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Intro to Simplero
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How To Guides
Implementation Q&As
Running an International Business
Updated on 23 Mar 2023
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Pre-requisite:
Currency
- Be sure to set your account up to accept
multiple currencies
in your account
Set your account language settings
- To do this...
Select
Settings
from your Simplero Dashboard
In the
Account tab
, scroll down to the
Localization
section
Click the
Customer language
drop-down to choose the default language of your account
Scroll down and click the
Save changes
button
Any terms
that you have in your account settings will need to be typed out in any language that you will be selling in.
Completed
Mark as complete
Contacts
0 / 8
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
Lists
0 / 16
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
Segments
0 / 3
Create a Segment
Perform an Action
Conditional Segments
Notes and Tags
0 / 2
Notes
Tags
Support Tickets
0 / 7
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
Surveys
0 / 3
Build your survey
Survey's settings and triggers
Manage Survey's Responses
Main Website
0 / 20
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
7:14
How to Add a Custom Font to Your Simplero Website or Membership Site
2:21
How Can You Add the Pinterest Save Button to Your Website Images?
Split Tests
Site Redirects and Shortlinks
Why does Simplero remove my HTML code?
Triggers
0 / 8
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
Broadcasts
0 / 32
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
Newsletters
0 / 1
Newsletter Scheduler
Landing Pages & Forms
0 / 11
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 - Style Guides
0:21
Page builder 2.0 - Sections and Elements
Page Builder 2.0 - Responsive Mode
Page Builder 2.0 - Version History
Affiliate Programs
0 / 11
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
Automations
0 / 14
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?
Emails for automations
0 / 1
Emails for Automations
Done For You Campaigns
0 / 2
Done-For-You Campaigns
3:13
How to Create Your Own Done-for-you Templates
Funnels
0 / 3
0:25
Create a New Funnel
Funnels Steps: Landing Pages, Order Forms, Scheduling Links, Surveys, Split Tests, and Conditional Steps
Settings and Stats
Products
0 / 38
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
Catalog
0 / 2
Product Catalog
Shopping Cart
Purchases
0 / 28
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
Receipts and Tasks
0 / 2
Receipts
Tasks
Pipelines and Deals
0 / 2
Pipelines
0:04
Deals
Membership Sites
0 / 19
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
Courses
0 / 11
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
Events
0 / 2
Basic Events
Creating an Events Calendar or Events List on Your Page
Media Library
0 / 20
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
3:15
Insert and Edit Media
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
Worksheets
0 / 3
Worksheets
Viewing Worksheet Responses
Worksheet Confirmation
Scheduling Links
0 / 8
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
Advanced Rescheduling/Cancelling limits
Account Settings
0 / 37
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
Pausing your Account
Your First Three Wins
Getting In-Person Help with Concierge
7:18
Global Snippets
Running an International Business
Simplero Translation
GDPR and DPA Agreement
GDPR Consent
Right to be Forgotten
NPS Surveys
How to Get Help in Simplero
Child accounts
Marketing Settings
0 / 10
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
Sales Settings
0 / 19
Payment Processor Setup
3:15
How to Configure PayPal Payment Processor
Paypal Subscriptions
How to set up PayPal Payouts
How to setup MobilePay
Authorize.net
Understanding the Manual Payment Processor
Switching Payment Processor Mid-Stream
Credits
Global Coupons
Collecting Tax
EU Vat
Taxes on Multiple Currency Products
Collecting an Outstanding Balance
Troubleshooting Payment Processor Issues
Order Forms settings
Renewal Notifications
Receipt Settings
Retrying Failed Charges
Contacts Settings
0 / 2
Custom Fields
Unengaged Contacts Tracking
Integrations
0 / 23
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
2:12
Facebook Pixel and Verifying Domains
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
Deprecated Features
0 / 15
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)
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