How To Guides
How the Trial Works Before You Activate Your Plan and Billing Your Account Menu and Screen Account Administrators Changing Your Time Zone Merging Multiple Simplero IDs Password Security Submitting a Feature Request Submitting a Help Ticket Simplero Account FAQ Closing your Account Simplero Search and Filter Option Setting Brand Colors Places to Change Colors and Graphics Setting Labels Custom Colors in the WYSIWYG Editor The Notice Box Default Account Currency Default Account Email Contact Information Account Location and Language Account Terms Flex Plans
Domains and URLs
Your Media Files
Everything about marketing your product.
Form Fields Creating Opt-In Form List opt-in forms Embedded Opt-In Forms Utilizing More Than One Opt-in Form Sign-up Forms on Your Simplero Site Viewing Custom Questions On Order Forms Track Parameters Tracking Pixels Defualt Opt-in Box on Order Forms Use Merge Fields to Register a Subscriber for a Webinar
Lists & Contacts
List & Contact Best Practices Creating a List List Confirmation Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume Unengaged Subscribers and Contact Cleanup Exporting Contacts from my List Merging Duplicate Contacts Changing a Participants Email Address Seeing What Your Customers Sees Tags Segments
Broadcast Overview Email Template Design Email Font Size Creating a Broadcast Send an Email to an Individual or Single Contact Resend a Broadcast Handle Replies to Mass Emails with Ease Expiring Links Insert Option for Broadcasts Magic Content URL Interpolation Keys Editing an Incorrect Link in a Broadcast Auto-publishing a Page in a Broadcast Using Emojis Subject Lines and Preheaders Newsletter Scheduler Email Deliveries About Open Rates for Broadcasts and Auto-Responses How the Sending Limit Works What Does the Secretive Options Mean Why Simplero Doesn't Do Fancy Graphic Emails Delaying Normal Broadcasts During an Email Funnel What Is the Spam Check on Emails? Editing the email footer
Other Customer Communications
Creating a Membership Site Membership Site Blog Membership Site Forum Membership Site Pages One Membership Site with Multiple Products/Classes Page Access Auto-publishing AKA Dripping pages Courses Quizzes Course Preview Membership Site Footer Navigation Membership Site Redirects Membership Site Theme Podcast Feature in Membership Sites Free and paid access to a single membership site
Payment Processors (Setup and FAQ) Understanding the Manual Payment Processor Switching Payment Processor Mid-Stream Prices 101 - What You Need to Understand about Prices in Simplero Editing a Price Campaign and Discount Pricing Credits Multiple Seat/User Pricing Secret Prices and Coupon Codes Global Coupons Subscription Prices Gift Pricing Pay-What-You-Can Price Restrictions Quoting Prices in Multiple Currencies Collecting Tax EU Vat Taxes on Multiple Currency Products Date Specific Installments Trial Period (Free or Discounted) Giving a Paid Customer a Free Month Free Products Participant Limit Collecting an Outstanding Balance Upsells Downsales Order Bumps Order Forms Order Form vs Freebie Link Why do my customers have to manually go in and pay the next installment/renewal of their subscription? Troubleshooting Payments and Refunds
Purchases and Participants
Participants 101 and Simplero IDs Purchases 101 Editing a Purchase Charges & Payments Box in the Purchase Purchase Summary Moving a Purchase Adding a Charge to an Existing Purchase Editing a Charge Amount Manual Product Purchase Manual Credit Card Charge Manual Payment or Partial Payment Collection Editing and Resending an Invoice Refund Period Full and Partial Refunds Credit to Transactions Collecting Money Outside Simplero Stop Customers Subscription Payments and Keep their Access Open Migrating a Customer's Purchases from Another System How to Test the Purchase Process and Send Login Credentials Renewal Notifications Invoice Settings Invoices and Expenses Retrying Failed Charges
All the Ways You Can Automate Things in Simplero Automations: Creating and Managing Starting an Automation Stopping, Pausing, Resuming an Automation Reentering or Starting Mid Automation Time Zone Specific Automations Flows Advancing a Flow in an Automation Using Automations for Sales Funnels Duplicate Automations in Different Languages Email Library Triggers Overview Adding a New Trigger to an Existing List or Product Triggers on Link Clicks Triggers on Prices Global Triggers - Targeting and Re-Targeting Leads Working with Webhook Triggers Bulk Actions Global Snippets What is the Difference Between Automations and Auto-Responses?
Can't access the content they purchased? Email Shows "Read" But not "Delivered" Troubleshooting Stripe payment issues Troubleshooting Email Addresses Troubleshooting Opt-in Form Issues Why is my E-mail not being delivered? Troubleshooting Forum Notifications Troubleshoot Price Issues Debug a Facebook Share When a PayPal Payment Doesn't Show in Simplero QuickPay Payment Doesn't Show in Simplero Troubleshooting Space Access (A deprecated feature) Troubleshooting Videos Not Playing Troubleshooting Upload issues Microsoft Says a File Has a Virus
The guides in this section are in reference to features that are no longer available but some customers may have been grandfathered into.
Spaces (deprecated) Space FAQ (deprecated) Space and Space Page Access (deprecated) Page Types (deprecated) One Space Multiple Products/Classes (deprecated) Free Spaces and Spaces with both Free and Paid content (deprecated) Multi-Language Spaces (deprecated) Postponing Access to a Space Until Later (deprecated) Adding a Subpage to Subpage (deprecated) Rearranging the Tabs/Pages/Subpages Within a Space (deprecated) Embedding Videos in Your Spaces (deprecated) Resurrect a Deleted Space (deprecated) Podcast Feature in Spaces (deprecated) FAQ Page in Your Space (Deprecated) Adding a Home Link to the Navigation Menu in Spaces (Deprecated) Deactivating Landing Pages (deprecated )