How To Guides
Course Content
-
0 / 25
Your Account
-
How the Trial Works
-
How to Change Your Plan and Billing
-
How to See Your Account Overview
-
Account Administrators
-
Changing Your Time Zone
-
Merging Multiple Simplero IDs
-
Password Security
-
Submitting a Feature Request
-
Submitting a Help Ticket
-
Simplero Account FAQ
-
Closing your Account
-
Simplero Search and Filter Option
-
Setting Brand Colors
-
Places to Change Colors and Graphics
-
Setting Labels
-
The Notice Box
-
Default Account Currency
-
Default Account Email Contact Information
-
Account Location and Language
-
Account Terms
-
Flex Plans
-
Billing at Simplero
-
Your First Three Wins
-
Getting In-Person Help with Concierge
-
Cookie Consent Banner
-
-
0 / 6
Domains and URLs
-
0 / 17
Website
-
Website Overview
-
Website Settings
-
Website Pages
-
Website Blog
-
Website Navigation
-
Understanding SEO
-
How to Customize Your Website Theme
-
Save As Template Feature
-
Product Catalog
-
Editing your Theme Code
-
Save Website to Phone Home Screen
-
Create Your Own 404 Page
-
Social Sharing
-
Social Sharing Image
-
How to Create Anchor Links
-
How to Add a Custom Font to Your Simplero Website or Membership Site7:14
-
How Can You Add the Pinterest Save Button to Your Website Images?2:21
-
-
0 / 11
Your Media Files
-
0 / 4
Landing Pages
-
0 / 10
Forms
-
Form Fields
-
Creating Opt-In Form
-
How to Setup List opt-in Forms8:53
-
Embedded Opt-In Forms
-
Utilizing More Than One Opt-in Form
-
Sign-up Forms on Your Simplero Sites
-
Viewing Custom Questions On Order Forms
-
Default Opt-in Box on Order Forms
-
Use Merge Fields to Register a Subscriber for a Webinar
-
How to Install Google Analytics Tracking Code3:13
-
-
0 / 16
Lists & Contacts
-
How to Manage Your Lists and Contacts
-
Creating a List
-
List Confirmation
-
Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
-
Unengaged Subscribers and Contact Cleanup2:29
-
Exporting Contacts from my List
-
Merging Duplicate Contacts
-
Changing a Participants Email Address
-
Seeing What Your Customers Sees
-
Tags
-
Segments
-
Do Not Contact and Bounced Emails
-
Preventing SPAM Contacts
-
5 Kick @$$ Strategies to Build your List
-
Preferred Sender Program
-
Cold Contacts Tracking
-
-
0 / 26
Broadcasts
-
Broadcast Overview
-
Email Template Design
-
Email Font Size
-
Creating a Broadcast
-
Send an Email to an Individual or Single Contact
-
Resend a Broadcast
-
Handle Replies to Mass Emails with Ease
-
Expiring Links
-
Insert Option for Broadcasts
-
Magic Content URL
-
Interpolation Keys
-
Editing an Incorrect Link in a Broadcast
-
Auto-publishing a Page in a Broadcast
-
Using Emojis
-
Subject Lines and Preheaders
-
Newsletter Scheduler
-
Email Deliveries
-
About Open Rates for Broadcasts and Auto-Responses
-
How the Sending Limit Works
-
What Do the Secretive Options Mean
-
Why Simplero Doesn't Do Fancy Graphic Emails
-
Delaying Normal Broadcasts During an Email Funnel
-
What Is the Spam Check on Emails?
