copy the name and value in Simplero Paste it in your domain provider records Do this 4 times - One for each record.  If your DMARC record was not added before, we recommend you add this and verify it as well. To do this, click on Set up DMARC Then copy and paste the records. Just like you did in the previous step!  DONE! Now you will need to wait up to 24 hours for your domains to show as fully verified. You can use the check domain option to keep checking! Option 2 - Move all your domain records to Simplero This is a new option. You can point your domain’s nameservers to Simplero and thus never have to worry about DNS record changes again, for both your email sending and your website.  If you do this, we’ll handle your records for you from then on. Again, this affects both your email sending and your website. To do it yourself, click the  icon by the domain on the email settings page and follow the instructions in this guide Option 3 - Verify your sender email (if you don’t use a custom domain) This is the least preferred option and really best only for people who don’t have a custom domain. For example, if you only send through Gmail or Hotmail. Go to the email settings page and click the ‘Resend email’ option next to the sender's email You will then get an email that you need to click on.

Note: This is not a necessary step. You can continue to manage your domain records from your provider and simply add Simplero's records there. If you prefer to do that, check this guide instead. Why Move Your DNS to Simplero? Your domain name (like yourbusiness.com) needs instructions that tell the internet where your website lives and which services are allowed to send emails on your behalf. These instructions are called DNS records. By moving your DNS management to Simplero, Simplero becomes responsible for managing those instructions for you. This means: Simplero can automatically set up the email records needed to improve email delivery. Future updates for Simplero services can happen automatically without requiring manual changes. You can manage your DNS records from one place instead of using your domain provider's tools. Important! You still keep ownership of your domain with your existing provider (such as GoDaddy, Hover, or Namecheap). You're only changing where the DNS settings are managed. At the End of This Lesson You'll have your domain using Simplero's name servers so Simplero can manage your DNS records and automatically set up the email authentication records needed for sending emails. Before You Start Access to your domain registrar (the company where you bought your domain, such as Hover, GoDaddy, or Namecheap) A list of any existing subdomains or custom DNS records you currently use (for example: www, shop, members, or custom email services) Important: Simplero cannot automatically detect or import subdomains. You'll need to add those manually later. Step-by-Step Instructions Step 1. Add Your Domain in Simplero Go to Settings → Domains Add a Domain. Note: If your domain already exists in your Settings -> Email settings, click Move to Simplero instead. Step 2. Update Your Name Servers at Your Domain Provider Log in to your domain registrar (the company where you purchased your domain). Find the Name Server settings (this will vary depending on your domain provider) Replace the existing values with the four name servers provided by Simplero. Step 3. Wait for Verification DNS changes take time to spread across the internet. Verification may happen quickly. In some cases, it can take up to 48 hours. During this period, some visitors may still see the old settings while others see the new ones. Once complete, your domain will show as Verified in Simplero. Step 4. [Only if Required] Import or Add Any Subdomains If you are using subdomains, after verification, use Import Subdomain to bring over any subdomains you use. You can also add, edit, or delete any DNS records on your domain. Simplero will automatically create the records required for secure email sending, including SPF and DKIM.  Troubleshooting My domain isn't verified yet. Wait up to 48 hours for DNS propagation to complete. My website stopped working after switching. Check that all required website records (such as A records and www entries) were added to Simplero before changing name servers. A subdomain is missing. Use Import Subdomain or manually recreate the DNS records. Subdomains cannot be imported automatically. Emails aren't sending correctly. Simplero automatically adds the required SPF and DKIM records, but only after your domain is fully connected and verified. Search terms: Move DNS to Simplero, Change domain name servers, Connect my domain to Simplero, Set up SPF and DKIM in Simplero, Import DNS records into Simplero, Verify a domain in Simplero, Fix email authentication for a custom domain

