How To Guides

Search Are you looking for a specific user in your account? Maybe you are looking for a specific broadcast? In the upper right-hand corner of your Simplero Dashboard, you will always see the Search field.  Test it out and type in the name of a person, or a few words you may have used in a subject line at some point and you will quickly see everything that meets that criteria pop up.  You can also narrow your searches by searching in specific areas of your account.  Search for contact - A couple of ways you can search: Select Contacts from your Simplero Dashboard Select the All contacts tab Simply type the name in the Search field Select Sales from your Simplero Dashboard Select the Purchases tab Simply type the name in the Search field Filter The last option you have is to search within specific areas of your accounts and then save those filtered views or searches. This can be done pretty much in any area such as the Lists, Contacts, Support Tickets, Products, Purchases, etc. To do this: Go to any of your pages (e.g. Products, Lists, etc.) Either select the Filter or type the keywords in the Search field Save Views If you want to save this Search/Filtered view, simply select the Save this view button and enter the name. Give a name to the new saved view Check this box if you’d like it to be private to your user or available to all admins in your account. Save You can replace an existing view instead of saving a new one. Add/Remove Columns Every table in Simplero shows a default set of columns depending on which info we might is the most common on each section (1). However, you can add or remove columns of data if you'd like too. Click on Columns (2) Use the checkboxes to choose which columns to have visible (3) Drag the different columns up and down to modify the order they are displayed at (4) Click on Update to save the changes Reorder your table views We’ve showed you how to save a view. Now you can also reorder them so you can choose which view to have available first whenever you visit the table. Click on the right end ‘…’ menu >> Reorder views. Drag the views up and down in the desired order, then save.

From time to time your customer may be in contact with you wanting to know how to update the subscription to their list, manage their payment information, or update their profile information.  While they have access to these things from their account admin screen and we have guides to explain how to do so, it may be necessary for you to view the page yourself or you may want to just give them a quick link to it.  To view their Subscription page Select Contacts from your Simplero Dashboard Select Contacts from the dropdown menu Go to the Search field and type your customer's name  Click on the customer's name and the Contact info page will open From this screen in the upper right-hand corner, you will see their name, email address and an eye icon that says See as. If you click on See as link it will take you to view their subscription page where they can resubscribe or unsubscribe to lists they have signed up on. The Subscription Management Screen will look something like this: You can then share the URL to the page that opens for you with your customer and they will be redirected to it.  To view their Purchases page From the Contact info page, go to the Purchases section and select a product from their list You will then be directed to the Purchases screen. Click the link that says See as located in the upper right corner of the Billing Contact section Once you click on See as link it will take you to view their Purchases page You can then share the URL to the page that opens for you with your customer and they will be redirected to it. To view their Affiliate page Navigate to Marketing >> Affiliate programs. Click on the number of affiliates in the affiliate program to see the list of Affiliates. Click on the Affiliate name. Find the link to “See as” on the top right corner of the Affiliate page. To view their Worksheet Navigate to the Contact record. Scroll down to the Worksheet responses section and click on the worksheet link. Locate the link to “See as” on the top right corner of the worksheet response page.

You can now select multiple contacts and perform a single action to them at one time without needing to create a segment.  Bulk Action Select the Lists & Contacts or Products from your Simplero Dashboard In the Lists & Contacts, select the Contacts tab or Lists tab Or from the Products, select the product and then select the Participants tab Check the boxes next to the names of the contacts or the checkbox at the top to select all on the list. You can also select all contact on the table on the link that shows up right after checking the top box. Click on the Select action... drop-down and choose an action you desire The actions available on each table vary depending on what’s available. For example, on the Affiliates table, you can select actions relevant in the affiliates context like approve, reject or retire.

Managing your contact list can be cumbersome but not with Simplero. When a customer uses the same email for registering to your list(s) or purchasing your product(s) then those lists and products will all appear under the same contact. Making it simple for you to see all the ways your lead or customer is connected to you. However, what if they use a different email address? If your customers are signing up with different emails each time then they appear in your contacts as a different contact, this can make your life a little crazy when you are looking for them in your system. This guide will show you how to merge the contacts together and make your contact list easier to manage.  Here is how to do it Select Contacts from your Simplero Dashboard Select All Contacts from the dropdown menu Go to the Search field and type your customer's name  Once you performed the search, you'll see your customer's name with different email addresses on the list. Click on each contact file that comes up for that customer to determine which one you want to merge everything into. Generally, it helps if you know which Simpero ID the customer wants to use. (Note: It is important even if you know which one you want to use as their final contact file you still want to click on each file so that they all show in your list of Recently viewed Contacts) Once you have clicked on each contact file for that customer then click on the one you want to merge everything into.  On the right-hand side of the page, scroll down to the bottom where you see "Recently viewed contacts" In the Recently Viewed Contacts section, you will see the list of other email address for the same contact which you clicked on in step 5. You will see a blue hyperlink that says "Merge" next to each contact file. Click the Merge hyperlink next to each contact file and the information from it will be merged into the file you currently have open on your screen. The contact that has been merged, will automatically be deleted.

Who Counts as an active Contact (for billing purposes)? Contacts who meet one or more of these 6 criteria count as an active contact (for billing purposes) in your Simplero account: Contacts who have active purchases (the purchaser), whether it's free or paid... we need to keep these around for accounting. Contacts who are participants of an active purchase. Contacts actively subscribed to a list.  Contacts currently in an automation (if they've completed it, they don't count). Contacts that have a tag. (excluding the "GDPR consent" tag) Contacts that are an affiliate. We don't count contacts that have asked us never to contact them ("Do not contact") unless they've made a purchase. We don't count them if they are archived either.  Each contact only counts once as a contact no matter how many purchases, lists, automation, or tags they have (assuming they are using the same email address each time). To filter contacts by Active/Inactive, navigate to your Contacts page >> Filter by Active: You can view plans here to see how many contacts are included in your plan or check out Plan and Billing under Settings from your Simplero Dashboard.  The following will exclude the contact as being counted as active: They are archived They are marked as "do not contact"

How "Do Not Contact" Works Customers can choose to ask us not to contact them again. It's like a "kill-switch" for all communications, whether for lists, products, affiliate programs, or anything else, and counts for all forms of communication, including broadcast, auto-response, or text message. Do Not Contact:  Doesn't include transactional emails like invoices, password resets, etc., but it does cover all broadcasts and emails. Doesn't actually unsubscribe people from anything; it just stops all the emails and texts. If a contact chooses to switch back to "Do Contact," all their subscriptions will be intact as they left them, and emails and texts will pick back up. We need this feature because it makes it easier for people to unsubscribe in one go if they're on multiple lists, products, etc., and you're sending emails or texts to multiple lists, products, etc. We also use this feature because as we add tagging and segmentation, it's effectively the only way for people to opt-out. GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on customer actions that you comply with GDPR because actions such as these may violate rules in regards to consent and profiling. When you add someone to your house list after the purchase of a product, it's best practice to use the consent checkbox instead of a trigger that does it automatically. You can do the same thing on a list opt-in to a sub-list by using a custom checkbox asking for consent and then adding a trigger to that custom form field that adds a person to the house list. This message does not constitute legal advice. If you have a question about compliance, please consult a lawyer.  Why does my contact show as Do not contact? Do not contact will be turned on when: A contact is unsubscribing and chooses to never be contacted again If the email you send to the contact keeps bouncing or has a hard bounce. You can see that in Emails sent on the contact information page If you chose to turn it on manually for the contact If the contact has been set to Do not contact by mistake, you can simply click the button on your contacts information page and set it to Off How to see, why the contact has Do not contact turned on Go to your Contacts here  Click on the name of the contact to go to the Contact information page Scroll down and go through Emails sent and activities for more information

Archived Contacts   This is the latest addition to the Contacts Page that allows you to mark a contact as archived and revert the action. You can mark a contact archived/unarchived using the "Select action" dropdown on the contacts list: When contact is archived/unarchived, we record activities for those actions and anything that has been paused as a result of this action: When a contact is archived, Simplero will pause any flows and suspend all subscriptions. When the contact is unarchived we will resume flows and subscriptions paused as a result of the archive action. Notes: You can't archive contacts that have either logged into a site in the last 30 days or have active purchases. Archived contacts are not included in the number of contacts we bill you for. As such, you can't email archived contacts (only system emails can be sent to an archived contact). Archived contacts will automatically unarchive if they subscribe to one of your lists or purchase one of your products Accessing Archived Contacts You can access your archived contacts from the top right corner of your contacts page:

Active Contacts and Contact Clean-Up If you have been through your not-engaged contacts and have already gone the extra mile to retarget those possible leads but there are still some contacts you haven't heard back from, it might be time to consider cleaning up those contacts you might be getting billed for and that, at the end of the day, are not returning any value to your business.  The first step will be to locate which contacts are counting towards your Plan contacts limit, we call them Active contacts. What is an Active contact in Simplero? Contacts who meet one or more of these 6 criteria count as an active contact (for billing purposes) in your Simplero account: Contacts who have active purchases (the purchaser), whether it's free or paid... we need to keep these around for accounting. Contacts who are participants of an active purchase. Contacts actively subscribed to a list.  Contacts currently in an automation (if they've completed it, they don't count). Contacts that have a tag. (excluding the "GDPR consent" tag) Contacts that are an affiliate. You will be able to find out who is an active contact on your account on the Contact page: To clean up your inactive contacts as a group (without doing it by individual contact) Simplero has a built-in functionality that will guide you through the process. It's called Cleanup. Please read the next points carefully: This contact cleanup will delete people who are unconfirmed to your lists (if they meet all the other criteria also). If you don't want unconfirmed contacts to be deleted, tag them with something before you run the cleanup, and then DON"T remove tags during the cleanup process. We'll point this out further in this guide. You may want to first go through your lists and unsubscribe inactive users and remove them from your affiliate program.  You can't remove purchasers from products because their information is needed for accounting purposes.  If you have given someone access to a membership site directly (not through a product purchase), then the cleanup will remove them ONLY IF they have none of the other affiliations mentioned above (no tags, no subscriptions, etc).  This will only delete contacts who have no active connection to any products, are not active in any automations, are not actively subscribed to any lists, and don't have any tags.  Contacts who have a connection to an inactive product can also be deleted, but they will be anonymized to maintain the purchase information for your records.  If contacts have active product purchases, they cannot be deleted. Purchases will need to be canceled first. When you're ready:  Navigate to Contacts >> All contacts from your Simplero Dashboard.  Select the three dots on the top right corner and Cleanup... button in the dropdown. The Clean up contacts popup will be prompted. You'll have the option to untag all inactive contacts in bulk. Given the case you have contacts that are not active in an automation, product or list subscription but they are still tagged, we give you the option to remove the tag on all those contacts automatically. If you do so, these active contacts will become inactive as soon as the tag gets removed. Delete inactive contacts button to delete the inactive contacts. Note: This action will perform in the background as soon as you select this option. This process will reduce the number of contacts that count toward your allowed limit in Simplero. Contacts included in your Simplero Plan Once you've finished cleaning up your inactive contacts in your account, you may need to update your plan so that you pay for your active contacts only. Find your current active contacts on your Plan and Billing Plan page. Check that your Plan includes the current number of active contacts in your account, and downgrade to a lower contacts tier if needed: You can also delete products, delete membership sites, and delete lists. 

To Create a List Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the blue Create new list button in the upper right corner: Give your list a name: This will create the list and take you to the Configure tab: Setting up Confirmation Simplero has a default confirmation set-up but if you would like to edit it and personalize it you can do so in the Configure tab of your list. Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to edit Select the Configure tab Note that Double opt-in is automatically enabled. You can toggle it on or off as desired. Edit your Confirmation email by selecting Customize the confirmation email:  Click the blue Save changes button at the bottom. Adding Subscribers There are 2 ways to access the spot to add subscribers:  Subscribers Tab:  Select Contacts from your Simplero Dashboard Choose Lists from the dropdown menu Select the list you want to edit Select the Subscribers tab  Click on the red + Add subscribers button: Import Contacts Button:  Select Contacts from your Simplero Dashboard Choose Lists from the dropdown menu Select the list you want to edit Click on the white Import contacts button in the top right-hand corner: There are 3 ways to add subscribers (from either place above): Enter Manually:  This section allows you to manually enter the names and email addresses of your subscribers. Follow either set of steps here (Subscribers tab or Import contacts button) Select the Enter manually tab: Enter the email address and name in the box, separated by a comma Choose your Options and click the blue Import button when done to add your subscribers: Upload File: This feature allows you to import a list you have saved in CSV format. Before importing, make sure the encoding of the file is UTF-8. That's an indication of how special characters - basically anything but the 26 letters of the English alphabet and the digits 0-9 are stored. If it's not UTF-8, then it's probably going to get rejected by Simplero, and you'll need to change the encoding before uploading. Here's an online tool that can help you detect encoding and convert it to UTF-8. Follow either set of steps here (Subscribers tab or Import contacts button) Select the Upload file tab. Click the Choose file button to choose your subscribers list from your computer: Choose the columns. However, if you have a custom field to import, you must first add the custom field in your contacts Select Settings >> Custom fields from your Simplero Dashboard Add the field Now go back to your CSV upload process and then select the appropriate field option from the drop-down menu: Once you're happy with that, click the Save changes button *Note that if your file downloaded as a zip file you will need to open the zip file and save the CSV file before importing * If you are migrating from another mail platform check out our guides on Migrating  Create a Signup Form Navigate to the Signup Forms tab on your list. Choose to either create a Full landing page or an Embedded form and follow the instructions in these guides for the next steps: Full Page Landing Pages Embedded Landing Pages Content The content tab in your list can be used to give a customer a freebie opt-in such as access to a membership site or a downloadable product. Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to give access to content Select the Content tab: Click the white + Add file button under the Lead magnet content section to add media files OR Check the white Box next to the name of your existing site under the Membership sites section to give them access to a membership site You can add another membership site via the blue link  Scroll down and click the blue Save changes button

A double opt-in is an email that’s sent to a customer to confirm their desire to subscribe to a list: Why We Do Double Opt-In When someone signs up, we have no way of knowing whether the email address they entered on the signup form actually belongs to the person who entered it. Anyone who knows your email address could put that into any signup form out there. That sucks. So without double opt-in, we have no certainty that it was actually that person who wanted to get emails, and that can be a problem if that person decides to go after you for spamming. Having the electronic paper trail of a double opt-in keeps you safe. Our double opt-in feature is designed to solve this problem 💥 It's true that some people are not going to confirm. They forget. They change their minds. They get busy. The email doesn't reach them. Whatever the situation, you will lose a small percentage of subscribers. Why Double Opt-in Gets You More Sales It’s also true that the subscribers you do get will be more committed. They've actively confirmed, which means you know everyone on there really does want your emails. That's a good feeling to have. There's also a psychological trigger known as Commitment and Consistency that'll start playing in your favour. What it says is basically that we have a tendency to stay congruent with our earlier choices, no matter how small. So the simple act of confirming their wish to receive your emails is going to make them more likely to want to continue to receive and read your emails, and possibly even buy from you later. In short, it's always a good idea to require double opt-in. Also know that if the person has already confirmed their subscription for one list, we don't require them to confirm again when subscribing to another list. Once per business should be enough. The only times I wouldn't do a double-opt-in is if I'm making a quick throw-away list for, like a party invitation or something, where it's really no big deal. Writing a Compelling Confirmation Email The next piece is to make sure you write a compelling confirmation email: In the email, remind them why they signed up. Remind them of the benefit to them: The free gift they receive, or the awesome insider tips, or whatever it is. You really need to make sure that you seal the deal in that email. Use the text on the button wisely. Maybe they want to click that button. That's it! You're in the clear, legally. People get their stuff and they're going to love you more and buy more from you. What's not to like about that? How it works Someone requests to be added to your email list by adding their name and email to your signup form. Simplero sends them an email asking them to confirm. They need to click a special link in this email in order to be put on the list. Once they've clicked the link, their subscription is active, and they will receive auto-responses, have access to freebie content, and anything else that comes with being a subscriber on the list. Unconfirmed list subscribers When you're using double opt-in ("requires confirmation") on your list, it will mean that some of the people who subscribe may not confirm their subscription. A typical unconfirmed rate is between 5% and 20% of signups. There are many possible explanations for why people don't confirm their subscriptions: They change their minds They get worried about spam and whether they can easily opt-out again They realize they're already subscribed with another email address They get busy with other stuff and forget They forget why they signed up They can't figure out how to click the link (if they can't click the link, chances are they won't be buying from you anyway) Their mail client makes it difficult to click the link Someone else signed them up by entering their email address in the form They mistyped their email They deliberately wrote a bogus email in the field It's some kind of bot that for God knows what reason, enters bogus email addresses into your form The confirmation request email gets mis-filed in their junk folder The confirmation request email gets deleted by their email provider because they think it's a spam One thing you can do is be very explicit about:  The fact that they’ll need to confirm their subscription Why they need to go through that cumbersome step (prevents spam) What benefits confirming will bestow upon them   The benefits should be iterated both on the web page they’re redirected to after signing up that says "you need to click the link to confirm your subscription", as well as in the email requesting confirmation.   If you want to research this for your own list, write a random sample of the unconfirmed people and ask them if they've gotten the confirmation request email, and why they haven't clicked the link to confirm. That should give you a good indication of where the problem may lie in your case.   There's usually no silver bullet, but the more "holes" you close, the better confirmation rates you'll get. Resend email asking for confirmation If your subscribers didn’t confirm their subscriptions to your list, you can remind them to do so. Head to Lists >> Choose the list >> Subscribers Select the tab Unconfirmed Add a checkmark to the contact(s) Click select action and select Resend email asking for confirmation or just select the Resend Icon (an envelope):

Below are some of the best practices for managing your lists and contacts.  House List Most businesses should have one main email list that they send regular newsletters or emails to. In Simplero, this will be the list marked with a little house next to it.  The house list, we call it affectionately. If you have multiple distinct audiences, you might have several main lists. When you send broadcasts, you want to always send them to your house list, unless it's specific to one of your sub-lists.  Additional or Sub-Lists Create sub-lists for events, webinars, or opt-ins. While it's important to create sub-lists for specific events, webinars, or opt-ins, you still want to add those subscribers to your main list, so they receive your regular emails and newsletters. For campaigns, typically, it's best to wait until the campaign is over before you add subscribers to your main list. To add subscribers to your main list: Navigate to Contacts>>Lists on your dashboard menu: Select your House or Main list: Select the Import contacts button and then Copy from other tab. Select from Lists or Products and mark the options you want for your Import options and Auto responses: Click the blue Copy now button to save. For evergreen funnels or special offers, you can add subscribers to your main list right away. In this case, the easiest way is to set up a trigger on the sub-list that also adds subscribers to the main list. You can temporarily pause emails to that list while subscribers are in the funnel by using triggers or adding a step in your automation funnel.  Check out our guide on triggers for more on setting those up.  When you're done with a sub-list, just click the little star next to the list on the overview, and we'll hide it from then on. It's not too hard to find - but this way, it won't clutter up your main list screen anymore: Again, we want to emphasize that unless a broadcast is specific to sub-lists, it's always best to email the main house list. If you have your sub-lists set up with a trigger to auto-add everyone to the main newsletter, you won't have to worry about missing any contacts!   Adding to Your House List From a Product When you send newsletters and sales promos, we always encourage sending them to your house list, so it's a good idea to get people from your products into your main list. This can be done through a trigger on the product or by having an option on the order form allowing the customers to choose if they want to be on that list. On the Order form tab for your Product, you’ll see three options under Options >> Email opt-in check box: Default: The opt-in check box on the order form will add them to your House List. The check box label will use the default label you added via Settings >> Privacy >> GDPR consent message for the checkout form: Because this label is default and account-wide, it will automatically translate to the customer’s browser language (as long as you didn’t force the order form to be in your default language under Account Settings >> Localisation). Custom: This allows you to override the label and sub-label for the opt-in check box. You can also choose a different list other than your House List to add them to when they check the box: None: This removes the check box from the order form altogether: Importing a List From Another Server When you import subscribers to a current list, you'll want to do so before turning your Autoresponders ON or adding a Trigger to the list to start an automation. This way, previous subscribers don't receive the welcome sequence a second time: If the import is made via Upload file, activate the checkbox at the bottom to not send auto-responses/welcome emails: How Does Simplero Remove Duplicate Emails When Sending a Broadcast to Multiple Audiences?  Great question! When sending a single broadcast to multiple audiences (or “classifications), Simplero will automatically remove the duplicate emails. Let's say you have a customer named Sally in all four of the following classifications: Zebras Rock (the house list) Apples and Bananas (tag) Xylophone Course (product) Laughing Hyenas (segment) If you send a single broadcast to all four classifications, Simplero will remove duplicate emails from those classifications in alphabetical order. In the example above, this means the broadcast would get sent to Sally once, via the Apples & Bananas tag.  This isn't ideal, as Sally can't unsubscribe from a tag or a segment. That's why we always recommend sending broadcasts to a list or a sublist. This way, your contact can unsubscribe. We encourage our users to not overdo it with sending broadcasts to multiple classifications. If a contact is on more than one classification, they have to unsubscribe from each one separately to stop getting emails from you. It's best to make it easy for your contacts to know what they've signed up for by adding them to a minimal number of lists with easily understandable names. This makes for a better user experience overall 🎉

Deleting a List Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to delete Select the 3 dots in the upper right side of the Navigation Bar. Then press the Delete button: Click OK on the popup to confirm your request to delete your list: Note that this will also delete any sign-up forms and auto-responses on that list.  However, it will not delete the actual contact records of your subscribers - just their association with the list. 

