Course Content

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  Your Account

  • How the Trial Works
  • How to Change Your Plan and Billing
  • How to See Your Account Overview
  • Account Administrators
  • Changing Your Time Zone
  • Merging Multiple Simplero IDs
  • Password Security
  • Submitting a Feature Request
  • Submitting a Help Ticket
  • Simplero Account FAQ
  • Closing your Account
  • Simplero Search and Filter Option
  • Setting Brand Colors
  • Places to Change Colors and Graphics
  • Setting Labels
  • The Notice Box
  • Default Account Currency
  • Default Account Email Contact Information
  • Account Location and Language
  • Account Terms
  • Flex Plans
  • Billing at Simplero
  • Your First Three Wins
  • Getting In-Person Help with Concierge
  • Cookie Consent Banner
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  Domains and URLs

  • Using Your Custom Domain (URL) With Simplero
  • Setup a Custom Email Domain
    5:31
    
  • GoDaddy Domain
  • UnoEuro Domain
  • Understanding DKIM and SPF
  • Site Redirects and Shortlinks
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  Website

  • Website Overview
  • Website Settings
  • Website Pages
  • Website Blog
  • Website Navigation
  • Understanding SEO
  • How to Customize Your Website Theme
  • Save As Template Feature
  • Product Catalog
  • Editing your Theme Code
  • Save Website to Phone Home Screen
  • Create Your Own 404 Page
  • Social Sharing
  • Social Sharing Image
  • How to Create Anchor Links
  • How to Add a Custom Font to Your Simplero Website or Membership Site
    7:14
    
  • How Can You Add the Pinterest Save Button to Your Website Images?
    2:21
    
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  Your Media Files

  • Media Files
  • Image Sizes Across Simplero
  • Can You Download an MP3 on an iPhone?
  • Picking a Different Video Still
  • PDF Stamping
  • Protecting Your Content
  • Editing Images
  • Embedding Content
  • Insert and Edit Media in Emails
    2:22
    
  • Images on Order forms
  • Restricting Downloads
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  Landing Pages

  • Full Page Landing Pages
  • Personalized or Quiz Style Landing Pages
  • How to Use Simplero Landing Pages With WebinarJam
  • Landing Page Statistics
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  Forms

  • Form Fields
  • Creating Opt-In Form
  • How to Setup List opt-in Forms
    8:53
    
  • Embedded Opt-In Forms
  • Utilizing More Than One Opt-in Form
  • Sign-up Forms on Your Simplero Sites
  • Viewing Custom Questions On Order Forms
  • Default Opt-in Box on Order Forms
  • Use Merge Fields to Register a Subscriber for a Webinar
  • How to Install Google Analytics Tracking Code
    3:13
    
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  Lists & Contacts

  • How to Manage Your Lists and Contacts
  • Creating a List
  • List Confirmation
  • Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
  • Unengaged Subscribers and Contact Cleanup
    2:29
    
  • Exporting Contacts from my List
  • Merging Duplicate Contacts
  • Changing a Participants Email Address
  • Seeing What Your Customers Sees
  • Tags
  • Segments
  • Do Not Contact and Bounced Emails
  • Preventing SPAM Contacts
  • 5 Kick @$$ Strategies to Build your List
  • Preferred Sender Program
  • Cold Contacts Tracking
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  Broadcasts

  • Broadcast Overview
  • Email Template Design
  • Email Font Size
  • Creating a Broadcast
  • Send an Email to an Individual or Single Contact
  • Resend a Broadcast
  • Handle Replies to Mass Emails with Ease
  • Expiring Links
  • Insert Option for Broadcasts
  • Magic Content URL
  • Interpolation Keys
  • Editing an Incorrect Link in a Broadcast
  • Auto-publishing a Page in a Broadcast
  • Using Emojis
  • Subject Lines and Preheaders
  • Newsletter Scheduler
  • Email Deliveries
  • About Open Rates for Broadcasts and Auto-Responses
  • How the Sending Limit Works
  • What Do the Secretive Options Mean
  • Why Simplero Doesn't Do Fancy Graphic Emails
  • Delaying Normal Broadcasts During an Email Funnel
  • What Is the Spam Check on Emails?
  • Editing the email footer
  • Creating a Button in a Broadcast
  • Delivery vs. Deliverability
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  Other Customer Communications

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

  • Creating a Membership Site
  • Membership Site Blog
  • Membership Site Forum
  • Membership Site Pages
  • One Membership Site with Multiple Products/Classes
  • Page Access
  • How to Use Auto-Publishing Pages (AKA Dripping Content)
  • Courses
    5:12
    
  • Quizzes
  • Course Preview
  • Membership Site Footer Navigation
  • Membership Site Redirects
  • Membership Site Theme
  • Podcast Feature in Membership Sites (RSS)
  • Embedding Videos on Your Site
  • Free and Paid Access to a Single Membership Site
  • Auto-publishing: A Visual Representation
  • Membership Groups
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  Products

  • Creating a Product
  • Closing a Product
  • Deleting a Product
  • Creating Multi-Level Access Products
  • Membership Levels
  • Combining a Tangible Product With Your Online Product
  • Tiered Pricing in a Single Product
  • Evergreen Course
  • Student Paced Course
  • Connecting Content to a Product
  • Selling a Downloadable Product
  • Purchase Confirmation Thank You Page
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  Product Pricing

