Heads up! We just made some big improvements to Simplero, and a lot of the videos and screenshots here aren't updated yet.
How To Guides
Current Lesson
Course Content
Course Content
-
0 / 25
Your Account
-
How the Trial Works
-
How to Change Your Plan and Billing
-
How to See Your Account Overview
-
Account Administrators
-
Changing Your Time Zone
-
Merging Multiple Simplero IDs
-
Password Security
-
Submitting a Feature Request
-
Submitting a Help Ticket
-
Simplero Account FAQ
-
Closing your Account
-
Simplero Search and Filter Option
-
Setting Brand Colors
-
Places to Change Colors and Graphics
-
Setting Labels
-
The Notice Box
-
Default Account Currency
-
Default Account Email Contact Information
-
Account Location and Language
-
Account Terms
-
Flex Plans
-
Billing at Simplero
-
Your First Three Wins
-
Getting In-Person Help with Concierge
-
Cookie Consent Banner
-
-
0 / 6
Domains and URLs
-
0 / 17
Website
-
Website Overview
-
Website Settings
-
Website Pages
-
Website Blog
-
Website Navigation
-
Understanding SEO
-
How to Customize Your Website Theme
-
Save As Template Feature
-
Product Catalog
-
Editing your Theme Code
-
Save Website to Phone Home Screen
-
Create Your Own 404 Page
-
Social Sharing
-
Social Sharing Image
-
How to Create Anchor Links
-
How to Add a Custom Font to Your Simplero Website or Membership Site7:14
-
How Can You Add the Pinterest Save Button to Your Website Images?2:21
-
-
0 / 11
Your Media Files
-
0 / 4
Landing Pages
-
0 / 10
Forms
-
Form Fields
-
Creating Opt-In Form
-
How to Setup List opt-in Forms8:53
-
Embedded Opt-In Forms
-
Utilizing More Than One Opt-in Form
-
Sign-up Forms on Your Simplero Sites
-
Viewing Custom Questions On Order Forms
-
Default Opt-in Box on Order Forms
-
Use Merge Fields to Register a Subscriber for a Webinar
-
How to Install Google Analytics Tracking Code3:13
-
-
0 / 16
Lists & Contacts
-
How to Manage Your Lists and Contacts
-
Creating a List
-
List Confirmation
-
Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
-
Unengaged Subscribers and Contact Cleanup2:29
-
Exporting Contacts from my List
-
Merging Duplicate Contacts
-
Changing a Participants Email Address
-
Seeing What Your Customers Sees
-
Tags
-
Segments
-
Do Not Contact and Bounced Emails
-
Preventing SPAM Contacts
-
5 Kick @$$ Strategies to Build your List
-
Preferred Sender Program
-
Cold Contacts Tracking
-
-
0 / 26
Broadcasts
-
Broadcast Overview
-
Email Template Design
-
Email Font Size
-
Creating a Broadcast
-
Send an Email to an Individual or Single Contact
-
Resend a Broadcast
-
Handle Replies to Mass Emails with Ease
-
Expiring Links
-
Insert Option for Broadcasts
-
Magic Content URL
-
Interpolation Keys
-
Editing an Incorrect Link in a Broadcast
-
Auto-publishing a Page in a Broadcast
-
Using Emojis
-
Subject Lines and Preheaders
-
Newsletter Scheduler
-
Email Deliveries
-
About Open Rates for Broadcasts and Auto-Responses
-
How the Sending Limit Works
-
What Do the Secretive Options Mean
-
Why Simplero Doesn't Do Fancy Graphic Emails
-
Delaying Normal Broadcasts During an Email Funnel
-
What Is the Spam Check on Emails?
