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
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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
- 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?
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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
Course Preview
Do you have multiple courses in a single membership site? If so, you might be interested in the course preview function.
The course preview is a great way to up-sell customers to purchase the other courses available within your membership site.
What does it look like?
When a course has the preview settings turned on, it will be visible in the course catalog to anyone who has access to the membership site. However if the contact does not have access to the course it will be grayed out and have a "Preview" banner in the corner, like the "Intermediate" course below.
This will help your customers identify which courses they have access to and which additional ones they might be interested in purchasing.
They are then able to click on the grayed out course and get more information about it.
They will be able to see a course overview, which includes a short description at the top and a button that you can use to direct them to a sales page or an order form. This is what it will look like
How Do I Set It Up?
To set up the course preview, you will edit 2 distinct areas in your course... The course setting and the lesson. So let's get started...
Previewing the course
1. Open up your course settings
2. Scroll down to the bottom where you will find the section called "Preview"
Here you have 3 options for the course preview...
- Show the overview which will show the text + images you enter below plus the name of every module and lesson (any lessons you choose to preview they will be able to click on, enter and see whatever content you have in that lesson).
- Will show the modules and lessons you choose to preview (but not the overview text and images)
- Hide completely, which means the course will not show up at all unless the customer has access to it.
3. If you choose option 1 or 2, a box will appear where you can enter your text + images and set the link to tell the button where send them.
Once you've made your choice and filled in all the information you want them to have about purchasing hit save. Now let's move on to how to indicate whether or not a lesson will show.
Previewing the Lesson
When you are editing a lesson you will see at the bottom a section called "preview". This section is where you will determine if the lesson will be able to be clicked on and viewed when in preview mode or if it will be excluded all together from the course overview.
Once you made your decision hit save and you are all set.