Heads up! We just made some big improvements to Simplero, and a lot of the videos and screenshots here aren't updated yet.
How To Guides
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Course Content
Course Content
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Your Account
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How the Trial Works
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How to Change Your Plan and Billing
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How to See Your Account Overview
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Account Administrators
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Changing Your Time Zone
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Merging Multiple Simplero IDs
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Password Security
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Submitting a Feature Request
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Submitting a Help Ticket
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Simplero Account FAQ
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Closing your Account
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Simplero Search and Filter Option
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Setting Brand Colors
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Places to Change Colors and Graphics
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Setting Labels
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The Notice Box
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Default Account Currency
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Default Account Email Contact Information
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Account Location and Language
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Account Terms
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Flex Plans
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Billing at Simplero
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Your First Three Wins
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Getting In-Person Help with Concierge
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Cookie Consent Banner
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Domains and URLs
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Website
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Website Overview
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Website Settings
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Website Pages
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Website Blog
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Website Navigation
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Understanding SEO
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How to Customize Your Website Theme
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Save As Template Feature
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Product Catalog
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Editing your Theme Code
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Save Website to Phone Home Screen
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Create Your Own 404 Page
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Social Sharing
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Social Sharing Image
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How to Create Anchor Links
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How to Add a Custom Font to Your Simplero Website or Membership Site7:14
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How Can You Add the Pinterest Save Button to Your Website Images?2:21
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Your Media Files
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Landing Pages
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Forms
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Form Fields
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Creating Opt-In Form
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How to Setup List opt-in Forms8:53
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Embedded Opt-In Forms
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Utilizing More Than One Opt-in Form
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Sign-up Forms on Your Simplero Sites
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Viewing Custom Questions On Order Forms
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Default Opt-in Box on Order Forms
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Use Merge Fields to Register a Subscriber for a Webinar
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How to Install Google Analytics Tracking Code3:13
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Lists & Contacts
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How to Manage Your Lists and Contacts
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Creating a List
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List Confirmation
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Unengaged Subscribers and Contact Cleanup2:29
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Exporting Contacts from my List
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Merging Duplicate Contacts
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Changing a Participants Email Address
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Seeing What Your Customers Sees
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Tags
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Segments
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Do Not Contact and Bounced Emails
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Preferred Sender Program
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Cold Contacts Tracking
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Broadcasts
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Broadcast Overview
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Email Template Design
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Email Font Size
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Creating a Broadcast
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Send an Email to an Individual or Single Contact
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Resend a Broadcast
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Handle Replies to Mass Emails with Ease
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Expiring Links
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Insert Option for Broadcasts
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Magic Content URL
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Interpolation Keys
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Editing an Incorrect Link in a Broadcast
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Auto-publishing a Page in a Broadcast
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Using Emojis
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Subject Lines and Preheaders
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Newsletter Scheduler
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Email Deliveries
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About Open Rates for Broadcasts and Auto-Responses
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How the Sending Limit Works
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What Do the Secretive Options Mean
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Why Simplero Doesn't Do Fancy Graphic Emails
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Delaying Normal Broadcasts During an Email Funnel
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What Is the Spam Check on Emails?
