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
- Closing your Account
- Simplero Search and Filter Option
- Setting Brand Colors
- Places to Change Colors and Graphics
- Setting Labels
- Custom Colors in the WYSIWYG Editor
- The Notice Box
- Default Account Currency
- Default Account Email Contact Information
- Account Location and Language
- Account Terms
- Flex Plans
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Domains and URLs
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Site
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Your Media Files
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Landing Pages
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Forms
- Form Fields
- Creating Opt-In Form
- List opt-in forms
- Embedded Opt-In Forms
- Utilizing More Than One Opt-in Form
- Sign-up Forms on Your Simplero Site
- 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
- 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 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?
- Editing the email footer
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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
- One Membership Site with Multiple Products/Classes
- Page Access
- Auto-publishing AKA Dripping pages
- Courses
- Quizzes
- Course Preview
- Membership Site Footer 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
- 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
- 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
- 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 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 Re-Targeting 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)
- 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)
- 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)
- Deactivating Landing Pages (deprecated )
Membership Site Blog
Setting up the blog
- Select the Content from your Simplero Dashboard
- In the Membership site tab, locate and select the site you want to set up a blog
- Select the Blog tab
- Click the Settings button in the upper right corner
- Check the box to Enable the blog on this site and click the Save changes button
Adding a Blog post
- Select the Content from your Simplero Dashboard
- In the Membership site tab, locate and select the site you want to set up a blog
- Select the Blog tab
- Click the + Add a blog post button in the upper right corner
- Complete all fields
- Title: Name your blog
- Body: Type your blog message
- Publish status: Draft, Publish, Schedule
- Click the Create blog post button to save
Alternate
If you choose to write all your posts in advance and leave them in the Draft publish status you can publish them from the Blog list page by clicking the EYE icon in the far right side of the blog name, next to trashcan icon.
Adding a Blog Category
- Select the Content from your Simplero Dashboard
- In the Membership site tab, locate and select the site you want to set up a blog
- Select the Blog tab
- Click the Categories button in the upper right corner
- Click the + Add a category button in the upper right corner
- Enter the name of your category in the pop-up screen and click the OK button
Adding a Blog Poster
The person you wish to add as a blog poster must be a member of your Membership Site. Assuming that is the case...
- Select the Content from your Simplero Dashboard
- In the Membership site tab, locate and select the site you want to a blog poster
- Select the Members tab
- Locate and click on the member's name to view the member's profile and enable to post to your blog
- Click the red Make staff member button located on the right side of the member's profile
- This Staff member can now edit, delete posts and comments, as well as post on blogs