-
Editing the email footer
-
Creating a Button in a Broadcast
-
Delivery vs. Deliverability
-
-
0 / 7
Other Customer Communications
-
0 / 18
Membership Sites
-
Creating a Membership Site
-
Membership Site Blog
-
Membership Site Forum
-
Membership Site Pages
-
One Membership Site with Multiple Products/Classes
-
Page Access
-
How to Use Auto-Publishing Pages (AKA Dripping Content)
-
Courses5:12
-
Quizzes
-
Course Preview
-
Membership Site Footer Navigation
-
Membership Site Redirects
-
Membership Site Theme
-
Podcast Feature in Membership Sites (RSS)
-
Embedding Videos on Your Site
-
Free and Paid Access to a Single Membership Site
-
Auto-publishing: A Visual Representation
-
Membership Groups
-
-
0 / 12
Products
-
Creating a Product
-
Closing a Product
-
Deleting a Product
-
Creating Multi-Level Access Products
-
Membership Levels
-
Combining a Tangible Product With Your Online Product
-
Tiered Pricing in a Single Product
-
Evergreen Course
-
Student Paced Course
-
Connecting Content to a Product
-
Selling a Downloadable Product
-
Purchase Confirmation Thank You Page
-
-
0 / 35
Product Pricing
-
Payment Processor Setup
-
Understanding the Manual Payment Processor
-
Switching Payment Processor Mid-Stream
-
How to Create Product Prices in Simplero
-
A Warning about Editing an Active Price
-
Campaign and Discount Pricing
-
Credits
-
Multiple Seat/User Pricing
-
Secret Prices and Coupon Codes
-
Global Coupons
-
Subscription Prices
-
Gift Pricing
-
Pay-What-You-Can
-
Price Restrictions
-
Quoting Prices in Multiple Currencies
-
Collecting Tax
-
EU Vat
-
Taxes on Multiple Currency Products
-
Date Specific Installments
-
Milestone Installments
-
Trial Period (Free or Discounted)
-
Giving a Paid Customer a Free Month
-
Free Products
-
Participant Limit
-
Collecting an Outstanding Balance
-
Upsells
-
Downsales
-
Order Bumps
-
Order Forms
-
Order Form vs Freebie Link
-
Authorize-Only Pricing
-
Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
-
Troubleshooting Payments and Refunds
-
Troubleshooting Payment Processor Issues
-
Understanding Your Change in Monthly Recurring Revenue Graph
-
-
0 / 22
Purchases and Participants
-
Participants 101 and Simplero IDs
-
Purchases 101
-
Editing a Purchase
-
Charges & Payments Box in the Purchase
-
Purchase Summary
-
Moving a Purchase to Another Product
-
Adding a Charge to an Existing Purchase
-
Editing a Charge Amount
-
Manual Product Purchase
-
Manual Credit Card Charge
-
Manual Payment or Partial Payment Collection
-
Refund Period
-
Full and Partial Refunds
-
Credit to Transactions
-
Collecting Money Outside Simplero
-
Stop Customers Subscription Payments and Keep their Access Open
-
Migrating a Customer's Purchases from Another System
-
How to Test the Purchase Process and Send Login Credentials
-
Renewal Notifications
-
Invoice Settings
-
Invoices and Expenses1:31
-
Retrying Failed Charges
-
-
0 / 21
Automation
-
All the Ways You Can Automate Things in Simplero
-
Automations: Creating and Managing
-
Starting an Automation
-
Stopping, Pausing, Resuming an Automation
-
Reentering or Starting Mid Automation
-
Time Zone Specific Automations
-
Flows
-
Advancing a Flow in an Automation
-
Using Automations for Sales Funnels
-
Duplicate Automations in Different Languages
-
Email Library
-
Triggers Overview
-
Adding a New Trigger to an Existing List or Product
-
Triggers on Link Clicks
-
Triggers on Prices
-
Abandoned Cart Trigger
-
Global Triggers - Targeting and Re-Targeting Leads
-
Working with Webhook Triggers
-
Bulk Actions
-
Global Snippets
-
What is the Difference Between Automations and Auto-Responses?
-
-
0 / 9
Marketing & Affiliates
-
0 / 18
Integrations
-
Integrating Simplero With Your Website
-
API Keys
-
Zapier
-
Acuity Scheduling for Bookings
-
Leadpages
-
WebinarJam
-
EverWebinar
-
How to Integrate Simplero with Mailchimp
-
Twitter
-
How to Configure PayPal Payment Processor3:15
-
Authorize.net
-
How to setup MobilePay
-
Embed Your Google Docs, Sheets, and Slides into Simplero
-
Install Google Tag Manager on Simplero
-
Facebook Messenger Chat
-
Embed a Facebook Page Widget
-
Facebook Pixel and Verifying Domains2:12
-
How To Use the New Zoom Integration
-
-
0 / 15
Trouble Shooting
-
Can't access the content they purchased?
-
Email Shows "Read" But not "Delivered"
-
Troubleshooting Stripe payment issues
-
Troubleshooting Email Addresses
-
Troubleshooting Opt-in Form Issues
-
Why is my E-mail not being delivered?
