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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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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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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Stopping, Pausing, Resuming an Automation
Pausing or Removing a single contact from an automation
Sometimes its necessary to temporarily pause an automation or stop/remove a contact from automation altogether. Here's what you need to do:
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Select Automation from your Simplero Dashboard
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In the Automations tab, locate and select your automation
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Locate the Step where the contact is in and click on the contacts
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You will see the list of contacts and their place in the automation
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Click on the Pause or Stop icon to the far right side of the contact name
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The contact will now be paused or removed completely from the automation depending on which you choose
To reactive a pause for a contact continue on...
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To resume a Paused for a contact repeat steps 1-4 above
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Click on the Play icon to the far right side of the contact name to Resume the automation
Stopping an Automation via an Action step
You can now Stop an automation via a stop step. This step, like other action steps, can be based on conditions. Just add a new step, choose the "Stop" option, and click the Save changes button.
Stopping an automation removes the contact from the automation altogether.
Contacts Pausing, Removing, Resuming Themselves
Another option is to have a contact pause, resume, or resume themselves from an automation. This can be done through links in a broadcast.
For example, in the bottom of the emails for the automation, you could include a line that says Not interested in this topic but still wants to hear from me on other products and services, stops these emails here and then you would hyperlink the "Here" to stop automation URL.
Where do you find the Stop/Pause/Resume URLs?
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Select Automation from your Simplero Dashboard
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In the Automations tab, locate and select your automation
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In the top right of the Automation header, you will see a Links button:
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Select the Clipboard button next to the one you want to use and paste it in a broadcast.
Note: These links only work when used in a Simplero broadcast as they are coded to read the contacts email address and if they were outside of Simplero they are unable to pull the necessary information.
Pausing, Removing, or Stopping for a Large Group all at once
If you know you want to pause, resume, or stop a group of people that are in an automation you can do so in one swoop rather than individually.
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Create a Segment of the people you want to perform the action to
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Select the Perform action... button at the top of the segment
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Select the action to Stop Automation, choose the automation you want to activate and click Got it! to save
Simplero will now perform that action in the background.
Pausing, Removing, or Stopping for a Specific Product/List
If you are using an automation as a sales funnel you will likely want to stop the automation when people purchase that product. Or if a specific product is purchased or contact is added to a list you may want to temporarily suspend an automation while they are participating in that product or that lists autoresponders. Both cases can be done automatically in Simplero.
To temporarily pause an automation:
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Locate the Product or List that the contact will be participating in place of the automation
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Add a trigger under content within the List/Product.
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The trigger will be an Action trigger that once Participant is Activated, Pause an automation and select the automation you want to Pause
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Click the Save changes button
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Then create a 2 step automation called Resume Automation for automation name
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Add step 1 which is a Wait step for however long you want them to be paused for
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Add step 2 that will be an action step to Resume the paused automation
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Now add the second trigger:
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Locate the Product or List that the contact will be participating in place of the automation
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Add a second trigger under content within the List/Product where you were in step 2
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This second trigger will be an Action trigger that once Participant is Activated, Start an automation and select the second automation you created
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Click the Save changes button
To stop/remove them from an automation after a purchase or joining a list
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Locate the Product or List that the contact will be participating in place of the automation
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Add a trigger under content within the List/Product.
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The trigger will be an Action trigger that once Participant is Activated, Stop an automation and select the automation you want to Stop
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Click the Save changes button
Note: If you use the 1-Click link to allow a customer to pause the automation themselves you will want to also provide them with a link to resume the automation themselves and let them know to save that email with the link for future access.
You could do this a few ways:
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You could include that link in the same email where they pause their automation.
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You can add a trigger to the link in the broadcast that starts a minimum of a 2 step automation.
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Step 1: Wait X amount of time
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Step 2: Send an email with the resume link
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If you do this you may want to add a third step that moves them back to the Start of the automation so that it keeps reminding them. If you do that remember to add a trigger to Stop the automation to the Resume link (refer to the instructions above).
Start an Automation at a Specific Step
One workaround for restarting an automation at a specific step is the following -
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Add a new step 1 - Skip to step X
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Restart the automation for the group
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Delete step 1 after group as gone through it
That group would now be in Step X of the automation.