Auto-subscribe and Auto-unsubscribe These are special links that you can insert into a broadcast, auto-response, or library email, which, when the recipient clicks it, will auto subscribe them or unsubscribe them to/from the list you copied the link from. One of the things that it's particularly useful for is a one-click opt-in to a list. You can use this for a super quick opt-in to an event, to set up a sublist for people who are interested in a given topic or product, and so much more 🎉 Just grab the link, insert it into an email, broadcast or auto-response, and you're good to go! Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select your list Click on the ink icon in the top right corner to see the links for Auto subscribe URL and Auto unsubscribe URL: Click the clipboard icon next to Subscribe or Unsubscribe to copy the URL Insert this link into an email, broadcast or auto-response REMINDER: These links don't do anything on their own. They only work when you put them in a broadcast, auto-response, library email or "Thank You Page", and only when you send it out for real, not in a preview. Also, we’ll show a successful page as soon as they subscribe/unsubscribe using these links (using your company logo): Unless you’ve set up your own Custom Page in the List Content tab: Other Unsubscribe Options Aside from giving your customer the option to unsubscribe in an email body with the auto-unsubscribe link, Simplero offers them the option to unsubscribe in the footer of your email broadcast.  By clicking that unsubscribe link, your customers are taken to their account page where they can see all the lists they’re subscribed to and edit their subscriptions.  Unsubscribe from All Lists Often times a customer will unsubscribe from a list not realizing they’re on multiple lists with you. In turn, they get upset when they continue to get emails. If they email you, we recommend two things... First: As we mentioned above, be sure to direct them to the guide on how to unsubscribe themselves.   Second: Be sure to always send emails to your main newsletter list unless they’re specific to a sub-list or product.  Of course, if you desire to automate it for them you can add a trigger to the list - so when someone unsubscribes, they’ll also be unsubscribed from all lists.  Suspend or Resume a List Subscription This is useful if you want people to go through an introductory sequence when they subscribe to your list, and you don't want them to get your normal newsletters until the intro sequence is over. It’s also great if you’re using a sublist that filters to your house list, but don't want your subscribers to get emails from both at the same time.  Here's what to do: Create a trigger on Subscribe that starts an automation Create a trigger on Unsubscribe that stops the automation (This is important! Otherwise they'll keep getting your intro sequence even after they've unsubscribed, and we don't want that) The first step of the automation is to suspend the subscription to the list that you want to pause emails from The last step of the automation is to resume the subscription to that same list In-between you can do anything you want—emails, texts, webhooks… all of the fun stuff ✨

As an online business owner, there are times when you might want to find subscribers that have not engaged with you lately. You might want to reconnect with them (this is called retargeting) or perform an action on a group of contacts, like providing access to a membership site or updating their lead score.  Often people just want to run a cleanup and get rid of old subscribers and dead leads who count as a contact in your Simplero account, but aren't likely to bring in future business.  While you may consider deleting contacts that have been unsubscribed from your list for a while or have marked themselves as "Do not contact", in Simplero we recommend cleaning up contacts that didn’t re-engage after going through a retarget process. This guide will show you how to locate these subscribers and give you some options for what to do with them.   But First, a Few Helpful Definitions  Not engaged during… - A filter you can set to see who is not opening/clicking on your emails during a certain period. Unconfirmed - People who signed up for your list but didn't click the link in your double opt-in confirmation email. They're not considered active subscribers to your list. Inactive - A list view that includes people who are unconfirmed, haven't given you GDPR consent, and/or have opted for "Do Not Contact." Unsubscribed - Contacts who requested to be excluded from the list content.  Do not contact - Your subscribers will have the option to mark themselves as "Do not Contact". They’ll be unsubscribed from all lists automatically and excluded from any further communications. Locate Not-Engaged Subscribers Within a Specific List Select Contacts from your Simplero Dashboard. Select Lists from the dropdown menu. Select the List you want to search. Select the Subscribers tab. Click the Filter option and select Not engaged during...  Select your Date Range or click the hyperlink for This month, Last month, This quarter, etc.  Click the blue Apply button. This will give you a custom view of your not-engaged subscribers for that specific list during the time period you chose. In your filtered not-engaged list, you can then select a subscriber and pick an action from the list. You can add the subscriber to a new list, unsubscribe them from a list, start them in a re-engagement automation, assign them a tag, or something else: Click the box next to their name and click the Select action drop-down list to perform an action. Once you select an action, a pop-up screen will open, and you can complete it. If you’d like to delete a subscriber: Check the box next to his/her name. Click the Select action drop-down list and select the Add a tag option. Type to create a Tag or select a tag from your drop-down list and click the blue Add a tag button: Select Contacts from your Simplero Dashboard. Select the Tags tab: Click on the Tag you've just created. If you want to delete all the contacts in this tag, click the box at the top of the list of names to select all contacts: Review the list carefully before deleting. Keep in mind it is not possible to restore multiple contacts simultaneously once they've been deleted. Click the Select action drop-down list. Select the Delete option and click OK to confirm your action. OR simply press the trashcan icon: Locate Not-Engaged Subscribers Via a Segment It's always best practice to go with locating not-engaged subscribers via the list option above. However, there might come a time when you prefer to see a particular segment, such as the people who weren't engaged for a specific series of emails.  NOTE: If you use this method and send the same broadcasts to multiple lists, it won't return the desired results.   Here's how to find not-engaged subscribers using a segment:  Select Contacts from your Simplero Dashboard Select the Segments tab from the dropdown menu Click the red Create a segment button in the upper right corner: In the Include section, select any lists or emails you want to remove not-engaged subscribers from. For example, if it's for a specific Broadcast, select the Group Type "Broadcast recipients" and choose the Broadcast Name as the Source: In the Exclude section, click the + Add exclude... button to select any lists or broadcasts you sent during the period you're interested in.   For example: If you want to find anyone who hasn’t opened an email in the last six months, then exclude all broadcasts sent to the list during that time. To do this, you would select the Type "Broadcast Recipients" and choose all the broadcasts that were sent over the past six months as the Source. Make sure to click the Add Member Group button. After these steps, you'll have a segment of people who haven't opened an email in the last six months or whatever time frame you selected. So, Now What?  You have a few options for what to do with this segment or custom view:  Perform an Action You can "perform an action” in two places.  1. If you’re locating the not-engaged subscribers through the list: Once you have that view, check the boxes next to their names, and a drop-down menu will appear at the top where you can choose the action: Remember that if you would like to delete these not-engaged subscribers, you need to give them a tag. Go to Contacts >> Tags and select the tag you just created. Then click the box at the top of the list of names to select all the contacts in that tag and use the drop-down menu to delete them (see instructions above for "how to delete subscribers"). Remember to review the list prior to deleting. 2.  If you created the list via a segment: Go back to your Segments and select the segment you want to perform an action on. Then look in the upper right corner and click the Perform action... button: The Trigger screen will appear so you can select the action: To delete contacts on the segment, click on the "View contacts" icon at the bottom of the segment:   You'll be redirected to the Contacts view with the segment filter applied to it. Check the box next to the contacts and select the action delete: Retarget You can set up an automation that sends an email or series of emails to the selected group to retarget them for engagement. To do this, perform an action to put these people in a new list and start that new list in the automation. Unsubscribe If you want to unsubscribe not-engaged subscribers from your list, perform an action and choose “Unsubscribe from a list.” Select the list you searched to create your custom view, the list you added in the include section of the segment, or the lists the broadcasts were sent to. You'll also be able to unsubscribe them from all lists if you want to delete them eventually or run a contact cleanup: If you’ve been through your not-engaged contacts and already went the extra mile to retarget those possible leads, but there are still some contacts you haven't heard back from… It might be time to consider cleaning up those contacts you could be getting billed for and that, at the end of the day, aren’t returning any value to your business. 

If you want to export your contacts from your list, you can do so by downloading them as a CSV or an Excel file. Follow These Steps: Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to export contacts from Select the Subscribers tab In the table, click the Download button and you'll see the CSV or Excel option menu Choose the file format you wish to download and then Save it: Want to also export your custom fields? To do so, follow the steps below: Navigate to Contacts from your Simplero Dashboard Select Contacts Filter by the List of Subscribers Add columns including the custom fields you’d like to include in your export Download the current view It's that easy!

Simplero has a number of built-in mechanisms to prevent spammers from ending up on your contact list.  All of the following spam checks are automatically built into your Simplero account. You don't need to do anything to enable them.  If Simplero detects that a user signing up to your list is suspicious, we make them go through an extra step (Captcha) to first confirm they're human.  There is a long algorithm and series of checks we do to determine what is "suspicious."  Finally, Simplero has a periodic job that removes spam signups that got through. So while you can delete them yourself, we'll also handle this for you weekly.  Even though lots of work has been done to combat spam in Simplero, it's possible that some Spam still slips through. If you notice an increased rise in spam, please contact Simpero Support and we'll see if there's something we can do. 

It can feel daunting.  You've got a great idea. You think people will be interested - maybe you even have a handful of people interested already.  But you want more handfuls of people. ALL THE HANDFULS. 🤩 How do you find the perfect people who want what you have to offer?   There are five basic, time-tested strategies to do this.   So buckle up!  Here we go.  🚎  Next stop = Subscribers.  🚎 Strategy 1: Offer them something  AKA: a freebie, free offer, opt in offer, lead magnet, downloadable...  This is the easiest, oldest strategy we'll list here.  Many many many people are happy to give you their email address and permission to contact them again in exchange for your offer.   Your lead magnet doesn't have to be complicated.  It can be… a PDF a ebook a short course  a video or videos access to existing membership or course for a limited period of time a short consultation with you to address a specific problem Don't overthink it and don't undersell the value you can give with these types of offers.   If you know your audience and you speak to their hearts with the offer, they will opt in.  Simplero resource: Set up your Freebie Giveaway External resource: Content Marketing - Ebooks External resource: The secret to finding your first 1,000 subscribers External resource: How GDPR affects online businesses Here's a visual of a typical subscriber flow for a freebie campaign in Simplero:   Strategy 2: Engage with them as an expert AKA: run a free Facebook group, publish content to Linked In, etc I, personally, love this one.  It's accessible, doesn't cost anything, and creates multiple pay-offs for your business.  You never know who you’ll meet and what that’ll result in. Before you run your own free Facebook group or start publishing content to LinkedIn (or whatever platform you love) - it's a good idea to spend some time in OTHER people's groups / pages.   Position yourself as an expert by answering questions, offering advice and dropping links to things you've found helpful.  Build up a reputation.  Then go out and do the same in your group.   This one often feeds into Strategy 1. You can leverage this group into list subscribers by offering your lead magnet.  Voilà!  More people to send your great content to and to offer to sell your courses, membership sites or whatever.  Simplero resource: Post your sign up form to Facebook External resource: 5 Ways to Convert Free Users Into Lifelong Customers External resource: How to leverage Facebook groups for building an email list Strategy 3: Form partnerships Chances are good that your perfect audience and someone else's perfect audience are the same, or very very similar.   So figure out who else in your niche already has the audience who would ALSO love your content and offers.  Reach out to them with an offer for something that their audience would truly benefit from.  This can't be about serving yourself.  It has to be about serving your audience.  Providing your audience (which is also their audience) with something meaningful.  Something that doesn't compete with the offerings of the person you’re reaching out to!  This takes some thought.  And it's scary to put yourself out there.  But it's a great way to reach the people who need what you have.  Simplero resource: How to execute a partnership External resource: Use Guest Emailing to get promoted to another's list Strategy 4: Run a webinar (but call it a free training) People are happy to sign up for your email list in exchange for some specialized knowledge, and, if it's a live training, the chance to ask you questions. This doesn't have to be complicated technically.  You can… build a great landing page for it in Simplero use that to sign people up for a list in Simplero and send them reminder emails use Zoom or something similar to offer the training download the video recording of the session email the replay to everyone who signed up 💥 BOOM 💥 The content for this training can be the 'next level' version of whatever you’re using for a lead magnet.  Or it could be something entirely different that your audience also needs.  If you're not sure what to teach on - ask your 20 most engaged current subscribers!  What would they most love to learn about.  Make them feel special when you ask...   External resource: What is a webinar, and why do one Strategy 5: Develop a quiz This one is more complicated. It's a lot of work to do it well - but it's also delivers big time.   People love to learn about themselves. Quizzes satisfy that universal desire for self discovery. We're drawn to them like magnets. We can't help ourselves. But for this to work, you have to really know your audience deeply.  What are their fears, their hopes, their secret desires?  What do their shadow sides look like?   Maybe that sounds dramatic, but you want to get inside their heads and hearts so your quiz will be meaningful to them.   External resource: How to Build Your Email List Using Quizzes External resource: How to make a quiz (three types of lead quizzes and how to use each) External resource: Try Interact (which integrates with Simplero)

You have two choices of opt-in forms which include:       So what is the right one for you? It all depends on what you’re looking for, so let's assess the difference: A full-page landing page is ideal when you have more information to convey. A great example of this would be if you have a list sign-up for a webinar. Here you’d want to convey to them the date, why they want to be on your webinar and what they will learn. Bottom line is, your opt-in needs to be more like a sales page and not a pop-up box - so a full page landing page is the way to go.  Embedded opt-in forms are great when you don't have a lot of information to convey to your lead before getting them on a list. An example would be getting them on your newsletter email list. Here you’d only need to convey to them that is what they’re doing, and then collect their name and email. Embedded opt-in forms are generally pop up boxes that could appear if your lead clicks a link, or scrolls to a certain point on a page. Or maybe it comes up when they land on a page of your website or when they try to exit. But it can also exist as a permanent form on your website home page (or any page you desire). Use the Raw HTML code if you want to use the form somewhere else. This type of signup form has no styling from Simplero.  You add the styling in whatever system you use to display the form, such as a WordPress page, Leadpage or WebinarJam.  Related content For step-by-step instructions on creating Full page landing pages, check out this guide.  For step by step instructions on creating and embedding opt-in forms, check out this guide.  Occasionally the need may arise to have more than one opt-in form on a single landing page. Maybe you have one webinar being held on different dates. We make that easy with the creation of a single landing page mixed with multiple embedded opt-in forms. For a step by step instructions on this, check out this guide.

Did you know you can use more than one opt-in form on the same page? Having multiple opt-in forms gives you a greater opportunity to gather customer information and start building valuable relationships. It takes a minute to get it all set up, but this could be a great option for your business! Here's how to use more than one opt-in form:  Create each of your opt-in forms (see instructions here). Create your landing page (see instructions here). Make sure you have a button or text on each opt-in form that will be used to trigger that form: Go to your first opt-in form and copy the Manual Trigger code for multiple opt-ins: Select Marketing >> Landing Pages Go to the Opt-in tab and filter by the List. Click on the Embedded landing page Stay on the Content tab and scroll down to the Manual trigger code In the Manual trigger section, copy this code (<a href="#simplero-landing-page-171284">Show the form</a>) and paste it into a blank Notepad or Word document: Go to your second opt-in form and copy the embed code: Select Marketing >> Landing Pages Go to the Opt-in tab and filter by the List. Click on the Embedded landing page Stay on the Content tab and scroll down to the Embed Code section Copy this code (<script async id="_simplero_landing_page_js_171290" src="https://simplerosupport.simplero.com/page/171290.js"></script>) Go back to your Notepad or Word document where you copied the Manual trigger code. Within the Manual trigger code, find where it says "Show the form" and replace that text with the Easy embed code:  Manual trigger code: <a href="#simplero-landing-page-171284">Show the form</a> Easy embed code: <script async id="_simplero_landing_page_js_171290" src="https://simplerosupport.simplero.com/page/171290.js"></script> Your code should end up looking like this:  <a href="#simplero-landing-page-171284"><script async id="_simplero_landing_page_js_171290" src="https://simplerosupport.simplero.com/page/171290.js"></script></a> Copy all the code from your Notepad or Word document and paste it into the code of your landing page. Repeat steps 3-7 for each opt-in form: Note: One opt-in can be an auto pop up, but the others need to be manual as it gets messy if they're all set to automatically pop up. 

