Course Content
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Your Account
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How the Trial Works
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How to Change Your Plan and Billing
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How to See Your Account Overview
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Account Administrators
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Changing Your Time Zone
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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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Simplero Search, Filter, and Save Views2:04
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Setting Brand Colors
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Places to Change Colors and Graphics
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Setting Labels
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The Notice Box
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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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Flex Plans
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Billing at Simplero
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Your First Three Wins
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Getting In-Person Help with Concierge
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Cookie Consent Banner
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Opt-In Form Designs
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Domains and URLs
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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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How to Customize Your Website Theme
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Save As Template Feature
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Product Catalog
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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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Your Media Files
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Landing Pages
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Forms
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Form Fields
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Creating Opt-In Form
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How to Setup List opt-in Forms8:53
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Embedded Opt-In Forms
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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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Sign-up Forms on Your Simplero Sites
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Viewing Custom Questions On Order Forms
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Default Opt-in Box on Order Forms
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Use Merge Fields to Register a Subscriber for a Webinar
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How to Install Google Analytics Tracking Code
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Lists & Contacts
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How to Manage Your Lists and Contacts
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Creating a List
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List Confirmation
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Subscription: Auto-subscribe, Unsubscribe, Suspend, Resume
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Retargeting Not-Engaged Subscribers and Contact Cleanup
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Exporting Contacts from my List
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Merging Duplicate Contacts
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Changing a Participants Email Address
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Seeing What Your Customers Sees
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Tags
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Segments
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Do Not Contact and Bounced Emails
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Preventing SPAM Contacts
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5 Kick @$$ Strategies to Build your List
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Preferred Sender Program
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Unengaged Contacts Tracking
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Broadcasts
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Broadcast Overview
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Email Template Design
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Email Font Size
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Creating a Broadcast
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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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Newsletter Scheduler
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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 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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The New Simplero Editor - Beta
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Other Customer Communications
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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 Pages (AKA Dripping Content)
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Courses
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Quizzes
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Course Preview
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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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Podcast Feature in Membership Sites (RSS)
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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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Auto-publishing: A Visual Representation
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Membership Groups
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How to Use Engagement Badges
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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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Product Pricing
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Payment Processor Setup
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Understanding the Manual Payment Processor
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Switching Payment Processor Mid-Stream
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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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Credits
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Multiple Seat/User Pricing
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Secret Prices and Coupon Codes
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Global Coupons
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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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Collecting Tax
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EU Vat
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Taxes on Multiple Currency Products
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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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Collecting an Outstanding Balance
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Upsells
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Downsales
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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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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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Troubleshooting Payment Processor Issues
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Understanding Your Change in Monthly Recurring Revenue Graph
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Purchases and Participants
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Participants 101 and Simplero IDs
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Purchases 101
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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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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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Renewal Notifications
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Invoice Settings
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Retrying Failed Charges
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Automation
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All the Ways You Can Automate Things in Simplero
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Automations: Creating and Managing
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Starting 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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Emails for Automations
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Triggers Overview
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Adding a New Trigger to an Existing List or Product
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Triggers on Link Clicks
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Triggers on Prices
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Abandoned Cart Trigger
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Global Triggers - Targeting and Re-Targeting Leads
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Working with Webhook Triggers
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Bulk Actions
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Global Snippets7:18
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What is the Difference Between Automations and Auto-Responses?
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Marketing & Affiliates
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Integrations
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Using Simplero With Your Existing Website
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API Keys
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Zapier
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Acuity Scheduling for Bookings
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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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Twitter
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How to Configure PayPal Payment Processor3:15
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Authorize.net
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How to setup MobilePay
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Embed Your Google Docs, Sheets, and Slides into Simplero
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Install Google Tag Manager on Simplero
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Facebook Messenger Chat
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Embed a Facebook Page Widget
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Facebook Pixel and Verifying Domains2:12
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How To Use the Zoom Integration
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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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Pipedream
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Trouble Shooting
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Can't access the content they purchased?
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Email Shows "Read" But not "Delivered"
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Troubleshooting Stripe payment issues
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Troubleshooting Email Addresses
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Troubleshooting Opt-in Form Issues
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Why is my E-mail not being delivered?
