Course Content

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  Contacts

  • Search, Filter, and Save Views
    
  • Seeing What Your Customers Sees
    
  • Bulk Actions
    
  • Merging Duplicate Contacts
    
  • Who Counts as an active contact
    
  • Do not Contact
    
  • Archived Contacts
    
  • Contact Cleanup
    
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  Lists

  • Creating a List and Importing Subscribers
    
  • List Confirmation
    
  • Manage Your Lists
    
  • Deleting a List
    
  • Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
    
  • Retargeting Not-Engaged Subscribers
    
  • Exporting Contacts from my List
    
  • Preventing SPAM Contacts
    
  • 5 Kick @$$ Strategies to Build your List
    
  • Create a List Opt-in Form
    
  • Utilizing More Than One Opt-in Form
    
  • Integrating a Simplero Signup Form onto another Site
    
  • Troubleshooting Opt-in Form Issues
    
  • Auto-Responders
    
  • Resending Auto-responders
    
  • Deadline-Funnels
    
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  Segments

  • Create a Segment
    
  • Perform an Action
    
  • Conditional Segments
    
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  Notes and Tags

  • Notes
    
  • Tags
    
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  Support Tickets

  • Set up Support tickets
    
  • Using Support tickets
    
  • Tickets search tool
    
  • Create a new ticket on behalf of a contact
    
  • Re-Assign functionality
    
  • Create and manage Macros
    
  • Tickets Stages
    
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  Surveys

  • Build your survey
    
  • Survey's settings and triggers
    
  • Manage Survey's Responses
    
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  Main Website

  • Website Overview
    
  • Website Settings
    
  • Website Pages
    
  • Website Blog
    
  • Website Navigation
    
  • Understanding SEO
    
  • Page speed optimization - How Simplero Automatically Makes Your Pages Load Faster.
    
  • How to Customize Your Website Theme
    
  • Save As Template Feature
    
  • 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
    
  • Split Tests
    
  • Site Redirects and Shortlinks
    
  • Why does Simplero remove my HTML code?
    
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  Triggers

  • Sending a Text Message
    
  • 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
    
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  Broadcasts

  • Broadcast Overview
    
  • Email Font Size
    
  • Creating a Broadcast
    
  • Quick Emails
    
  • 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
    
  • Dripping a Page in a Broadcast
    
  • Using Emojis
    
  • Subject Lines and Preheaders
    
  • 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 prefix and footer
    
  • Creating a Button in a Broadcast
    
  • Delivery vs. Deliverability
    
  • Magic Login Link
    
  • Code in emails
    
  • Email Shows "Read" But not "Delivered"
    
  • Troubleshooting Email Addresses
    
  • Why is my E-mail not being delivered?
    
  • Bounced Emails
    
  • Spam reports
    
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  Newsletters

  • Newsletter Scheduler
    
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  Landing Pages & Forms

  • Full Page Landing Pages
    
  • Embedded Forms
    
  • Link Sign-up Forms to Your Simplero Sites and Pages
    
  • Personalized or Quiz Style Landing Pages
    
  • How to Use Simplero Landing Pages With WebinarJam
    
  • Landing Page Statistics
    
  • Conditional content
    
  • Page builder 2.0
    0:28
    
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  Affiliate Programs

  • Create an Affiliate Program
    
  • Set up Commissions
    
  • Adding Affiliates to your Affiliate Program
    
  • Paying your Affiliates
    
  • Affiliate FAQ
    
  • Affiliate Tiers
    
  • How Affiliate Links Work
    
  • External URLs
    
  • Affiliate Link in a Broadcast
    
  • Tax Reporting for Affiliates
    
  • Override the Default Affiliate Commission
    
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  Automations

  • All the Ways You Can Automate Things in Simplero
    
  • Creating Automations
    
  • Configuring an Automation
    
  • Editing an Automation
    
  • Starting an Automation
    
  • Duplicating and Deleting an Automation
    
  • Excluding Customers from an Automation
    
  • Stopping, Pausing, Resuming an Automation
    
  • Reentering or Starting Mid Automation
    
  • Time Zone Specific Automations
    
  • Flows
    
  • Advancing a Flow in an Automation
    
  • Duplicate Automations in Different Languages
    
  • What is the Difference Between Automations and Auto-Responses?
    