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Editing the email footer
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Creating a Button in a Broadcast
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Delivery vs. Deliverability
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Other Customer Communications
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Membership Sites
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Creating a Membership Site
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Membership Site Blog
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Membership Site Forum
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Membership Site Pages
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One Membership Site with Multiple Products/Classes
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Page Access
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How to Use Auto-Publishing Pages (AKA Dripping Content)
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Courses5:12
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Quizzes
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Course Preview
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Membership Site Footer Navigation
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Membership Site Redirects
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Membership Site Theme
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Podcast Feature in Membership Sites (RSS)
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Embedding Videos on Your Site
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Free and Paid Access to a Single Membership Site
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Auto-publishing: A Visual Representation
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Membership Groups
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Products
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Creating a Product
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Closing a Product
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Deleting a Product
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Creating Multi-Level Access Products
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Membership Levels
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Combining a Tangible Product With Your Online Product
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Tiered Pricing in a Single Product
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Evergreen Course
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Student Paced Course
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Connecting Content to a Product
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Selling a Downloadable Product
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Purchase Confirmation Thank You Page
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Product Pricing
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Payment Processor Setup
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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How to Create Product Prices in Simplero
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A Warning about Editing an Active Price
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Campaign and Discount Pricing
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Credits
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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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Global Coupons
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Subscription Prices
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Gift Pricing
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Pay-What-You-Can
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Price Restrictions
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Quoting Prices in Multiple Currencies
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Collecting Tax
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EU Vat
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Taxes on Multiple Currency Products
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Date Specific Installments
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Milestone Installments
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Trial Period (Free or Discounted)
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Giving a Paid Customer a Free Month
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Free Products
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Participant Limit
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Collecting an Outstanding Balance
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Upsells
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Downsales
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Order Bumps
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Order Forms
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Order Form vs Freebie Link
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Authorize-Only Pricing
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Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
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Troubleshooting Payments and Refunds
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Troubleshooting Payment Processor Issues
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Understanding Your Change in Monthly Recurring Revenue Graph
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Purchases and Participants
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Participants 101 and Simplero IDs
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Purchases 101
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Editing a Purchase
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Charges & Payments Box in the Purchase
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Purchase Summary
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Moving a Purchase to Another Product
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Adding a Charge to an Existing Purchase
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Editing a Charge Amount
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Manual Product Purchase
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Manual Credit Card Charge
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Manual Payment or Partial Payment Collection
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Refund Period
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Full and Partial Refunds
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Credit to Transactions
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Collecting Money Outside Simplero
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Stop Customers Subscription Payments and Keep their Access Open
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Migrating a Customer's Purchases from Another System
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How to Test the Purchase Process and Send Login Credentials
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Renewal Notifications
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Invoice Settings
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Invoices and Expenses1:31
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Retrying Failed Charges
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Automation
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All the Ways You Can Automate Things in Simplero
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Automations: Creating and Managing
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Starting an Automation
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Stopping, Pausing, Resuming an Automation
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Reentering or Starting Mid Automation
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Time Zone Specific Automations
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Flows
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Advancing a Flow in an Automation
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Using Automations for Sales Funnels
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Duplicate Automations in Different Languages
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Email Library
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Triggers Overview
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Adding a New Trigger to an Existing List or Product
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Triggers on Link Clicks
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Triggers on Prices
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Abandoned Cart Trigger
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Global Triggers - Targeting and Re-Targeting Leads
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Working with Webhook Triggers
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Bulk Actions
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Global Snippets
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What is the Difference Between Automations and Auto-Responses?
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Marketing & Affiliates
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Integrations
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Integrating Simplero With Your Website
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API Keys
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Zapier
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Acuity Scheduling for Bookings
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Leadpages
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WebinarJam
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EverWebinar
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How to Integrate Simplero with Mailchimp
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Twitter
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How to Configure PayPal Payment Processor3:15
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Authorize.net
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How to setup MobilePay
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Install Google Tag Manager on Simplero
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Facebook Messenger Chat
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Embed a Facebook Page Widget
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Facebook Pixel and Verifying Domains2:12
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How To Use the New Zoom Integration
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Trouble Shooting
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Can't access the content they purchased?
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Email Shows "Read" But not "Delivered"
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Troubleshooting Stripe payment issues
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Troubleshooting Email Addresses
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Troubleshooting Opt-in Form Issues
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Why is my E-mail not being delivered?
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Troubleshooting Forum Notifications
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Troubleshoot Price Issues
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Debug a Facebook Share / LinkedIN share
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When a PayPal Payment Doesn't Show in Simplero
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QuickPay Payment Doesn't Show in Simplero
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Troubleshooting Space Access (A deprecated feature)
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Microsoft Says a File Has a Virus
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Deprecated Features
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Spaces (deprecated)
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Space FAQ (deprecated)
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Space and Space Page Access (deprecated)
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Page Types (deprecated)
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One Space Multiple Products/Classes (deprecated)
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Free Spaces and Spaces with both Free and Paid content (deprecated)
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Multi-Language Spaces (deprecated)
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Postponing Access to a Space Until Later (deprecated)
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Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
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Embedding Videos in Your Spaces (deprecated)
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Resurrect a Deleted Space (deprecated)
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Podcast Feature in Spaces (deprecated)
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FAQ Page in Your Space (Deprecated)
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Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
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Deactivating Landing Pages (deprecated )
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How to Embed a PDF into a Course
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Nerdy stuff
Embedded Opt-In Forms
Opt-in forms are a great way to grow your email list, increase conversions, and build an engaged audience. And having opt-in forms that are personal and customized can help a lot. That's why we put together this guide to show you how to customize your opt-in forms in Simplero.
