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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0 / 7
Landing Pages & Forms
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0 / 11
Affiliate Programs
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0 / 14
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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0 / 2
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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Courses
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0 / 2
Events
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0 / 20
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 Media2:22
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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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0 / 6
Scheduling Links (Beta)
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0 / 35
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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0 / 10
Marketing Settings
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0 / 18
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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0 / 23
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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0 / 17
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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Deactivating Landing Pages (deprecated )
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How to Embed a PDF into a Course
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All the Ways You Can Automate Things in Simplero
We get a lot of questions of nature "I want to do this (long explanation follows), can you think of a way that I can accomplish that with Simplero?". At Simplero support we can give you the most simpler solution we can think of to accomplish your goals. If what you are trying to achieve is not supported in Simplero, it's your’s and your team's job to figure out how you might combine them to do something sort of like what you're looking to do. We give you the math, you solve the equations. Deal?
Below, we give you an overview of all of the ways that you can automate things in Simplero, in one location. We will only summarize the way each one works and you can then check the full manuals to learn more details about each one.
Triggers
Triggers let you take certain actions when something happens. In other words, they are If-then rules that trigger actions based on specified events. They exist in many places inside Simplero and there are heaps of different actions they can execute. Have a look at our Triggers Overview manual to learn where they are and how to use them.
There are many different combinations of trigger + action that you can create. Some commonly used cases:
When a customer purchases a product —> Add them to a list
When a list has a new subscriber —> Add a tag to that contact
When a customer clicks a link on an email —> Add a tag
When a course lesson has been completed —> Send an email
When a worksheet response is submitted —> Notify the administrator
Triggers are designed to help you automate various tasks and streamline your online business operations saving you many hours of manual work!
GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice should you have a question about compliance please consult a lawyer.
Automations (only available in some plans)
Automations are simple straight-forward sequences of actions. The actions are essentially the same as for triggers. Each step in an automation is either an action or a Wait period. You can wait for pretty much any amount of time, from a minute, up to years, and you can further restrict it to be a specific day of the week, weekday, or weekend, or a specific time of day, in either your account time zone or the customer's time zone.
We don't do branches or anything like that yet. They're simply sequential. However, you can add conditions to each step so they only apply to some of your contacts.
Segments
Segments let you create groups of contacts. You can collect people based on lists, products, affiliate programs, emails received, opened, clicked, or not opened, and things like that. You can also exclude people using the same criteria. To see exactly what your options are, play around with the drop-downs. You can also add additional conditions to the segments.
Segments are very useful for identifying a specific group of customers in your contacts that are not on a single list or in a single product. For example, you may want to find out who is on a specific list but has not purchased your product. Or maybe you want to see the group of people in your newsletter who have shown interest by clicking on the sales link that you sent in a series of emails.
What can you do after creating the segment? You can do any action that you can do with triggers or automations. It's a one-time thing, like a broadcast. So you can say "start this automation now for everyone who's currently a member of this segment". You can't do triggers that say "Whenever someone new is a match to this segment, do this". Sorry.
The other thing you can do with them is send broadcasts. They become a recipient just like lists or products or tags.
Tags
Tags are pretty amazing. You can add them to contacts, and you can remove them. You can do this using actions on triggers, automations, or segments, or you can do it manually.
What can you do with tags? You can see them on the contact. You can create a segment based on them. You can send broadcasts to them. Tags are vital to using conditionals on triggers and autoresponders. Which run off the if/then statements. If this tag exists, or if this tag does not exist, then do this (trigger/automation).
Auto-Responses
Autoresponders are simple emails that are automatically sent based on a specific number of days after someone joins a list or purchases a product (Note: For products, they are sent to the product participant, not the billing contact). Each email can be sent x days after the original opt-in or purchase. Not a half day. Not 30 minutes. Just in increments of a whole day.
Learn More about Auto-Responders
Countdowns and Expiring Links
As a business owner you probably already know that one of the biggest ways to strum up sales is to create a sense of urgency. In Simplero broadcasts you can create a sense of urgency in two ways:
Countdown timers
Expiring links (a certain period after the email is sent)
You can add them to your emails (broadcast, auto-responses, and library emails).
Learn More about Countdowns and Expiring Links
Transferring information in and out of Simplero
Do you use other apps that you would like to connect to Simplero? There are also ways to automate this!
Zapier
Zapier is a service that connects the web apps you use to easily move your data and automate tedious tasks. They have 300+ popular apps on their roster; think Gmail, Salesforce, Basecamp, etc.
Zapier operates on an "if this happens, then do this" principle. Technically, we call them triggers and actions. This lets you automate things in Simplero in response to outside events, as well as cause things to happen in other systems in response to events in Simplero.
Simplero API
An API key is like a login/password that other software applications can use to interact with your Simplero account on your behalf using our API. Be careful who you give them to, as they're just like giving people admin rights to your account.
If you or your developer wants to access our API directly, please see our documentation on GitHub.
Webhooks
One of the actions that you can take in triggers, automations, and segments, is to post to a Webhook. This is a super nerdy option, but it can be super helpful if you have a nerd handy and need to do something in some other system in response to what's happening in Simplero.
Again, we have the triggers and automations and the payloads are what they are, but if they work for what you're trying to do, that's awesome!
Learn More about Webhook Triggers
That's it!
Now go create something amazing using these tools! Most of all, have fun and play with it! You don't need to figure everything out from the get-go, and you don't need to get everything exactly the way you envision it. Baby steps and flexibility are the aim of the game.
If you need help with this, have a look at all the ways you can get help in Simplero.