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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The New Simplero Editor - Beta
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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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Auto-publishing: 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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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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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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Nerdy stuff
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Events
Spaces (deprecated)
What is a Space?
A Space is also known as a 'zenlearn forum'. For example, 'zenlearn space' or 'virtual space', 'online space', or 'virtual classroom' - many names, same thing.
It's a closed website, where your customers can access Content such as video, audio, PDF, etc. - that you provide for them, as well as a discussion forum (if you let them have one), and a list of other members.
It's sort of like a simple Facebook Group that you control.
You can associate a product with a Space, such that people who purchase that product automatically get access to the Space. This is how an online course is delivered, but you can also use it as an add-on to a webinar course or a physical course or seminar.
You can have multiple products associated with the same Space. This is useful if they're different classes for the same course, so they should have access to the same content and the same forums. It's also useful if you have different levels of the same basic product - a basic version and a deluxe version, which gives access to additional content and features.
Within a Space you can differentiate access based on which products they have bought to gain access, allowing you to differentiate between classes or levels of a product.
Creating a Space
- Select Content from your Simplero Dashboard.
- You will automatically be in the Spaces area.
- In the upper left-hand corner select "Create a new space"
- Give your Space a name.
- Select the Access Control.
- Upload a header image that will appear in your Space.
- Upload a card image.
- Set your front page options: You can either leave the box checked and add content to the box below or if you uncheck the box the first content page will become your front page.
- Scroll down and select the "Create Space" button to save
Adding Content Pages and Material
- Select the Space you want to work on
- Click on the "Content Tab" in the Spaces sidebar
- Select "Add a new page"
- Complete the information:
- Name your page
- Select a Page type
- Content: This is boxes of copy and media files you choose
- Blog: Blog page just like you would have on your website
- Forum: Here you or your participants can post questions and comment
- Select the Create page button
- Select the "Add content block" link
- A content block will appear and you can now...
- Type header text
- Add body copy
- Load a media file such as an MP3, MP4, PDF (5GB limit) - Note that these files can only be added via the Media File below the body box
- Connect a Worksheet
- Select the "Save Changes" button
- Repeat steps 5-6 until you have all your Content on the page.
- Repeat steps 3-4 until all Pages have been created.
To Create Subpage
- Select the + next to the page name and a subpage will be created.
Understanding Settings of Content Pages
When a Page is selected you will see 3 blue tabs:
- Content
- Activity
- Settings - You are able to change the name of the page, the page type, and if participants can comment.
- At the bottom of the Settings tab, you will see a section titled Publish status and access control. This is where you will determine who can view your pages and how. There are 3 options:
- Draft: This page is only viewable to admins on your account.
- Published: This means it is viewable at all times and promptly to everyone you decide. When you select the published option a sub-option will appear called Who should have access to this page? Here you have 2 options:
- Available to everyone who can access this space - This is determined by connecting the space to a product or list via the content tab within the list (see Product guide or List guide)
- Only available to customers who purchased the following product(s) - When this is selected a list of all your products will appear and you can choose which products are able to view this page.
- Auto-publish: Allows you to determine when the page becomes viewable and to whom through either a trigger, automation, or email broadcast.
- At the bottom of the Settings tab, you will see a section titled Publish status and access control. This is where you will determine who can view your pages and how. There are 3 options:
Duplicating a Space
- Select the Content section from your Simplero Dashboard
- You will automatically be in the Spaces area
- Locate the Space you want to duplicate and click on it
- Be sure you are in the Summary screen
- Select the "Duplicate space" button in the upper right-hand corner
You will receive an email letting you know when the space duplication is completed. From there you will be able to edit the Space just as you would any other including updating the name and the Space URL.