How To Guides
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
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
- Select Contacts from your Simplero Dashboard
- Select the Tags tab
- In the upper right corner, select the blue + 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
- Select Contacts from your Simplero Dashboard
- Select the Tags tab
- Locate the Tag name you want to send email to
- Click the Envelope icon located in the far right side of your tag name
- A new broadcast page will open
- Complete your broadcast configuration and click the blue Next button
- You will then be taken to a page to compose your email and even attach a file
- Click the blue Next > button to save
- Information of your Broadcast screen will open
- If you're ready to send your email, click the blue Send broadcast now button
- You can preview your email by clicking on the white Web preview button or the View button with an eye
- You can even save this broadcast email in your email library by clicking the white Save to email library button
- To learn about editing your broadcast check out our guide
Adding a trigger to a tag
- Select Contacts from your Simplero Dashboard
- Select the Tags tab
- Locate the Tag name you want to add a trigger to
- Click the blue Add link located in the far right side of your tag name, under the Triggers column
- The Add new trigger pop-up screen will open
- Select the options in each field that you wish to happen for this trigger
- Click the blue Save changes button when done
Deleting a Tag
- Select Contacts from your Simplero Dashboard
- Select the Tags tab
- 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 blue + 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
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If you are looking to exclude a group of contacts, click the white + Add exclude... button under the Exclude section.
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Complete each drop-down that appears, select the list, broadcast, tag, etc. that you want to exclude, and click the Save button.
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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!