-
Editing the email footer
-
Creating a Button in a Broadcast
-
Delivery vs. Deliverability
-
-
0 / 7
Other Customer Communications
-
0 / 18
Membership Sites
-
Creating a Membership Site
-
Membership Site Blog
-
Membership Site Forum
-
Membership Site Pages
-
One Membership Site with Multiple Products/Classes
-
Page Access
-
How to Use Auto-Publishing Pages (AKA Dripping Content)
-
Courses5:12
-
Quizzes
-
Course Preview
-
Membership Site Footer Navigation
-
Membership Site Redirects
-
Membership Site Theme
-
Podcast Feature in Membership Sites (RSS)
-
Embedding Videos on Your Site
-
Free and Paid Access to a Single Membership Site
-
Auto-publishing: A Visual Representation
-
Membership Groups
-
-
0 / 12
Products
-
Creating a Product
-
Closing a Product
-
Deleting a Product
-
Creating Multi-Level Access Products
-
Membership Levels
-
Combining a Tangible Product With Your Online Product
-
Tiered Pricing in a Single Product
-
Evergreen Course
-
Student Paced Course
-
Connecting Content to a Product
-
Selling a Downloadable Product
-
Purchase Confirmation Thank You Page
-
-
0 / 35
Product Pricing
-
Payment Processor Setup
-
Understanding the Manual Payment Processor
-
Switching Payment Processor Mid-Stream
-
How to Create Product Prices in Simplero
-
A Warning about Editing an Active Price
-
Campaign and Discount Pricing
-
Credits
-
Multiple Seat/User Pricing
-
Secret Prices and Coupon Codes
-
Global Coupons
-
Subscription Prices
-
Gift Pricing
-
Pay-What-You-Can
-
Price Restrictions
-
Quoting Prices in Multiple Currencies
-
Collecting Tax
-
EU Vat
-
Taxes on Multiple Currency Products
-
Date Specific Installments
-
Milestone Installments
-
Trial Period (Free or Discounted)
-
Giving a Paid Customer a Free Month
-
Free Products
-
Participant Limit
-
Collecting an Outstanding Balance
-
Upsells
-
Downsales
-
Order Bumps
-
Order Forms
-
Order Form vs Freebie Link
-
Authorize-Only Pricing
-
Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
-
Troubleshooting Payments and Refunds
-
Troubleshooting Payment Processor Issues
-
Understanding Your Change in Monthly Recurring Revenue Graph
-
-
0 / 22
Purchases and Participants
-
Participants 101 and Simplero IDs
-
Purchases 101
-
Editing a Purchase
-
Charges & Payments Box in the Purchase
-
Purchase Summary
-
Moving a Purchase to Another Product
-
Adding a Charge to an Existing Purchase
-
Editing a Charge Amount
-
Manual Product Purchase
-
Manual Credit Card Charge
-
Manual Payment or Partial Payment Collection
-
Refund Period
-
Full and Partial Refunds
-
Credit to Transactions
-
Collecting Money Outside Simplero
-
Stop Customers Subscription Payments and Keep their Access Open
-
Migrating a Customer's Purchases from Another System
-
How to Test the Purchase Process and Send Login Credentials
-
Renewal Notifications
-
Invoice Settings
-
Invoices and Expenses1:31
-
Retrying Failed Charges
-
-
0 / 21
Automation
-
All the Ways You Can Automate Things in Simplero
-
Automations: Creating and Managing
-
Starting an Automation
-
Stopping, Pausing, Resuming an Automation
-
Reentering or Starting Mid Automation
-
Time Zone Specific Automations
-
Flows
-
Advancing a Flow in an Automation
-
Using Automations for Sales Funnels
-
Duplicate Automations in Different Languages
-
Email Library
-
Triggers Overview
-
Adding a New Trigger to an Existing List or Product
-
Triggers on Link Clicks
-
Triggers on Prices
-
Abandoned Cart Trigger
-
Global Triggers - Targeting and Re-Targeting Leads
-
Working with Webhook Triggers
-
Bulk Actions
-
Global Snippets
-
What is the Difference Between Automations and Auto-Responses?
-
-
0 / 9
Marketing & Affiliates
-
0 / 18
Integrations
-
Integrating Simplero With Your Website
-
API Keys
-
Zapier
-
Acuity Scheduling for Bookings
-
Leadpages
-
WebinarJam
-
EverWebinar
-
How to Integrate Simplero with Mailchimp
-
Twitter
-
How to Configure PayPal Payment Processor3:15
-
Authorize.net
-
How to setup MobilePay
-
Embed Your Google Docs, Sheets, and Slides into Simplero
-
Install Google Tag Manager on Simplero
-
Facebook Messenger Chat
-
Embed a Facebook Page Widget
-
Facebook Pixel and Verifying Domains2:12
-
How To Use the New Zoom Integration
-
-
0 / 15
Trouble Shooting
-
Can't access the content they purchased?
-
Email Shows "Read" But not "Delivered"
-
Troubleshooting Stripe payment issues
-
Troubleshooting Email Addresses
-
Troubleshooting Opt-in Form Issues
-
Why is my E-mail not being delivered?