If your main website is hosted with Wordpress, Squarespace, Wix or some other provider, it's fairly easy to integrate a Simplero Signup flow onto that site.  Then users can fill out a form using your Wordpress design and be added to your Contact list in Simplero.  Here's how it's done: Select Marketing >> Landing Pages >> Create a new landing page. Create a New Signup Form and select Embedded Form Follow the steps in this guide to create your Embedded Form On the Content tab, scroll down to the Embed Code (required) section and copy it to your clipboard: Paste the Embed Code into a Script or source code section on your external website.

If your Opt-in Form is not appearing on your website, we encourage you to check out the settings and be sure you don't have limits set that have been reached.  Select Marketing >> Landing pages >> Embedded tab Locate and select the signup form name Select the Settings button on the header's top right corner: If the landing page Presentation is set to Modal, scroll down to the Restrict Views section and check your settings.  If you want the same person to see this opt-in every time, set your limit to 0 days and 1000 times: If the landing page Presentation is set to Inline, scroll down to the Already Converted section, select to "Show message" or "Show the form". Otherwise if you select “Show nothing” and you’ve already opted in yourself, but then try and view again, it will not show: When “Someone submits a signup form” trigger doesn't send out the email If you have this trigger set up and it doesn’t fire, check if the list has Double opt-in enabled via List >> Configure: If it does, we won't send an email unless they’ve already confirmed their subscription. If they haven’t confirmed their subscription, their status will be Unconfirmed under List >> Subscribers: Since the trigger fires right after submission, they might not have confirmed their subscription yet by the time we've fired the trigger. We suggest you set up an automation instead of sending the email directly if your list has Double opt-in turned On. Using a SquareSpace Website? When using SquareSpace you cannot utilize the function that allows the pop up to disappear if someone has already converted and if they've seen it "x" amounts of times. If you’ve set up those settings in Simplero, then the opt-in will not appear on your SquareSpace site at all - so you need to verify they’re not active.  Also when inserting the code into Square Space the correct block to use is called a "content block". This is where you’ll paste your embed code. 

When someone joins your list, you probably want to nurture that relationship so they’ll eventually become a product buying, money paying customer. Am I right? Simplero offers two great ways to do this; Autoresponders and Automations.  Autoresponders are simple emails that are automatically sent based on a specific number of days after someone joins a list.  Automations give you a bit more flexibility, as they can be scheduled based on a specific date, number of weeks, months, or even based on certain behaviours.  If you're using an autoresponder, you can add triggers to it or release pages via the standard drip-function. If you're using an automation, you can use the same steps - however, they would be separate action steps in your automation.  If you're not sure which one is the best fit for you, check out this guide. Auto-Responders Auto-responses are available for lists and products. You'll normally always have at least one auto-response, which is sent out immediately after someone subscribes or makes a purchase. This is the "thank you" email, letting people know that they're awesome for joining your list or buying your product. You always want this auto-responder. (And making it a little fun and more personal helps a lot 😉) But you can also add as many other auto-responses as you'd like with emails that are spaced out over any desired time frame. These emails can be sent out after 1 day, 2 days, a week, or on any other schedule. This is a nice way to give people encouragement over time, to drip-deliver content, and to stretch the engagement over a longer period. In an auto-response, you can link to media files or just deliver content within the email itself. Creating an Auto-Responder Select Contacts >> Lists or Sales >> Products from your Simplero Dashboard. Select the List or Product you want to create an auto-response for. Select the Auto-Responses tab. Click the red + Add auto-response button: Enter the Subject and When to send your auto-response and click the Add auto-response button. Complete your auto-response information: Subject: What customers see in the subject line. Internal Name: What admin screen calls the email (only you can see this). Press the blue + Internal name link on the right-side to add this. Email body: Type the email you want for this auto-response. Triggers: This section is not required for an autoresponder, but it does allow you to have the system perform an automated action when the autoresponder is sent. Check out our guide on triggers for more information about how they work.  Click the blue Save changes button. Then when you are ready to make your auto-response active, click the little grey button that says Draft, and it will change to Active: If you need to re-order your auto-responses, you can change the number of days that they will go out after, or you can grab the whole auto-response by clicking the six grey dots next to the subject line and drag and drop it where you want: What happens when you change auto-responses while people are already on the list? Auto-responses are sent out based on the timeframe you set. So if someone signed up exactly 7 days ago today, and you add or have an auto-response that goes out 7 days after signup, they'll get it now. If you add or have one that goes out 8 days after signup, they'll get it tomorrow. If you add or have one that goes out 6 days after signup, they've missed it. You can view auto-responses in your admin interface and see how many people missed it (those who subscribed longer than when they should've received it, but still haven't). Next to that number is a button that will send the auto-response to those recipients right away: Pausing Auto-responses in a purchase It might happen that your customer changes their mind and they want to stop receiving your content for a while. If you are delivering your content via auto-response, you can pause the auto-response series from your purchase screen. In the participant section of the screen, click on the date next to “auto-responder started at” and then click “pause”: You can then resume at any time: After resuming, the auto-responder will continue from the day that you pause it. For example, if you pause it on day 1, it will continue from day 2 when you resume it, regardless of how many days you keep it paused. Creating an Automation We have a series of guides focused on automations here. Automations are used to build out a sales funnel, drip content for your Evergreen program, or even simply send out a series of emails (like autoresponders do). There are times when it's better to use an automation instead of autoresponders. One case is if you want to exclude people from getting the autoresponders. For example, if you want to get people from your list to buy a specific product(s), and you want to exclude the people who have purchased the product already, then you'd want to use an automation. With this process, as people purchase the product, the series of emails won't continue going out to the purchasers.  Another example is if you want multiple sublists in your account to receive the set of autoresponders. In this case, you may want to consider entering them into an automation and then adding a trigger to each list that starts that automation.  Converting an Existing Autoresponder Series Into an Automation We know that many of you have autoresponders currently set up for your products and lists, and copying them over to an automation sounds time-consuming. But don't worry, it's not! And it’ll be well worth the time to have all the flexibility that automations provide. Here's how to do it: Head to Contacts >> Lists or Sales >> Products from your Simplero Dashboard. Select the List or Product with the Auto-Responder Series that you want to convert to an automation. Select the Auto-Responses tab. Click the "..." button at the header's far right to Convert to automation... and click OK to confirm that you really want to convert to an automation: Voilà! The conversion will happen in the background, and you’ll be notified when it’s complete. If you head to Marketing >> Automations, you’ll see your converted automation at the top of the list: You can now also direct other lists to this same automation. If your autoresponders are the same in several places, go to those other lists/products, shut off the autoresponders, and add two triggers to start and stop this automation upon subscribing and unsubscribing.  But what happens to your list/product? Everything is done for you! The autoresponders you just converted have now been turned off: The start and stop triggers to control people being in the automation based on their subscribing and unsubscribing activity have automatically been created for you: All the emails are now in your email library with the same internal name as they had when they were an autoresponder so that you can easily use them again and again in other automations or as broadcasts.  There's really nothing else for you to do unless you want to go back and rename the emails in your email library (to remind yourself where they came from if they're list or program-specific, for example). Maximum size of Emails The maximum size of email attachments is 20 MB. If you attach anything over that, we will show a warning. If you ignore it, the auto-response will not go out.  In this case, we will send a notification to the admin of your account with the title: Your email has not been sent. You will have to correct your email size and any pending emails will be sent automatically once you fix this issue.

Resending to Missed Contacts There may be times when you decide to add an autoresponder to your list and want it to go out to people who are already on the list. There is a quick and easy solution for this: At the top of the edit screen, above the Subject area, you will see the MISSED BY # (WHO?) and below that there is a white button that says "Send now": Select that Send now button, and the autoresponder will be sent to anyone currently on the list who did not receive the autoresponder Resending Auto-responders to Re-subscribers Do you have an opt-in such as a quiz or freebie where people might subscribe more than once without unsubscribing first? Do you want to be sure that they get the auto-responders again and again? We have a solution for that.  Convert autoresponders to an automation: If there are some of the auto-response emails you only want people to receive the first time they sign up, turn them off by toggling them to DRAFT before converting, and then turn them back on by toggling them to ACTIVE afterward so they are not included in the automation. Make sure not to turn the auto-responses used in the automation back on after the conversion turns them off, otherwise, people will get them twice. Edit your automation settings to allow contacts to enter more than once:  Select Marketing >> Automations from your Simplero Dashboard Locate and select the Auto-response name Click the Settings icon in the upper right corner In the Advanced section, make sure Only allow a given contact to run this automation once is toggled OFF: Click the Save changes button Change the start automation trigger from being on subscription activated, to being on "Asked to be subscribed..." Select Lists & Contacts from your Simplero Dashboard From the Lists tab, select the list with the automation trigger you want to change Select the Content tab Scroll down to the Triggers section and click the Pencil icon on the right side to edit the trigger: The Edit trigger screen will open. Click the drop-down arrow and change the start automation trigger from being on Subscription Activated to being on Asked to be subscribed (whether already subscribed or not): Click the Save changes button Now whenever anyone completes your opt-in they will be able to receive your autoresponders in the automation at any time. 

Deadline-funnels are a great way to boost sales and business growth, and now you can create them in Simplero!  What's a Deadline-Funnel and How Does it Work? The idea is you make an offer that, for example, is only available for 48 hours after people opt-in, and your emails and landing pages include a countdown timer to that point in time, to add urgency to the decision. An example of a Deadline-funnel setup would be: Have a List signup that sends an autoresponse The Autoresponse has a countdown and a link to a landing page The landing page has a countdown and a link to the product order form with a secret price Your core feature to set up a deadline funnel is the Countdown timer. Setting up a Deadline-Funnel Using a List Sign-Up Model Create your list and Auto-response including a Countdown timer: Setup your countdown timer. Choose Count down to a period after activation to make the timer Evergreen (so it counts down from the time each client signs up for your list or purchases your product). In the example below, the countdown will run until two days after the user signs up to this list: Create a landing page and include a countdown timer section. Note that you will need to choose a landing page with the Classic Builder for now (this section is not available yet on the 2.0 Builder): Setup the same time period and customize an end countdown message too!  Add a link to the product secret price: Include the link to this landing page in the list Auto-response by clicking on the link icon in the Landing Page Settings to copy it: Then paste it into the Auto-response (using the full URL, a hyperlink or a button): Other Setup Examples Products >> lead to a deadline-offer via an auto-response sent right after purchase: Automations >> instead of using the Auto-responses tab, fire an automation with purchase/subscription triggers via the Content Tab of the Product/List under the Automations section: In the automation, include an email with the countdown feature and the link to the landing page with the countdown section! Broadcasts >> insert a countdown on your broadcast as well as the link to the landing page. Make sure your recipients are either list subscribers or participants of a product: Note! If we don’t have activation at info, the page section will count down from the specified fixed time.

Create a Segment Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu. Click the red Create a segment button located in the upper right corner. In the Include section, choose where you're collecting these contacts from (e.g., a list, broadcast, product, auto-response, automation, space, etc.). Then Select Sources (which list, broadcast, product, etc.). Specify any additional Conditions for this member group. Click the blue Add Member Group button, and this will start populating all the contacts for that segment. Click the white + Add include... button to add as many member groups as you would like, and repeat step 4 until everyone you want to include is listed. Optional stop point  If you are looking to exclude a group of contacts, click the white + Add exclude... button under the Exclude section. Complete each drop-down that appears, select the list, broadcast, tag, etc. that you want to exclude, and click the Save button. You should now see a list of everyone in the segment. 

Perform an Action for Your Segment: Now that you've got your segment, you have two options for performing an action to it. Option 1: Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu. Create your segment or select your segment from the list. Select the Perform action... button from the top action menu. The Perform an action pop-up screen will open. Click the drop-down list in each field to select the action you want to perform for this segment, and then click the Go do it! button. Option 2: Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu. Locate the segment from the list by clicking the box next to the segment name. Click the lightning bolt icon on the far right side of the segment name Send a Broadcast to a Segment You have two options for sending a broadcast to a segment from the segment screen. Option 1: Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu Create your segment or select your segment from the list. Select the white Send broadcast button from the top action menu. Option 2: Select Contacts from your Simplero Dashboard. Select Segments from the dropdown menu Locate the segment from the list by clicking the box next to the segment name. Then click the Envelope icon on the far right side of the segment name. Note: When sending an email to a segment, the system doesn't recognize if someone has unsubscribed to a list. Therefore, you'll want to exclude people who've unsubscribed from the list or canceled their purchases for the groups you included.

Create Conditional Segments Sometimes you may need to create conditional segments. For example, you may want to know who has purchased both products A and B versus who has purchased either product A or B. Currently, Simplero isn't set up for conditional segments like this with a single button click, but don't worry, it can still be done!  Here's how:  Create a tag for each condition item you want. In the example above, you would create two tags. For this example, we'll call the first tag "Purchased A" and the second "Purchased B." An example tag would look like this: Create your first segment (follow the instruction on this lesson on how to create a segment). Set it up to only include the people who have purchased Product A and click Save changes. At the top of that first Segment screen, select the Perform action... button, choose the action Add a tag, select the tag you've created for "Purchased A," and click the Go do it! button. (Your action will be performed in the background). Create your second segment (follow the instruction above on how to create a segment). Set it up to only include the people who have purchased Product B and click Save changes. At the top of that second Segment screen, select the Perform action... button, choose the action Add a tag, select the tag you've created for "Purchased B," and click the Go do it! button (Your action will be performed in the background). Now Perform another action to these two segments. This time the action will be to Remove a tag. Go back to your Segment list and select the first segment you created. At the top of that first Segment screen, select the Perform action... button, choose the action Remove a tag, select the tag you've created for "Purchased A," and click the Go do it! button (Your action will be performed in the background). Go back to your Segment list and select the second segment you created. At the top of that second Segment screen, select the Perform action... button, choose the action Remove a tag, select the tag you've created for "Purchased B," and click the Go do it! button (Your action will be performed in the background). What this will do is remove that tag from anyone in product B who has also purchased Product A. This is because if the tag isn't there already, nothing will happen to that contact, so the people who've only purchased Product B won't have a tag removed and will be left untouched.  Then you're going to create one last segment. This time you'll include everyone who has Purchased Product A and everyone who has Purchased Product B. Then you'll exclude anyone who has the tag "Purchased A" and exclude anyone who has the tag "Purchased B" (this excludes people who have only purchased one product because they will have one of those tags). An example segment would look like this: When you're done, you'll be left with only the people who have purchased both Product A and Product B.   If you get stuck or have any questions, contact Simplero support. We'd love to help you! 

Keep track of each of you customers journeys and updates using Notes! You can add Notes from the contact record directly. Navigate to your Contacts Page, then choose the contact you’d like to add a note to. Scroll down on the contact page to the section ‘Notes’. Click on Add note. A popup will show up where you can add: A title Kind: Note, Session, Phone call, Meeting. Note: the content of the note. Advanced settings Labels: to better organize your Notes. Learn more about Labels in this guide. Whose note this is: the owner of the note. Private: check the box if you don’t want other admins in your account to see this note. Click on Create note Manage Notes Navigate to Contacts >> Notes tab. Use Columns to choose what info to see on the Notes table (Poster, Contact, etc). Then use the Filter to help you locate specific notes based on Contact, Kind, Label, Poster and Private Status. From this page you can edit and delete notes directly using the pencil and the bin icons on the right. Go note it!

Tags are a great way to distinguish contacts from each other in your contact database. It is all done behind the scenes behind you and requires nothing from your contacts such as purchasing a product or subscribing to a list.  Generally, in Simplero we do not suggest creating tags for any purpose other than identification. When emailing we always recommend emailing to a list or even a sublist instead, this way your contact has the ability to unsubscribe.  However, tags are not a useless feature in Simplero either. Tags are vital to using conditionals on triggers and autoresponders. Which run off the if/then statements. If this tag exists, or if this tag does not exist, then do this (trigger/automation). Adding a Tag Navigate to the Tags Page through the Contacts dropdown. In the upper right corner, select the red Create a tag button Enter the New tag name and click the blue OK button (Note: Tags are limited to 50 characters) Go back to your contacts by selecting the All Contacts tab under Contacts Select a contact from your list by clicking the square box on the left next to the contact's name Click the Select action drop-down menu and select Add a tag from the list Select the appropriate Tag from the drop-down list and click the blue Add a tag button Repeat steps 6 - 8 if you want to add multiple tags Emailing a Tagged Group Navigate to the Tags Page. Locate the Tag name you want to send email to. Click the Envelope icon located in the far right side of your tag name (if it doesn’t show, click on Columns to add the Broadcast column). A new broadcast page will open where recipients are contacts with the tag. To learn about editing your broadcast check out our guide Adding a trigger to a tag Navigate to the Tags Page. Locate the Tag name you want to add a trigger to Click the gear icon next to the tag name Click on the white + Add trigger button   6. The Add new trigger pop-up screen will open         7. Select the options in each field that you wish to happen for this trigger   8. Click the blue Save changes button when done   Or Add trigger from the Tags table directly: Deleting a Tag Navigate to the Tags page. Locate the Tag name you want to Delete There are 3 areas where you can delete a tag Click the box next to the tag name you want to delete and use the drop-down menu that appears Click the box next to the tag name you want and click the Trashcan icon located next to the Select action field Click the box next to the tag name you want to delete and click the Trashcan icon located in the far right side of the tag name This won't delete the contacts in the tag, it will just remove the tag from each of the contacts.  Tagging multiple contacts Many of you have asked how to tag multiple contacts instead of the time-consuming task of tagging one by one. So here's a quick guide to show you how to do this.  Option 1: Perform a bulk action Bulk Action from Contacts level Select Contacts from your Simplero Dashboard Select the All Contacts tab Check the boxes next to the names of the contacts Click the Select action... drop-down button at the top of the list and choose an action from it Bulk Action from Participant's Page Select Sales from your Simplero Dashboard Select the Products tab from the dropdown menu Select a product from your list Select the Participants tab Check the boxes next to the names of the contacts Click the Select action... drop-down button at the top of the list and choose an action from it Option 2: Create a segment Select Contacts from your Simplero Dashboard Select the Segments tab Click the red Create a segment button located in the upper right corner In the Include section, you can choose what type of contacts you wish to add (e.g. a list, broadcast, product, auto-response, automation, space, etc.) Once you've decided that then select source = which list, broadcast, product etc. You can add specified conditions to your selected contacts.  Click the blue Save button and this will start populating all the contacts for that segment Now click on the Perform action... button The Perform an action pop-up screen will open Select Add a tag from the drop-down list, enter a Tag name you want for those contacts and then click the Go do it! button         Optional stop point  If you are looking to exclude a group of contacts, click the white + Add exclude... button under the Exclude section. Complete each drop-down that appears, select the list, broadcast, tag, etc. that you want to exclude, and click the Save button. You should now see a list of everyone in the segment.  That's all!  Hope that is helpful! There are tons more fun stuff to do with Tags. Have fun! 