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  Emails for automations

  • Emails for Automations
    
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  Done For You Campaigns

  • Done-For-You Campaigns
    
  • How to Create Your Own Done-for-you Templates
    3:13
    
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  Funnels

  • Create a new Funnel
    0:07
    
  • Funnels Steps: landing pages, order forms, scheduling links, surveys, split tests, and conditional steps
    
  • Settings and Stats
    
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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
    
  • How to Create Product Prices in Simplero
    
  • A Warning about Editing an Active Price
    
  • Campaign and Discount Pricing
    
  • Multiple Seat/User Pricing
    
  • Secret Prices and Coupon Codes
    
  • Subscription Prices
    
  • Gift Pricing
    
  • Pay-What-You-Can
    
  • Price Restrictions
    
  • Quoting Prices in Multiple Currencies
    
  • Date Specific Installments
    
  • Milestone Installments
    
  • Trial Period (Free or Discounted)
    
  • Giving a Paid Customer a Free Month
    
  • Free Products
    
  • Participant Limit
    
  • Upsells
    
  • Downsells
    
  • Order Bumps
    
  • Order Forms
    
  • Order Form vs Freebie Link
    
  • Authorize-Only Pricing
    
  • Understanding Your Change in Monthly Recurring Revenue Graph
    
  • Troubleshoot Price Issues
    
  • One product - Two Languages
    
  • A product for each language
    
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  Catalog

  • Product Catalog
    
  • Shopping Cart
    
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  Purchases

  • Participants 101 and Simplero IDs
    
  • Purchases 101
    
  • Forecasts
    
  • 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
    
  • Adding, Editing, and Canceling participants
    
  • 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
    
  • Can't access the content they purchased?
    
  • Troubleshooting Stripe payment issues
    
  • When a PayPal Payment Doesn't Show in Simplero
    
  • QuickPay Payment Doesn't Show in Simplero
    
  • Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
    
  • Troubleshooting Payments and Refunds
    
  • Viewing Custom Questions On Order Forms
    
  • Changing a Participants Email Address
    
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  Receipts and Tasks

  • Receipts
    
  • Tasks
    
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  Pipelines and Deals

  • Pipelines
    
  • Deals
    0:04
    
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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
    
  • Site and Page Access
    
  • How to Use Drip Content
    
  • Membership Site Footer Navigation
    
  • Membership Site Redirects
    
  • Membership Site Theme
    
  • Embedding Videos on Your Site
    
  • Free and Paid Access to a Single Membership Site
    
  • Dripping: A Visual Representation
    
  • Membership Groups
    
  • How to Use Engagement Badges
    
  • Troubleshooting Forum Notifications
    
  • Deleting a Membership Site
    
  • Multi-Language Site
    
  • Chat
    
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  Courses

  • Intro to Courses
    
  • Create a new Course
    
  • Course Content
    
  • Quizzes
    
  • Module Settings
    
  • Lesson Settings
    
  • Course Settings
    
  • Course Preview
    
  • Podcast Feature in Membership Sites (RSS)
    
  • Course Certificates
    
  • Course Analytics
    
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  Events

  • Basic Events
    
  • Creating an Events Calendar or Events List on Your Page
    
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  Media Library

  • Uploading Media Files
    
  • Video versioning
    
  • Captions, and Subtitles
    
  • Transcripts
    
  • Bookmarks
    
  • 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
    3:15
    
  • Images on Order forms
    
  • Restricting Downloads
    
  • Troubleshooting Videos Not Playing
    
  • Troubleshooting Upload issues
    
  • Troubleshooting Lost Images
    
  • Microsoft Says a File Has a Virus
    
  • Video Analytics
    
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  Worksheets

  • Worksheets
    
  • Viewing Worksheet Responses
    
  • Worksheet Confirmation
    
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  Scheduling Links (Beta)