See below a list of features per plan: Starter Scale Skyrocket Looking for current prices? You can find pricing details for all of our current plans right here. You can also check how our billing works or learn how to change your plan. Starter Website with unlimited pages Website hosting included Unlimited email broadcasts and auto-responses 10 products 10 courses 1 site Unlimited landing pages 2 Custom domains 1 scheduling user 250 GB storage included 500 contacts included 10 Fields per survey 0% transaction fee Collect recurring payments automatically Automations Triggers Remove Simplero branding (only on annual) Included AI credits -  $5/month (learn more) Scale Website with unlimited pages Website hosting included Unlimited email broadcasts and auto-responses Unlimited products Unlimited courses Unlimited sites Unlimited landing pages 5 Custom domains 3 scheduling users 1 TB storage included 1,000 contacts included 25 Fields per survey 0% transaction fee Collect recurring payments automatically Automations Triggers Remove Simplero branding Affiliate programs Help desk feature Member badges Upsells & downsells Course completion certificates Text messages Product variants API Keys Interactions Shopping cart Included AI credits -  $15/month (learn more) Skyrocket Website with unlimited pages Website hosting included Unlimited email broadcasts and auto-responses Unlimited products Unlimited courses Unlimited sites Unlimited landing pages Unlimited Custom domains 25 scheduling users Unlimited storage 5,000 contacts included Unlimited Fields per survey 0% transaction fee Collect recurring payments automatically Automations Remove Simplero branding Affiliate programs Help desk feature Member badges Upsells & downsells Course completion certificates Text messages Product variants API Keys Interactions Split test landing pages and site pages Email open rate booster Advanced payment features (including PayPal Automatic Subscriptions) Custom admin roles Tasks AI-enhanced search* Custom AI Bot* Deals Child accounts Choice menus Shopping cart Included AI credits -  $30/month (learn more) *Limits apply - Check this guide for more details

Using a subdomain If you want to set up a subdomain, check out the video below: If you’re adding a subdomain and your root domain points elsewhere, you only need to add a CNAME record. For a detailed step-by-step guide, visit Using Your Custom Domain (URL).

Included in Simplero plans: Skyrocket Custom administrator permissions let you decide exactly what each team member can see and do in your account. You can give access to just the areas they need—like courses, emails, or billing—without sharing everything. It’s a great way to stay organized and keep things secure as your team grows. You can also check the written guide on this. 

Included in Simplero Plans: Skyrocket Our child account functionality lets you give other people their own Simplero account that inherits some of your content, automations, and products while still allowing them to build their own.  Parent accounts can share content with their child accounts, get it to keep in sync and collect royalties from the products they share. You can read more in this written manual. Some clarifications from what is explained in the video: Courses added to the parent account after the DFY campaign is installed will not be automatically installed or sync Moving lessons from one module to another module is not tracked by the “keep in sync” function. You will need to create a new lesson and copy the content Sites and other objects included in the DFY campaign that are not products, courses or automations will not keep in sync The Keep in Sync toggle needs to be ON when the DFY campaign is installed. Toggling it ON afterwards will not have any effect. 

Each Simplero plan has a set of AI credits included in your account for free. These credits include AI usage in admin (media file transcription, lesson descriptions generation, survey summaries, etc.) and by your customers when they use AI features on your sites/bots. To understand how this works, check the guide on Understanding Simplero AI Credits. If you allow your customers to use AI in your account (via Bots or search), you can: Set a free usage allowance Add your own markup by creating a Credits product Limit AI Usage per site and/or bot Allow customers to to check their AI Usage Check Customers' AI Usage from the admin side   Set up an AI Limit for your customers The AI usage that your customers do inside your account (bots, search...) will be consumed from the AI Credits in your account. This is why you might want to set an allowance: Go to Settings - AI usage & Limits Set up a limit on the AI credit your customers can use for free (from your Account AI credit). You can set it per day, per week, per month...  Once they reach the AI limit, your customers will see a warning and the option to buy more credit for their own usage:   Use your custom credit to charge for overcharges By default, Simplero will charge your customers directly for any overcharges. However, you might want to charge a markup on your customers' AI usage. To do that: Go to Sales -> Products Create a credits product. This is the one you will use to charge for your AI credits  Go to Settings - AI usage & Limits Turn on the toggle Use your custom credit to charge your customer overages Choose the credit product you created   Limit AI Usage per site and/or bot If required, you can override the amount of available credits and custom credit to charge. You can do this: Per Bot: Under Bot settings Per Site. Go to the Site -> Configure page:   How can Customers check their AI Usage? Members can see their AI usage on the profile bubble at the top right corner > AI Usage: They can check their balance, the renewal date, and view history: They’ll have access to their usage history, buy more credits, and set up Auto Top-Up.   Checking Customers' AI Usage from the admin side Inside your Bot Go to your Bot -> Conversations tab Check the Credits Used and Cost column: On your sites You can check the specific searches and AI conversations inside your site: Go to your site -> AI conversations tab (you might need to click the ... to see that tab) See the list of all AI conversations and check them out   FAQ When does the reset happen? Rolling X days/weeks/months from the customer's first message Roughly how many credits does a single query consume It's not possible to answer this. It varies wildly. It's a complicated system. Invoking a lot of different billing models. It depends on the input, attachments, attached sources, and output length. Check our Understanding AI Usage guide to understand how this works. 

As AI becomes a bigger part of the Simplero experience, we want to make AI usage transparent and predictable for both account owners and their customers. Simplero uses AI credits. 1 AI Credit = 1 USD.  There are two separate types of AI credits in Simplero: Applies to Charged Simplero AI Credits per account  AI usage in admin (media file transcription, lesson descriptions generation, survey summaries, etc.) and by your customers when they use AI features on your sites/bots. Per account Simplero AI Credits for Coach Only to Simplero Coach Per user Both work separately and need to be topped up independently. If you want to understand how to estimate the costs, check the "Understanding AI costs" section In this guide: Simplero AI Credits per account Included Monthly Credits per Simplero plan Viewing Your Current Balanceand Expiry Dates Purchasing Additional Credits Selling AI Access to Your Customers Simplero AI credits for Coach Understanding AI costs 1. Simplero AI Credits per account Simplero AI Credits power AI features inside your Simplero account, including: AI-generated transcripts Other AI-generated content inside your account (lesson descriptions, survey summaries...) AI-powered Bots that your customers interact with Content generation and other AI-assisted features throughout Simplero These credits are billed to the account owner (member). Included Monthly Credits per Simplero plan Every Simplero plan includes a monthly AI credit allowance: Plan Included AI Credits Starter $5/month Scale $15/month Skyrocket $30/month Legacy Build $2/month Legacy Launch $10/month Legacy Rule The World $15/month Note: We reserve the right to change the limits and pricing at any point Important: This resets every 30 days on a rolling window (not a calendar month). Trial accounts receive the same AI credit allowance included with their selected plan. If you downgrade your plan, any credits you've already received remain available until they expire. Unused AI credits accumulate and remain available until they expire. Credits expire 90 days after they are granted Viewing Your Current Balance and Expiry Dates On your account settings -> AI Usage & Limits, you can: Check your current AI credit balance and expiry dates View the full history of your credit usage by clicking the arrow next to "Credit balance": Purchasing Additional Credits If you run out of your included credits, you can purchase additional AI credits directly from your account under Settings - AI Usage & Limits You'll be able to: Purchase additional credits Configure automatic top-ups Selling AI Access to Your Customers If you create custom Bots for your customers, you can: Set a free usage allowance Allow customers to purchase additional AI credits themselves Add your own markup by creating a Credits product For detailed instructions, see: https://help.simplero.com/courses/135013-settings/lessons/2388375-ai-usage-limits 2. Simplero AI Credits for Coach Simplero Coach uses a separate credit system from the AI credits described above. These credits apply only to conversations within Simplero Coach. They do not apply to: AI features inside your Simplero account AI-powered Bots AI search on the Help Site Other AI tools outside of Simplero Coach Included Monthly Allowance Each Simplero user has a limited usage per month This allowance is billed to each individual user and is not included in the account AI credits. What Happens When You Reach Your Limit? You can view your usage in detail by clicking on your profile picture - Ai Usage: This will show your current usage and the option to Buy more: When your Coach credits are exhausted, you can purchase additional credits directly from your account and continue using Simplero Coach without interruption. There is no service shutdown or waiting period. Simply add more credits and continue your conversation. Understanding AI Costs AI usage costs vary based on the model being used and the amount of work being performed. The following factors have the biggest impact on cost: 1. Different Models Have Different Costs Some AI models are more powerful and therefore more expensive to run. Inside Simplero, you'll see a $ indicator next to models to help you understand their relative cost. Lower-cost models are great for everyday tasks, while higher-cost models may provide stronger reasoning, writing, or analysis capabilities. 2. Larger Requests Cost More The more work you ask AI to perform, the more credits it consumes. Examples: "Write a short email" → low usage "Create a complete 10-module course with worksheets and exercises" → higher usage 3. More Reference Material Costs More When AI needs to review additional information, costs increase. Examples include: Uploading documents Referencing long articles Asking AI to analyze multiple resources Giving extensive context for a task The more information the model processes, the more credits are used. 4. Longer Conversations Cost More AI reviews previous messages in a conversation to maintain context. As conversations become longer, the amount of information being processed grows, which can increase credit usage. Starting a fresh conversation for a new topic can often be more efficient than continuing an extremely long thread. 5. What Does $10 per month of AI Usage Typically Look Like? AI usage varies significantly depending on the model selected and the type of work being performed. For most users, $10 per month typically covers: Hundreds of everyday prompts Regular content creation and brainstorming Consistent use throughout the month For heavy usage with premium models, credits may be consumed more quickly. Because usage varies so widely between models and tasks, we recommend viewing your included allowance as a generous everyday usage budget rather than trying to estimate usage in minutes per day. Your account will always show your remaining balance and usage history so you can monitor consumption in real time.