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
Current Lesson
Course Content
Course Content
-
0 / 25
Your Account
-
How the Trial Works
-
How to Change Your Plan and Billing
-
How to See Your Account Overview
-
Account Administrators
-
Changing Your Time Zone
-
Merging Multiple Simplero IDs
-
Password Security
-
Submitting a Feature Request
-
Submitting a Help Ticket
-
Simplero Account FAQ
-
Closing your Account
-
Simplero Search and Filter Option
-
Setting Brand Colors
-
Places to Change Colors and Graphics
-
Setting Labels
-
The Notice Box
-
Default Account Currency
-
Default Account Email Contact Information
-
Account Location and Language
-
Account Terms
-
Flex Plans
-
Billing at Simplero
-
Your First Three Wins
-
Getting In-Person Help with Concierge
-
Cookie Consent Banner
-
-
0 / 6
Domains and URLs
-
0 / 17
Website
-
Website Overview
-
Website Settings
-
Website Pages
-
Website Blog
-
Website Navigation
-
Understanding SEO
-
How to Customize Your Website Theme
-
Save As Template Feature
-
Product Catalog
-
Editing your Theme Code
-
Save Website to Phone Home Screen
-
Create Your Own 404 Page
-
Social Sharing
-
Social Sharing Image
-
How to Create Anchor Links
-
How to Add a Custom Font to Your Simplero Website or Membership Site7:14
-
How Can You Add the Pinterest Save Button to Your Website Images?2:21
-
-
0 / 11
Your Media Files
-
0 / 4
Landing Pages
-
0 / 10
Forms
-
Form Fields
-
Creating Opt-In Form
-
How to Setup List opt-in Forms8:53
-
Embedded Opt-In Forms
-
Utilizing More Than One Opt-in Form
-
Sign-up Forms on Your Simplero Sites
-
Viewing Custom Questions On Order Forms
-
Default Opt-in Box on Order Forms
-
Use Merge Fields to Register a Subscriber for a Webinar
-
How to Install Google Analytics Tracking Code3:13
-
-
0 / 16
Lists & Contacts
-
How to Manage Your Lists and Contacts
-
Creating a List
-
List Confirmation
-
Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
-
Unengaged Subscribers and Contact Cleanup2:29
-
Exporting Contacts from my List
-
Merging Duplicate Contacts
-
Changing a Participants Email Address
-
Seeing What Your Customers Sees
-
Tags
-
Segments
-
Do Not Contact and Bounced Emails
-
Preventing SPAM Contacts
-
5 Kick @$$ Strategies to Build your List
-
Preferred Sender Program
-
Cold Contacts Tracking
-
-
0 / 26
Broadcasts
-
Broadcast Overview
-
Email Template Design
-
Email Font Size
-
Creating a Broadcast
-
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
-
Auto-publishing a Page in a Broadcast
-
Using Emojis
-
Subject Lines and Preheaders
-
Newsletter Scheduler
-
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 footer
-
Creating a Button in a Broadcast
-
Delivery vs. Deliverability
-
-
0 / 7
Other Customer Communications
-
0 / 18
Membership Sites
-
Creating a Membership Site
-
Membership Site Blog
-
Membership Site Forum
-
Membership Site Pages
-
One Membership Site with Multiple Products/Classes
-
Page Access
-
How to Use Auto-Publishing Pages (AKA Dripping Content)
-
Courses5:12
-
Quizzes
-
Course Preview
-
Membership Site Footer Navigation
-
Membership Site Redirects
-
Membership Site Theme
-
Podcast Feature in Membership Sites (RSS)
-
Embedding Videos on Your Site
-
Free and Paid Access to a Single Membership Site
-
Auto-publishing: A Visual Representation
-
Membership Groups
-
-
0 / 12
Products
-
Creating a Product
-
Closing a Product
-
Deleting a Product
-
Creating Multi-Level Access Products
-
Membership Levels
-
Combining a Tangible Product With Your Online Product
-
Tiered Pricing in a Single Product
-
Evergreen Course
-
Student Paced Course
-
Connecting Content to a Product
-
Selling a Downloadable Product
-
Purchase Confirmation Thank You Page
-
-
0 / 35
Product Pricing
-
Payment Processor Setup
-
Understanding the Manual Payment Processor
-
Switching Payment Processor Mid-Stream
-
How to Create Product Prices in Simplero
-
A Warning about Editing an Active Price
-
Campaign and Discount Pricing
-
Credits
-
Multiple Seat/User Pricing
-
Secret Prices and Coupon Codes
-
Global Coupons
-
Subscription Prices
-
Gift Pricing
-
Pay-What-You-Can
-
Price Restrictions
-
Quoting Prices in Multiple Currencies
-
Collecting Tax
-
EU Vat
-
Taxes on Multiple Currency Products
-
Date Specific Installments
-
Milestone Installments
-
Trial Period (Free or Discounted)
-
Giving a Paid Customer a Free Month
-
Free Products
-
Participant Limit
-
Collecting an Outstanding Balance
-
Upsells
-
Downsales
-
Order Bumps
-
Order Forms
-
Order Form vs Freebie Link
-
Authorize-Only Pricing
-
Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
-
Troubleshooting Payments and Refunds
-
Troubleshooting Payment Processor Issues
-
Understanding Your Change in Monthly Recurring Revenue Graph
-
-
0 / 22
Purchases and Participants
-
Participants 101 and Simplero IDs
-
Purchases 101
-
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
-
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
-
Renewal Notifications
-
Invoice Settings
-
Invoices and Expenses1:31
-
Retrying Failed Charges
-
-
0 / 21
Automation
-
All the Ways You Can Automate Things in Simplero
-
Automations: Creating and Managing
-
Starting an Automation
-
Stopping, Pausing, Resuming an Automation
-
Reentering or Starting Mid Automation
-
Time Zone Specific Automations
-
Flows
-
Advancing a Flow in an Automation
-
Using Automations for Sales Funnels
-
Duplicate Automations in Different Languages
-
Email Library
-
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
-
Bulk Actions
-
Global Snippets
-
What is the Difference Between Automations and Auto-Responses?
