Course Content
-
0 / 26
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, Filter, and Save Views2:04
-
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
-
Opt-In Form Designs
-
-
0 / 6
Domains and URLs
-
0 / 18
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
-
Split Tests
-
-
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 Code
-
-
0 / 16
Lists & Contacts
-
How to Manage Your Lists and Contacts
-
Creating a List
-
List Confirmation
-
Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
-
Retargeting Not-Engaged Subscribers and Contact Cleanup
-
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
-
Unengaged Contacts Tracking
-
-
0 / 28
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
-
Dripping 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
-
Magic Login Link
-
The New Simplero Editor - Beta
-
-
0 / 7
Other Customer Communications
-
0 / 19
Membership Sites
-
Creating a Membership Site
-
Membership Site Blog
-
Membership Site Forum
-
Membership Site Pages
-
One Membership Site with Multiple Products/Classes
-
Site and Page Access
-
How to Use Drip Pages (AKA Dripping Content)
-
Courses
-
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
-
How to Use Engagement Badges
-
-
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 / 21
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
-
Retrying Failed Charges
-
-
0 / 20
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
-
Duplicate Automations in Different Languages
-
Emails for Automations
-
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 Snippets7:18
-
What is the Difference Between Automations and Auto-Responses?
-
-
0 / 11
Marketing & Affiliates
-
0 / 22
Integrations
-
Using Simplero With Your Existing 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 Zoom Integration
-
How to Integrate WiserNotify With Simplero
-
How to Integrate Group Collector With Simplero
-
How to Integrate Interact Quizzes With Simplero
-
Pipedream
-
-
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 / 3
Nerdy stuff
-
0 / 1
Events
Support tickets
We all know that customer service is vital to any business. Keeping customers happy means they will become longtime customers. But as a business owner, your inbox is probably pretty full and customer emails can get lost in the mix, meaning you could miss the opportunity to support and wow a customer.
Simplero makes the customer service part of business a little easier with our built-in support ticket feature.
How it works...
You forward your support email address, to an email address that Simplero provides for you when you turn on the feature. All emails to your support email address (often something like support@mybusiness.com) will then show up as support tickets inside your Simplero account.
You or your team can then respond to them and begin a conversation with your customer. When you have addressed their concern, you can mark the ticket complete and it will be saved in your Simplero account so you have it at easy reference.
Let's help you get set up...
Utilizing Support Tickets with Your Customers
First, turn on support tickets.
Select Settings from Simplero Dashboard
Select the Support tab
You will see a page that looks like this:
Check the box that reads "Use Simplero's support ticket system for your customers"
Enter the email that you will tell your customers to write to when they need support. This may be something like support@mybusiness.com. This will be linked to when customers click on the 'Customer Service' link in the footer Navigation menu on your Site and your Membership Sites.
Set the default assignee for your support tickets. This person must be an Administrator on your account with Support tickets permissions. Alternatively, you can leave tickets Unassigned.
If you want to send an automatic reply to your customers after they submit a help ticket, enter that in the Auto-Reply section. This could explain how often you check the support email or give them some helpful information that might enable them to solve their problem.
Lastly, in the Replies to ticket section, tell us how you want us to handle replies back and forth between you and your customer. Do you want the ongoing conversation to stay as emails between you and your customer (don't check the box), or do you want your replies to show up inside the ticket system (check the box).
Click the blue Save changes button
Forward Your Email
You must now forward the email address that you tell customers to write to when they need support to the custom ticket email address we provide you. That email address will appear in several places on the Settings > Support page and will look something like this:
You will need to do this through the company that provides you with your email address (Gmail, GoDaddy, One.com, etc).
Go See What It Looks Like
Select Communication from your Simplero Dashboard
Select the Support Tickets tab
Support tickets should now be an available option (If you don't see it, that means that you didn't save your settings in the steps above. Go back to the beginning of this guide and turn on the setting).
From this screen, you can also change the default assignee (so your team members can take turns, perhaps) and turn on SMS Alerts, which would send a text message to the Admin who turned on the Alerts whenever a new ticket is received. Simply click the Assignee button to assign another member and click the SMS Alerts off button to change the alert setting.
To Use Support Tickets
When someone emails your support email address (support@mybusiness.com, or whatever email address you have set up), the email will filter to Communication - Support Tickets and then into the Open tab.
Each email will show in a list like an image below:
To view and respond to the ticket, select the ticket subject. You will be redirected into the ticket where you can read it. There will also be a box to write your response. After you typed your response below the box, you have 4 options:
Send as Solved - You are closing the ticket. You will still have access but it will be filtered down to the bottom of the support ticket page under "Closed"
Send as On Hold - You are responding but placing the ticket on hold for some types of reasons
Send as Pending - You are responding but want more information. It will move into a "Pending" section in your list
Send and keep Open - The ticket will stay on the list of support tickets right where it is
If you want to converse about the ticket with a team member, check the box below where you type your response that reads "Private message not visible to submitter." Reassign the ticket to who you want to engage with, and then click the send as Open button.
Re-Assign functionality
If you would like the ticket to get automatically re-assign to the default assignee when receiving a reply, then switch the toggle to ON.
Note you can set the default assignee at the Support Tickets setting page or at the Support Tickets dashboard page.
This feature is particularly helpful when you have a large team working on Support Tickets and would like to speed up your response-back time.
Tickets Search Tool
Located at the right sidebar of your tickets you will find a Search bar tool:
Things you'll need to know >> Search results will be a list of solved support tickets + knowledge base site's content.
There will be at the most 10 items
Tickets and knowledgebase content are ranked, but tickets always appear above knowledgebase content.
Marking a ticket as canonical (using the pin icon) will boost its ranking in search results.
Create a New Ticket
If you wish to reach out to any of your contacts internally through the support tickets system, click on the small "..." in the upper right corner and then click "Create ticket on behalf of contact" and follow the instructions below:
It may happen that you'd like to start an internal communication with someone that is not one of your contacts yet..
You can add them here in order to be able to do so:
As soon as you Create the ticket, an email notification will be sent to your contact for them to reply to you directly!