How To Guides
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Your Account
- How the Trial Works
- Before You Activate
- Your Plan and Billing
- Your Account Menu and Screen
- Account Administrators
- Changing Your Time Zone
- Merging Multiple Simplero IDs
- Password Security
- Submitting a Feature Request
- Submitting a Help Ticket
- Simplero Account FAQ
- Transaction Fees and Credits
- Closing your Account
- Simplero Search and Filter Option
- Setting Brand Colors
- Custom Colors in the WYSIWYG Editor
- The Notice Box
- Default Account Currency
- Default Account Email Contact Information
- Account Location and Language
- Account Terms
- Switch to Flex Plans
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Domains and URLs
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Site
-
Your Media Files
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Forms
- Form Fields
- Creating Opt-In Form
- List opt-in forms
- Embedded Opt-In Forms
- Full Page Landing pages
- Utilizing More Than One Opt-in Form
- Sign-up Forms on Your Simplero Site
- Webinar Jam Landing Pages
- Personalized or Quiz Style Landing Pages
- Viewing Custom Questions On Order Forms
- Track Parameters
- Tracking Pixels
- Defualt Opt-in Box on Order Forms
- Use Merge Fields to Register a Subscriber for a Webinar
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Lists & Contacts
- List & Contact Best Practices
- Creating a List
- List Confirmation
- Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
- Unengaged Subscribers and Contact Cleanup
- Exporting Contacts from my List
- Merging Duplicate Contacts
- Changing a Participants Email Address
- Seeing What Your Customers Sees
- Tags
- Segments
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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
- Insert and Editing Media in a Broadcast
- Editing an Incorrect Link in a Broadcast
- Auto-publishing a Page in a Broadcast
- Using Emojis
- Subject Lines and Preheaders
- Newsletter Scheduler
- Deliveries
- About Open Rates for Broadcasts and Auto-Responses
- How the Sending Limit Works
- What Does 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?
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Other Customer Communications
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Membership Sites
- Creating a Membership Site
- Membership Site Blog
- Membership Site Forum
- Membership Site Pages
- Page Access
- Auto-publishing AKA Dripping pages
- Courses
- Quizzes
- Course Preview
- Membership Site Navigation
- Membership Site Redirects
- Membership Site Theme
- Podcast Feature in Membership Sites
- Free and paid access to a single membership site
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Products
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Product Pricing
- Payment Processors (Setup and FAQ)
- Understanding the Manual Payment Processor
- Switching Payment Processor Mid-Stream
- Prices 101 - What You Need to Understand about Prices in Simplero
- Editing a Price
- Campaign and Discount Pricing
- Multiple Seat/User Pricing
- Secret Prices and Coupon Codes
- Global Coupons
- Subscriptions 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
- 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
- Why do my customers have to manually go in and pay the next installment/renewal of their subscription?
- Troubleshooting Payments and Refunds
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Purchases and Participants
- Participants 101 and Simplero IDs
- Purchases 101
- Editing a Purchase
- Charges & Payments Box in the Purchase
- Purchase Summary
- Moving a Purchase
- Adding a Charge to an Existing Purchase
- Editing a Charge Amount
- Manual Product Purchase
- Manual Credit Card Charge
- Manual Payment or Partial Payment Collection
- Editing and Resending an Invoice
- Refund Period
- Full and Partial Refunds
- Credit to Transactions
- Collecting Money Outside Simplero
- Stopping My Customers Subscription Payments and Keep Their Access Open
- Migrating a Customer's Purchases from Another System
- How to Test the Purchase Process and Sending of Login Credentials
- Renewal Notifications
- Invoice Settings
- Invoices and Expenses
- Retrying Failed Charges
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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
- Global Triggers- Targeting and ReTargeting leads
- Working with Webhook Triggers
- Bulk Actions
- Global Snippets
- What is the Difference Between Automations and Auto-Responses?
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Affiliate Programs
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Integrations
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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
- 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
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Deprecated Features
- Spaces (deprecated)
- Space FAQ (deprecated)
- Space and Space Page Access (deprecated)
- Page Types (deprecated)
- Once 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)
- Adding a Subpage to Subpage (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)
- Deprecated Landing Pages, Deactivating
Closing your Account
How Do I Close/Cancel/Delete My Account?
We’re sad to see you go but, we respect your decision. With great sadness.
- Log in to your Simplero account. The URL is going to look like https://yourname.simplero.com/admin.
- If you don't remember where it is, try to see if you can find the welcome email you received when you opened it. The subject line is "Simplero Welcome".
- If that fails, try visiting this page, and see if it shows up there. You'll be asked to log in.
Once you've found your account:
- Select Settings from your Simplero Dashboard
- Select the Plan and Billing tab
- On that page, scroll down to the bottom and click on the button that says Close My Account.