You forward your support email address, to an email address that Simplero provides when you turn on the feature. All emails to your support email address (often something like support@mybusiness.com) will then show up as support tickets inside your Simplero account.  You or your team can then respond to them and begin a conversation with your customer. When you have addressed their concern, you can mark the ticket complete and it will save in your Simplero account so you have it for easy reference.  Let's help you get set up... First, enter the email that you will tell your customers to write to when they need support on your Account Settings. This may be something like support@mybusiness.com.  This will link to when customers click on the 'Customer Service' link in the default Footer Navigation menu on your Site and your Membership Sites: Now, turn on support tickets: Select the Settings gear icon from Simplero Dashboard Select Support tickets: Switch the box that reads "Use Simplero's support ticket system for your customers" ON: Set up an email forward from your preferred support email address to the email address in the Support email section (jump down to this section for more info): Choose which sites you’d like the Support widget to show up on: If you want to send an automatic reply to your customers after they submit a help ticket, enter that in the Auto-Reply section.  This could explain how often you check the support email or give them some helpful information that might enable them to solve their problem: You can send SMS to this number when a super-urgent ticket is opened under the Unassigned Tickets section: You can get notified if someone puts a thumbs up or a thumbs down a ticket via the Ticket Ratings section: You can create flags (or categories) for your tickets so customers can flag their ticket with a specific value a value when creating it (Priority level, Ticket Type, etc): Set the default assignee for your support tickets under the Settings section.  This person must be an Administrator on your account with Support tickets permissions. Alternatively, you can leave tickets Unassigned: You can also set up Simplero to create a support ticket when someone replies to any of your emails: Click the blue Save changes button Forward Your Email  Reminder to forward the email address that you tell customers to write to when they need support to the custom ticket email address we provide you.  That email address will appear in several places on the Settings > Support page and will look something like this:  You will need to do this through the company that provides you with your email address (Gmail, GoDaddy, One.com, etc).   Go See What It Looks Like Select Contacts from your Simplero Dashboard Select the Support Tickets tab: Support tickets should now be an available option (If you don't see it, that means that you didn't save your settings in the steps above.  Go back to the beginning of this guide and turn on the setting).   From this screen, you can change the default assignee (so your team members can take turns, perhaps) and turn on SMS Alerts, which would send a text message to the Admin who turned on the Alerts whenever a new ticket is received. Simply click the Assignee button to assign another member and click the SMS Alerts off button to change the alert setting: You can also click the three dots in the top right hand corner, and you’ll see the following options: Create a ticket on behalf of a contact Edit the ticket Pipeline Manage macros Forward emails to tickets

When someone emails your support email address (support@mybusiness.com, or whatever email address you have set up), the email will filter to Communication - Support Tickets and then into the New tab. Each email will show in a list like the image below: To view and respond to the ticket, select the ticket subject. You will be redirected into the ticket where you can read it.  There will also be a box to write your response. Update the ticket to the next stage, by default you have 5 options: Solved - You are closing the ticket. You will still have access but it will be filtered down to the bottom of the support ticket page under "Closed" On Hold - You are responding but placing the ticket on hold for some types of reasons Pending - You are responding but want more information. It will move into a "Pending" section in your list Open - You are responding but want to keep it under your radar. For example, to follow later on. New - The ticket will stay on the list of support tickets right where it is Type your response and click Send response below the editor. If you want to converse about the ticket with a team member, check the box below where you type your response that reads "Private message not visible to submitter." Reassign the ticket to who you want to engage with, make sure it’s in the Open stage, and then click the send response button at the bottom. Tagging support tickets using Facets This is a great tool to manage your support tickets and then, be able to filter valuable data. For example, in Simplero we use facets to be able to tag tickets by topic: You can add a facet to a ticket on the right side of the ticket page: Learn more about how Facets work here.

Located at the right sidebar of your tickets you will find a Search bar tool: Things you'll need to know >> Search results will be a list of solved support tickets + knowledge base site's content. There will be 10 items at the most Tickets and knowledgebase content are ranked, but tickets always appear above knowledgebase content. Marking a ticket as canonical (using the pin icon) will boost its ranking in search results.

If you wish to reach out to any of your contacts internally through the support tickets system, click on the small "..." in the upper right corner and then click "Create ticket on behalf of contact" and follow the instructions below: It may happen that you'd like to start an internal communication with someone that is not one of your contacts yet.. You can add them here to be able to do so: As soon as you Create the ticket, an email notification will be sent to your contact for them to reply to you directly!

If you would like the ticket to get automatically re-assign to the default assignee when receiving a reply, then switch the toggle to ON. Note you can set the default assignee at the Support Tickets setting page or at the Support Tickets dashboard page. This feature is particularly helpful when you have a large team working on Support Tickets and would like to speed up your response-back time.

Make it easier for your Support Team to respond by having pieces pre-made. This feature is only available in the New Simplero editor, which must be enabled with the ProseMirror feature flag in your Simplero Labs for this to work. You’ll now find the Macros icon at the end of the Editor options to either insert a saved Macro or create a new one from the text already typed in the ticket: Give it a name, edit the Body if needed and save the Macro: It will now be available on any ticket in your account. You can also manage existing Macros on the top right corner of the Tickets page: On this page you can Create Macros, edit and delete them:

By default, you’ll have 5 different ticket stages created in your account: New, Open, Pending, On Hold, and Solved. You can edit these stages, remove them, or add new ones using Pipelines. Navigate to your Account Settings > Pipelines > Tickets tab. Click on Tickets Default pipeline. Use the Edit, Delete, and Add Stage buttons, or use the farthest left icon to drag stages to a different order: You can also create new ticket pipelines. For example, if you have different teams communicating with your members. You can then move support tickets to a different Pipeline from the Support tickets view by checking the box next to the support ticket and choosing Move to pipeline from the Select action… menu:

Create a survey from your Simplero dashboard >> Contacts >> Surveys >> Create new survey: Start designing your survey questions either from the Content builder or the Table view, whichever is easier for you. The Builder Click on Add field to get started: Scroll through the survey previewer on the right side of the page to see all of the field options: Use the dots icon on the far right to drag the field to a different position. The Plus button at the bottom of the active field will add a new field right below this one. Use the edit, duplicate and delete icons to perform these actions on the active custom field: You can also add conditions to show sections based on responses provided in other sections of the survey: Page Elements There are special items you can add to your survey in addition to custom fields: Headings: Include a subheading once you select it. Dividers: Add a horizontal line across the survey. Commonly used for long surveys. Sections: Make fields collapsible. Sections contain all custom fields below them until the end of the form or until the next section. File Uploads: Give your recipients the ability to attach a PDF, document, image, etc. Hidden Fields: Render a hidden field with a predefined name. If a URL parameter is set, its value will be passed as the value of the hidden field. Table View Click on Add field at the top right corner to open the Fields side panel: Now choose which type of question to add to your survey. Survey Preview You can see a Preview of your Survey on the ‘Content’ tab. Once you’ve finished building your survey, you’re ready to share it with your members on the URL provided at the top right corner.

Access the Survey’s settings page from the icon at the top right corner: You can set up a Customized Thank You page where we’ll redirect users to after they submit a response in the Confirmation section. Set up Automatic Notifications and Automations to start automatically when responses are submitted. Add a Trigger when someone submits a response. For example, send an email or assign a task to someone on the team:

Navigate to the Survey page >> Responses tab. You’ll find all submitted responses including their survey answers for a quick overview: Send Survey Responses in an Email Maybe you want to send a customer their responses to your survey via email. Well, now you can! Just follow these steps: Select Contacts on your Simplero Dashboard Choose Surveys from the dropdown menu Select the survey you want to grab the answers from Click on the first question in the survey and press + Key on the right column that slides in: This will open up the Interpolation key section where you can add a word (like radio or radiobuttons) to serve as the “Key” for this question: Now go to your email and paste {{field.interpolation_key}} wherever you want to display the answer to that question. Replace interpolation_key with the Key you chose for that question - for our example above, {{field.interpolation_key}} would become {{field.radiobuttons}} Repeat steps 4-7 for each question in the survey. Et voilà! Now if you send the email to someone who filled out the survey, it will populate their answers in each Key automatically.

Simplero's Website section is a full-featured website that includes a Blog and Pages where you have control over the content. The first tab you will come up with is the Activity page: You can find who has recently visited your site and any posts or comments registered in your Site blog and courses. You'll be able to create courses and show them on your Website: You can also set up Redirects, customise Engagement Badges, and configure the Site navigation/footer links by clicking the three dots next to the Configure tab: The Website is built around an upgraded concept in Simplero called Theme, which lets you get more out of your website. When you click the three dots, you’ll see Theme as an option: The Theme gives you a lot more flexibility and customization for the look and feel of your website. Not only that, but you can also browse around your website while adjusting its appearance with the theme customizer – pretty neat, right? Learn more about Theme customization on this guide! What if You Have an Older Simplero Account? Users who signed up before we rolled out this site feature will have to manually make the switch from the old public site (the basic Product Catalog) to the new public website. It's simple - just click on Marketing>>WebSite in the menu bar of the administration panel of your Simplero account, and you'll get this notice: NOTE! We strongly recommend that you preview the new site first by clicking the Preview themed site button to make sure that everything is how you want it before you make the switch because once it's enabled, we can't take it down. 

Navigate to your Marketing >> Main website >> Configure tab to edit the following settings: Name and title Site URL Card image Community features Notification settings Signup forms Social media links Meta data Triggers Advanced settings (Not Found Page, etc) Click on a setting above to jump down to that particular section in this guide 🥂 Name and title In this section, you will be able to edit the Name and title of how your website site appears in the Configure tab. You will also be able to select which page on your website is the Home page.  Site title - this will how in the browser tabs and title bar. If you don’t add a logo to your Site Theme, we will show the Site Title in the top right-hand corner of your website. See this guide for how to add a logo. Home page - select a Page or Course on your site that you want your Home page to be. Internal name - only you can see this name within your Simplero admin interface. You can keep it the same as the Website title or enter a new name. Labels - add any labels here if you'd like, or create a new label by typing the name directly. Site URL This is the web address that your site will be available at. You can hide the site from non-admins until you’re ready to launch and choose a landing page to show instead: Card image This image will appear on your customers’ Account Overview in their profile, where the sites they have access to are listed. We provide the following size recommendation for best results underneath “Choose file”: 700 x 380 pixels Community Features Everything that has to do with liking or commenting on your Site’s Course lessons, Forum posts and Blog posts! You can also add an email address to notify of any posts or comments requiring moderator approval (based on the settings you configure for that). If you are on the Rule The World, Scale or Skyrocket plans and it's the first time you come across with Badges, learn more about Engagement badges here! Notification Settings NOTE! It’s best practice to host courses on your Membership Site, since it’s much easier to control access to them on a closed site (instead of your Main Website, which is always public). However if you do host any of your Courses on your Website, participants would become Members of your Website. This is also the case when using the Blog on your Website. In this particular case, members would have the option to receive certain notifications related to the site. Choose the default settings for new members in this section: You can also disallow commenting by replying to email notifications. Signup forms This section allows you to add any of the opt-in forms you've created in Simplero to your site. See our guide here for more detailed information on linking your different Simplero opt-in forms to your site. Social profiles (Social media links) This section is where you add all the URLs to your social media sites such as Facebook, Instagram, Pinterest, etc. so people can select the icons from your Site footer and connect to your social media.  As soon as you add your social media links on the section above, they’ll show up on your Site footer (example below): Meta data We have the Meta Data section where you can place your Meta title and description.  You can also upload an image that’ll be shown when people share content from your website that doesn't already have an image.   NOTE! The picture should be at least 200 × 200 for Facebook to accept it. Triggers Add a trigger that fires based on different actions that members take on the site, such as when… A new member joins A member signs in A member has not logged into the site for a certain amount of time A member uploads a profile photo A member creates a forum post Here’s our guide on Triggers if you need an overview of how they work. Advanced settings Configure the Advanced settings for your site, such as adding a Support Ticket widget, a Custom 404 not found page, etc. Not Found Page What do you want us to show when a page or content on the Main Site is not available: Simplero's built-in or your own Not Found page 😀 Here’s our guide on how to set up a Custom 404 Not Found page. FAQ SEO consequences of migrating your existing site to Simplero Assuming you moved over the domain name, and use our blog migration tool to migrate your blog posts from your external site (on Wordpress, for example), all of your blog posts will still be served at their original URLs, though we will redirect them to the new URL. As for all the other URLs, those will change. You can set up redirects for those manually, just like you'd need to move them over or recreate them manually in Simplero. How this all affects SEO, we're not experts enough to say. To Learn about your site URL check out our guides here on custom Domains and URLs We also have a free Mastering SEO Webinar Series in our Simplero University (anyone with a Simplero account has free access to the this) with a video on SEO for a Website Migration to Simplero: How to Preserve Rankings & Results 💻 Remove "Powered By Simplero" From the Footer For those on the Rule the World, Scale or Skyrocket plan you can remove the "Powered by Simplero" from the Footer by visiting: Settings >> Branding >> Colours and Logos >> Advanced Settings: You can also choose to use the Simplero Affiliate ID in place of the logo. Notice something out of date or missing with this guide? Email the support team and we'll get it fixed! 

Website pages are extremely versatile; they can basically be anything you want them to be. In Simplero, when you choose to add a new page, you have a bunch of options. Some site pages are pre-formatted for you, like the blog and forum, while others like the content page, you design yourself. This guide will show you a few ways to design a page that is unique and right for your business.  Below are a few key things you might want to know when designing a content page. Click on a section to jump to it directly: Adding a Page Editing an Existing Page Designing Your Products Page Webbooks Favourites Social Media Sharing Removing a Page Website XML Types of Pages You Can Design  There are endless options for types of pages you can design for your website, but here are a few of the popular ones we've seen:  An About page A Sales page for a product in Simplero (instead of using the templated ones available in the product) An Opt-in page connected to a list (instead of using the templated ones available in the list) A featured Products page Webbooks pages Favorites page There are so many more options! Adding a Page Select Marketing from your Simplero Dashboard. Choose Website from the dropdown menu. Select the Pages tab. Click the Edit Menu & Pages button located in the top right corner to open the interface to add a page: From the editor interface, click the white + Add button to add a page: Choose your page option (Page, Folder, Product catalog, etc.) from the pop-up menu box. NOTE! If you choose Builder 2.0 page, this will take you to the 2.0 Builder so you can build this type of page on your website. Any Builder 2.0 pages on your site will each follow their own style guides and not the website theme. Here are some guides on editing a 2.0 page (the builder is the same for both landing pages and website pages): - Page Builder 2.0 - Style Guides - Page Builder 2.0 - Sections and Elements Enter your information in the field and click the + Add button. Editing an Existing Page Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Pages tab. Click the blue Editor Pencil button next to the page you want to edit, or click on the title of the page itself: If you edit a Builder 2.0 Page, this will take you to the Builder 2.0 editor for that page. Reminder on how to edit a 2.0 page: - Page Builder 2.0 - Style Guides - Page Builder 2.0 - Sections and Elements If you edit a Page with the Classic Editor, you'll be redirected to the following edit interface screen: In the Sections tab, you can move the sections around, add or delete sections, or edit the content: To add a section, select the + Add section tab: Select the section from the options menu you want to add and click the Add button. To rearrange the section of the page, select the dots to the right of the page name and drag it to where you want it to go: In the Settings tab, you can change the page Title, Publish status, Layout, Label in Navigation, etc: When you're done making your edits, select the blue Save changes button: NOTE: Looking to add Call to Action buttons to your Website page so you can turn it into a Sales or Opt-in page? Check out this guide. Want to convert your existing Landing Page to a Website Page? Check out this guide. Designing Your Products Page We all want our customers to be fully aware of the products we're selling. There are a few ways you can do this on your Simplero website. You can create a content page and use the Products section to feature all of your Listed Products, or choose the Featured Products section and just feature a select few products of your choice: You can create a sales page for every product or a single sales page that talks about all your products with buttons that link to their order forms. You can also use the pre-formatted Product Catalog page. This page is determined by your products catalog. From there, you'll be able to add categories and list and unlist products: Webbooks This is a great tool to structure long pieces of content. Use the Text section to add headings and paragraphs, then enable the option to Auto-generate a table of contents to be displayed on a left sidebar: Add Chapters under the webbook section on the builder using the plus icon: The first page is considered the primary page in the webbook, and all the other pages are mounted at the "primary page's path/their slug": You will still have the freedom to later edit each of the pages' slugs and customize them if you want: NOTE! We’ll always include h1 and h2 headings in the table of contents, but only include h3 and h4 headings if the total number of headings does not exceed 10. Check out this live Webbook to see the full user experience! Favourites Your members can save their favourite lessons across your site courses using the heart icon displayed on the course overview: Favourite content is saved at the site level and can be reached on the site URL /favorites (www.example.com/favorites). Adding a Favourites page to your site will improve your members’ experience as they will have their favourites handy from anywhere on your site. Social Media Sharing We know you and your customers want to share your website on social media. But sometimes those shares don't look the way you want them to, and Facebook prevents users from editing the share. We know this is to protect against the false representation of the shared site, but for legit companies like you, who want their business represented beautifully, this can make things a little harder. But Simplero makes it easy for you to control what image will be in that share, giving you some say in how your website is represented. All you need to do is follow the steps below: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Pages tab. Find the page you want to share and click the blue Editor pencil icon on the right side of the page name. The editor interface screen will open. Select the Settings tab for that page. Scroll down to the Search engines and social section. In the Social sharing image, click the Choose media button:          Choose the image you want to display. NOTE! The image must be at least 200 x 200 to be accepted by Facebook. Select the blue Save changes button. To edit multiple pages in a row, or to see which ones have already been updated, you will also find these settings on the very convenient Marketing >> Main Website >> Pages >> SEO tab: NOTE! If you add the social sharing image and it doesn't appear when you try to share the page on Facebook, run it through the Facebook Sharing Debugger tool and scrape it a few times until the image appears. See below: Removing a Page Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Pages tab. Find the page you want to remove and click the blue Editor pencil icon next to the page name. The editor interface screen will open. Towards the bottom left corner, you will see a grey link that reads"Delete page." Confirm your request. Alternatively, delete the page from the Pages table >> Select action dropdown: Website XML To see your sitemap XML, for sending to Google, for example - just add /sitemap.xml to the end of your URL, like this: https://simplero.com/sitemap.xml

Convert an Existing Landing Page to a Website Page Maybe you want your sales page to exist as a page on your site, but you already created it under Marketing >> Landing Pages and forms and you don’t want to build the whole thing again from scratch. We gotchu covered 🎉 Here are the steps: Head to Marketing >> Landing Pages and forms. Check the box next to the landing page you want to convert. Press Select action… and choose Move to Site from the dropdown: FUN FACT! You can also convert your website pages to landing pages the same way, via Marketing >> Main Website >> Pages. Just select your page and choose Turn into a landing page… from the Select action… menu: OR: view your website page from the front-end (not in editor view), press the S in the top right hand corner, and choose Convert to Landing Page from the dropdown menu: Et voilà! You’re all set 🥂

Adding Call to Action Buttons to Turn a Site Page Into a Sales or Opt-in Page Some people prefer to design their own sales or list opt-in page on their Simplero site directly, instead of using a standalone sales page. This is easy to do by creating a content page and adding a call to action button to it wherever you want.  Once you've created the content page, here's how to add the call to action button: Option 1: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Pages tab. Click the blue Editor pencil button next to the page you want to edit. You'll be redirected to the edit interface screen. In the Sections tab, select the blue + Add section tab: In the Content options menu, select the Buttons tab and click the blue Add button:   Determine the Appearance of the Button: In the Content section, click on Button: Enter a Label for your button (e.g., "Click Here to Sign Up!"). Enter the link you want to send users to (this could be a product sales page, order form, list opt-in, online scheduler, wherever you want them to end up). Select the blue Save changes button. Option 2: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Pages tab. Click the blue Editor pencil button next to the page you want to edit. You'll be redirected to the edit interface screen. In the Sections tab, select the blue + Add section tab:   In the Content options menu, select the Text tab and click the blue Add button:   Write out the Label for your button (e.g., "Click Here to Sign Up!"). Highlight the text and click on the Insert Link icon in the Text Editor:   Add the Link for the button under URL, or choose it from the dropdown menu. Check Display as button. Check Open in a new window (optional). Hit the Insert button to save your changes: NOTE! If you don't put a link into the URL section, the button will not be created. If you don't have a link yet but still want to create the button, you can click on the URL section and choose your homepage from the dropdown menu. Then you can go back and add the correct link later.