-
-
0 / 9
Marketing & Affiliates
-
0 / 18
Integrations
-
Integrating Simplero With Your Website
-
API Keys
-
Zapier
-
Acuity Scheduling for Bookings
-
Leadpages
-
WebinarJam
-
EverWebinar
-
How to Integrate Simplero with Mailchimp
-
Twitter
-
How to Configure PayPal Payment Processor3:15
-
Authorize.net
-
How to setup MobilePay
-
Embed Your Google Docs, Sheets, and Slides into Simplero
-
Install Google Tag Manager on Simplero
-
Facebook Messenger Chat
-
Embed a Facebook Page Widget
-
Facebook Pixel and Verifying Domains2:12
-
How To Use the New Zoom Integration
-
-
0 / 15
Trouble Shooting
-
Can't access the content they purchased?
-
Email Shows "Read" But not "Delivered"
-
Troubleshooting Stripe payment issues
-
Troubleshooting Email Addresses
-
Troubleshooting Opt-in Form Issues
-
Why is my E-mail not being delivered?
-
Troubleshooting Forum Notifications
-
Troubleshoot Price Issues
-
Debug a Facebook Share / LinkedIN share
-
When a PayPal Payment Doesn't Show in Simplero
-
QuickPay Payment Doesn't Show in Simplero
-
Troubleshooting Space Access (A deprecated feature)
-
Troubleshooting Videos Not Playing
-
Troubleshooting Upload issues
-
Microsoft Says a File Has a Virus
-
-
0 / 16
Deprecated Features
-
Spaces (deprecated)
-
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)
-
Deactivating Landing Pages (deprecated )
-
How to Embed a PDF into a Course
-
-
0 / 10
Nerdy stuff
Why is my E-mail not being delivered?
Why Is This Person Not Receiving My E-Mails?
There are a few reasons why this may be happening:
- The User Unsubscribed from your lists. You can check this by to the customer's purchase page.
- Select the Lists & Contacts from your Simplero Dashboard
- Select the Contacts tab
- Search and select your contact's name
- In the contact's overview page, scroll down to the Lists subscribed to box and check if any of them show unsubscribe
- You can also scroll down to the Activities box and check the activities log
- If it’s a purchase, remember that there’s separate email ON/OFF switches for the purchaser (billing contact) and the participant.
- The DO NOT CONTACT setting for the contact is switched to ON
- Their email is inaccurate and so it bounced. See our guide on correcting email addresses.
- They are using a problematic mail server. The activity log will show whether it was sent and whether it was acknowledged to have been received by the receiver’s mail server. However, many mail providers (I’m looking at you, Hotmail) does decide to throw away perfectly good email after saying “yes, we’ve got it”, without informing neither us nor the recipient. Thank the aggressive spam filters. It’s a real bummer. The best approach is to have your customer contact their mail provider and ask them to make sure that emails from you are delivered. If they refuse or don’t respond, it might be time to find another email vendor. A good rule of thumb is that if you’re not paying for it (such as in the case with Hotmail, Gmail, Yahoo Mail, etc.), you are the product being sold, you are not a customer. We warmly recommend fastmail.com as a very reliable paid email service that will actually service their customers. Gmail is fairly good as well, even though, yes, you are the product being sold when you use it.
- You are sending from a problematic email address. If you've configured your emails to be sent from an email address with a common provider such as Gmail, Hotmail or similar, many email providers will filter out the email. This is because Simplero is not sending directly from your email address, but rather as your email address. When mail servers see a mail from such as a Gmail address that isn't coming directly from Gmail, they tend to throw them away – no questions asked and no information given. If you're serious about your business, you will need to get an email address on a domain that you own. Fastmail is a phenomenal choice for hosting all your incoming email on your own domain. See our guide on verifying your custom domain. Another thing to note with your email address is how long you've been with your email server or are you jumping around. If you jump from different Email programs you never get a chance to build a reputation which reduces your deliverability. Stick with us for a while and you should see it rise.
- Your email was Image heavy. Emails should be at most 60% text and 40% image or they run the risk of being blocked as spam from mail servers.
Last updated 3 Dec 2018.