Course Summary
How To Guides
Your Account
How the Trial Works
How to Change Your Plan and Billing
How to See Your Account Overview
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
The Notice Box
Default Account Currency
Default Account Email Contact Information
Account Location and Language
Account Terms
Flex Plans
Billing at Simplero
Your First Three Wins
Getting In-Person Help with Concierge
Cookie Consent Banner
Domains and URLs
Website
Website Overview
Website Settings
Website Pages
Website Blog
Website Navigation
Understanding SEO
How to Customize Your Website Theme
Save As Template Feature
Product Catalog
Editing your Theme Code
Save Website to Phone Home Screen
Create Your Own 404 Page
Social Sharing
Social Sharing Image
How to Create Anchor Links
How to Add a Custom Font to Your Simplero Website or Membership Site
How Can You Add the Pinterest Save Button to Your Website Images?
Your Media Files
Landing Pages
Everything about marketing your product.
Forms
Form Fields
Creating Opt-In Form
How to Setup List opt-in Forms
Embedded Opt-In Forms
Utilizing More Than One Opt-in Form
Sign-up Forms on Your Simplero Sites
Viewing Custom Questions On Order Forms
Default Opt-in Box on Order Forms
Use Merge Fields to Register a Subscriber for a Webinar
How to Install Google Analytics Tracking Code
Lists & Contacts
How to Manage Your Lists and Contacts
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
Do Not Contact and Bounced Emails
Preventing SPAM Contacts
5 Kick @$$ Strategies to Build your List
Preferred Sender Program
Cold Contacts Tracking
Broadcasts
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 Do 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
Creating a Button in a Broadcast
Delivery vs. Deliverability
Other Customer Communications
Membership Sites
Creating a Membership Site
Membership Site Blog
Membership Site Forum
Membership Site Pages
One Membership Site with Multiple Products/Classes
Page Access
How to Use Auto-Publishing Pages (AKA Dripping Content)
Courses
Quizzes
Course Preview
Membership Site Footer Navigation
Membership Site Redirects
Membership Site Theme
Podcast Feature in Membership Sites (RSS)
Embedding Videos on Your Site
Free and Paid Access to a Single Membership Site
Auto-publishing: A Visual Representation
Membership Groups
Products
Creating a Product
Closing a Product
Deleting a Product
Creating Multi-Level Access Products
Membership Levels
Combining a Tangible Product With Your Online Product
Tiered Pricing in a Single Product
Evergreen Course
Student Paced Course
Connecting Content to a Product
Selling a Downloadable Product
Purchase Confirmation Thank You Page
Product Pricing
Payment Processor Setup
Understanding the Manual Payment Processor
Switching Payment Processor Mid-Stream
How to Create Product Prices in Simplero
A Warning about Editing an Active 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
Milestone 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
Authorize-Only Pricing
Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
Troubleshooting Payments and Refunds
Troubleshooting Payment Processor Issues
Understanding Your Change in Monthly Recurring Revenue Graph
Purchases and Participants
Participants 101 and Simplero IDs
Purchases 101
Editing a Purchase
Charges & Payments Box in the Purchase
Purchase Summary
Moving a Purchase to Another Product
Adding a Charge to an Existing Purchase
Editing a Charge Amount
Manual Product Purchase
Manual Credit Card Charge
Manual Payment or Partial Payment Collection
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
Automation
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
Abandoned Cart Trigger
Global Triggers - Targeting and Re-Targeting Leads
Working with Webhook Triggers
Bulk Actions
Global Snippets
What is the Difference Between Automations and Auto-Responses?
Marketing & Affiliates
Integrations
Integrating Simplero With Your Website
API Keys
Zapier
Acuity Scheduling for Bookings
Leadpages
WebinarJam
EverWebinar
How to Integrate Simplero with Mailchimp
Twitter
How to Configure PayPal Payment Processor
Authorize.net
How to setup MobilePay
Embed Your Google Docs, Sheets, and Slides into Simplero
Install Google Tag Manager on Simplero
Facebook Messenger Chat
Embed a Facebook Page Widget
Facebook Pixel and Verifying Domains
How To Use the New Zoom Integration
Trouble Shooting
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 / LinkedIN 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
Deprecated Features
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)
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 )
How to Embed a PDF into a Course