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

Course Content

Page Access

Give Access to a Single Contact

Select Lists & Contacts from your Simplero Dashboard
Select the Contacts tab
Locate and click on the contact name
You'll be directed to the contact overview page
Scroll down to the Membership sites they have access to section and click the Give manual access to a membership site hyperlink in the upper right corner of this section
Choose the site you want to give access to from the pop-up menu screen
If you need for any pages to auto-publish in that site, you will now need to set that up. That can be done via an automation, broadcast, or simply select the manage access button next to the site in this same screen and select the pages.

Remove Access for a Single Contact

Select Lists & Contacts from your Simplero Dashboard
Select the Contacts tab
Locate and click on the contact name
You'll be directed to the contact overview page
In the Purchases section, locate and click on the product where they have access to the site
You'll be directed to the Purchase page. Click the Cancel button in the Purchase summary section and click OK to confirm cancelation of purchase.

Removing/Revoking Access to only a Membership Site (not the Purchased Product)

This will remove the contact from the membership site and remain listed as a customer of the product that originally granted them access to that membership site. Note: They will still receive broadcasts sent to that product's customers.

Select Membership sites from your Simplero Dashboard
Select Members tab
Click on the contact's name to open their Membership Activity page
Select the red "delete" button and confirm the request.

Access via a Trigger or Automation

Add a Trigger to a product where you want to create a new step in your automation
Select Product from your Simplero Dashboard
In the Products tab, select the product you wish to give a trigger to access
Select the Participants tab
At the top of the list once participants have been selected, click the Select action...drop-down menu and select the option to "Give access to a page or a site"

Removing Access via a Trigger/Automation

You can also set a trigger or a line in an automation that says to remove access to a site, should you want to do that.

Add a Trigger to a product where you want to create a new step in your automation
Select Product from your Simplero Dashboard
In the Products tab, select the product you wish to give a trigger to access
Select the Participants tab
At the top of the list once participants have been selected, click the Select action...drop-down menu and select the option to "Revoke access to a page or a site"

Removing Access to a Membership Site for an Entire Product

Doing this means that all existing and future purchasers of the product will not have access to the membership site.

Select Products from your Simplero Dashboard
In the Products tab, select the product name you want to remove access to
Select the Content tab
In the Membership sites section, delete the Site by clicking the Trashcan icon in the far right of the membership site name
Scroll down and click the Save changes button

Last updated 18 Mar 2019.

Previous Lesson One Membership Site with Multiple Products/Classes Next Lesson Auto-publishing AKA Dripping pages

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