-
Troubleshooting Forum Notifications
-
Troubleshoot Price Issues
-
Debug a Facebook Share / LinkedIN share
-
When a PayPal Payment Doesn't Show in Simplero
-
QuickPay Payment Doesn't Show in Simplero
-
Troubleshooting Space Access (A deprecated feature)
-
Troubleshooting Videos Not Playing
-
Troubleshooting Upload issues
-
Microsoft Says a File Has a Virus
-
-
0 / 16
Deprecated Features
-
Spaces (deprecated)
-
Space FAQ (deprecated)
-
Space and Space Page Access (deprecated)
-
Page Types (deprecated)
-
One Space Multiple Products/Classes (deprecated)
-
Free Spaces and Spaces with both Free and Paid content (deprecated)
-
Multi-Language Spaces (deprecated)
-
Postponing Access to a Space Until Later (deprecated)
-
Rearranging the Tabs/Pages/Subpages Within a Space (deprecated)
-
Embedding Videos in Your Spaces (deprecated)
-
Resurrect a Deleted Space (deprecated)
-
Podcast Feature in Spaces (deprecated)
-
FAQ Page in Your Space (Deprecated)
-
Adding a Home Link to the Navigation Menu in Spaces (Deprecated)
-
Deactivating Landing Pages (deprecated )
-
How to Embed a PDF into a Course
-
-
0 / 10
Nerdy stuff
How to Use Simplero Landing Pages With WebinarJam
Do you use WebinarJam and feel that their landing pages are too impersonal? Do you want full control over your landing pages? If you're thinking yes, then we've got great news for you. You can create beautiful, customized landing pages in Simplero and use them with WebinarJam! You just need to make a few changes to the code you get from WebinarJam.
Here's how:
Create a Landing Page in Your Simplero Account:
- Select Marketing from your Simplero Dashboard.
- Choose Landing pages from the dropdown menu.
- Click the blue Create new landing page button in the upper right corner.
- Select the type of landing page you want.
- Choose a template. Once you've chosen your template, you'll be directed to the Editor page.
- Click on Back to Landing Page Settings in the top left corner to go to the Settings tab.
- Make sure to change the text in the Basic settings and the Header to something relevant. Whether or not you have chosen a form that shows that information, it will still show in the browser, and if the landing page is shared on social media.
- Select the Settings tab and change the Landing page Name.
- In the Title field, change the header that will be shown in the browser.
- Launch the editor by clicking the blue Launch editor button in the upper right corner.
- Once you've launched the editor, select the Appearance tab.
- Click the blue Save changes button.
- Click the Back to Landing Page Settings link in the upper left corner.
- Select the Overview tab and copy the URL.
Create Your Webinar
- On the Registration page, choose the template called "Your own design on your own website."
- Click "edit this template."
- Paste the URL for the landing page you just created in Simplero and save.
Finish Setting Up Your Webinar
- Go to Your Links and copy the code from the Embed registration button in your own site field.
- Paste the code into a text editor separate from Simplero (not directly into your landing page!) and delete all the code related to the WebinarJam "register now" button. That part will break the landing page if it's added in Simplero. The code looks something like this:
<link href="//app.webinarjam.net/assets/css/register_button.css" rel="stylesheet"><div style="margin:auto;width:300px;"><div class="embedded-joinwebinar-button"><button type="button" class="btn btn-default css3button" title="regpopbox_123455_12345678"><span>Register now</span></button></div></div><script src="//cdnjs.cloudflare.com/ajax/libs/jquery/1.11.1/jquery.min.js" language="javascript" type="text/javascript"></script><script src="//app.webinarjam.net/assets/js/porthole.min.js" language="javascript" type="text/javascript"></script><script src="//app.webinarjam.net/register.box.js" language="javascript" type="text/javascript"></script><div id="frameContent" style="-webkit-overflow-scrolling: touch !important; overflow: auto;top: 0; left: 0; background:#fff;position: fixed; width: 100%; height: 100%; display:none; z-index:2147483647;"></div><img src="//app.webinarjam.net/tracker?action=registration&webicode=12345678&memberid=12345" style="visibility:hidden; height:0px; width:0px; border:none;"> - Copy the rest of the code.
- Go to your Landing Page Editor, and paste the code either in the source code of a Text section or body text for the CTA.
- You have to use the source code <> function in the editor and paste the code in the popup window that appears.
- Finish designing your landing page.
Last updated 10 Nov 2020.