Blog The Blog is a great way to market to your customers, leads and anyone who should already know about you. Keep up a regular post schedule, and you can build yourself a loyal and engaged audience. To Enable your Blog: Select Marketing from your Simplero Dashboard. Choose Main Website from the dropdown menu. Select the Blog tab Click the hyperlink that says "enable the blog": Toggle ON the option that reads "I want a blog on my site": Click the blue Save changes button The next section allows you to control the availability of commenting on your blog.  Allow/Prohibit Commenting on Your Blog Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Blog tab. Select the Settings icon in the top right-hand corner: In the Comments on blog posts area, select an option on how you want to allow comments: Allow Non-Simplero user comments or Login-less comments Do you want people to be able to comment on your Simplero site without being a Simplero user? It’s easy to set-up: Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Configure tab. In the Community Features area, toggle ON the option that reads Allow comments without login under Comment security: Click the blue Save changes button Adding a Blog Post Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Blog tab. In the upper right corner, select the blue Add a blog post button. If it's your first blogpost, you’ll also see a red + Add your first blog post button that you can select: Complete your Blog post information: Title, URL, Categories, Featured Media, Body... In the Publish status section, select the publish/schedule option and choose how you want to allow comments on this blog post in particular: Draft - if you want to place it on hold for publishing at a later date Published - immediately post Schedule - post it at a specific date Select the blue Create blog post button Adding a Blog Category Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the Blog tab, then Settings. Press the + Add a category' button on the right sidebar: Enter the Name of category in the pop-up screen: Click the blue OK button when done. Managing Comments The comments page allows you to quickly view any comments left on your blog posts (and forum posts!) from your public site: In the list, you can see: Commenter - Who posted the comment. Comment - About the comment (hyperlink to take you directly to the blog/comment where it’s viewable on the public site). Replies - If anyone has replied back to this comment. Reactions - If anyone has reacted to this comment. Status - Whether the comment has been approved or rejected. “Attachements Count paper clip icon” - The number of attachments added to this comment. "Thumps up/Thumps down/Send Message/Trashcan icons" - Used to reject or approve comments, reject comments with a message included, or delete altogether. Created - When the comment was made. Updated - The date the comment was last updated. Updated - The amount of time since the comment was last updated. If a comment is a Spam or you want to delete it for another reason simply select the trashcan icon to the right of the comment Migrating your Website over from Wordpress or another Platform? Check out our Migrating course with instructions on how to bring over your blog. 

Effortless site navigation gives your customers the best experience when they visit your website and helps reduce bounce rate! Read on for all you need to know to build your site navigation in Simplero.  In this guide, we cover: How to Configure Footer Navigation How to Create a Navigation List How to Edit a Navigation List How to Delete a Navigation List How to Configure Dropdown Menus Footer Navigation All websites include an editable Footer navigation. You can add links to the footer navigation, just like other navigation lists, but the included footer navigation comes preset with two links: Terms and conditions - this link will take visitors to a page with the terms you set up in your settings. Customer service - this link will open up the email service on the user's computer and autofill the "to" field with your email. You can edit that email address through your account settings. These links will show up on the Default Footer for your website (wherever it’s used). Create a New Navigation List Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the three dots next to the Configure tab and choose Navigation from the dropdown. In the upper right corner, click the blue Create new link list button: Give your navigation list a Name and Handle. The handle is important as it's a key used to refer to this navigation list from within your theme: Add the Links you want by selecting the + Add link button. Type in a Label and select a Link to a page from the drop-down menu: Repeat steps 6 and 7 until all Links to pages are added. Select the blue Create navigation list button when done. You can also do this for your membership sites under Content >> Membership Sites >> click the three dots >> Navigation. Use a Navigation List To use the navigation list you've created, you'll need to edit your theme. Then in the footer section, you can add and select your navigation list.  Edit a Navigation List Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the three dots next to the Configure tab and choose Navigation from the dropdown. From your Navigation Lists screen, select the list you want to edit or click the white Edit list button. You'll be taken to the creation screen: From the creation screen, you can change the Name, Label names, Add new links, and even remove a label by selecting the blue trashcan icon to the right of the label you want to remove. Click the blue Save changes button. You can also do this for your membership sites under Content >> Membership Sites >> click the three dots >> Navigation. Delete a Navigation Link Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the three dots next to the Configure tab and choose Navigation from the dropdown. From your Link list dashboard select Edit list:    5. You will be taken to the creation screen.    6. From the creation screen, click the blue trashcan icon to the right of the label you want to remove: Click the blue Save changes button. You can also do this for your membership sites under Content >> Membership Sites >> click the three dots >> Navigation. Create a Dropdown Menu To use this new feature, you need to first create a dropdown folder.  Do this from the Page editor, the same way you add a page to your Site. Click + Add and choose Folder: Drag it to represent the menu order you'd prefer.  Drag Subpages under it. NOTE! The dropdown folder is not a page itself. It only contains pages. Any existing top-level pages need to go under the new dropdown folder.   If you click on the name of your dropdown folder (from the public view) you can choose a page from the folder to navigate to. It works exactly the same way on both websites and membership sites.    Use Dropdown Menus Instead of a Sidebar Turn off the sidebar menus by customizing the theme settings. If you have sidebar enabled and you want to remove it, you'll need to turn it off in two places: On the individual page under the Page Settings: Or in the Theme for the site under the Sidebar section: We wanted to provide the option to have both a dropdown and sidebar for those who prefer it that way. If you have subpages and are using a sidebar, you'll still see that. We didn't want to surprise anyone by moving their pages around!   Drag Subpages to your Dropdown menu 1. If you have already-made pages and you wish to add these to your Dropdown menu then start by navigating to Websites >> Pages >> Edit menu & pages: 2. You will be taken to the editor area for your navigation.  3. Here you can drag and drop your pages into your folder by pressing and holding down the 6 grey dots to the left of your page name and dragging it under your dropdown folder: NOTE! You need to drag the sub-page so it’s indented underneath the dropdown menu (which tells the system to put the page into the folder). Here's How Dropdown Menus Look On Websites or Membership Sites: Here's How Dropdown Menus Look On Mobile Devices:    

What is SEO? Search engine optimization (SEO) refers to techniques that help your website rank higher in search engine results pages (SERPs), making it more visible to people who are looking for solutions that your brand, product, or service can provide via Google, Yahoo, and Bing.  SEO works by optimizing website pages, conducting keyword research, and earning inbound links (backlinks). Generally, results of SEO can be seen once the webpage has been crawled and indexed by a search engine. Several ways to improve the SEO of your site pages include title tags, keywords, image tags, internal link structure, and inbound links (backlinks). Additionally, search engines look at site structure and design, visitor behavior, and other external, off-site factors to determine how highly ranked your site should be in their SERPs.   Why is SEO important? SEO helps people find information and discover pages on the internet, but is especially important for businesses, as it ensures they’re answering their audience’s biggest questions on search engines, while driving traffic to their products and services.  Keep in mind...Just because you’re ranked high on the first page of Google, doesn’t always measure SEO success. You appear high on search engines, get a ton of traffic, but then your visitors realize your company isn’t what they were looking for. You don’t convert customers from this traffic, and ranking high for this particular keyword is futile. If you rank well on subsequent pages, you may have less traffic, but still have a high clickthrough rate. The amount of traffic to your page is less important than how qualified that traffic is. SEO Best Practices 1. Write high-quality content No matter what niche your website is in, always provide helpful and actionable guidance when you start writing. If you are giving the users the information they want, your content can be as long as you need. However, note that longer articles tend to rank higher in Google. In order to write the best about a specific subject, do your research and check what is already ranking high in Google, for your keywords. You have to find posts that have proven to be successful on social media and also at attracting backlinks. Have a look at the top 10 results and make improvements to the content that already exists. It’s no secret that you want to use your keyword a handful of times on your page. But you may not know that the location of your keyword also makes a difference. Specifically, you want to mention your main keyword at least once at the top of your page. Why does this matter? Google puts more weight on terms that appear at the top of a webpage. 2. Do keyword research Perform keyword research prior to any new writing. The best tool to use is the free Google Keyword Tool. Click on ‘Search for new keyword and ad group ideas’ and enter the main keywords you want to target. You’ll then get a list with keywords suggestions based on what users are searching in Google. Another method to find what people are searching for is to type in Google your main keywords, and check the suggestions based on the most popular searches. Also, if you scroll to the bottom of the Google page, you can see some more search related queries. Focus on keywords that have higher search volume, but don’t neglect long tail keywords, which are search phrases with longer word counts. Their length makes them more specific than searches with fewer words. If optimized right, you can get more traffic from keywords with less search volume. Keep in mind that you must write for your readers, and not for Google’s spiders.  Don’t do keyword stuffing, which is when you insert a large number of keywords into Web content and meta tags in the attempt to artificially increase a page's ranking in search results and drive more traffic to the site. Filling pages with keywords results in a negative user experience, and can harm your site's ranking. Focus on creating useful, information-rich content that uses keywords appropriately and in context. 3. Use unique title and meta descriptions Meta descriptions don’t carry as much value as they used to, but they still have an important role for SEO. Each of your pages should have a unique title and meta description. Make sure all are unique and you don’t have any duplicate ones. Google has stated that you should avoid “duplicate or near-duplicate versions of your content across your site.” This rule applies to every piece of content on your website, including: Title tags Meta description tags Product pages Landing pages Image alt text Category pages 4. Highlight your data with Google Webmaster Tools Go to Google Webmaster Tools and click on ‘Search Appearance’ and then on ‘Data Highlighter’. Click on ‘Start Highlighting’. You will be asked to choose what type of data you want to highlight. If you have a simple content blog, choose articles. If not, choose what is the most appropriate category for your website. Once on the highlighter page, simply click and drag your mouse over your website’s title and choose ‘title’. Do the same for your ratings, author, date published, image and so on. Google will ask you to repeat the process a few times until they will understand the patterns your website is following. Once finished, click ‘done’ and that’s all. When Google will crawl your site again, they will better recognize your data structure. By highlighting your website, you help Google better understand your site’s data. Data highlighter allows you to highlight parts of your website through Google Webmaster Tools, without having to make any code changes. That will help you display ratings, prices, and reviews along with your rich snippet in organic results. Even further, this will increase your chances of getting a Google Knowledge Card or Panel featuring your website.  Google Knowledge Panels are a type of rich results in Google’s search results pages. They can show information about all kinds of things and appear on the right side of your screen in the desktop search results. It shows details on the particular entity you’re searching for. If you want to be found for search terms like your name, brand or business name, a Knowledge Panel is really useful!  If Google decides to show you or your business in this panel, you pretty much dominate the search results on the right side of the screen in desktop search. In mobile, the panel will appear between other results but is pretty dominant as well.  A Knowledge Panel will, therefore, make sure your company or brand will stand out in the search results when people are specifically searching for it. That’ll give you lots and lots of clicks. This does make sense: if people are searching for you or your brand name, they probably want to find your website. So Google’s providing them with the best result. 5. Submit your sitemap to Google Having a sitemap for your website plays a crucial role in SEO. It helps Google easily crawl your pages and index your website. Head over to Google Webmaster tools and from the right side menu, click on Crawl-Sitemaps. There you can submit your sitemap to Google. 6. Avoid having 404 errors on your website Having a few 404 errors will not ruin your rankings completely, but they can lower your user experience, which ultimately can affect your SEO performance.  7. Promote your website through guest blogging The benefits of guest blogging are endless and often underrated. By tapping into already established communities, you can increase your reputation, build high-quality backlinks, get more exposure to your website and much more. 8. Use what works for your competitors If you could get about 50% of the websites that are linking to your competitors, to link to your website, that would mean you can easily outrank them, right? Of course, by having all the top links of all your main competitors, you could easily get an advantage ahead of them. You have to be up to date with all the backlinks they are building or earning, and try to replicate them. For this, you can use an SEO tool, like Monitor Backlinks. After connecting your account with Google Analytics and adding your competitors, you get a list with all the websites that are linking to them. The most useful feature is that it automatically compares your links with your competitor’s and highlights the ones you have in common. 9. Keep track of your backlinks Keeping track of your backlinks is just as important as building them. That’s because SEO relies on the quality of the backlinks your website gets. The more high-quality links you have, the higher you will rank in Google. Building backlinks is not enough. You also have to monitor every link your website is earning. Not knowing who links to you or when links are being removed can cost you a lot of traffic. After all, no one would want to be a victim of negative SEO. 10. Speed up your website Your website loading speed is one of the most important rankings factors in Google. No one likes slow websites, and neither does Google. Studies show that a visitor expects a website to load in no more than 2 seconds. If it takes more than 4 seconds, users usually lose patience, and the chances of clicking the back button are increasing with every second of delay.  To find suggestions to speed up your website, you can use Google PageSpeed Insights tool. Optimizing your images is one of the first things to do if you want to speed up your website. Never use pictures at a higher resolution than the one you need to display on your posts. The slower your website is, the more complicated it will be for Google’s bots to crawl your pages. 11. Use smart URLs for your posts Your URLs should include your main keywords, but make sure you keep them short and friendly. Try to limit the number of characters as much as possible. For example, you can drop adverbs from your URL. Use hyphens instead of underscores and try to maintain a consistency. 12. Remove duplicate content from your website Duplicate content is your website’s worst enemy. Google is very serious about penalizing websites with duplicate content, descriptions or titles. Use tools like Google Webmaster Tools to detect when duplicate content problems occur on your website. 13. Consistently add fresh content Websites with fresh content added on a regular basis are given more authority, and rank higher in the search results. Fresh content tells Google you are maintaining your website. 14. Build a strong internal linking system When writing a new post, always link to previous relevant articles you have written. That will help your users spend more time on your website by visiting other useful articles. A better average time on your website leads to a lower bounce rate and a greater user experience. Make the navigation through your website as smooth as possible. 15. Optimize your images Name Your Images With Descriptive Filenames: Google can’t “see” images (yet). And your image’s filename is one thing that helps them understand the content in your image. Use Image Alt Text: Google has said that they largely rely on alt text to understand images. It takes a few extra seconds to write alt text for each image, but it’s worth it. Just like with your filename, you want to write descriptive alt text that lets search engines know what your image is all about. Here’s our guide on how to edit Alt Text for your images. 16. Don’t just build backlinks to your homepage When building backlinks to your website, you have to make everything look as natural as possible. It’s normal that a website has most of its links to the homepage. However, if the website has nothing but backlinks linking to the main page, it can raise a flag to Google. For this reason, you should also build backlinks to your other pages. Use Keyword-Rich Anchor Text: Google uses your anchor text as a clue to what a page is all about. For example, the anchor text in these links helps Google understand what each page is about. Needless to say, you want to use anchor text that includes your main keyword. Send Authority to Pages That Need It: In general, you want to internally link to pages that don’t have much (if any) link authority. When you do, you’ll send much-needed authority to that low-authority page… which can boost its Google rankings. 17. Track Your Results With The Google Search Console If you don’t have the Google Search Console setup, you’re flying blind with your SEO. The Search Console is like a live dashboard that lets you know how your site is doing in the SERPs. Recommended: Checking these 3 reports on a regular basis. Performance: This data lets you know how many people see and click on your site in Google search. You can also see the exact keywords that people use to find your content… and where you tend to rank. This is all super valuable on its own. But the real value is tracking your impressions and clicks over time. If they’re moving on’ up, it’s clear that these SEO best practices are working. If not, it may be time to try a different approach. Coverage: The coverage report lets you know which pages from your site Google has indexed. It will also let you know if it’s having trouble fully-crawling any of your pages. If you see “errors” and “warnings” here, fix these ASAP. After all, if Google can’t index your page, it won’t rank for anything. Fortunately, Google doesn’t just tell you: “We can’t index this page”. They usually let you know what’s causing the issue. Enhancements: The main thing to pay attention to in this report is “Mobile Usability”. Considering that Google’s index is now mobile-first, you definitely want to make sure that your site is easy to use on mobile devices. Where to find SEO Parameters in Simplero You will find an SEO tab in your website and membership site pages which allows you to customize the Meta data, Description and Social image in one click: How to find your Sitemap in Simplero To find your sitemap, for sending to Google, for example - just add /sitemap.xml to the end of your site URL, like this: https://simplero.com/sitemap.xml H tags in the text editor H tags are HTML heading elements. They indicate the structure of your content inside your site. Using them wisely will help improve your website's SEO and user experience.  While editing your site, click on "Format" to choose the different headers. The image below shows how they translate to H tags for SEO purposes: NOTE! If one of your website pages uses the 2.0 Builder, you’ll need to format the headings using the Style Guide for that builder instead. This guide was written by Herter Rosenthal, a former member of Simplero's Concierge team, in early 2021.  Thank you so much Herter!  If you'd like the most up-to-date help with SEO, please reach out to our trusted partners, Pathfinder SEO, for coaching, assessments, and Simplero-specific guides. 

How fast your web pages and funnels load makes a big difference for both your user experience and your conversion rates. In fact, Google and other ad platforms penalize you for running ads to pages that load in longer than 3 seconds. This would make your ads cost more and reach fewer people. One of the biggest factors in how fast your pages load is your image size and caching. Simplero automatically converts the images you upload into the gold-standard WebP format. This reduces image size without losing quality and massively improves page load speed. If for some reason you would like to disable the WebP conversion for a file, you can do that from the right side-bar of the image asset in your media library: NOTE! Sometimes, the WebP version is bigger than the original. In those cases, we won't convert to WebP. We also don’t convert files uploaded to the liquid code of your theme (most people never do this). If you upload a .webp file to your theme, we will choose that one over a file with the same name but a slower-loading format. To automatically improve your page load speed, we also: Resize images depending on their use and the type of device being used Strip out unnecessary meta-data

You want your website to stand out and be unique to your brand, right? (pssst..you do!) Well, with Simplero, you can make that happen by customizing your site theme. Here's how to Edit and Customize the Theme:  Select Marketing from your Simplero Dashboard. Choose Main website from the dropdown menu. Select the three dots next to Configure tab and choose Theme: Select the blue Customize theme button: You'll be directed to the theme customizer interface, which looks like this:  From the customizer interface, you can edit several areas of your website: Colour - You can change the colour of your Background, Text, Buttons, Header, Footer, and Sidebar. When you click on the option you want to change, then a colour screen will pop up. From here, you can either type in your colour code, scan for your preferred colour, or select Accent colour, Background colour, Button colour or Text colour. NOTE! Success Accent colour is the "complete lesson" button found in course lessons. The heading colour updates the module names, not lessons. Typography - You can change the font of your Headings and Body text, and choose which font to use for your buttons: Navigation - You can choose the Location (Top or Side), change the Appearance, add a Logo image, Favicon Icon, and a Call to Action, and choose your Header options: Announcement Banner - You can add a banner at the top of your site to announce a new offer, blog post, lead magnet, etc: This is what it looks like in real-time: Footer - You can choose the Style, add a Logo image and choose to show Payment methods or your Address: Cookie consent - You can design the Position, Layout and Colour of your Cookie Banner here: Sidebar - You can choose the viewing options (Visible, Position) and add Content to the sidebar: Blog and Products - You can show the sharing button for blogs and products: Assets - Add any Additional CSS or Javascript Files here. Make sure to save your edits by clicking the blue Save changes button!

The Save as Template feature can save you time when you're creating your Website pages, Membership sites and Landing pages. Saved templates are available account-wide on any site page and landing page regardless of the theme they were created on. NOTE! This guide only relates to saving sections as templates in the Classic Editor (it won’t work for pages that use the 2.0 Builder). To Create a Template From your Website Pages, Membership Sites, or Landing Pages: Click on the blue Edit button located in your Pages tab and to the right of each page title: You will then be taken to Editor mode. In Editor mode you have the option to edit, add and remove the various sections your page consists of:   In this example, you will see the tab for Sections which has Hero, Sharing and Text: Let’s say for example you really like the format of the Hero and/or Text section and you want to be able to use the same Section on another site/page later such as your Landing Page and/or Membership Site. Well, this is where the “Save As Template” feature is useful. Here’s how: For this example, select the Hero section:   Scroll all the way to the bottom on the left side of the page and select Save as template: A pop-up screen will appear, type the name for the template and click the blue Save template button: You now have a template of your Hero section to use again later. NOTE! You can save any of the sections you may have on your site/page as a template by simply following the steps above. To Use your Template In any of your pages, select the + Add Section: Select the Templates tab: Select the section you just saved as a template: Click Add button to add it to your site/page: The section is now part of your site/page and you’re all set to make any additional edits to the section: Make sure to click on the Save changes button when you’re done!   Deleting Templates Select the pencil next to the name to 'edit' the template: Then you'll see a pop-up that allows you to delete it:

Simplero lets you edit the code that comprises your site, including HTML, CSS, and Javascript. Unfortunately, we do not have a lot of documentation on this yet, but here is a starting point. The HTML pages are written using a templating language called Liquid. It was created by Shopify, and so for now, the best place to find documentation for this is at Shopify's site. Beware that we would not have exactly the same tags, filters, and objects. But it's close. The best way to find out what is available is to look through our official source. Theme files with a .liquid extension will automatically be preprocessed using the Liquid templating engine and will output either HTML or CSS or Javascript, depending on the underlying file. Our CSS is written using a language called SCSS. Any regular CSS is valid SCSS, so if you do not want to learn SCSS, don't worry. You can just write CSS, and it will work. Files with a .scss extension will automatically be preprocessed using the SCSS compiler, which will translate it into CSS that browsers understand. Our Javascript files are written in CoffeeScript. Any theme file with extension .coffee will automatically be compiled to plain Javascript before being sent to the browser. Unlike with CSS and SCSS, plain Javascript is NOT valid CoffeeScript, so if you want to use plain Javascript, you will have to add it in a separate file. Careful when Making Changes As long as you have not made any changes to your theme, you will automatically get updates to your theme as we make them. We fix bugs, make small improvements to layout and rendering, or add entirely new features that require changes to both the site theme code and the backend. Once you make changes to a file, you will no longer automatically receive updates to that particular file. You will still receive updates to all your unedited theme files. This can cause problems when we do make changes, and thus you need to be careful when you make changes, and aware that you will need to factor in the cost of staying up to date with our ongoing changes. We have not yet developed a process for handling these changes, so, for now, you will have to bear with us, and we will do our best to work with you. Read This Before Making Stylesheet Changes The most common thing that you will probably want to do is make changes to the site's stylesheet. For this reason, we strongly encourage you to NOT make changes directly to the theme.scss.liquid theme file, but instead to add your changes to the custom.scss.liquid file. In here, you should be able to override anything in theme.scss.liquid, while still continuing to receive our changes. If you do not do this, when we do make changes to the HTML that requires changes to the CSS, you might end up with a very weird looking site, because the HTML changed, but not the CSS. You've been warned! Review Where You’ve Made Changes Did you update the theme code and now can’t remember what changes you made? Say no more! Anything you’ve made changes to will have the person with a pencil icon next to it: To see your Revision history, press the Revision history button in the top right-hand corner: Here you can see exactly how many changes were made, and how long ago. You can also Restore this file to its original version, or Blast away all local changes and revert to system theme file if you’d like to get updates each time we make improvements to the theme:

Have your users ever asked you if there is an app for your Simplero site?  Or have you ever wanted to make it super easy for your customers to return to your membership site?   Well, now you can save your site to a phone's home screen and teach your customers to save it in three easy steps: Step 1: Set the icon that will appear on the home screen. Add your icon to your Media Library. This is what will eventually appear on the home screen and make your site look like an app. It's best if it's a square image. Select Content from your Simplero Dashboard Select the Media Library tab Copy the link to that Media File by clicking on the Clipboard icon to the right of the file name: Go to the Configure tab of your Membership site or Website. Scroll down to the Advanced settings section and select Add custom tracking code: In the Custom tracking HTML code section, add this statement:  <link rel="apple-touch-icon" sizes="128x128" href=""> Insert the link to your icon Media File between the " " in the href section so that your code now looks something like this:  <link rel="apple-touch-icon" sizes="128x128" href="https://a.simplerousercontent.net/uploads/asset/file/2779576/alphabet-1896897_640.png"> Click the blue Save changes button Step 2: Test it out to make sure it looks the way you want it to. Open your browser on your phone.  If you have an iPhone, you have to use Safari due to a limitation that Apple imposes.  Android users can use any browser. Search for and open your Simplero Website or Membership Site Click the Menu Icon for your phone to open the phone's menu and then click "Add to Home Screen". You can edit the name of the 'app' if you want to.  Go to your Home Screen and see your new 'app' for your Simplero Site  Step 3: Teach your customers to do this by sharing the instructions in the second step of this guide with them! You can simplify it. Send them a link to your site and say 'go here'. Then continue with the instructions in points 3 and 4 above.

A '404 Page Error' or 'Not Found Error' is the web page that's displayed when a person tries to go to a page that doesn't exist on a website. Maybe they made a typo when typing the web address, or maybe the page was deleted. When this happens with your Simplero website, we direct them to a default 404 error page. However, you can set your own 404 Page so that you can give your audience a customised 404 experience. Perhaps you'd like the opportunity to ask them to opt-in to your newsletter, browse your product catalog, or showcase your humour or personality 🎉 How to Set Up Your 404 Page  Decide which page on your website you want the 404 page to be. You may want it to be a page of its own that you create for this purpose, or you may just want to redirect them to your homepage or another page on your site.  If you want to redirect them to an existing page (like your home page or product catalog) for your 404, skip to point 3 below.  If you want to create a New Page for your 404, do the following: From top menu, go to Marketing and Select Main website.  Next, select the Edit menu & pages button: Choose +Add, then Page. Give it a title, then press +Add again: On the Settings for the page, make sure you check the button "Hide from Main Navigation": Add sections to the page and customize as desired: Go to the Settings for the page and set to Published: Once you’ve created your page, go to Main website >> Configure. Scroll down to Advanced >> Custom 404 Not Found Page, choose which page on your site you'd like to set as the 404 page and press Save Changes: That's it! Now when a customer tries to visit a page that isn't there, they’ll see your custom 404 page instead.

Social Sharing buttons (Facebook, Twitter, Instagram, etc) at the bottom of your Emails and Pages allow your customers to share those emails and pages to their social media accounts and spread the word about your amazing business 🎉 Social sharing buttons are an important way for you to generate brand awareness. NOTE! If you’re looking to add Social Media Icons to the default footer of your Website and Membership sites that link to your social media accounts, head over to this guide. Simplero offers several places to add your Social Sharing Buttons… Click on a title below to jump to that section: Website and Membership Site Pages Landing Pages Email Templates How to add Social Sharing Buttons to your Site and Landing Pages When you add Social Sharing buttons to your pages, you'll see buttons on the bottom of your page. These Sharing buttons will show in addition to the Social media icons you’ve already added to the bottom of your footer via your Site configuration page (see this guide). If you prefer, you can turn off the Default footer in your Page Settings so your page only shows the Sharing buttons: Website and Membership Site Pages: Head to the Site (Marketing > Main Website or Content > Membership Sites and choose the Site). Select the Pages tab. Click on the Editor button on the left next to the Page title (ie. Home or About): In the Sections tab, click the + Add section button: Find and select the Sharing section: Click the Save changes button and you're all set. NOTE! Social Media Icons and Social Sharing Buttons each serve a different purpose, so it’s valuable to include both on your pages. But sometimes you might just want to show the Social Sharing buttons on the page and hide the Social Media Icons in your Website Footer. If that’s the case, here’s how to do it… Select the Page Settings from the Editor, scroll to the Layout section and mark the Hide footer box Click the Save changes button and you'll now only see the Social Sharing buttons on the bottom of your Page (the Footer will be hidden). Landing Pages: The following steps are for landing pages using our Classic Editor. Click here to use our 2.0 builder instead. When you add Social Sharing to your Landing page, you'll see the social sharing buttons on the bottom of your page (just like with Site pages). Here’s how to do it: Select Marketing from your Simplero Dashboard. Choose Landing Pages & Forms from the dropdown menu. Click on the Editor button to the right of the Landing Page you want to edit (make sure it uses the Classic Editor - not 2.0): In the Sections tab, click the + Add section button: Find and select the Sharing section: Click the Save changes button and you're all set. NOTE! To hide the Social Media Icons and just show the Social Sharing Buttons on your Landing Page: Select the Appearance tab from the Editor and mark the Hide footer box: Click the Save changes button and you'll now only see the Social Sharing buttons on the bottom of your Page (the Footer will be hidden). Email Templates Select Marketing from your Simplero Dashboard. Select the Email broadcasts tab. Select the three dots in the top right corner and choose Email designs from the dropdown menu: Select a Template: Scroll down to the Social section and mark the box to Include social sharing links in emails sent to lists: Click the Save changes button and you will now see the Social Sharing button on the bottom of all emails using this template: NOTE! Sharing links will only show when the broadcast is sent to a List, since this is the only case there will be a public, sharable URL.

Social Media icons on your Emails and Pages link directly to YOUR social media accounts, so customers can connect with your business on a deeper level outside of Simplero 💥 NOTE! If you’re looking to add Social Sharing buttons that your customers can click to share your pages and emails on their social media accounts, head over to this guide. Why add Social Media icons to your Sites and Pages They’re another way for you to connect with your current or potential customers. Social media is more interactive than just having a website. They can show how you communicate and engage with your customers. Customers don't just want to visit your website to know who you are and what you offer — they may also go to your Facebook page, Twitter, Instagram, YouTube, etc. to find out your relationships or interactions with the community. Simplero offers several places to add your Social Media Icons: Website and Membership Site Default Footers Landing Page Default Footers (Using the Classic Editor) It also offers a custom section for pages using the Classic Editor called Custom Footer with Links that you can add your Social Media Icons to. Jump down the page to learn how to use the Custom Footer with Links. To use Social Media Icons as part of your Site(s) or Page(s) Footers, you must enter all your social network URLs in the Social profiles section under your Site configuration.  Here’s how… Adding Social Media Icons to your Main Site or Membership Site: This is where you’ll enter your Social profiles for Facebook, Google+, Instagram, etc. Once you've entered all or some of your social media information, you’ll see the icons on the bottom Default footer of your website (wherever you’re using it). Head to your Site (Marketing > Main Website or Content > Membership Sites and select the Site). Select the Configure tab. Scroll down to the Social profiles section and enter the links to your various social media: Facebook Profile, App ID & Page ID Instagram Youtube TikTok LinkedIn X/Twitter Pinterest Snapchat Vimeo Scroll to the bottom and click the Save changes button and your Social icons will now appear on the Default footer of your site (wherever you use that footer). Adding Social Media Icons to your Landing Page: When you create your landing page, it will automatically use the default footer from your Main Website (with the social media icons you added to the Configure tab of the site above). NOTE! You can hide the footer altogether by clicking the Appearance tab and selecting Hide footer: Using a Custom Footer with Links: Instead of using the Default Footer, Landing Pages and Site Pages that use the Classic Editor have the option to use a section called the Custom Footer with Links instead. This section allows you to add your social media icons, custom links and custom text directly on the footer! Here’s how: On your page, press + Add section: Select Custom Footer with Links and press Add: On the left side of the page, you’ll see the following options: Hide the default site footer on this page if it is not already hidden - We automatically check this box, so you don’t end up with two footers on the same page. Padding - Adjust the padding of the footer. Use a custom socials icon colour - The colour of the social media icons will follow the Theme colours for the Page or Site, unless you change the colour here. Add/Edit/Remove Social Links and Footer Links - Customise your Social Media Icons and other links in the Footer. On the right side of the page, click on the footer directly to edit the text: Et voilà!

A Social Sharing Image will display on social networks such as Facebook, Twitter, Instagram, Google+, etc. when you or your customers share the URL to your Simplero Sites and Pages on social media. It’ll also appear as a Meta Image that displays when someone finds your Page on a Search Engine such as Google, etc. For tips on how to add Social Sharing Buttons to your Sites and Pages so customers can share your content, please see this guide. Simplero provides you with several places to use a Social Sharing Image: Landing Pages (using the Classic Editor) Website and Membership Site Pages Here’s what you need to do first: Select an image you want to use as your Social Sharing image Configure the image so it has the recommended size We recommend the size for the image is 1200 x 628 pixels and Facebook requires that your image is at least 200 x 200 pixels Upload your image to your Media Library If you don't select an image, the first image on the page will be used if there is one available.  Now Let's Set Up Your Social Sharing Image! Landing Pages: Full Themed The following steps are for landing pages using our Classic Editor. Click here to use our 2.0 builder instead. Select Marketing >> Landing pages and forms from your Simplero Dashboard. Search for the Landing page you want to use (make sure it's under the Full Classic filter): Click the Settings icon to the right of the Landing Page Title: Scroll down to the Search engines and social section. In the Meta image area, click on Choose file to add your image The Choose media file screen will open. Click on the image title from your Media Library that you'd like to display when you share the Page on Social Media and Search Engines: The screen will close automatically and take you back to the Landing Page Settings. You can also customise the Title and Description that will appear when the page is shared on social media or comes up in a search engine. NOTE! If you don’t enter a description, it’ll be automatically generated from the content of the page. And lastly, you can preview how the page will appear on search engines or social media under the Social Sharing Preview section:   Website and Membership Site Pages You can customise how your overall site shows up on search engines and social media, as well as each individual page on that site. Here’s how: For the Overall Site: Go to the Site (via Marketing >> Main Website or Content >> Membership sites and select the Membership Site). Click the Configure tab: Scroll down to the Meta data section. Under Default image, click on Choose file to add your image: The Choose media file screen will open. Click on the image title from your Media Library that you'd like to display when you share the Page on Social Media and Search Engines: The screen will close automatically and take you back to the Membership Site Configure page. For Membership Sites Only: You can also allow the Facebook crawler to access meta data of private pages: For Individual Pages on the Site: Go to the Site (via Marketing >> Main Website or Content >> Membership sites and select the Membership Site). Click the Pages tab and click on SEO: Now you can add a Meta title, Meta description and Social image for each page, all in one spot: Want to Test Your Social Share Images? Try testing your link using one of these sites: https://www.opengraph.xyz/ https://linkpreview.xyz/ Is your social sharing image not displaying correctly on Facebook?  Follow the steps in this guide to use the Facebook debugger tool.

Anchor links allow you to setup a link that links to a particular part or item on a page.  We've setup this link to be an anchor link that goes to the header at the very bottom of this guide.  Here’s how you can do it using the Text Editor on a Page in the Classic Builder: First we need to find a Text section on the website you're editing. Hover over the section and click the Bookmark icon: An Anchor box will pop up where you can decide the Id for this Anchor. You can call the ID whatever you want. For this one, I’ll call it kristina and press the blue Ok button: You’ll see a small grey dot appear next to the Text after this: Next, find the Button or Text you want to hyperlink to this section. So when they click it, they jump down to the section! Once you've found it, highlight the text and press the Link icon in the Editor (if the link or button is created via the Editor): The Insert a link menu will pop up. Click on the white bar underneath URL and select On Page Items: Now select your Anchor Id from the options below to choose the section you’re anchoring to: Now the Button or Link will jump down to the section you anchored it to! NOTE! If the Button was added to an existing section under the Content tab, or added via a Button section, click on the section and scroll down to Content on the white column to the left of the page. Then click the white bar under Link and type your Anchor ID with a hashtag in front of it. Using our example, it’ll look like this: #kristina The other option is to select On page items and just choose the section on the page you want to jump down to: Now the Button will jump down to the section you anchored it to! Link to an Anchored Section on a Different Page Wherever you Insert a link, add the URL to the page you want to send them to and then add a Hashtag at the end with the Anchor ID to the section where you added the anchor: https://www.yourpageurl.com/home/#anchorID The link will now take you to the page you've linked to and automatically scroll down to where the anchor is! Here is how to do it via the source code: First you need to identify the part of the page we want to link to. Click the <> icon to open the Source Code (in the Legacy editor): Give the element an ID. For example id="danish" (you can use any word you like instead of 'danish'). You need to make sure the id="danish" section is added to the code in the following format: <a id="danish"></a> (see screenshot below) You'll also want to add <a id="danish"></a> to the Source Code directly to the left of the text you want to link to on the page: Click OK and Save your changes. You are now able to visit your anchor link URL by adding a # and the word you chose to the end of the link. So now hyperlink the element you want to be a link.  In the URL field put the page you want to link to followed by the # symbol and your ID: If the anchor link is on the same page, you can just put the # symbol and the ID. 

