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, Filter, and Save Views2:04
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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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Opt-In Form Designs
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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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Split Tests
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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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Integrating a Simplero Signup Form onto another Site
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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 Code
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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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Retargeting Not-Engaged Subscribers and Contact Cleanup
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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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Unengaged 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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Dripping 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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Magic Login Link
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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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Site and Page Access
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How to Use Drip Pages (AKA Dripping Content)
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Courses
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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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Dripping: A Visual Representation
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Membership Groups
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How to Use Engagement Badges
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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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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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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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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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Duplicate Automations in Different Languages
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Emails for Automations
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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 Snippets7:18
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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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Using Simplero With Your Existing 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 Zoom Integration
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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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Pipedream
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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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Events
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Nerdy stuff
Website Pages
Website pages are extremely versatile; they can basically be anything you want them to be. In Simplero, when you choose to add a new page, you have a bunch of options. Some site pages are pre-formatted for you, like the blog and forum, while others like the content page, you design yourself. This guide will show you a few ways to design a page that is unique and right for your business.
Types of Pages You Can Design
There are endless options for types of pages you can design for your website, but here are a few of the popular ones we've seen:
- An About page
- A Sales page for a product in Simplero (instead of using the templated ones available in the product)
- An Opt-in page connected to a list (instead of using the templated ones available in the list)
- A featured Products page
There are so many more options!
Below are a few key things you might want to know when designing a content page.
Adding a Page
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Pages tab.
- Click the Edit Menu & Pages button located in the top right corner to open the interface to add a page:
- From the editor interface, click the white + Add button to add a page.
- Choose your page option (Page, Folder, Product catalog, etc.) from the pop-up menu box.
- Enter your information in the field and click the + Add button.
Editing an Existing Page
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Pages tab.
- Click the blue Editor button next to the page you want to edit.
- You'll be redirected to the edit interface screen.
- In the Sections tab, you can move the sections around, add or delete sections, or edit the content.
- To add a section, select the + Add section tab.
- Select the section from the options menu you want to add and click the Add button.
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To rearrange the section of the page, select the dots to the right of the page name and drag it to where you want it to go.
- To add a section, select the + Add section tab.
- In the Settings tab, you can change the page Title, Publish status, Layout, Navigation, etc.
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When you're done making your edits, select the blue Save changes button.
Adding Call to Action Buttons to Turn a Site Page Into a Sales or Opt-in Page
Some people prefer to design their own sales or list opt-in page on their Simplero site directly, instead of using a standalone sales page. This is easy to do by creating a content page and adding a call to action button to it wherever you want.
Once you've created the content page, here's how to add the call to action button:
Option 1:
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Pages tab.
- Click the blue Editor button next to the page you want to edit.
- You'll be redirected to the edit interface screen.
- In the Sections tab, select the blue + Add section tab.
- In the Content options menu, select the Buttons tab and click the blue Add button.
- Determine the Appearance of the Button.
- In the Content section, click on Button.
- Enter a Label for your button (e.g., "Click Here to Sign Up!").
- Enter the link you want to send users to (this could be a product sales page, order form, list opt-in, online scheduler, wherever you want them to end up).
- In the Content options menu, select the Buttons tab and click the blue Add button.
- Select the blue Save changes button.
Option 2:
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Pages tab.
- Click the blue Editor button next to the page you want to edit.
- You'll be redirected to the edit interface screen.
- In the Sections tab, select the blue + Add section tab.
- In the Content options menu, select the Text tab and click the blue Add button.
- Write out the Label for your button (e.g., "Click Here to Sign Up!").
- Highlight the text and click on the Insert Link icon in the Text Editor.
- Add the Link for the button under URL, or choose it from the dropdown menu.
- Check Display as button.
- Check Open in a new window (optional).
- Hit the Insert button to save your changes.
- In the Content options menu, select the Text tab and click the blue Add button.
NOTE: If you don't put a link into the URL section, the button will not be created. If you don't have a link yet but still want to create the button, you can click on the URL section and choose your homepage from the dropdown menu. Then you can go back and add the correct link later.
Designing Your Products Page
We all want our customers to be fully aware of the products we're selling. There are a few ways you can do this on your Simplero website.
- You can create a content page and use the featured products section and feature a select few products of your choice.
- You can create a sales page for every product or a single sales page that talks about all your products with buttons that link to their order forms.
- You can use the pre-formatted product catalog page. This page is determined by your products catalog. From there, you'll be able to add categories and list and unlist products.
Social Media Sharing
We know you and your customers want to share your website on social media. But sometimes those shares don't look the way you want them to, and Facebook prevents users from editing the share. We know this is to protect against the false representation of the shared site, but for legit companies like you, who want their business represented beautifully, this can make things a little harder. But Simplero makes it easy for you to control what image will be in that share, giving you some say in how your website is represented.
All you need to do is follow the steps below:
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Pages tab.
- Find the page you want to share and click the blue Editor button next to the page name.
- The editor interface screen will open.
- Select the Settings tab for that page.
- Scroll down to the Search engines and social section.
- In the Social sharing image, click the Choose media button
- Choose the image you want to display. Note: The image must be at least 200 x 200 to be accepted by Facebook.
- Select the blue Save changes button.
To edit multiple pages in a row, or to see which ones have already been updated, you will also find these settings on the very convenient Pages >> SEO tab:
NOTE: If you add the social sharing image and it doesn't appear when you try to share the page on Facebook, run it through the Facebook Sharing Debugger tool and scrape it a few times until the image appears. See below:
Removing a Page
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Pages tab.
- Find the page you want to remove and click the blue Editor button next to the page name.
- The editor interface screen will open.
- Towards the bottom left corner, you will see a grey link that reads"Delete page."
- Confirm your request.
Alternatively, delete the page from the Pages table>>Select action dropdown:
Website XML
To see your sitemap XML, for sending to Google, for example - just add /sitemap.xml to the end of your URL, like this: https://simplero.com/sitemap.xml