Course Content
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Contacts
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Lists
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Creating a List and Importing Subscribers
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List Confirmation
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Manage Your Lists
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Deleting a List
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Retargeting Not-Engaged Subscribers
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Exporting Contacts from my List
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Create a List Opt-in Form
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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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Troubleshooting Opt-in Form Issues
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Auto-Responders
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Resending Auto-responders
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Deadline-Funnels
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Segments
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Notes and Tags
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Support Tickets
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Surveys
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Main 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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Page speed optimization - How Simplero Automatically Makes Your Pages Load Faster.
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How to Customize Your Website Theme
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Save As Template Feature
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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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Site Redirects and Shortlinks
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Why does Simplero remove my HTML code?
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Triggers
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Broadcasts
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Broadcast Overview
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Email Font Size
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Creating a Broadcast
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Quick Emails
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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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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 prefix and 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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Code in emails
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Email Shows "Read" But not "Delivered"
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Troubleshooting Email Addresses
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Why is my E-mail not being delivered?
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Bounced Emails
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Spam reports
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Newsletters
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Landing Pages & Forms
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Full Page Landing Pages
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Embedded Forms
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Link Sign-up Forms to Your Simplero Sites and Pages
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Personalized or Quiz Style Landing Pages
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How to Use Simplero Landing Pages With WebinarJam
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Landing Page Statistics
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Conditional content
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Page builder 2.0 - Style guides
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Page builder 2.0 - Sections and Elements0:28
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Affiliate Programs
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Automations
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All the Ways You Can Automate Things in Simplero
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Creating Automations
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Configuring an Automation
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Editing an Automation
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Starting an Automation
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Duplicating and Deleting an Automation
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Excluding Customers from 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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What is the Difference Between Automations and Auto-Responses?
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Emails for automations
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Done For You Campaigns
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Funnels
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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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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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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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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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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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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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Understanding Your Change in Monthly Recurring Revenue Graph
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Troubleshoot Price Issues
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One product - Two Languages
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A product for each language
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Catalog
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Purchases
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Participants 101 and Simplero IDs
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Purchases 101
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Forecasts
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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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Adding, Editing, and Canceling participants
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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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Can't access the content they purchased?
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Troubleshooting Stripe payment issues
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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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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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Viewing Custom Questions On Order Forms
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Changing a Participants Email Address
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Receipts and Tasks
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Pipelines and Deals
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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 Content
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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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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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Troubleshooting Forum Notifications
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Deleting a Membership Site
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Multi-Language Site
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Chat
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Courses
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Events
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Media Library
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Uploading Media Files
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Video versioning
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Captions, and Subtitles
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Transcripts
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Bookmarks
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Image Sizes Across Simplero
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Can You Download an MP3 on an iPhone?
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Picking a Different Video Still
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PDF Stamping
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Protecting Your Content
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Editing Images
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Embedding Content
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Insert and Edit Media3:15
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Images on Order forms
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Restricting Downloads
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Troubleshooting Lost Images
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Microsoft Says a File Has a Virus
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Video Analytics
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Worksheets
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Scheduling Links (Beta)
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Account Settings
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How the Trial Works
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How to See Your Account Overview
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Changing Your Time Zone
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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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Cookie Consent Banner
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Using Your Custom Domain (URL) With Simplero
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GoDaddy Domain
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UnoEuro Domain
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Setup a Custom Email Domain
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Understanding DKIM and SPF
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Preferred Sender Program
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Add an Email Filler Copy
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Billing at Simplero
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How to Change Your Plan and Billing
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Account Administrators
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Setting Labels
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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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Your First Three Wins
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Getting In-Person Help with Concierge
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Global Snippets7:18
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Running an International Business
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Simplero Translation
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GDPR and DPA Agreement
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GDPR Consent
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Right to be Forgotten
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NPS Surveys
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How to Get Help in Simplero
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Child accounts
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Marketing Settings
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Sales Settings
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Payment Processor Setup
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How to Configure PayPal Payment Processor3:15
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How to set up PayPal Payouts
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How to setup MobilePay
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Authorize.net
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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Credits (soon to be known as Points)
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Global Coupons
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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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Collecting an Outstanding Balance
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Troubleshooting Payment Processor Issues
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Default Opt-in Box on Order Forms
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Renewal Notifications
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Receipt Settings
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Retrying Failed Charges
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Contacts Settings
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Integrations
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API Keys
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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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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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Zapier
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Pipedream
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How To Use the Zoom Integration
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Acuity Scheduling for Bookings
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Twitter
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TikTok Pixel
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Embed a Facebook Page Widget
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Debug a Facebook or LinkedIN share
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Facebook Pixel and Verifying Domains2:12
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Facebook Messenger Chat
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Use Merge Fields to Register a Subscriber for a Webinar
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Using Simplero With Your Existing Website
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Google Tag Manager
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AI Bot
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Deprecated Features
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Spaces (deprecated)
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Troubleshooting Space Access (A deprecated feature)
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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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Affiliate FAQ
Meaning of Affiliate State
An affiliate can be in one of four distinct states:
New: The affiliate has applied, and you haven’t yet decided whether to let them in or not.