  • Payment Processor Setup
  • Understanding the Manual Payment Processor
  • Switching Payment Processor Mid-Stream
  • How to Create Product Prices in Simplero
  • A Warning about Editing an Active Price
  • Campaign and Discount Pricing
  • Credits
  • Multiple Seat/User Pricing
  • Secret Prices and Coupon Codes
  • Global Coupons
  • Subscription Prices
  • Gift Pricing
  • Pay-What-You-Can
  • Price Restrictions
  • Quoting Prices in Multiple Currencies
  • Collecting Tax
  • EU Vat
  • Taxes on Multiple Currency Products
  • Date Specific Installments
  • Milestone Installments
  • Trial Period (Free or Discounted)
  • Giving a Paid Customer a Free Month
  • Free Products
  • Participant Limit
  • Collecting an Outstanding Balance
  • Upsells
  • Downsales
  • Order Bumps
  • Order Forms
  • Order Form vs Freebie Link
  • Authorize-Only Pricing
  • Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
  • Troubleshooting Payments and Refunds
  • Troubleshooting Payment Processor Issues
  • Understanding Your Change in Monthly Recurring Revenue Graph
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  Purchases and Participants

  • Participants 101 and Simplero IDs
  • Purchases 101
  • Editing a Purchase
  • Charges & Payments Box in the Purchase
  • Purchase Summary
  • Moving a Purchase to Another Product
  • Adding a Charge to an Existing Purchase
  • Editing a Charge Amount
  • Manual Product Purchase
  • Manual Credit Card Charge
  • Manual Payment or Partial Payment Collection
  • Refund Period
  • Full and Partial Refunds
  • Credit to Transactions
  • Collecting Money Outside Simplero
  • Stop Customers Subscription Payments and Keep their Access Open
  • Migrating a Customer's Purchases from Another System
  • How to Test the Purchase Process and Send Login Credentials
  • Renewal Notifications
  • Invoice Settings
  • Invoices and Expenses
    1:31
    
  • Retrying Failed Charges
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  Automation

  • All the Ways You Can Automate Things in Simplero
  • Automations: Creating and Managing
  • Starting an Automation
  • Stopping, Pausing, Resuming an Automation
  • Reentering or Starting Mid Automation
  • Time Zone Specific Automations
  • Flows
  • Advancing a Flow in an Automation
  • Using Automations for Sales Funnels
  • Duplicate Automations in Different Languages
  • Email Library
  • Triggers Overview
  • Adding a New Trigger to an Existing List or Product
  • Triggers on Link Clicks
  • Triggers on Prices
  • Abandoned Cart Trigger
  • Global Triggers - Targeting and Re-Targeting Leads
  • Working with Webhook Triggers
  • Bulk Actions
  • Global Snippets
  • What is the Difference Between Automations and Auto-Responses?
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  Marketing & Affiliates

  • Affiliate Programs Overview
  • Affiliate FAQ
  • Affiliate Tiers
  • How Affiliate Links Work
  • External URLs
  • Affiliate Link in a Broadcast
  • Tax Reporting for Affiliates
  • Override the Default Affiliate Commission
  • How to Create Your Own Done-for-you Templates
    3:13
    
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  Integrations

  • Integrating Simplero With Your Website
  • API Keys
  • Zapier
  • Acuity Scheduling for Bookings
  • Leadpages
  • WebinarJam
  • EverWebinar
  • How to Integrate Simplero with Mailchimp
  • Twitter
  • How to Configure PayPal Payment Processor
    3:15
    
  • Authorize.net
  • How to setup MobilePay
  • Embed Your Google Docs, Sheets, and Slides into Simplero
  • Install Google Tag Manager on Simplero
  • Facebook Messenger Chat
  • Embed a Facebook Page Widget
  • Facebook Pixel and Verifying Domains
    2:12
    
  • How To Use the New Zoom Integration
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  Trouble Shooting

  • Can't access the content they purchased?
  • Email Shows "Read" But not "Delivered"
  • Troubleshooting Stripe payment issues
  • Troubleshooting Email Addresses
  • Troubleshooting Opt-in Form Issues
  • Why is my E-mail not being delivered?
  • Troubleshooting Forum Notifications
  • Troubleshoot Price Issues
  • Debug a Facebook Share / LinkedIN share
  • When a PayPal Payment Doesn't Show in Simplero
  • QuickPay Payment Doesn't Show in Simplero
  • Troubleshooting Space Access (A deprecated feature)
  • Troubleshooting Videos Not Playing
  • Troubleshooting Upload issues
  • Microsoft Says a File Has a Virus
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  Deprecated Features

  • Spaces (deprecated)
  • Space FAQ (deprecated)
  • Space and Space Page Access (deprecated)
  • Page Types (deprecated)
  • One Space Multiple Products/Classes (deprecated)
  • Free Spaces and Spaces with both Free and Paid content (deprecated)
  • Multi-Language Spaces (deprecated)
  • Postponing Access to a Space Until Later (deprecated)
  • Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
  • Embedding Videos in Your Spaces (deprecated)
  • Resurrect a Deleted Space (deprecated)
  • Podcast Feature in Spaces (deprecated)
  • FAQ Page in Your Space (Deprecated)
  • Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
  • Deactivating Landing Pages (deprecated )
  • How to Embed a PDF into a Course
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  Nerdy stuff

  • Code in emails
  • Liquid Code in Themes
  • Contact Object
  • ContactCustomFields Object
  • GlobalSnippets Object
  • CustomerNote Object
  • Tag Object
  • User Object
  • Site Object
  • Space Object