-
Troubleshooting Forum Notifications
-
Troubleshoot Price Issues
-
Debug a Facebook Share / LinkedIN share
-
When a PayPal Payment Doesn't Show in Simplero
-
QuickPay Payment Doesn't Show in Simplero
-
Troubleshooting Space Access (A deprecated feature)
-
Troubleshooting Videos Not Playing
-
Troubleshooting Upload issues
-
Microsoft Says a File Has a Virus
-
-
0 / 16
Deprecated Features
-
Spaces (deprecated)
-
Space FAQ (deprecated)
-
Space and Space Page Access (deprecated)
-
Page Types (deprecated)
-
One Space Multiple Products/Classes (deprecated)
-
Free Spaces and Spaces with both Free and Paid content (deprecated)
-
Multi-Language Spaces (deprecated)
-
Postponing Access to a Space Until Later (deprecated)
-
Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
-
Embedding Videos in Your Spaces (deprecated)
-
Resurrect a Deleted Space (deprecated)
-
Podcast Feature in Spaces (deprecated)
-
FAQ Page in Your Space (Deprecated)
-
Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
-
Deactivating Landing Pages (deprecated )
-
How to Embed a PDF into a Course
-
-
0 / 10
Nerdy stuff
How Affiliate Links Work
An Affiliate link works by setting a cookie in the browser of the user clicking it, before taking them to whatever the destination for the affiliate link is.
When the customer who clicked the link comes to opt-in to a List or Purchase a Product, the cookie will let us know that they were referred by an affiliate, and which one.
The affiliate link itself can take people to any URL you want. The links work by taking customers on a small detour through a Simplero URL first, to set the cookie, before they're sent on to their final destination.
By default, we provide an affiliate link to the sales page and the order form for each product included in the affiliate program. You can also add External affiliate links, which can go to any URL you choose. These work for truly external pages as well as Simplero landing pages or webpages.
What Affiliate Links Look Like?
Affiliates links, other than "External affiliates links", are generally any URL on yourdomain.simplero.com with the addition of "?ref=(affiliate-ref)". The affiliate-ref consists of a number, a hyphen, and a string, e.g. "123-michele-rosslyn". You can drop the hyphen and what comes after it, and just use the number.
So these two URLs are equivalent:
http://yourdomain.simplero.com?ref=123-michele-rosslyn
http://yourdomain.simplero.com?ref=123
Now, there is an exception. Opt-in links look very different to the above:
By copying the link on the Affiliate record you will notice that it actually looks like this:
https://smpl.ro/al/GGwusRxg9NELX7fpkXCwuhfD/20330-Affiliate-Name
That is the link that your affiliates will need to integrate to be able to track down the user clicks and opt-ins.
Pitfalls
By design, we redirect the Opt-in URL generated with the format: https://smpl.ro/al/GGwusRxg9NELX7fpkXCwuhfD/20330-Affiliate-Name to https://domainname.com/?ref=20330-Affiliate-Name.
If, for whatever reason, the affiliate uses the link https://domainname.com/?ref=20330-Affiliate-Name instead of the one generated on their affiliate dashboard, we won't be able to track the user clicks, although we will still be able to register any Opt-ins under this affiliate.
To avoid this misleading result, we encourage you to have your affiliates use the link generated on the affiliate dashboard in all cases.
The system is very effective, though not perfect. If customers change to another browser, we won't get the cookie back, and so we can't know they came from this affiliate. If they clear their cookies, we'll also lose the information.
Cookie Settings
When creating your affiliate program, you get to choose how long we should set the cookies for. The default is three years, but you can change that.
You also get to choose between first-cookie and last-cookie. This says what to do in the case where a customer clicks on affiliate links from two different affiliates.
- First-cookie wins - the first cookie that was set gets to stay, and the second one is ignored. The commission goes to the first affiliate.
- Last-cookie wins - the second affiliate link click will override the first cookie set, and the commission goes to the second affiliate.
You can use this strategically in your campaign. First-cookie rewards affiliates who mail early in a campaign, who gets things going. Last-cookie rewards affiliates who do the final push towards making the sale at the end of the campaign.
Setting Affiliate for Contacts
When a contact opts-in to a List via an affiliate, we'll register that contact to that affiliate too. If that contact ends up buying something, and the affiliate belongs to an affiliate program that covers the product purchased, then we'll still credit the affiliate with the purchase, even if the cookie has gone missing.
For this reason, it's a good idea to get your affiliates to mail on an opt-in to some free gift ("lead magnet"), so that we get the tracking out of cookies, which are unreliable because people may delete them, and onto the contact record, where it's going to stay.