  • Create scheduling links
    
  • Set up Availability Presets
    
  • Manage Google Calendars
    
  • Sharing your Scheduling Link
    
  • Reschedule or Cancel an Event
    
  • Adding triggers and automations to scheduling links
    
  • Paid Scheduling links
    
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  Account Settings

  • How the Trial Works
    
  • How to See Your Account Overview
    
  • Changing Your Time Zone
    
  • Default Account Currency
    
  • Default Account Email Contact Information
    
  • Account Location and Language
    
  • Account Terms
    
  • Cookie Consent Banner
    
  • Using Your Custom Domain (URL) With Simplero
    
  • GoDaddy Domain
    
  • UnoEuro Domain
    
  • Setup a Custom Email Domain
    
  • Understanding DKIM and SPF
    
  • Preferred Sender Program
    
  • Add an Email Filler Copy
    
  • Billing at Simplero
    
  • How to Change Your Plan and Billing
    
  • Account Administrators
    
  • Setting Labels
    
  • Merging Multiple Simplero IDs
    
  • Password Security
    
  • Submitting a Feature Request
    
  • Submitting a Help Ticket
    
  • Simplero Account FAQ
    
  • Closing your Account
    
  • Your First Three Wins
    
  • Getting In-Person Help with Concierge
    
  • Global Snippets
    7:18
    
  • Running an International Business
    
  • Simplero Translation
    
  • GDPR and DPA Agreement
    
  • GDPR Consent
    
  • Right to be Forgotten
    
  • NPS Surveys
    
  • How to Get Help in Simplero
    
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  Marketing Settings

  • Site Themes
    
  • Colors and Logos Settings
    
  • Places to Change Colors and Graphics
    
  • Embedded form Designs
    
  • Email Template Design
    
  • Nerdy Stuff: Modifying the Liquid Code in Themes
    
  • Login Greetings
    
  • How to Install Google Analytics Tracking Code
    
  • Install Google Tag Manager on Simplero
    
  • Track users with TikTok Pixel
    
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  Sales Settings

  • Payment Processor Setup
    
  • How to Configure PayPal Payment Processor
    3:15
    
  • How to set up PayPal Payouts
    
  • How to setup MobilePay
    
  • Authorize.net
    
  • Understanding the Manual Payment Processor
    
  • Switching Payment Processor Mid-Stream
    
  • Credits (soon to be known as Points)
    
  • Global Coupons
    
  • Collecting Tax
    
  • EU Vat
    
  • Taxes on Multiple Currency Products
    
  • Collecting an Outstanding Balance
    
  • Troubleshooting Payment Processor Issues
    
  • Default Opt-in Box on Order Forms
    
  • Renewal Notifications
    
  • Receipt Settings
    
  • Retrying Failed Charges
    
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  Contacts Settings

  • Custom Fields
    
  • Unengaged Contacts Tracking
    
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  Integrations

  • API Keys
    
  • Leadpages
    
  • WebinarJam
    
  • EverWebinar
    
  • How to Integrate Simplero with Mailchimp
    
  • How to Integrate WiserNotify With Simplero
    
  • How to Integrate Group Collector With Simplero
    
  • How to Integrate Interact Quizzes With Simplero
    
  • Zapier
    
  • Pipedream
    
  • How To Use the Zoom Integration
    
  • Acuity Scheduling for Bookings
    
  • Twitter
    
  • TikTok Pixel
    
  • Embed a Facebook Page Widget
    
  • Debug a Facebook or LinkedIN share
    
  • Facebook Pixel and Verifying Domains
    2:12
    
  • Facebook Messenger Chat
    
  • Embed Your Google Docs, Sheets, and Slides into Simplero
    
  • Use Merge Fields to Register a Subscriber for a Webinar
    
  • Using Simplero With Your Existing Website
    
  • Google Tag Manager
    
  • AI Bot
    
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  Deprecated Features

  • Spaces (deprecated)
    
  • Troubleshooting Space Access (A deprecated feature)
    
  • 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)