Note: This is only for legacy experience sites. The new community experience doesn’t allow CSS in the site so you can’t add a custom font. In this video I'll show you how to add a custom font to your website or membership site theme.  Custom CSS Workshop I mention in the video: https://www.crowdcast.io/e/custom-css-workshop Webfont Generator Tools: https://transfonter.org/ https://www.fontsquirrel.com/tools/webfont-generator Code Snippets + Instructions from Video:  STEP 1: Bring in the font... @font-face { font-family: 'James fajardo'; src: url('https://us.simplerousercontent.net/uploads/asset/file/3553187/James-Fajardo.ttf') format('truetype'); font-weight: 400; font-style: normal; } STEP 2: Assign that font-family to different elements (headers, buttons, body text, etc)... body, h1, h2, h3, h4, p, a, .btn { font-family: 'James fajardo', sans-serif; } Et voilà 🎉

Want to add those snazzy Pin-It buttons to your images in Simplero so that your audience can save them to their Pinterest boards? Well, now you can, and it's super easy!  Here's How to Add the Pinterest Save Button:  Head to this page on Pinterest.  Click on the black "Save Button" tab below the title. You'll see a couple of configuration options you can play around with to make the button Round or Large or to customize the Language of the button. Copy the Script Code below the preview image. Head over to your Simplero Account.  If you only want the buttons on your Website (or Membership Site) and Blog: Head to Marketing >> Main website >> Configure (or Content >> Membership Site >> Configure) and paste the Script Code under Advanced Settings >> Add custom tracking code >> Body section at the bottom. Click the blue Save Changes button: The Pin-It button will now appear on the images on your Website (or Membership Site) and Blog, like this: If you want the buttons to appear on all the images on your account: Head to Settings >> Tracking and paste the Script Code under Global Tracking code >> Custom tracking HTML code for BODY section of all pages. Click the blue Save Changes button. The Pin-It button will now appear on all the images on your account, like this: That's a wrap - now your images are officially Pinn-able!

Why split test? Split tests are a great way to optimize the performance of your landing pages and web pages.  You want your pages to convert viewers to subscribers or purchasers at the highest possible rate.  So you might split test your pages to evaluate which page section Layout, Headline text, or the combination of Colours and Media resources you use results in the best conversion rate.  How to split test in Simplero When creating a Split Test, you start by choosing which of your existing pages you want to run the test on.  This is called the Control page.  (Put your science hat on.  We're talking experiment with controls and hypothesis here...) Then, you create one or more copies of that Control page in order to test specific changes (like headline text, or image choice). Those new pages are called the Variants and they will be generated when you set up the Split Test. They are also referred to as 'Challengers'.  Once a Variant is created, you'll get access to the page editor to make the changes. You might want to rename the Variants to keep everything straight. You'll then tell Simplero what percentage of the page traffic to send to which page in the test. This is called the page weight. You send all traffic to the URL of the Control page, tell us what percentage of that traffic to send to the Control and each Variant and and we will do the rest for you in the backend. If your Control is already giving you high conversion rates, you might consider giving it a higher weight, minimising the risk of losing conversions while running the test. You can create Split Tests on web pages and on landing pages.  For the purposes of this guide, we'll use the web page example. It works exactly the same way for landing pages.  Create a Split Test Navigate to your Site's Pages tab and hover over the page you would like to start a Split Test on: As soon as you click "Start Split Test" you'll be able to give the test a Name, add Variants and set the Control and Challengers weights: Editing the Control & Variants You can edit a Split Test while the test is on Setup and Active status. Make changes to the design of the Control and Variants via  Edit the internal name of the Control and Variants hovering on their names to then click on  Do you want to make small changes to the Control on a new Variant? >> Duplicate Control You already have an existing page on your site that you'd like to test against this Control? >> Create new Have you worked on the changes on the Variant and want to compare it against a third Variant with tiny little changes? >>  Edit the weights dragging the indicator on the progress bar resource. Editing the Test URL When starting the Split Test, we randomly send traffic to the Control into the different Variants (Challengers) you create on the test.  The URL displayed for these pages can be either the Control's URL or a custom URL. Start the Split Test Before you start the Split Test, check these things: Control page and Variants designs ✔️ Weights to distribute the traffic on each of the Variants ✔️ Set up URL as the Control or set up a custom URL ✔️ If all the above tasks are completed now, then you are ready to start the test! You need some more time to finish up the checklist... Save changes and start later instead. You'll be able to access the Split Test editor via your Site >> Pages (click the label next to the page from the split test): Choosing a Winner & End of the Split Test You've had your test running for a while and collected enough conversion rate data, in other words, you know which one is the winner. Click on the active test (green label): Choose the winner and end the test: From now on, all traffic to the URL will be redirected to the winner Variant. The winner will replace the page on your site completely (including the Page Editor). The Variants/Challengers will disappear. Completed Tests They will show on a grey label next to the page name: You'll now be able to start new split tests on this page if you wish to :) In a completed Split Test you'll find the test result data. If you would like to delete the split test now that it has been completed, you can do so on the delete option by pressing the three dots and selecting Delete in the top right corner:

Site Redirects Redirects is a fun feature with Simplero that let's you make a customised link that lives on your Simplero domain and redirects anyone to a page anywhere in internet land. Think about Bit.ly but with your Simplero Domain! Let me show you how: Select Marketing >> Main website from your Simplero Dashboard". Select the three grey dots and choose Redirects from the dropdown: Click the blue Add a redirect button located in the upper right corner: NOTE! You’re limited to 15 characters. A pop-up window will appear with two boxes: Box 1: Path on your site - In this box, you’ll enter the path or extension that you want to appear at the end of your Simplero domain. For example, if your Simplero domain is demo.simplero.com and you type Hello in this box, then the link you're going to be giving people is demo.simplero.com/hello Box 2: Redirect to this URL - In this box you will copy and paste the URL of the actual page you want them to go to. This could be a landing page you created in Simplero, an order form link, or anywhere else. The options really are endless. Click the blue Save button and you're ready to use the Redirects URL  NOTE! This feature is only available if you have an activated Simplero site. If you don’t have an activated Simplero site, check out Shortlinks below. Troubleshooting a Redirect that’s not working NOTE! Make sure the URL you are using is not an existing live page. We can only redirect slugs that are not being used already! An example: If home is currently an existing page on your site: ...the first redirect won't work, while the second one will: You’ll see an error notice when creating the Redirect if you try to add a path that’s already being used on an existing site: Shortlinks With Shortlinks, you can make a pretty or shortened link that directs anyone to a page anywhere in Internet land. To create a shortlink: Select Settings form you Simplero Dashboard. Select the Shortlinks tab: Click the blue a shortlink button located in the upper right corner. NOTE! You’re limited to 15 characters. A pop up window will appear with three boxes: Box 1: Shortlink - In this box, you’ll write the path or extension that you want to appear at the end of the shortened domain. For example, if you type Hello in this box then the link you're going to be giving people is simpl.ro/hello Box 2: Redirect to this URL - In this box, you will paste the URL of the actual page you want them to go to. This could be a landing page you created in Simplero, or Maybe an order form link. The options really are endless. Box 3: Labels - Give your shortlink a label so you can organise it in Simplero: Click the blue Save button and you're ready to use your Shortlinks URL.

When you enter HTML code in our WYSIWYG editor, we scrub your HTML code pretty hard.  There are several reasons for this. Security. Allowing unlimited HTML brings a bunch of security risks, known as "cross-site scripting" attacks, or XSS for short. By restricting the HTML, we eliminate that. Content Spam. Spammers have long used links as a way to game Google. We prevent that from working. Because when you copy-paste content from other programs into the wysiwyg editor, it'll usually come with a bunch of markup that you don't want. MS Word is especially awful in this regard, but other software does it too. Fonts, colours, background colours, and other things that you don't want, in addition to just awful and bloated markup that introduces weird problems. By restricting HTML, we manage to remove most of the unwanted markup. You as an admin are allowed more freedom than your end customers. I hope this explains the reasoning.  

Simplero comes with some built-in pages that have special URLs. For example, yourdomain.com/blog is set aside for a blog page that we create for you. To keep things running smoothly, each URL can only be used for one page. So, you won't be able to use these reserved URLs for any other pages on your site. Currently these are the reserved URLs we have so far: events calendar history courses groups feed leaderboards join playlists blog products terms privacy-policy Let us know if you have any questions!

Sometimes email isn't the preferred method of communication. With Simplero, you can also send Text Messages to your Contacts! Text Messages are great for short to-the-point messages that jump immediately to the awareness of your recipients. Note that this is only included in certain Simplero plans. Have a look here. In this guide, we cover: How to send Text Messages with a Trigger How to send Text Messages with an Automation How to send Text Messages manually through a Product or List How to send Text Messages through Segments Considerations when texting with Simplero Via a Trigger Text messages can be sent to your customers via a trigger on product, list, automation, or segment. Trigger a text message to send when they sign up for a Product or a List Select Products or Lists from your Simplero Dashboard Sales >> Products for Products Contacts >> Lists for Lists From the Products page or Lists page, locate and click on the product or list you want to perform the trigger Select the Content tab Scroll down to the Triggers section and click the white +Add trigger button: The Add new trigger screen will open. Complete the fields: Select what you want to happen In the Do this field select 'Send text message' option Type your message in the Message to send field Click the Save changes button and you are set: Via an Automation Select Marketing from your Simplero Dashboard Select Automations from the dropdown menu Click the Create new automation button in the upper right corner: Select what the Trigger will be based on, name your Automation and click Create automation: Click the blue + Add a step button for your automation: Select Action for the step In Do this section, click the drop-down arrow and select the Send text message option Type your text message Click the Save changes button: Via a Product or a List Select Products or Lists from your Simplero Dashboard Sales >> Products for Products Contacts >> Lists for Lists From the Products page or Lists page, locate and click on the product or list you want to perform the trigger Select Product or Contacts from your Simplero Dashboard From the Products tab or Lists tab, locate and click on the product or list Select the Participants tab (for Products) or Subscribers (for Lists) In the Participants/Subscribers screen, check the box next to the participant's name you want to perform the trigger Click on the Select action... drop-down menu and select Send text message option: The Send text message screen will open Type your text message and click the Send text message button: And you're good to go 🎉 Via a Segment Step 1: Create a new List Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the blue Create new list in the upper right corner: Give your list a name and press the blue OK button when done Step 2:  Add your Customers/Subscribers to the List There are 3 ways to add customers/subscribers: Manual Add:  This section allows you to enter the names and email address of your subscribers. Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to edit Select the Add subscribers button OR the Import contacts button in the top right hand corner: Select the Enter Manually tab: Enter the email address and name in the box with this format: Email, FirstName LastName Configure your Options: Choose the list to add to Add a tag Require double opt-in Override info on existing contacts (if contacts exist in the system, we’ll update their existing record). Click the blue Import button to add your subscribers Copy Subscribers from a List or Product: This section allows you to move people from another lists or products over to this new list. Select Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to edit Select the + Add subscribers tab Select the Copy from current list tab: Select the list or product from the List or Product columns Configure your Options: Choose the list to add to Add a tag Require double opt-in Override info on existing contacts (if contacts exist in the system, we’ll update their existing record). Click the blue Copy now button to add your subscribers Upload File: This feature allows you to import a list you’ve saved in CSV format. Before importing, make sure the encoding of the file is UTF-8. That's an indication of how special characters - basically anything but the 26 letters of the English alphabet and the digits 0-9 - are stored. If it's not UTF-8, then it's probably going to get rejected by Simplero, and you'll need to change the encoding before uploading. Here's an online tool that can help you detect encoding and convert it to UTF-8. Select the Contacts from your Simplero Dashboard Select Lists from the dropdown menu Select the list you want to edit Select the Add subscribers button OR the Import contacts button in the top right hand corner Select the Upload file tab Click the Choose file button to choose your subscribers list from your computer: Choose Columns to import Configure your Import options Press the Save changes button to upload the file: NOTE! If your file downloaded as a zip file, you’ll need to open the zip file and save the CSV file before importing. ***If you’re migrating from another mail platform, check out our guides on Migrating Step 3: Create a Segment Select Contacts from your Simplero Dashboard Select Segments from the dropdown menu Click the + Create a segment button located in the upper right corner: In the Include section, choose where you are collecting these contacts from (e.g. a list, broadcast, product, auto-response, automation, space, etc.) and select the Sources for these Types of recipients: These are the contacts you want to send the text message to. Click the Save changes button and this will start populating all the contacts for that segment NOTE! You don't need to select anything in the filter, it will automatically choose "active subscribers" Once the list is done "calculating" the contacts, click the Perform action... button: Under Do this, select Text message to customer, type your message and click the Go do it! button: NOTE! Due to the way text messages work, a message longer than 153 characters, or 67 characters if special characters are used, will be broken into multiple text message segments. A message of 240 characters will, therefore, be sent and billed as 2 messages if no special characters are used, or 4 messages if the message contains special characters. The way messages are broken up into individual messages depends on the country and carrier. As mandated by the IMDA, A2P messages sent into Singapore from International Phone Numbers will be blocked from July 2023. Some Nordic countries (Finland, Norway, Denmark, Iceland) have started blocking messages that contain URLs Billing notes Each sent message is billed. That means if a text is broken into 3 sent messages you are billed for 3 texts. Our plans do not include text messages. To see your current usage from your account, go to Settings >> Plan and Billing.  Simplero does not stop you from sending texts. Instead, you are billed at the end of the billing cycle for the total cost. The rates can be found on the text message pricing page. Do also note, that administrator text message notifications about new purchases (set up under Settings >> Product) are not counted towards your usage of text messages. Text message replies Please note that our system is not set up to receive replies to text messages/SMS you send out, with the exception of Start/Stop. Recipients have the option to reply with the text ‘Stop’ which will stop the sending of ALL texts from ANY Simplero account. They can resume receiving text messages by replying with ‘Start’.

Triggers let you take certain actions when something happens. To see what the possible actions are... Select Contacts >> Lists from your Simplero Dashboard Select one of your Lists Select the Content tab Scroll down to the Triggers section, click the + Add trigger button, and see what the options are. We frequently add new ones. Examples of actions you can take are: Add to a list, add a tag, start an automation, send an email or a text message, etc. Triggers currently exist on: Lists: Subscribe/Unsubscribe Products: Activate/Deactivate both for billing contact AND for the participant Prices: Someone purchased at that price Auto-Responses: sent. This was a "poor man's workaround" for when we didn't have automations Links: Clicked (for links in broadcasts, auto-responses, and library emails) Affiliate programs: Affiliate registered, approved, rejected Worksheets: Response submitted Tags: Tag added, Tag removed Lessons in Courses: Lesson marked complete, marked not complete Membership sites: For example you can use a trigger for "a member has not logged in". This trigger also works for the app! Fields: When the value of field has changed Field Options: When the form option is selected Landing Pages: When someone subscribes or submits the signup form Subscribes means if they’re already on the list and try to sign up on the form again, this trigger won’t fire again Submits means if they’re already on the list and try to sign up on the form again, this trigger will fire again Surveys: Response submitted Events: Registration is created, approved, cancelled, cancelled by the participant, or denied. Also when someone joins an event or leaves an event/the event ends Scheduling Links: Someone books a slot on your calendar Pipelines: An entry is created Pipeline Stages: Pipeline stage entered, Pipeline stage left Notices: Notice is viewed, Link is clicked or Notice is dismissed Funnel Steps: Funnel step entered, Page viewed, Opt-in, Purchase: Activated first time only, Response is submitted, or Event is scheduled. There are several locations where you can create a Trigger: (not a complete list) List under the Content tab Product under the Content tab Autoresponder A Link in a Broadcast Tag Worksheet Price a Course Lesson On some Custom form fields Survey The drop-down options will vary by the location where the tag is added.  Conditions on Triggers You can add conditions to run the trigger: Set it up to Only fire once per contact - This means if you have the same trigger in several locations within your Simplero such as on a List and on a Product then the system will only attempt to perform that action one time ever for each contact: Or temporarily disable the trigger. GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, since actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer. 

How Triggers Work on a Product When creating a trigger for a product, you have several options for the trigger event. Here are a few examples: Purchase: Activated, first time only Purchase: Activated Purchase: Deactivated What do those mean? First, the distinction between Purchase and Participant.  When you create triggers on "Purchase", the trigger fires for the billing contact on the purchase (the person who bought the product). For triggers on "Participant", the trigger fires for the participant(s) on the purchase (the contact(s) who receive the content). In 98% of cases, those are the same (the person buys the product for themselves). But in cases where one person is the billing contact and another person is the participant in the course, (the purchaser buys the product for a friend as a gift, for example)… it matters. It also matters when there’s more than one participant for the same product. In that case, the triggers on Participant will be invoked once for each participant. The second half should be self-explanatory: "Activated" triggers run each time a purchase is activated. Which means if it's cancelled, and then activated again, it'll run again. If the purchase enters the "Failed" state because an instalment remains unpaid longer than your settings allow, and they come back and bring their payment in order, the Activated triggers will run again. The "Activated, first time only" triggers only run the first time someone purchases the product (if they purchase multiple times with the same email). The "Deactivated" triggers run each time the purchase goes from an active state to an inactive state, which could happen due to failed payment, cancelling or expiring a subscription, a refund, etc. If you want to use triggers to grant access to some resource, e.g. you want all the active participants to be on a mailing list in MailChimp, or you want to use Webhooks to manage some external service that people get when they purchase through Simplero, you'll want to use the "Participant: Activated" and "Participant: Deactivated" trigger events to manage access to that external resource. Adding Triggers to an Existing Product Your business is always changing and we realize you may need to add a trigger to an existing List or Product. Maybe you want to create a sales funnel for your List or some kind of nurture sequence for your product. Or maybe you’re converting a product to be evergreen. Whatever the case, if you add a trigger after there are already subscribers or purchases, the new trigger will not affect those previously on the list.  However, what if you want the trigger to apply to the previous members? You have two options for how to do this. Both work equally well - but if you have a long List or Product, then I suggest going with option 2.  Option 1- Product Bulk Action Select Sales >> Products from your Simplero Dashboard In the Products tab, locate and select the product Select the Participants tab Check the boxes next to the Participants name you want to perform the trigger for Once all the Participants have been selected, click the Select action... drop-down list and select the action you need: Option 2 - Create a Segment Select Contacts >> Segments from your Simplero Dashboard Select the Segments tab Create a segment that only includes the List or Product that you’re adding the trigger to Perform an action to the segment - Use the same settings that you used when creating your trigger GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, since actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer. 