To Embed an Opt-In Form
- Select Contacts from your Simplero Dashboard.
- Select Lists from the dropdown menu.
- Select the list you want to create the opt-in for.
- Click on the Signup forms tab.
- Click the blue Create new signup form button in the middle or upper right corner of the page.
- For the type of signup form, select Embedded.
- Select your template.
- Once you've selected your template, you'll be directed to a screen where you can edit the Content, Settings, and Fields of your signup form. In the Content tab, you can edit the form design like the color for Text, Background, Button, and Accent.
- After making changes, click the blue Save changes button.
- Select the Settings tab for your opt-in and complete all boxes. (Name, Presentation, how it can be viewed, when it can be viewed, etc.)
- When you're done, click the blue Save changes button.
- Select the Fields tab and select the fields you want from the right side of the page (these are all the fields you've added under Settings >>> Fields).
- Go back to the Content tab.
- Copy the Embed Code that you'll paste into the source code of the page where you want the form to show (your landing page, your website homepage, etc.).
To Embed a Manually-Triggered Opt-In When Using an Image
- Select Contacts from your Simplero Dashboard.
- Select Lists from the dropdown menu.
- Select the list you want to create the opt-in for.
- Click on the Signup forms tab.
- Click the blue Create new signup form button in the middle or upper right corner of the page.
- For the type of signup form, select Embedded.
- Select your template.
- Once you've selected your template, you'll be taken to the screen where you can edit the Content, Settings, and Fields of your signup form. In the Content tab, you can edit the form design like the color for Text, Background, Button, and Accent.
- After making changes, click the blue Save changes button.
- Select the Settings tab for your opt-in and complete all boxes. (Name, Presentation, how it can be viewed, when it can be viewed, etc.)
- When you're done, click the blue Save changes button.
- Select the Fields tab and select the fields you want from the right side of the page (these are all the fields you've added under Settings >>> Fields).
- Select the Share tab to get your Embed Code.
- Copy the Embed Code and paste it into a Notepad or Word document.
- Copy the Manual trigger code.
- Go to the Notepad or Word document where you copied and pasted the Embed Code.
- Paste the Manual trigger code at the end of the Embed Code you copied.
- Go to your Landing page and find the source code for your button image.
- On your Landing page, copy and paste the combined codes (from Embed Code and Manual trigger). For example: <a rel="simplero-landing-page" href="#">Show the form</a>
- Copy your new code and replace the image code on your landing page with the new code. It will end up looking something like this: <script async id="_simplero_landing_page_js_77130" src="https://123.simplero.com/page/77130.js"><a rel="simplero-landing-page" href="#"><img src="https://d3pz8y41wq4xyo.cloudfront.net/uploads/asset/file/2232414/Aug-7-normal.png" alt="Aug-7-normal.png" align="" /></a>
To Embed a Manually-Triggered Opt-In to a Button
- Select Contacts from your Simplero Dashboard.
- Select Lists from the dropdown menu.
- Select the list you want to create the opt-in for.
- Click on the Signup forms tab.
- Click the blue Create new signup form button in the middle or upper right corner of the page.
- For the type of signup form, select Embedded.
- Select your template.
- Once you've selected your template, you'll be taken to the screen where you can edit the Content, Settings, and Fields of your signup form. In the Content tab, you can edit the form design like the color for Text, Background, Button, and Accent.
- After making changes, click the blue Save changes button.
- Select the Settings tab for your opt-in and complete all boxes. (Name, Presentation, how it can be viewed, when it can be viewed, etc.)
- When you're done, click the blue Save changes button.
- Select the Fields tab and select the fields you want from the right side of the page (these are all the fields you've added under Settings >>> Fields).
- Select the Share tab to get your Embed Code. Yours will look similar to this:
- Open the Page Editor for the page you'd like to add the button to.
- In any text area, open the Source code and paste in the first bit of code. This can be pasted anywhere in the Source code - it doesn't matter where it goes.
- Copy the following code and paste it into the Source code of your page, where you'd like the button to show: <a href="#simplero-landing-page-103131" class="btn btn--md btn--solid" >Click Here to Open Opt-In</a>
- Replace the bolded text with the second bit of code from step 14.
- Change "Click Here to Open Opt-In" to whatever you want the button to say.
- Press Ok and Save. Your button now shows up and triggers an embedded opt-in form!
Here it is in action:
Last updated 26 Jan 2021.