Course Content
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Contacts
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Lists
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Creating a List
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List Confirmation
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Manage Your Lists
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Deleting a List
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Retargeting Not-Engaged Subscribers
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Exporting Contacts from my List
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Create a List Opt-in Form
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Utilizing More Than One Opt-in Form
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Integrating a Simplero Signup Form onto another Site
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Troubleshooting Opt-in Form Issues
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Auto-Responders
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Resending Auto-responders
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Deadline-Funnels
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Segments
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Notes and Tags
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Support Tickets
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Main 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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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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Split Tests
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Site Redirects and Shortlinks
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Why does Simplero remove my HTML code?
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Triggers
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Broadcasts
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Broadcast Overview
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Email Font Size
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Creating a Broadcast
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Quick Emails
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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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Dripping a Page in a Broadcast
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Using Emojis
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Subject Lines and Preheaders
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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 prefix and footer
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Creating a Button in a Broadcast
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Delivery vs. Deliverability
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Magic Login Link
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Code in emails
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Email Shows "Read" But not "Delivered"
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Troubleshooting Email Addresses
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Why is my E-mail not being delivered?
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Bounced Emails
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Spam reports
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Newsletters
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Landing Pages
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Affiliate Programs
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Automations
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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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Duplicate Automations in Different Languages
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What is the Difference Between Automations and Auto-Responses?
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Email for automations
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Done For You Campaign
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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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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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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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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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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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Upsells
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Downsells
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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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Understanding Your Change in Monthly Recurring Revenue Graph
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Troubleshoot Price Issues
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One product - Two Languages
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A product for each language
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Catalog
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Purchases
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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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Can't access the content they purchased?
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Troubleshooting Stripe payment issues
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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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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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Viewing Custom Questions On Order Forms
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Changing a Participants Email Address
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Receipts and Tasks
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Pipelines and Deals
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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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Site and Page Access
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How to Use Drip Content
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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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Embedding Videos on Your Site
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Free and Paid Access to a Single Membership Site
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Dripping: A Visual Representation
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Membership Groups
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How to Use Engagement Badges
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Troubleshooting Forum Notifications
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Deleting a Membership Site
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Multi-Language Site
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Courses
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Events
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Media Library
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Uploading Media Files
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Video versioning
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Captions, Subtitles and Transcripts
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Image Sizes Across Simplero
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Can You Download an MP3 on an iPhone?
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Picking a Different Video Still
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PDF Stamping
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Protecting Your Content
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Editing Images
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Embedding Content
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Insert and Edit Media2:22
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Images on Order forms
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Restricting Downloads
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Troubleshooting Lost Images
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Microsoft Says a File Has a Virus
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Worksheets
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Scheduling Links (Beta)
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Account Settings
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How the Trial Works
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How to See Your Account Overview
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Changing Your Time Zone
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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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Cookie Consent Banner
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Using Your Custom Domain (URL) With Simplero
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GoDaddy Domain
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UnoEuro Domain
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Setup a Custom Email Domain
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Understanding DKIM and SPF
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Preferred Sender Program
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Add an Email Filler Copy
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Billing at Simplero
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How to Change Your Plan and Billing
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Account Administrators
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Setting Labels
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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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Your First Three Wins
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Getting In-Person Help with Concierge
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Global Snippets7:18
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Running an International Business
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Simplero Translation
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GDPR and DPA Agreement
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GDPR Consent
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Right to be Forgotten
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NPS Surveys
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How to Get Help in Simplero
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Marketing Settings
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Sales Settings
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Payment Processor Setup
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How to Configure PayPal Payment Processor3:15
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How to set up PayPal Payouts
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How to setup MobilePay
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Authorize.net
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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Credits (soon to be known as Points)
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Global Coupons
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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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Collecting an Outstanding Balance
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Troubleshooting Payment Processor Issues
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Default Opt-in Box on Order Forms
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Renewal Notifications
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Receipt Settings
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Retrying Failed Charges
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Contacts Settings
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Integrations
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Using Simplero With Your Existing Website
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API Keys
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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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How to Integrate WiserNotify With Simplero
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How to Integrate Group Collector With Simplero
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How to Integrate Interact Quizzes With Simplero
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Zapier
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Pipedream
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How To Use the Zoom Integration
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Acuity Scheduling for Bookings
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Twitter
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TikTok Pixel
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Embed a Facebook Page Widget
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Debug a Facebook or LinkedIN share
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Facebook Pixel and Verifying Domains2:12
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Facebook Messenger Chat
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Use Merge Fields to Register a Subscriber for a Webinar
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Deprecated Features
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Spaces (deprecated)
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Troubleshooting Space Access (A deprecated feature)
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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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Tags
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!