Triggers on Link Clicks You can add a trigger to run some action when a link included on a Broadcast or auto-response is clicked. This is super useful to catch people who are interested enough in an offer to click a link about it, but may not have bought the program yet. Simply go to your broadcast or auto-response, find the link, and click Edit.  Select Marketing from Simplero Dashboard Choose the Email broadcasts tab Locate and select the Broadcast name you wish to edit Scroll down to the Link check box and click the Pencil icon to edit and add a trigger that will fire when they click this link: In the Edit link screen, scroll down to the Trigger section and click the +Add a trigger button: The trigger can Add a tag, Notify you, add them to another List, or any of a number of other actions Click the Save changes button NOTE! GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, since actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer. 

Why would you add a Trigger to a Price? There are several times when adding a trigger to a price would be helpful... You want to offer different access/content for different price points. You can, of course, set up a multi-tiered product system or maybe a single product with tiered pricing. But sometimes maybe it's as simple as giving access to one page in the site. Or maybe that price includes one on one support and you only want to send an email to let them know how to book that support with you. Rather than set up a whole new product you can use the trigger to give them access to a page, set them in an automation, send off an email from the email library, or any of the other things available via triggers. You want to be notified if someone buys at a certain price point. You can use the trigger option to send you a notification when someone buys at the price point. This is great if say you are combining a product you need to mail with your online course and need to know when someone purchases the price point that includes the item you need to mail.   NOTE! If your product is set up to allow the Purchaser and Participants to be different, you may want to look closely when you set up a trigger. Triggers that fire based on the purchase will cause the action to occur for the purchaser, whereas triggers that fire based on the participant will cause the action to occur, you guessed it, for the participant.  Adding a Trigger to a Specific Price Select Sales >> Products from your Simplero Dashboard Locate and select your product Select the Prices tab Locate and select the Price you want to add a trigger Click the Pencil icon to edit located in the top right of that Price list: Scroll down to the Triggers section and click the + Add a trigger button: Complete the fields for your new trigger and click the Save changes button NOTE! GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions for your customers that you are in compliance with GDPR, since actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer. 

No one wants to deal with the let down of a customer who starts a checkout process but doesn’t make the purchase. Luckily, often those customers just need a little nudge in the right direction. An automated abandoned cart trigger is the perfect nudge, and at Simplero, we’ve got you covered.  With an abandoned cart trigger, when a customer doesn’t complete their checkout, you can easily follow-up with them, which means better conversion rates and more.  Abandoned cart triggers also allow you to learn about why your customers aren’t completing purchases, and they can help you better direct customers to the right product. So with one simple solution, you can enhance customer relationships and customer experience. Plus, because abandoned cart triggers are automated - so you get these benefits without spending more time or energy. As soon as your customers enter the information in the order form and try to submit, the timer for abandoned purchase triggers starts. So if a purchase is not completed within 30 minutes after the first step is submitted, we'll fire the purchase abandoned trigger. Ready for more completed orders? Here are the steps to setup an abandoned cart trigger: 1. Sales >> Products - select the product you want to add the trigger to.  2. Click Content tab and "add trigger" button at the bottom. 3. Use the Purchase: Cart abandoned for 30+ minutes option for When this happens: Now when a purchase is abandoned for 30+ minutes, this trigger will fire. In this example they would be put into an automation - you can call it your "Abandoned Cart Automation", where you can add an email sequence enticing them to complete their purchase.  When does the trigger fire? It depends on the payment processor that your customer selects: For Stripe purchases, when the customer enters their card details if they are incorrect For other payment processors where your customers get redirected outside Simplero (such as Paypal or Quickpay) -The abandoned cart is created as soon as they get redirected to the new window, if they don’t complete the purchase For manual payment processors - We don’t create an abandoned purchase

Targeting leads based off their interaction with you or Retargeting your leads is a great way to drum up sales from warm leads. In Simplero, we have a nice way to do this automatically via our global triggers function: Global Triggers can be performed in multiple cases... Lead score goes above value Lead score goes below value These first two cases (lead score goes above/below value) have the trigger perform based on your customers’ lead score. For Example: Let’s say you have a product with a trigger that increases their lead score when they purchase (which you can add via Product > Content > Triggers): And you have a list with a trigger that increases their lead score when they sign up for your freebie (which you can add via List > Content > Triggers): Maybe you’ve added the trigger on multiple lists and products. Now you can set up a Global Trigger via Marketing > Triggers that performs an action when their lead score goes over a certain amount (like sending them an email with a coupon code to one of your products as a thank you for engaging with you): Another example would be to add them to a sales funnel automation when their lead score drops below a certain amount or increases above a certain amount, so you can retarget leads who are losing contact with you or stay in contact with your hot leads. Page at url is visited This third option is based on their viewing of a URL. One great way to use this is for a customer who viewed your sales page but didn't order the product. You can have a tag added to every customer who orders, and then set up this global trigger so it adds a tag every time the sales page is viewed: Then you can create a segment that includes everyone with the “Visited Sales Page” tag, and excludes anyone with the “Purchased Product” tag to see who viewed the page but didn’t buy. Here’s our guide on how to create a segment. NOTE! When using the option “Page at URL is visited”, you can’t just use any old page. A few things need to be in place on the page first: The page needs to have a Simplero Embedded Opt-in Form on it. The contact needs to have clicked on a link via a Simplero broadcast and not have cleared their cookies since doing so. Contact becomes unengaged Contact becomes engaged For numbers 4 and 5, you can perform an action when a contact becomes engaged or unengaged per the options you configured in your Unengaged Contacts settings. Here’s our guide on configuring your Unengaged Contacts settings. Note added Note removed Numbers 6 and 7 cause the trigger to perform an action on a contact when add or remove a note from their contact record. The administrators of account has not logged in The administrators of account has logged in GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice - should you have a question about compliance, please consult a lawyer.  Retargeting by Lead Score Utilizing the Lead Score function in Simplero allows you to not only target leads and drop them into a sales funnel but it also allows you to retarget them if their lead score starts to drop. To do this automatically follow the step below: Create your sales funnel automation Select the Marketing from your Simplero Dashboard Select the Triggers option Click the Add trigger in the upper-right hand corner: Select one of two options: Lead Score Goes Above a Value - Select this option if you are looking to target leads when that is a super level of "warmth"  Lead Score Goes Below a Value -  Select this option if you want to retarget leads who appear to be losing association with your business Enter a Value for your lead score when you want to target them. For example, if I give them 1 point for every product and list they purchase from me, I might put in when they drop below a 2 - assuming my average customer is in 1 product and 1 list giving them a lead score of 2. This would allow me to retarget anyone who unsubscribed from a list or canceled their product purchase. In the Do this field you will select "Start automation" A drop-down will appear where you will select the automation that you created in step #1 Set any conditions you desire and click the Save changes button Retargeting when a URL is Viewed Do you want to target people who have viewed a specific page on your site? Create your sales funnel automation Select the Marketing from your Simplero Dashboard Select the Triggers tab Click the Add trigger in the upper-right hand corner Select the option that reads "Page at url is viewed" In the next field type in the URL for the page Select the Match type In the Do This field select Start an Automation  The Which automation field will now show and you can select the automation from step #1 Set your conditionals you desire and click the Save changes button NOTE! Remember when using this option, the page being viewed needs to have a Simplero embedded opt-in form on it - and whether or not the person completes the form doesn't matter. So maybe just embed your newsletter opt-in form on the page, or you can even embed it using the trigger option so the form doesn't show unless someone wants to see it. And second, remember that the contact needs to click on a link to the page at some point from a Simplero broadcast first- so you may want to direct them to this URL from a broadcast rather then texting it or sharing it on social media or a course lesson. 

How to Work with Webhook Triggers Triggers have the ability to post to what's called a Webhook. A Webhook is a specific URL that you define that will receive an HTTP POST request that contains some information. In this case, it'll be a JSON document with information about the object your trigger is on: Let's take an example: If you create a trigger on a product to fire each time a purchase is activated for the first time, then when a purchase is activated for the first time, we'll post to that Webhook with a JSON representation of the purchase. If you set the trigger to happen when a participant is deactivated, then the JSON document will be for the participant. The easiest way to get started with this is to use RequestBin. It's a free service that will provide you with a Webhook endpoint that you can enter into Simplero. You can then go see exactly what's posted. Once you've written your own code, you can change the Webhook URL in the trigger in Simplero. Manage your Webhook Triggers Navigate to your Simplero dashboard >> Settings >> Integrations: Scroll down to the Webhooks section. You’ll find here all webhooks that are being used in your Simplero account and can also create new ones using the button at the bottom: + Create new webhook.

In most online systems, if you want to email a group of people, you've got to get them on a list. Always a list. So then when someone buys something from you, those online systems make it so you'll need to get them on a list also or they won't receive your emails. And then if they opt for a refund, or cancel their subscription, those online systems make it so you'll need to remember to get them off your list, or they'll keep getting the emails forever. Not so with Simplero. In Simplero, every collection of people (with emails) is automatically something you can send emails to. That means you can send an email to: A List(obviously) A Product (every participant in your course or workshop or membership in good standing) An Affiliate program (all your affiliates in that affiliate program) A Membership site (all the members of that membership site) A Tag (contacts whose contact information has been tagged with the same tag) You can send broadcast emails, auto-responses, or even text messages to them. As long as they have not unsubscribed or canceled or fallen behind on their purchase, you can email them.  In Simplero you also have the option to email individuals or groups of individuals not connected to each other through one of the above avenues. That means you can email: Individual contacts (send an email to a single person) A group of individual contacts (select two or more people from a contacts screen, or within a product or list) A created segment (contacts that are not on a single list or in a single product) It is important to note that we at Simplero highly recommend using caution when emailing tags, individuals, and segments. Your contacts are not able to unsubscribe from these groups the way they can from a list or a product and you may accidentally email someone who no longer wanted to hear from you. A broadcast can be sent to multiple groups of people at the same time. For example: You can send it to three different lists at once To multiple products A combination of lists and products Everyone on a list who is not also on a product. You choose this with the include/exclude buttons on the recipients screen. And you can choose the date and time a broadcast should be sent in the future, or send it out immediately. Read our List & Contact Best Practices for more on this! Quick Send You'll find the action 'Send quick email" pretty much everywhere you can send a broadcast from.  In action tables it will be right at the top of the Communication section: As soon as you click on Send quick email, the modal below will open up for you to start typing your email: NOTE! You'd like to know... Sender and Reply to settings will be in the Emails section on your Account Settings: For Simplero to be able to handle replies to your broadcasts you’ll need to enable the checkbox “Process and filter email replies and forward them to you” in your Account Settings: The template we will use is your default Email design (the one with the star!): Delivered quick emails can be found on your Delivered Broadcast page.

Edit the Default Font Size of Your Emails To edit the default size of the font in your email, you will need to edit at the email template level: Select Marketing from your Simplero Dashboard Choose Email Broadcasts from the dropdown menu Click the three grey dots in the top right corner and choose Email designs from the dropdown menu Locate the email template you’re using with the font you want to change Click on the template - this will take you into the default screen to edit the template. Scroll down to the Body text section, select the font size by clicking the drop-down menu list: This will update the font size for any text that is set to "paragraph" in the broadcast. You can see a Preview of your template on the right side of the screen or click the Preview changes in a new window button on the bottom of the page Scroll down to the bottom and click the blue Save changes when you're done or Save and continue editing button if you want to edit some more Edit the Font Size in a Specific Email To edit the font size manually in a specific email, you can do that at any time by highlighting the text in your email and clicking on the font size button to pick a size:

How to Create a Broadcast in Simplero   Your WYSIWYG Tools Editing Emails After Delivery Recipient Counts Testing and Email Previews Editing the Legal Footer Navigate to Email Broadcasts From your Simplero Dashboard, go to Marketing >> select Email Broadcasts. Create a New Broadcast Click the blue Create new broadcast button in the upper right corner of the screen. Choose a Template Next, choose a template for your broadcast. You can either use a custom email design if you’ve created one or stick with the default options. The default choices are usually either Plain or Simple. The Plain template is unformatted and bare-bones, while the Simple template, though still basic, is contained within a structured layout, making the content less likely to overflow the view. Once you click Start Writing, you'll move on to the content step of your broadcast—this is where the magic happens. Here, you can insert your subject line and craft your email content. Composing Your Broadcast Sender Information: Enter the Sender name, Email from, and Reply-to details. You can override your default settings if needed. Subject Line: Give your broadcast a clear and engaging subject. Internal Name: Assign an internal name for easy identification in your broadcasts screen. Pre-header: Create a catchy pre-header that will appear as the first line of your email in recipients' inboxes. Email Body: Write your email content. Use the Media Library icon to add images as desired. Once you're done, click the red Save and Next button. Selecting Recipients Include Contacts: Choose who will receive your broadcast by selecting Type of contacts, Sources, and Conditions in the Include section. Only selected contacts will receive the broadcast. Exclude Contacts: Specify any contacts you wish to exclude from receiving the broadcast in the Exclude section. These exclusions are applied after the inclusions. You can add multiple groups in both the Include and Exclude sections by clicking the + Add include and + Add exclude buttons. Tips for Choosing Recipients When sending out broadcasts, you can choose your recipients in two ways: Include Recipients: Select specific lists, contacts, purchasers, participants, affiliates, site members, tagged contacts, or other segments to include in your broadcast. Exclude Recipients: Similarly, you can exclude specific groups to avoid sending to certain recipients. For example, if you’re promoting a new product to your list, include your main list in the broadcast but exclude anyone who has already purchased the product. This way, you won’t bother those who have already made a purchase. Key Point: You only need to exclude contacts or lists that are specifically relevant. There’s no need to exclude each product or list that isn’t part of the broadcast. Click the red Next button at the top-right of the screen when finished selecting your recipients. Review and Schedule Schedule Delivery: Choose when you want your broadcast sent—either immediately or at a later time. Set the delivery date and time if scheduling for later. Send a Preview: Enter an email address in the right sidebar to send yourself a preview. Preview Modes: Switch between Web and Mobile previews to see how your email will look on different devices. Send Broadcast: Click the red Queue button in the upper right corner to send your broadcast. If sending immediately, it will say Send broadcast now. If scheduled for later, it will say Queue for delivery later. If you're not ready to send, you can Save as draft instead. Navigation and Editing All sections in the broadcast header are clickable, allowing you to move back and forth through different steps if you need to make any changes. Back to top Your WYSIWYG Tools You can use the WYSIWYG editor to enhance your email by adding images, links, buttons, and personalized content. WYSIWYG stands for "What You See Is What You Get," meaning the content you create in the editor will appear the same way to your recipients. To customize and insert content into your email body, you have two options for adding media, such as PDFs, images, audio, and videos. You can either add media from your Simplero media library (icon pictured on the left below) or import files directly from your computer (icon pictured on right below). Next, you can easily add links and buttons to your email. For detailed instructions on adding a button to a broadcast, please refer to [this guide]. To add links, use the icon shown below. You can either highlight your text and then click the icon, or click the icon directly to open the link modal and enter all the details. Finally, let's talk about personalized content—who doesn’t love receiving emails addressed just to them? You can create that personalized experience for your customers in Simplero as well! Just click the icon shown below and select one of the personalization options from the dropdown menu. This feature automatically populates information based on who is viewing the content. For example, it will insert the viewer's name, making the email feel more personalized. Back to top Understanding How Recipients Work The recipient count in your queued broadcast may not match the count in the list you're sending to. This is because the system automatically excludes hard bounces, duplicates, and do-not-contact addresses, which will affect the final delivery count. Additionally, if you're sending an email to subscribers or product purchasers, the broadcast will include all purchasers and active subscribers at the time of delivery, even those who just purchased or subscribed, even if they are not reflected in the initial recipient count. You can refresh the recipient list to see an updated number, but keep in mind that this count is not dynamically updated as the list grows. Back to top Editing Emails After Delivery Unfortunately, once the broadcast has been sent, there’s no way to stop or edit the content. However, you can still update the links. Simply click the pencil next to the link in your broadcast delivery report: Back to top Testing and Email Previews Note: When sending yourself a preview email, if you don’t choose to view the email as if it’s sent to you with your name, the preview will appear in your inbox with the name selected in the "preview as if" dropdown. Please remember, this is just a preview and is not an indication of any issues with email delivery or what your recipients will see. This behavior is expected. Note: Auto-subscribe/auto-unsubscribe links cannot be tested in a preview email. If you try, you'll receive a "bad link" error message. To test those links, you'll need to deliver the email to yourself first, then copy and recreate that broadcast to resend. Back to top Editing the Legal Footer in Emails You might notice an additional footer at the end of your email. This is a legal footer, automatically generated by Simplero, and it cannot be edited. Including an unsubscribe option in your email footer is essential for compliance and maintaining trust with your audience. It helps prevent your emails from being marked as spam, which improves deliverability, ensuring your messages reach the inbox instead of being filtered out. Learn more about email footers (and prefixes) in this guide. Back to top ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out. 

Sending Quick Emails in Simplero Need to send a quick email to a customer without creating a full broadcast? Simplero makes it easy! From any list in your Simplero account, you can swiftly send an email to one or multiple clients. When we say "list," we mean you can send a quick email to: Purchasers of a product Participants of a product List subscribers Your contact list Event participants Members Groups Course members You'll also find this option in individual contact records and within automations. Essentially, anywhere you have a list of contacts, you can send a quick email. Let's take a closer look! How to Send a Quick Email Inside contact records, you can send a quick email by finding and selecting this icon: You can also send a quick email directly from any list. Simply search for and select the contact(s) you wish to email. You will notice a new Select action... dropdown menu, click to expand the menu options. Scroll to the Communication section of the menu, and choose Send a quick email. Upon clicking, the quick email modal will open. Fill in all of your email details, and once you're done, simply click Send quick email. What Email Template Do We Use? When you send a quick email the system will use your default email template. To find your default email template, open your settings, and Email Designs.  The starred template is your default template. How to Manage Quick Emails? Your delivered quick sends can be found in your Delivered Broadcasts with your other deliveries. Where Do Replies Go? Replies will be sent to the reply email you specify when composing your email. If you prefer, we can handle the replies for you. Just enable the relevant setting in your account settings to manage your replies directly in Simplero.  Simplero will catch replies to your broadcasts, auto-responses, and library emails, filter out people's vacation responses and other junk, and then forward the replies to the email address you choose, where each reply will get a slightly different subject line, so the replies end up in their own separate threads in most email programs. Open settings from your dashboard, and select Account Settings: Scroll to the section titled Emails, and enable the Process and filter email replies and forward them to you. You can find your replies in Simplero by opening the quick email from your delivered email broadcasts and navigating to the Replies tab. That's it! ----- Notice anything wacky in this guide? Contact support by clicking the "?" button in your account, and we'll help you out.