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
Website Navigation
Effortless site navigation gives your customers' the best experience when they visit your website and helps reduce bounce rate! Read on for all you need to know to build your site navigation in Simplero.
Footer Navigation
All websites include an editable Footer navigation.
You can add links to the footer navigation, just like other navigation lists, but the included footer navigation comes preset with two links:
- Terms and conditions - this link will take visitors to a page with the terms you set up in your settings.
- Customer service - this link will open up the email service on the user's computer and autofill the "to" field with your email. You can edit that email address through your account settings.
Create a New Link (Navigation) List
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Link lists tab.
- In the upper right corner, click the blue Create new list button.
- Give your navigation list a Name and Handle. The handle is important as it's a key used to refer to this navigation list from within your theme.
- Add the Links you want by selecting the + Add link button.
- Type in a Label and select a Link to a page from the drop-down menu.
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Repeat steps 5 and 6 until all Links to pages are added.
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Select the blue Create navigation list button when done.
- You can also do this for your membership sites under Content >> Membership Sites >> Link lists.
Use a Navigation List
To use the navigation list you've created, you'll need to edit your theme. Then in the footer section, you can add and select your navigation list.
Edit a Navigation List
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Link lists tab.
- From your Navigation Lists screen, select the list you want to edit or click the white Edit list button.
- You'll be taken to the creation screen.
- From the creation screen, you can change the Name, Label names, Add new links, and even remove a label by selecting the blue trashcan icon to the right of the label you want to remove.
- Click the blue Save changes button.
- You can also do this for your membership sites under Content >> Membership Sites >> Link lists.
Delete a Navigation List
- Select Marketing from your Simplero Dashboard.
- Choose Website from the dropdown menu.
- Select the Link lists tab.
- From your Link list dashboard select Edit list.
5. You will be taken to the creation screen
6. From the creation screen, click the blue trashcan icon to the right of the label you want to remove.
- Click the blue Save changes button.
- You can also do this for your membership sites under Content >> Membership Sites >> Link lists.
Create a Dropdown Menu
- To use this new feature, you need to first create a dropdown folder. Do this from the page editor, the same way you add a page to your Site. Click + Add and choose Folder.
- Drag it to represent the menu order you'd prefer.
- Drag subpages under it.
- Note: The dropdown folder is not a page itself. It only contains pages. Any existing top-level pages need to go under the new dropdown folder.
- If you click on the name of your dropdown folder (from the public view) you can choose a page from the folder to navigate to.
It works exactly the same way on both websites and membership sites.
Use Dropdown Menus Instead of a Sidebar
- Turn off the sidebar menus by customizing the theme settings.
- If you have sidebar enabled and you want to remove it, you'll need to turn it off (for the page or in the theme (for the site)). We wanted to provide the option to have both a dropdown and sidebar for those who prefer it that way.
- If you have subpages and are using a sidebar, you'll still see that. We didn't want to surprise anyone by moving their pages around!
Drag Subpages to your Dropdown menu
1. If you have already-made pages and you wish to add these to your Dropdown menu then start by navigating to Websites -> Edit menu & pages.
2. You will be taken to the editor area for your navigation.
3. Here you can drag and drop your pages into your folder by pulling the spotted button to the left of your page name.
4. Pull the page into your dropdown folder.
Here's How Dropdown Menus Looks On Websites or Membership Sites:
Here's How Dropdown Menus Look On Mobile Devices: