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
Sign-up Forms on Your Simplero Sites
Signup forms, also known as Opt-in forms, are an important way to get people on your mailing list. This is because you want to start building a relationship with them and nurture these relationships until they become a customer.
Embedded Modal or Slide-in signup forms
This option allows you to choose any of your Embedded signup forms that are set to Modal or Slide-in in the Presentation section and add them to your site without using the Easy Embed Code.
- Create your Embedded opt-in form
- Select Contacts from your Simplero Dashboard
- Select Lists from the dropdown me
- Select the list you want to create the opt-in for
- Select on the Signup forms tab
- Click the blue +Create a new signup form button in the middle or in the upper right corner of the page
- Select the Embedded type for the signup form
- Select your template
- Once you've selected your template, you will be taken to the screen where you can edit the Content and Settings, and see the Embed code in Fields section of your signup form
- In the Content tab, you can edit the form design such as the color for Text, Background, Button, and Accent
- Make sure to 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.)
- Scroll to the second section called Presentation
- Select either the Modal or Slide-in option
- Make sure to click the blue Save changes button
- Select Marketing from your Simplero Dashboard
- Choose Website from the dropdown menu
- Click on the Configure tab
- Scroll down to the Signup forms section
- Select the white + Add signup form button
- Click the drop-down menu and choose the opt-in form from your list
- Then click the blue Save changes button
Inline Embedded Signup Forms
This option allows for a signup form to always be visible on your site.
- Create your embedded opt-in form
- Select Contacts from your Simplero Dashboard
- Choose Lists from the dropdown menu
- Select the List you want to create the opt-in for
- Select on the Signup forms tab
- Click the blue +Create a new signup form button in the middle or in the upper right corner of the page
- Select the Embedded type for the signup form
- Select your template
- Once you've selected your template, you will be taken to the screen where you can edit the Content and Settings, and see the Embed code in Fields section of your signup form
- In the Content tab, you can edit the form design such as the color for Text, Background, Button, and Accent
- Make sure to click the blue Save changes button
- Select the Settings tab for your opt-in form and complete all boxes. (Name, Presentation, How it can be viewed, when it can be viewed, etc.)
- In the Presentation section, select the Inline option
- Make sure to click the blue Save changes button
- Click the Content tab and copy the Embed Code (required)
- Paste this code in a text box on any page in your site
Full page Signup forms
This allows you to have full page signup forms as a page on your membership site.
- Create your sign-up form using the Full page option
- Select Contacts from your Simplero Dashboard
- Choose Lists from the dropdown menu
- Select the List you want to create the opt-in for
- Select the Signup forms tab
- Click the blue +Create a new signup form button in the middle or in the upper right corner of the page
- Select the Full page type for the signup form
- Select your template
- Once you've selected your template, you will be taken to the screen where you can edit the Content and Settings
- To see your Embed code click Go Back to Landing page settings
- Click the Overview tab
- Copy the URL link
- Open your Membership site
- Select Content from your Simplero Dashboard
- Select the Membership sites tab
- Select a page from your Membership sites
- Select the Pages tab from the Summary menu
- Click the blue Edit menu & pages button to the upper left of your overview
- You will be directed to the editor interface
- Click the white + Add button
- A pop-up screen will appear with different options, choose the one that says External link
- Paste the URL link of the signup form or landing page you've just created
- Give it a Label in navigation and click the blue + Add button
Designing a Sales page on your site directly
Some people prefer to design their own sales or list opt-in page and not use a standalone sales page. This is easy to do on your site by creating a content page and adding a call to action button to it wherever you desire.
Open your Membership site
- Select Content from your Simplero Dashboard
- Select the Membership sites tab
- Select a page from your Membership sites
- Select the Pages tab from the Summary menu
- Click the blue Edit menu & pages button to the upper left of your overview
- You will be directed to the editor interface
- Click the white + Add button
- A pop-up screen will appear with different options, choose the one that says Page (Content page with sections)
- Enter a Title for this new page and click the blue + Add button
- Select the tab for the page you've just created or click the blue Edit button on the new page you've just created
- Click the blue +Add section for the page you've just created
- Choose Buttons as the section you are adding and click the blue Add button
- Determine the button's appearance
- Scroll down to the Content section and click the Button tab
- Give it a Label
- In the Link field, paste in the link of where you want them to go or choose one of the options from inside your Simplero account such as a Product order form
- Click the blue Save changes button
Last updated 31 Jan 2021.