Approved: They can refer new customers and continue to receive commission on past referrals
Rejected: We are not accepting new referrals from this affiliate, and any past referrals will no longer incur a commission.
Retired: We are not accepting new referrals from this affiliate, but any past referrals with installments or recurring payments will still produce a commission.
Can We Offer a Flat Fee Instead of a Percentage for Our Affiliate Commissions?
Yes, you can! (there’s an if though… if you are on Scale, Skyrocket, or the deprecated Rule The World Plan).
You can set it up in several places across the platform at the Affiliate Program Level >> Configure tab (this will apply to all affiliates new purchases unless they have a different setup at the product or specific affiliate level).
At the Affiliate level >> Edit page >> Commission section. If you choose an option different to inherit from the affiliate program, we will override the settings for this affiliate's new purchases only.
At the Product Level >> Selling tab >> Affiliate Settings section. You’ll again have the option to either use the affiliate program settings (first option) or to override the value with a fixed amount that will apply to purchases of this product only.
Note! FREE purchases won't get credited Fixed Amounts. They will if the price is $0.
Can I customize the affiliate % by purchase? What happens when I change the affiliate commission after purchases have been made?
Each purchase can now have its own affiliate commission percentage.
That means that if you change the commission for an affiliate, this will only affect new purchases, not existing ones. This is great if you want to change commissions over time without affecting what's already purchased.
It also means that if you want to reward a particular affiliate with an extra commission for a certain referral, you can just change the percentage for that purchase alone, and it won't affect anything else.
This change also means that your affiliates may now show a difference of a cent or two from what it was. The reason for this is that the commission is now calculated—and thus rounded to nearest cent—per charge. Whereas before the total amount was summed first, and then the percentage was calculated. Sorry about that, but that's an unavoidable side-effect.
When and How Are My Affiliates Paid?
You can pay your affiliates anyway and any time you want.
We support PayPal MassPay as a way to do it automatically, that works if you had already set up Masspay in the past, since it's now a deprecated feature in PayPal.
Soon we will also have PayPal Payouts available through Simplero.
Click here to know more about Paypal Payouts Mass Payment option.
PayPal requires you to sign up for that service specifically. You will need a Paypal Business Account.
However, if you want to pay your affiliates cash, check, wire transfer, western union, anything else, you can totally do that too. And you don't have to pick just one method, by simply choosing Manual.
If you pay your affiliates manually, just make sure you register the payment on that affiliate, so we know how much has been paid out and how much is still owed. We have a handy manual payout screen that lets you easily see all the people to whom affiliate commission is owed, and lets you check them off as they're paid.
If you want to use PayPal MassPay, you hit a button whenever you want us to pay out what's owed to affiliates and if you have given us their PayPal email address, we'll email you a report of how it went when we're done.
Paying Your Affiliates
Check our guide on Paying your Affiliates to learn your options.
Retiring vs Rejecting an Affiliate
Reject action will stop the affiliate from getting a commission on current active purchases. New purchases created using their affiliate link will no longer link the new purchase to a rejected affiliate.
If an affiliate is Retired new purchases using their affiliate link will no longer attach the new purchase to the retired affiliate. Existing commissions currently active to a retired affiliate will continue.
Existing contacts and Affiliate links
In some cases, you might have an existing contact in your account (without being attached to an affiliate) that eventually purchases one of your products using an affiliate link.
The new purchase in this case will be credited to the affiliate while the contact will not.
Contact record:
Purchase:
Can Affiliates use their own link to buy and therefore be awarded for their own purchases?
Disabled by default, but available to enable this functionality on the Affiliate Program >> Configure >> Advanced Settings.
Sidemenu FAQ
Below we'll go through what the different sections for the right side menu means:
Sold: The total amount sold for the affiliate.
Received: The total amount received for the affiliate.
Delayed: You can setup a delay period for the payout, which you control in the settings. The amount here, is what hasn't passed the delay period yet.
Incoming: Future payments on other purchases.
Comission
Delayed: Is the delayed commission which has not passed the payout period setup yet.
Earned: Total amount earned of commission for the affiliate.
Paid: Total amount paid to the affiliate.
Owed: What the affiliate is owed.