Course Summary

How To Guides


Segments are very useful for identifying a specific group of customers in your contacts that's not on a single list or in a single product. For example, you may want to find out who is on a specific list but has not purchased your product. Or maybe you want to see the group of people in your newsletter who have shown interest by clicking on the sales link that you sent in a series of emails.

In Simplero, we can identify these groups and more using the segments feature.

Please note, we don't recommend emailing segments as there's the potential for someone who has unsubscribed to receive an email depending on how the segment is determined. 

Notes and Tags

Support Tickets

We all know that customer service is vital to any business. Keeping customers happy means they will become longtime customers. But as a business owner, your inbox is probably pretty full and customer emails can get lost in the mix, meaning you could miss the opportunity to support and wow a customer. 

Simplero makes the customer service part of business a little easier with our built-in support ticket feature. 

Email for automations

Receipts and Tasks

Pipelines and Deals

Customer Journeys manager to have an overview and control of the different stages your customers go through from the start of an offer to delivery of the purchase.

First define the journey, the pipeline. Add stages including automatic triggers.

Then Create Deals linked to a contact, a product, and a sales representative that will manage the deal through the Pipeline.

Scheduling Links (Beta)

Allow people to schedule events with you!

This feature is currently in a Beta stage. Changes may occur in the upcoming weeks as we improve its design and functionality.