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 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

Change Your Simplero URL Using Your Own Domain with Simplero Setting up Your Own Domain with GoDaddy Email Domains Dreamhost Domain BlueHost Domain Site Redirects and Shortlinks Understanding DKIM and SPF

Site Overview Site Settings Site Pages Site Blog Site Navigation Site Theme Product Catalog Editing your Theme Code Save Site to Phone Home Screen Create Your Own 404 Page

Media Files Image Sizes Across Simplero Can You Download an MP3 on an iPhone? Picking a Different Video Still PDF Stamping Protecting Your Content Editing Images Embedding Content Insert and Edit Media in Emails Images on Order forms Restricting Downloads

Form Fields Creating Opt-In Form List opt-in forms Embedded Opt-In Forms Full Page Landing pages Utilizing More Than One Opt-in Form Sign-up Forms on Your Simplero Site Webinar Jam Landing Pages Personalized or Quiz Style Landing Pages 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

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?

Sending a Text Message Support tickets Worksheets Viewing Worksheet Responses Worksheet Confirmation Auto-Responders Resending Auto-responders

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 Navigation Membership Site Redirects Membership Site Theme Podcast Feature in Membership Sites Free and paid access to a single membership site

Creating a Product Closing a Product Deleting a Product Creating Multi-Level Access Products 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

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

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?

Affiliate Programs Overview Affiliate FAQ Affiliate Tiers How Affiliate Links Work External URLs Affiliate Link in a Broadcast Tax Reporting for Affiliates Override the Default Affiliate Commission

API Keys Zapier Leadpages WebinarJam WebinarJam (2017) MaliChimp Integrating Simplero with Your Website Wishlist Plugin Twitter Acuity PayPal Facebook Messenger Chat

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

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 )