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Troubleshooting Forum Notifications
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Troubleshoot Price Issues
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Debug a Facebook Share / LinkedIN share
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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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Troubleshooting Space Access (A deprecated feature)
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Troubleshooting Videos Not Playing
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Troubleshooting Upload issues
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Microsoft Says a File Has a Virus
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Deprecated Features
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Spaces (deprecated)
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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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Deactivating Landing Pages (deprecated )
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How to Embed a PDF into a Course
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Nerdy stuff
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Events
Membership Site Pages
Which page should you pick?
Each of these pages has different options and uses. So let's look at each one closer.
Pages - Allows you to design a web page within your membership site. This could be a simple content page such as a welcome page, it could include testimonials of people who have taken the course before or a letter from you. It could even include a course catalog so your customers can quickly get to the page they want to access. You can also use the pages feature to create a sales page to up-sell members to other products that exist within this membership site or outside it.
Blog/Forum - Here is where you would give access to the blog or forum that you have been working on in the back end of your membership site.
Member Directory - Here is where you can let members see each other. Members are anyone who has access to the membership site for any reason.
External Link - This is a great way to link to outside sales page, a Facebook group, a scheduling calendar. Basically, anything you can find on the interweb that isn't created within your membership site.
Terms and Conditions - This will link to the terms and conditions set up in your account settings.
Customer Service - When this is added a link will exist in the heading menu that will allow the members of your membership site to email you at the email address you set in your account settings for support.
Once you have decided on the page you want to add below are step by step instructions for managing that page.
Please note that you must have at least one published, not-hidden page on a membership site to serve as the home page for the site. Otherwise, your members will not be able to access the site.
Adding a page
- Select Content from your Simplero Dashboard
- Select Membership Sites from the drop down menu
- Select the Membership Site you want to add pages to
- Select the Pages tab
- Click the Edit menu &pages button in the upper right corner
- You will be directed to the site editor page. Click the + Add button to add a page
- In the pop-up screen, choose your page option, add title and click the + Add button
- To add a subpage, simply select the + sign next to what will be the mother page and then follow step 7
Editing an Existing Page
- Select Content from your Simplero Dashboard
- Select Membership Sites from the dropdown menu
- Select the Pages tab
- Click the Editor button next to the page you want to edit
- You will be redirected to the Editor screen.
- In the Sections tab, you can add or delete sections, move the sections around, or edit the contents in them. Make sure to click the Save changes button.
- In the Settings tab, you can change the page name, URL, and publish status. Make sure to click the Save changes button.
Removing a page
- Select Content from your Simplero Dashboard
- Select Membership Sites from the dropdown menu
- Select the Pages tab
- There are three ways to remove a page:
- Click on the Page name or the Editor button next to the page you want to remove and you'll be redirected to the Editor screen
- In the bottom left corner, click the Trashcan Delete page hyperlink and click OK to confirm your action to delete
- In the bottom left corner, click the Trashcan Delete page hyperlink and click OK to confirm your action to delete
- Mark the box next to the Editor button and the Page name, click the Select action...drop-down arrow, select the Delete... option, and click OK to confirm your action to delete
- OR Mark the box next to the Editor button and the Page name, click the Trashcan icon and click OK to confirm your action to delete
- Click on the Page name or the Editor button next to the page you want to remove and you'll be redirected to the Editor screen
What if I want to limit who can view a page?
Pages in a site are published in 3 different ways.
- Published meaning viewable all the time.
- Scheduled meaning they become viewable at a specific point in time.
- Dripped meaning you manually give access to someone.
Dripped works great if you want to have a page in a membership site that is only viewable by a select group of people. For example, maybe I host the same course each year, and each group of participants has their own group page on Facebook for daily interactions. I can add the Facebook group as an external link page and then set that page to be Dripped. I would then Drip it to that group of participants and no one else via a trigger or broadcast.
Blog/Forum pages
Before you add Blog/Forum pages to your Membership Site you would need to enable them first.
The Forum/Blog pages have a similar structure: Title, description, then posts.
You can always have a look at the Forum and Blog pages (before you add them to your Site header) from the admin page:
Member Directory
To allow members to share their profile info and get tagged in posts and comments, enable the Member Directory on the Site>>Configure>>Community Features section, then add the Member Page to the site.
Members will need to be logged in to access the Members page, where they'll find who is a member of the site, and since when are they members.
On each member you'll find where are they located, any engagement badges they've been awarded, and their activity on the site.